Purchases and Sales Made in Q1 2024 in Maximus, Inc. (MMS)
This table provides information about the institutional ownership of Maximus, Inc. (MMS) during Q1 2024. The information is specifically focused on institutions that hold shares of MAXIMUS, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
149+ 2.35% |
$11.5K - $12.8K
|
6.48K
$522K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
123New |
$9.49K - $10.5K
|
123
$9.91K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
103+ 1287.5% |
$7.95K - $8.82K
|
111
$8.94K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$7.72K - $8.56K
|
100
$8.05K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
95+ 82.61% |
$7.33K - $8.13K
|
210
$16.9K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
91+ 0.67% |
$7.02K - $7.79K
|
13.6K
$1.1M
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
87+ 0.65% |
$6.72K - $7.45K
|
13.5K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67New |
$5.17K - $5.74K
|
67
$5.4K
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
55+ 0.84% |
$4.25K - $4.71K
|
6.62K
$533K
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
53+ 0.82% |
$4.09K - $4.54K
|
6.48K
$522K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52New |
$4.01K - $4.45K
|
52
$4.19K
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$3.94K - $4.37K
|
39.7K
$3.2M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
34New |
$2.62K - $2.91K
|
34
$2.74K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31New |
$2.39K - $2.65K
|
31
$2.5K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 3000.0% |
$2.32K - $2.57K
|
31
$2.5K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
29New |
$2.24K - $2.48K
|
29
$2.34K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
28+ 70.0% |
$2.16K - $2.4K
|
68
$5.48K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
28+ 35.9% |
$2.16K - $2.4K
|
106
$8.54K
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
21New |
$1.62K - $1.8K
|
21
$1.69K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
21+ 7.89% |
$1.62K - $1.8K
|
287
$23.1K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.47K - $1.63K
|
4.18K
$337K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 1.83% |
$1.47K - $1.63K
|
1.06K
$85.1K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17+ 0.33% |
$1.31K - $1.46K
|
5.14K
$414K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17New |
$1.31K - $1.46K
|
17
$1.37K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17New |
$1.31K - $1.46K
|
17
$1.37K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 18.99% |
$1.16K - $1.28K
|
94
$7.57K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
13New |
$1K - $1.11K
|
13
$1.05K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13New |
$1K - $1.11K
|
13
$1.05K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.73% |
$772 - $856
|
1.38K
$111K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8New |
$618 - $685
|
8
$644
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$540 - $599
|
7
$564
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 43.75% |
$540 - $599
|
23
$1.85K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 12.5% |
$386 - $428
|
45
$3.62K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 2.3% |
$154 - $171
|
89
$7.17K
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$154 - $171
|
12
$966
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$154 - $171
|
446
$35.9K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.19% |
$77.2 - $85.6
|
85
$6.85K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 20.0% |
$77.2 - $85.6
|
4
$322
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8Closed |
$618 - $685
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 2.27% |
$618 - $685
|
344
$27.7K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9- 0.36% |
$695 - $771
|
2.49K
$201K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 80.0% |
$1.54K - $1.71K
|
5
$403
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-21- 0.24% |
$1.62K - $1.8K
|
8.77K
$706K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 56.82% |
$1.93K - $2.14K
|
19
$1.53K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 87.1% |
$2.08K - $2.31K
|
4
$322
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-28- 6.25% |
$2.16K - $2.4K
|
420
$33.8K
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-30- 0.09% |
$2.32K - $2.57K
|
31.9K
$2.57M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33- 20.25% |
$2.55K - $2.83K
|
130
$10.5K
|