Purchases and Sales Made in Q2 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 2022. The information is specifically focused on institutions that hold shares of MARSH & MCLENNAN COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
29+ 0.45% |
$4.19K - $5.18K
|
6.54K
$1.57M
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
28New |
$4.04K - $5K
|
28
$6.71K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27+ 0.2% |
$3.9K - $4.82K
|
13.2K
$3.17M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 1.86% |
$3.75K - $4.65K
|
1.43K
$342K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
26+ 136.84% |
$3.75K - $4.65K
|
45
$10.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
26+ 1.12% |
$3.75K - $4.65K
|
2.34K
$561K
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
26+ 0.14% |
$3.75K - $4.65K
|
19.1K
$4.57M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 83.33% |
$3.61K - $4.47K
|
55
$13.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
24New |
$3.46K - $4.29K
|
24
$5.75K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
22+ 100.0% |
$3.18K - $3.93K
|
44
$10.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
21+ 1.27% |
$3.03K - $3.75K
|
1.68K
$403K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21+ 0.56% |
$3.03K - $3.75K
|
3.8K
$910K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 10.87% |
$2.89K - $3.57K
|
204
$48.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
19+ 1.78% |
$2.74K - $3.4K
|
1.09K
$261K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
19New |
$2.74K - $3.4K
|
19
$4.55K
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
18+ 0.54% |
$2.6K - $3.22K
|
3.35K
$803K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
18+ 0.82% |
$2.6K - $3.22K
|
2.2K
$527K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
17New |
$2.45K - $3.04K
|
17
$4.07K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 15.84% |
$2.31K - $2.86K
|
117
$28K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 73.68% |
$2.02K - $2.5K
|
33
$7.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
13+ 0.13% |
$1.88K - $2.32K
|
9.78K
$2.34M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12New |
$1.73K - $2.14K
|
12
$2.87K
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11+ 0.07% |
$1.59K - $1.97K
|
15.1K
$3.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10+ 0.32% |
$1.44K - $1.79K
|
3.09K
$740K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.25% |
$1.44K - $1.79K
|
3.94K
$944K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 2.35% |
$1.44K - $1.79K
|
435
$104K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
10+ 111.11% |
$1.44K - $1.79K
|
19
$4.55K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$1.15K - $1.43K
|
8
$1.92K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$866 - $1.07K
|
6
$1.44K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 0.6% |
$866 - $1.07K
|
1.01K
$241K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6New |
$866 - $1.07K
|
6
$1.44K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.3% |
$866 - $1.07K
|
2K
$480K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$722 - $894
|
5
$1.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5+ 41.67% |
$722 - $894
|
17
$4.07K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$722 - $894
|
5
$1.2K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 0.42% |
$577 - $715
|
965
$231K
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$577 - $715
|
2.05K
$491K
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.21% |
$577 - $715
|
1.91K
$457K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
4+ 22.22% |
$577 - $715
|
22
$5.27K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.08% |
$577 - $715
|
4.89K
$1.17M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4New |
$577 - $715
|
4
$958
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$433 - $536
|
1.57K
$376K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.03% |
$433 - $536
|
9.51K
$2.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.08% |
$433 - $536
|
3.79K
$906K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.11% |
$433 - $536
|
2.66K
$637K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.11% |
$289 - $357
|
1.86K
$445K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.68% |
$289 - $357
|
298
$71.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2+ 0.09% |
$289 - $357
|
2.19K
$525K
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2+ 0.07% |
$289 - $357
|
2.83K
$677K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.45% |
$289 - $357
|
442
$106K
|