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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
713+ 6.26% |
$136K - $148K
|
12.1K
$2.55M
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
BUY
|
- |
713+ 8.86% |
$136K - $148K
|
8.76K
$1.85M
|
|
Apr 22, 2024
Q1 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
707+ 0.76% |
$134K - $147K
|
94.3K
$19.9M
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
660+ 3.81% |
$126K - $137K
|
18K
$3.79M
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
659+ 10.95% |
$125K - $137K
|
6.68K
$1.41M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
658+ 16.79% |
$125K - $137K
|
4.58K
$964K
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
627+ 21.09% |
$119K - $130K
|
3.6K
$759K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
621+ 4.44% |
$118K - $129K
|
14.6K
$3.08M
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
618+ 12.65% |
$118K - $128K
|
5.51K
$1.16M
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
599New |
$114K - $125K
|
599
$126K
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
599+ 15.21% |
$114K - $125K
|
4.54K
$956K
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
592+ 47.06% |
$113K - $123K
|
1.85K
$390K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
591+ 22.64% |
$112K - $123K
|
3.2K
$675K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
589+ 19.09% |
$112K - $122K
|
3.67K
$774K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
588+ 7.07% |
$112K - $122K
|
8.9K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
586+ 12.8% |
$111K - $122K
|
5.16K
$1.09M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
578+ 26.65% |
$110K - $120K
|
2.75K
$579K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
540+ 16.5% |
$103K - $112K
|
3.81K
$803K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
536+ 1.97% |
$102K - $111K
|
27.7K
$5.84M
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
536+ 3.52% |
$102K - $111K
|
15.8K
$3.32M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527+ 1.74% |
$100K - $110K
|
30.9K
$6.51M
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
511+ 2.21% |
$97.2K - $106K
|
23.7K
$4.99M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
510+ 5.35% |
$97K - $106K
|
10K
$2.12M
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
508+ 42.33% |
$96.6K - $106K
|
1.71K
$360K
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
508+ 22.62% |
$96.6K - $106K
|
2.75K
$580K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
501+ 11.42% |
$95.3K - $104K
|
4.89K
$1.03M
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 32.66% |
$95.1K - $104K
|
2.03K
$428K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
489+ 3.29% |
$93K - $102K
|
15.4K
$3.24M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
487+ 98.78% |
$92.6K - $101K
|
980
$207K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
468New |
$89K - $97.3K
|
468
$98.6K
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
465+ 1.34% |
$88.4K - $96.7K
|
35.2K
$7.42M
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
452+ 18.87% |
$86K - $94K
|
2.85K
$600K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
450New |
$85.6K - $93.6K
|
450
$94.8K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
449+ 1.51% |
$85.4K - $93.3K
|
30.2K
$6.37M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
445+ 1.75% |
$84.6K - $92.5K
|
25.9K
$5.46M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
443+ 4.37% |
$84.2K - $92.1K
|
10.6K
$2.23M
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
438+ 11.6% |
$83.3K - $91.1K
|
4.21K
$888K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
435+ 10.69% |
$82.7K - $90.4K
|
4.5K
$949K
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
435+ 10.89% |
$82.7K - $90.4K
|
4.43K
$933K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
430+ 8.83% |
$81.8K - $89.4K
|
5.3K
$1.12M
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
419+ 24.88% |
$79.7K - $87.1K
|
2.1K
$443K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
415+ 10.74% |
$78.9K - $86.3K
|
4.28K
$901K
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
401+ 0.52% |
$76.3K - $83.4K
|
77.5K
$16.3M
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
400+ 1.32% |
$76.1K - $83.2K
|
30.8K
$6.48M
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
389+ 3.23% |
$74K - $80.9K
|
12.4K
$2.62M
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
376+ 31.18% |
$71.5K - $78.2K
|
1.58K
$333K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
363+ 7.71% |
$69K - $75.5K
|
5.07K
$1.07M
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
362+ 23.49% |
$68.8K - $75.3K
|
1.9K
$401K
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
361+ 0.52% |
$68.7K - $75.1K
|
70.1K
$14.8M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
360+ 112.85% |
$68.5K - $74.8K
|
679
$143K
|