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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
180K+ 327.27% |
$30.2M - $33.9M
|
235K
$53.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
27.6KNew |
$4.63M - $5.19M
|
27.6K
$6.28M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.94K+ 6.04% |
$1.67M - $1.87M
|
175K
$39.7M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
9K+ 3.59% |
$1.51M - $1.69M
|
259K
$59M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.53KNew |
$1.43M - $1.6M
|
8.53K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.21K+ 148.41% |
$1.21M - $1.36M
|
12.1K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.38K+ 1.64% |
$1.07M - $1.2M
|
397K
$90.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.08KNew |
$685K - $768K
|
4.08K
$928K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.37KNew |
$566K - $634K
|
3.37K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
2KNew |
$335K - $376K
|
2K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.83K+ 4.69% |
$307K - $344K
|
40.8K
$9.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$302K - $339K
|
1.8K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.53KNew |
$256K - $287K
|
1.53K
$347K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.43K+ 0.86% |
$240K - $269K
|
169K
$38.4M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.3KNew |
$218K - $244K
|
1.3K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$273K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$273K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$273K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.18KNew |
$198K - $222K
|
1.18K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.09K+ 20.49% |
$183K - $205K
|
6.4K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$179K - $201K
|
1.07K
$243K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
753New |
$126K - $142K
|
753
$171K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
577+ 142.82% |
$96.8K - $109K
|
981
$223K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
360New |
$60.4K - $67.7K
|
360
$81.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
231New |
$38.7K - $43.4K
|
231
$52.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
131+ 86.75% |
$22K - $24.6K
|
282
$64.1K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
90New |
$15.1K - $16.9K
|
90
$20.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
65New |
$10.9K - $12.2K
|
65
$14.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55+ 9.34% |
$9.22K - $10.3K
|
644
$146K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
51New |
$8.55K - $9.59K
|
51
$11.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
40+ 160.0% |
$6.71K - $7.52K
|
65
$14.8K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
16+ 57.14% |
$2.68K - $3.01K
|
44
$10K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7+ 0.36% |
$1.17K - $1.32K
|
1.94K
$441K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
7New |
$1.17K - $1.32K
|
7
$1.59K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$1.01K - $1.13K
|
6
$1.36K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$839 - $940
|
5
$1.14K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 8.33% |
$335 - $376
|
26
$5.91K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.1% |
$168 - $188
|
980
$223K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
64.7KNew |
$9.96M - $11.4M
|
64.7K
$14.7M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
55.8K+ 15.62% |
$8.59M - $9.79M
|
413K
$93.9M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
52K+ 6.62% |
$8.01M - $9.13M
|
837K
$190M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
PUT |
25.8KNew |
$3.98M - $4.54M
|
25.8K
$5.87M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
20.1KNew |
$3.1M - $3.53M
|
20.1K
$4.58M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.05KNew |
$778K - $887K
|
5.05K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
4.66KNew |
$718K - $819K
|
4.66K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.44KNew |
$685K - $781K
|
4.44K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
3.87KNew |
$596K - $680K
|
3.87K
$880K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.67KNew |
$566K - $645K
|
3.67K
$835K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.19K+ 104.28% |
$338K - $385K
|
4.29K
$976K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.07KNew |
$318K - $363K
|
2.07K
$470K
|
|