Purchases and Sales Made in Q3 2023 in Maximus, Inc. (MMS)
This table provides information about the institutional ownership of Maximus, Inc. (MMS) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
166+ 2.07% |
$12.3K - $14.6K
|
8.18K
$533K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
159+ 4.31% |
$11.8K - $14K
|
3.85K
$251K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
145+ 61.44% |
$10.8K - $12.7K
|
381
$24.8K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
129New |
$9.6K - $11.3K
|
129
$8.41K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
127+ 4.15% |
$9.45K - $11.1K
|
3.19K
$208K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
110New |
$8.18K - $9.65K
|
110
$7.17K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
103+ 0.68% |
$7.66K - $9.04K
|
15.3K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
101+ 11.32% |
$7.51K - $8.86K
|
993
$64.7K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
101+ 11.32% |
$7.51K - $8.86K
|
993
$64.7K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
92+ 0.75% |
$6.84K - $8.07K
|
12.3K
$801K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
90+ 0.34% |
$6.69K - $7.9K
|
26.9K
$1.75M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85New |
$6.32K - $7.46K
|
85
$5.54K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
72+ 1800.0% |
$5.36K - $6.32K
|
76
$4.96K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
70+ 12.46% |
$5.21K - $6.14K
|
632
$41.2K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64New |
$4.76K - $5.62K
|
64
$4.17K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
53New |
$3.94K - $4.65K
|
53
$3.46K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$3.72K - $4.39K
|
50
$3.26K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46New |
$3.42K - $4.04K
|
46
$3K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
44+ 17.53% |
$3.27K - $3.86K
|
295
$19.2K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
43+ 104.88% |
$3.2K - $3.77K
|
84
$5.48K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
41New |
$3.05K - $3.6K
|
41
$2.67K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40New |
$2.98K - $3.51K
|
40
$2.61K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
39New |
$2.9K - $3.42K
|
39
$2.54K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 1.96% |
$1.41K - $1.67K
|
989
$64.5K
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
19New |
$1.41K - $1.67K
|
19
$1.24K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17New |
$1.26K - $1.49K
|
17
$1.11K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10+ 9.52% |
$744 - $878
|
115
$7.5K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 85.71% |
$446 - $527
|
13
$848
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$446 - $527
|
6
$391
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$372 - $439
|
5
$326
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 7.25% |
$372 - $439
|
74
$4.82K
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3+ 2.61% |
$223 - $263
|
118
$7.69K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$74.4 - $87.8
|
1
$65.2
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$74.4 - $87.8
|
449
$29.3K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1New |
$74.4 - $87.8
|
1
$65.2
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.67% |
$74.4 - $87.8
|
14
$913
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.12% |
$223 - $263
|
266
$17.3K
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3- 2.54% |
$223 - $263
|
115
$7.5K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 11.11% |
$223 - $263
|
24
$1.56K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$298 - $351
|
39.7K
$2.59M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 20.0% |
$298 - $351
|
16
$1.04K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 83.33% |
$744 - $878
|
2
$130
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 6.92% |
$818 - $965
|
148
$9.65K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-13- 2.37% |
$967 - $1.14K
|
536
$34.9K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 12.75% |
$967 - $1.14K
|
89
$5.8K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 2.25% |
$1.79K - $2.11K
|
1.04K
$67.9K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-26- 5.43% |
$1.93K - $2.28K
|
453
$29.5K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 15.95% |
$1.93K - $2.28K
|
137
$8.93K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-28- 0.21% |
$2.08K - $2.46K
|
13.5K
$879K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-31- 3.21% |
$2.31K - $2.72K
|
934
$60.9K
|