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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
865New |
$170K - $187K
|
865
$194K
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
851+ 1.09% |
$167K - $184K
|
78.9K
$17.7M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
840+ 37.17% |
$165K - $181K
|
3.1K
$694K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
836+ 17.41% |
$164K - $180K
|
5.64K
$1.26M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
832+ 1.12% |
$163K - $180K
|
74.8K
$16.8M
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
829+ 70.55% |
$163K - $179K
|
2K
$449K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
800New |
$157K - $173K
|
800
$179K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
794+ 33.19% |
$156K - $171K
|
3.19K
$713K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
794New |
$156K - $171K
|
794
$178K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
751+ 28.36% |
$147K - $162K
|
3.4K
$761K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
748+ 69.26% |
$147K - $161K
|
1.83K
$409K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
741+ 22.85% |
$145K - $160K
|
3.98K
$892K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
708+ 7.67% |
$139K - $153K
|
9.94K
$2.23M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
701+ 33.48% |
$138K - $151K
|
2.8K
$626K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
698New |
$137K - $151K
|
698
$156K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
693+ 41.8% |
$136K - $150K
|
2.35K
$526K
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
693+ 3.8% |
$136K - $150K
|
18.9K
$4.24M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
689+ 31.87% |
$135K - $149K
|
2.85K
$638K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
689+ 18.75% |
$135K - $149K
|
4.36K
$977K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
675+ 60.48% |
$132K - $146K
|
1.79K
$401K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
668+ 1.74% |
$131K - $144K
|
39.1K
$8.75M
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
BUY
|
- |
667+ 36.67% |
$131K - $144K
|
2.49K
$557K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
620+ 18.5% |
$122K - $134K
|
3.97K
$889K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
619+ 42.87% |
$122K - $134K
|
2.06K
$462K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
616+ 57.41% |
$121K - $133K
|
1.69K
$378K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
600+ 17.24% |
$118K - $129K
|
4.08K
$914K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
597+ 37.15% |
$117K - $129K
|
2.2K
$494K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
585+ 23.93% |
$115K - $126K
|
3.03K
$679K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
585+ 13.87% |
$115K - $126K
|
4.8K
$1.08M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
579+ 0.88% |
$114K - $125K
|
66.1K
$14.8M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
559+ 6.26% |
$110K - $121K
|
9.49K
$2.12M
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
556+ 25.46% |
$109K - $120K
|
2.74K
$614K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
548+ 7.3% |
$108K - $118K
|
8.05K
$1.8M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
545+ 5.16% |
$107K - $118K
|
11.1K
$2.49M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
544+ 6.24% |
$107K - $117K
|
9.27K
$2.08M
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
544+ 8.82% |
$107K - $117K
|
6.71K
$1.5M
|
|
Aug 09, 2024
Q2 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
538+ 1.52% |
$106K - $116K
|
36K
$8.06M
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
535+ 0.55% |
$105K - $115K
|
97.7K
$21.9M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
519+ 50.63% |
$102K - $112K
|
1.54K
$346K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
512+ 2.0% |
$101K - $110K
|
26.2K
$5.86M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
511+ 13.05% |
$100K - $110K
|
4.43K
$992K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
503+ 9.58% |
$98.7K - $109K
|
5.76K
$1.29M
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
495+ 43.5% |
$97.2K - $107K
|
1.63K
$366K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
488+ 5.54% |
$95.8K - $105K
|
9.3K
$2.08M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
482+ 15.93% |
$94.6K - $104K
|
3.51K
$785K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
472+ 16.08% |
$92.6K - $102K
|
3.41K
$763K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
454+ 39.0% |
$89.1K - $98K
|
1.62K
$362K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
450+ 2.77% |
$88.3K - $97.1K
|
16.7K
$3.74M
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
443+ 2.44% |
$87K - $95.6K
|
18.6K
$4.16M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
430+ 0.96% |
$84.4K - $92.8K
|
45.3K
$10.1M
|