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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
902New |
$190K - $209K
|
902
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
898New |
$189K - $208K
|
898
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
887+ 37.73% |
$186K - $206K
|
3.24K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
873+ 3.0% |
$184K - $202K
|
30K
$6.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
855+ 3.65% |
$180K - $198K
|
24.3K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
851+ 51.86% |
$179K - $197K
|
2.49K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
848+ 7.67% |
$178K - $197K
|
11.9K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
814+ 30.76% |
$171K - $189K
|
3.46K
$788K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
805+ 1.78% |
$169K - $187K
|
46.1K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
800New |
$168K - $185K
|
800
$182K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
782+ 0.81% |
$164K - $181K
|
97.3K
$22.2M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
763+ 1.15% |
$160K - $177K
|
66.9K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
749New |
$157K - $174K
|
749
$171K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
747+ 8.18% |
$157K - $173K
|
9.88K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
744+ 4.5% |
$156K - $173K
|
17.3K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
720New |
$151K - $167K
|
720
$164K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
717+ 5.42% |
$151K - $166K
|
13.9K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
708+ 9.87% |
$149K - $164K
|
7.88K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
700+ 6.73% |
$147K - $162K
|
11.1K
$2.53M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 16.67% |
$147K - $162K
|
4.9K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
685+ 147.63% |
$144K - $159K
|
1.15K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
673+ 43.59% |
$141K - $156K
|
2.22K
$505K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
661+ 33.83% |
$139K - $153K
|
2.62K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
654+ 51.05% |
$138K - $152K
|
1.94K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
654+ 12.88% |
$138K - $152K
|
5.73K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
649+ 5.14% |
$136K - $150K
|
13.3K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
640+ 2.3% |
$135K - $148K
|
28.4K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
635+ 51.29% |
$134K - $147K
|
1.87K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
627+ 24.72% |
$132K - $145K
|
3.16K
$721K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
626+ 2.66% |
$132K - $145K
|
24.1K
$5.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
602+ 3.5% |
$127K - $140K
|
17.8K
$4.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
595+ 7.94% |
$125K - $138K
|
8.09K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
591+ 6.86% |
$124K - $137K
|
9.21K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
588+ 50.82% |
$124K - $136K
|
1.75K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
585+ 5.27% |
$123K - $136K
|
11.7K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
585+ 33.11% |
$123K - $136K
|
2.35K
$536K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
566+ 1.45% |
$119K - $131K
|
39.7K
$9.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
563New |
$118K - $131K
|
563
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
557+ 1.38% |
$117K - $129K
|
40.8K
$9.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
535+ 15.67% |
$112K - $124K
|
3.95K
$900K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
523+ 2.43% |
$110K - $121K
|
22.1K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
517+ 9.15% |
$109K - $120K
|
6.17K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
516+ 3.08% |
$108K - $120K
|
17.2K
$3.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
514+ 3.35% |
$108K - $119K
|
15.8K
$3.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
508+ 13.84% |
$107K - $118K
|
4.18K
$952K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
506+ 20.7% |
$106K - $117K
|
2.95K
$672K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
493+ 8.91% |
$104K - $114K
|
6.03K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
481+ 2.93% |
$101K - $112K
|
16.9K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
479+ 12.35% |
$101K - $111K
|
4.36K
$992K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
470+ 58.68% |
$98.8K - $109K
|
1.27K
$290K
|