Purchases and Sales Made in Q2 2024 in Maximus, Inc. (MMS)
This table provides information about the institutional ownership of Maximus, Inc. (MMS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
75+ 1.05% |
$5.98K - $6.65K
|
7.25K
$473K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
71+ 157.78% |
$5.66K - $6.3K
|
116
$7.56K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
53+ 8.1% |
$4.23K - $4.7K
|
707
$46.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
48+ 0.2% |
$3.83K - $4.26K
|
24.2K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 22.38% |
$3.75K - $4.17K
|
257
$16.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
46+ 0.12% |
$3.67K - $4.08K
|
39.8K
$2.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 64.71% |
$3.51K - $3.9K
|
112
$7.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44+ 12.79% |
$3.51K - $3.9K
|
388
$25.3K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
38New |
$3.03K - $3.37K
|
38
$2.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35+ 350.0% |
$2.79K - $3.1K
|
45
$2.93K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
35+ 8.33% |
$2.79K - $3.1K
|
455
$29.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30+ 27.03% |
$2.39K - $2.66K
|
141
$9.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25New |
$1.99K - $2.22K
|
25
$1.63K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$1.99K - $2.22K
|
25
$1.63K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 46.15% |
$1.91K - $2.13K
|
76
$4.96K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
19+ 111.76% |
$1.52K - $1.69K
|
36
$2.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19+ 9.5% |
$1.52K - $1.69K
|
219
$14.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 17.27% |
$1.52K - $1.69K
|
129
$8.41K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17New |
$1.36K - $1.51K
|
17
$1.11K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17New |
$1.36K - $1.51K
|
17
$1.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
17New |
$1.36K - $1.51K
|
17
$1.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.21% |
$1.12K - $1.24K
|
6.79K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10New |
$798 - $887
|
10
$652
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10New |
$798 - $887
|
10
$652
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9New |
$718 - $798
|
9
$587
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9New |
$718 - $798
|
9
$587
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.14% |
$558 - $621
|
4.94K
$322K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 29.41% |
$399 - $443
|
22
$1.43K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 4.26% |
$319 - $355
|
98
$6.39K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 25.0% |
$160 - $177
|
10
$652
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.82% |
$79.8 - $88.7
|
123
$8.02K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$79.8 - $88.7
|
1
$65.2
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$79.8 - $88.7
|
447
$29.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$79.8 - $88.7
|
310
$20.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 2.25% |
$160 - $177
|
87
$5.67K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-6- 85.71% |
$479 - $532
|
1
$65.2
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 19.35% |
$479 - $532
|
25
$1.63K
|
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-12- 0.15% |
$957 - $1.06K
|
7.97K
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13- 0.52% |
$1.04K - $1.15K
|
2.48K
$162K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-15- 0.12% |
$1.2K - $1.33K
|
12.3K
$800K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 88.24% |
$1.2K - $1.33K
|
2
$130
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-21- 7.32% |
$1.68K - $1.86K
|
266
$17.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 1.86% |
$1.91K - $2.13K
|
1.26K
$82.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-25- 0.19% |
$1.99K - $2.22K
|
13.5K
$879K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-34- 12.19% |
$2.71K - $3.02K
|
245
$16K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-34- 0.21% |
$2.71K - $3.02K
|
15.8K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-35- 0.54% |
$2.79K - $3.1K
|
6.44K
$420K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-44- 0.32% |
$3.51K - $3.9K
|
13.6K
$885K
|