Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)

MMC Quotes by TradingView

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
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
204
New
$37.5K - $40.5K
204 $47.4K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
169
New
$31.1K - $33.6K
169 $39.3K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
150
New
$27.6K - $29.8K
150 $34.8K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
68
New
$12.5K - $13.5K
68 $15.8K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
44
New
$8.1K - $8.74K
44 $10.2K
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
33
New
$6.07K - $6.55K
33 $7.67K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
27
New
$4.97K - $5.36K
27 $6.27K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
25
+ 32.47%
$4.6K - $4.96K
102 $23.7K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
17
New
$3.13K - $3.38K
17 $3.95K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
17
+ 9.55%
$3.13K - $3.38K
195 $45.3K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
8
+ 1.55%
$1.47K - $1.59K
523 $121K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
7
New
$1.29K - $1.39K
7 $1.63K
Nov 13, 2023 Q3 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
5
New
$920 - $993
5 $1.16K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
4
+ 0.25%
$736 - $794
1.59K $369K
Q2 2023
Aug 14, 2023 Q2 2023
Hudson Bay Capital Management LP

Greenwich, CT
BUY
 -
180K
+ 327.27%
$30.2M - $33.9M
235K $54.6M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 CALL
27.6K
New
$4.63M - $5.19M
27.6K $6.41M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
9.94K
+ 6.04%
$1.67M - $1.87M
175K $40.5M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
8.53K
New
$1.43M - $1.6M
8.53K $1.98M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
7.21K
+ 148.41%
$1.21M - $1.36M
12.1K $2.8M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
6.38K
+ 1.64%
$1.07M - $1.2M
397K $92.1M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
4.08K
New
$685K - $768K
4.08K $949K
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
3.37K
New
$566K - $634K
3.37K $784K
Aug 14, 2023 Q2 2023
Manatuck Hill Partners, LLC

Westport, CT
BUY
 -
2K
New
$335K - $376K
2K $465K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.83K
+ 4.69%
$307K - $344K
40.8K $9.49M
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
1.8K
New
$302K - $339K
1.8K $418K
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.53K
New
$256K - $287K
1.53K $355K
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
1.43K
+ 0.86%
$240K - $269K
169K $39.2M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.3K
New
$218K - $244K
1.3K $302K
Aug 02, 2023 Q2 2023
New Jersey Better Educational Savings Trust

BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Jul 18, 2023 Q2 2023
Pathway Financial Advisors LLC

BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Jul 13, 2023 Q2 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Jul 13, 2023 Q2 2023
Milestone Advisory Partners

BUY
 -
1.18K
New
$198K - $222K
1.18K $274K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
1.09K
+ 20.49%
$183K - $205K
6.4K $1.49M
Aug 11, 2023 Q2 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
1.07K
New
$179K - $201K
1.07K $248K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
753
New
$126K - $142K
753 $175K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
577
+ 142.82%
$96.8K - $109K
981 $228K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
360
New
$60.4K - $67.7K
360 $83.6K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
131
+ 86.75%
$22K - $24.6K
282 $65.5K
Oct 23, 2023 Q2 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
90
New
$15.1K - $16.9K
90 $20.9K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
65
New
$10.9K - $12.2K
65 $15.1K
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
55
+ 9.34%
$9.22K - $10.3K
644 $150K
Jul 14, 2023 Q2 2023
Financial Connections Group, Inc.

BUY
 -
51
New
$8.55K - $9.59K
51 $11.8K
Jul 13, 2023 Q2 2023
Central Bank & Trust CO

BUY
 -
40
+ 160.0%
$6.71K - $7.52K
65 $15.1K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
16
+ 57.14%
$2.68K - $3.01K
44 $10.2K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
7
New
$1.17K - $1.32K
7 $1.63K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
6
New
$1.01K - $1.13K
6 $1.39K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
5
New
$839 - $940
5 $1.16K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2
+ 8.33%
$335 - $376
26 $6.04K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
1
+ 0.1%
$168 - $188
980 $228K

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