Purchases and Sales Made in Q4 2023 in Maximus, Inc. (MMS)
This table provides information about the institutional ownership of Maximus, Inc. (MMS) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10New |
$729 - $869
|
10
$652
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10New |
$729 - $869
|
10
$652
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$729 - $869
|
10
$652
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.44% |
$437 - $521
|
1.37K
$89.6K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6New |
$437 - $521
|
6
$391
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$364 - $434
|
39.7K
$2.59M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 6.76% |
$364 - $434
|
79
$5.15K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 10.0% |
$292 - $348
|
44
$2.87K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$219 - $261
|
3
$196
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 21.43% |
$219 - $261
|
17
$1.11K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 1.46% |
$146 - $174
|
139
$9.06K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$72.9 - $86.9
|
1
$65.2
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 6.67% |
$72.9 - $86.9
|
16
$1.04K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1New |
$72.9 - $86.9
|
1
$65.2
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 16.67% |
$146 - $174
|
10
$652
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 2.25% |
$146 - $174
|
87
$5.67K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.29% |
$219 - $261
|
1.04K
$67.7K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 1.11% |
$364 - $434
|
444
$28.9K
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5- 0.01% |
$364 - $434
|
44.4K
$2.89M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 0.81% |
$583 - $695
|
984
$64.2K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 50.0% |
$583 - $695
|
8
$522
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-10- 20.0% |
$729 - $869
|
40
$2.61K
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-12- 0.09% |
$875 - $1.04K
|
12.9K
$839K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19- 48.72% |
$1.38K - $1.65K
|
20
$1.3K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 25.97% |
$1.46K - $1.74K
|
57
$3.72K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23- 4.29% |
$1.68K - $2K
|
513
$33.4K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 66.67% |
$2.04K - $2.43K
|
14
$913
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35- 1.12% |
$2.55K - $3.04K
|
3.08K
$201K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38- 25.68% |
$2.77K - $3.3K
|
110
$7.17K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-49- 16.61% |
$3.57K - $4.26K
|
246
$16K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-85Closed |
$6.2K - $7.38K
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.94% |
$7.29K - $8.69K
|
5.05K
$329K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.58% |
$7.29K - $8.69K
|
17.1K
$1.11M
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-100- 0.34% |
$7.29K - $8.69K
|
29.2K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-111- 0.56% |
$8.09K - $9.64K
|
19.6K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-113- 3.22% |
$8.24K - $9.82K
|
3.39K
$221K
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-115- 0.7% |
$8.38K - $9.99K
|
16.2K
$1.06M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-121- 93.8% |
$8.82K - $10.5K
|
8
$522
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 12.39% |
$8.97K - $10.7K
|
870
$56.7K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-125- 27.59% |
$9.11K - $10.9K
|
328
$21.4K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 72.22% |
$9.48K - $11.3K
|
50
$3.26K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-135- 0.85% |
$9.84K - $11.7K
|
15.7K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-135- 6.38% |
$9.84K - $11.7K
|
1.98K
$129K
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-145- 14.66% |
$10.6K - $12.6K
|
844
$55K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-161- 88.46% |
$11.7K - $14K
|
21
$1.37K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-197- 6.99% |
$14.4K - $17.1K
|
2.62K
$171K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-222- 4.2% |
$16.2K - $19.3K
|
5.07K
$330K
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-240- 3.25% |
$17.5K - $20.9K
|
7.16K
$467K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-249- 93.96% |
$18.1K - $21.6K
|
16
$1.04K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-286- 6.76% |
$20.8K - $24.8K
|
3.94K
$257K
|