Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$185 - $202
|
1
$210
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
419KNew |
$77.1M - $83.2M
|
419K
$88M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
80.4KNew |
$14.8M - $16M
|
80.4K
$16.9M
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$4.5M - $4.85M
|
24.5K
$5.13M
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
18.2KNew |
$3.35M - $3.61M
|
18.2K
$3.82M
|
|
Oct 30, 2023
Q3 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
13K+ 43.33% |
$2.39M - $2.58M
|
43K
$9.03M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
6.7KNew |
$1.23M - $1.33M
|
6.7K
$1.41M
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4KNew |
$736K - $794K
|
4K
$840K
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.86KNew |
$526K - $568K
|
2.86K
$601K
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$517K - $558K
|
2.81K
$590K
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.46K+ 88.33% |
$452K - $488K
|
5.24K
$1.1M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.09KNew |
$384K - $414K
|
2.09K
$438K
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.35KNew |
$247K - $267K
|
1.35K
$282K
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$243K - $262K
|
1.32K
$277K
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.3KNew |
$240K - $259K
|
1.3K
$274K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$205K - $221K
|
1.11K
$234K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
889New |
$164K - $177K
|
889
$187K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
706New |
$130K - $140K
|
706
$148K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
624+ 9.69% |
$115K - $124K
|
7.07K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
446+ 7.61% |
$82.1K - $88.6K
|
6.31K
$1.32M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
410New |
$75.4K - $81.4K
|
410
$86.1K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
397+ 29.78% |
$73K - $78.8K
|
1.73K
$363K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
341New |
$62.7K - $67.7K
|
341
$71.6K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 0.93% |
$50.6K - $54.6K
|
29.9K
$6.28M
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
204New |
$37.5K - $40.5K
|
204
$42.8K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
150New |
$27.6K - $29.8K
|
150
$31.5K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
68New |
$12.5K - $13.5K
|
68
$14.3K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$8.1K - $8.74K
|
44
$9.24K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
33New |
$6.07K - $6.55K
|
33
$6.93K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
27New |
$4.97K - $5.36K
|
27
$5.67K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25+ 32.47% |
$4.6K - $4.96K
|
102
$21.4K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$3.13K - $3.38K
|
17
$3.57K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 9.55% |
$3.13K - $3.38K
|
195
$41K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$2.58K - $2.78K
|
14
$2.94K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7New |
$1.29K - $1.39K
|
7
$1.47K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$920 - $993
|
5
$1.05K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$736 - $794
|
1.59K
$333K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
180K+ 327.27% |
$30.2M - $33.9M
|
235K
$49.4M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
27.6KNew |
$4.63M - $5.19M
|
27.6K
$5.8M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.94K+ 6.04% |
$1.67M - $1.87M
|
175K
$36.6M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.53KNew |
$1.43M - $1.6M
|
8.53K
$1.79M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.38K+ 1.64% |
$1.07M - $1.2M
|
397K
$83.3M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.08KNew |
$685K - $768K
|
4.08K
$857K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.37KNew |
$566K - $634K
|
3.37K
$708K
|
|
Aug 14, 2023
Q2 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
2KNew |
$335K - $376K
|
2K
$420K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.83K+ 4.69% |
$307K - $344K
|
40.8K
$8.58M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.43K+ 0.86% |
$240K - $269K
|
169K
$35.4M
|
|
Aug 02, 2023
Q2 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$252K
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$252K
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$252K
|