Latest Institutional Transactions on Maximus, Inc. (MMS)
This table provides information on the latest institutional transactions involving Maximus, Inc. (MMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
23New |
$1.68K - $2K
|
23
$1.65K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
59New |
$4.3K - $5.13K
|
59
$4.23K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-4.78K- 0.88% |
$349K - $416K
|
538K
$38.5M
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
35.1K+ 501.43% |
$2.56M - $3.05M
|
42.1K
$3.02M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
41New |
$2.99K - $3.56K
|
41
$2.94K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
206New |
$15K - $17.9K
|
206
$14.8K
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
2.47KNew |
$180K - $215K
|
2.47K
$177K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 6.67% |
$72.9 - $86.9
|
16
$1.15K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
32New |
$2.33K - $2.78K
|
32
$2.29K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
700New |
$51K - $60.8K
|
700
$50.1K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-161- 88.46% |
$11.7K - $14K
|
21
$1.5K
|
|
Q3 2023 | |||||||
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3- 2.54% |
$223 - $263
|
115
$8.24K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-35Closed |
$2.6K - $3.07K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
110New |
$8.18K - $9.65K
|
110
$7.88K
|
|
Nov 14, 2023
Q3 2023
|
Ctf Capital Management, LP
Old Greenwich, CT |
SELL
|
- |
-131K- 58.25% |
$9.76M - $11.5M
|
94K
$6.73M
|
|
Nov 14, 2023
Q3 2023
|
Broad Bay Capital Management, LP
New York, NY |
SELL
|
- |
-52K- 17.33% |
$3.87M - $4.56M
|
248K
$17.8M
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.06KNew |
$376K - $444K
|
5.06K
$362K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$74.4 - $87.8
|
1
$71.6
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-122- 3.15% |
$9.07K - $10.7K
|
3.75K
$268K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
41New |
$3.05K - $3.6K
|
41
$2.94K
|
|
Nov 06, 2023
Q3 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-576K- 99.4% |
$42.8M - $50.5M
|
3.48K
$250K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46New |
$3.42K - $4.04K
|
46
$3.3K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82KNew |
$209K - $247K
|
2.82K
$202K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.19K+ 70.9% |
$237K - $280K
|
7.69K
$551K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
39New |
$2.9K - $3.42K
|
39
$2.79K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 85.71% |
$446 - $527
|
13
$931
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
19New |
$1.41K - $1.67K
|
19
$1.36K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.05K- 95.45% |
$81.9K - $90.1K
|
50
$3.58K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
23K+ 45.14% |
$1.79M - $1.97M
|
73.9K
$5.29M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.62KNew |
$673K - $740K
|
8.62K
$618K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10- 66.67% |
$780 - $858
|
5
$358
|
|
Aug 11, 2023
Q2 2023
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
50.4KNew |
$3.93M - $4.32M
|
50.4K
$3.61M
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
9.7K+ 1.77% |
$757K - $832K
|
557K
$39.9M
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
905+ 243.94% |
$70.6K - $77.6K
|
1.28K
$91.4K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.6K- 36.7% |
$125K - $137K
|
2.76K
$198K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
210New |
$16.4K - $18K
|
210
$15K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
101New |
$7.88K - $8.66K
|
101
$7.24K
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
315+ 3.46% |
$24.6K - $27K
|
9.42K
$675K
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.24KNew |
$96.4K - $106K
|
1.24K
$88.5K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
21New |
$1.64K - $1.8K
|
21
$1.5K
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-1.5K- 18.29% |
$117K - $129K
|
6.7K
$480K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$858 - $944
|
11
$788
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-16.7KClosed |
$1.3M - $1.43M
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 7.69% |
$78 - $85.8
|
12
$860
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
13New |
$1.01K - $1.12K
|
13
$931
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.59KNew |
$612K - $724K
|
8.59K
$615K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-14Closed |
$998 - $1.18K
|
0
$0
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.02KClosed |
$287K - $339K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-476- 54.84% |
$33.9K - $40.1K
|
392
$28.1K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.1KNew |
$1.01M - $1.19M
|
14.1K
$1.01M
|