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 09, 2022
Q2 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.63KNew |
$235K - $290K
|
1.63K
$386K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.62K+ 1.24% |
$233K - $289K
|
132K
$31.5M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.6K+ 29.05% |
$231K - $286K
|
7.1K
$1.69M
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.59K+ 108.45% |
$230K - $284K
|
3.06K
$727K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.57K+ 28.25% |
$227K - $281K
|
7.15K
$1.7M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.56KNew |
$226K - $279K
|
1.56K
$372K
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.55KNew |
$223K - $277K
|
1.55K
$368K
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
1.55KNew |
$223K - $276K
|
1.55K
$367K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.53KNew |
$221K - $273K
|
1.53K
$364K
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.5KNew |
$217K - $268K
|
1.5K
$357K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.49K+ 32.84% |
$215K - $266K
|
6.02K
$1.43M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.45KNew |
$210K - $259K
|
1.45K
$345K
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.44KNew |
$208K - $258K
|
1.44K
$343K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.44K+ 63.44% |
$207K - $256K
|
3.7K
$879K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.42K+ 1.94% |
$205K - $254K
|
74.7K
$17.8M
|
|
Dec 09, 2024
Q2 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.41K+ 0.47% |
$204K - $253K
|
302K
$71.9M
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.4KNew |
$202K - $250K
|
1.4K
$333K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.38KNew |
$199K - $247K
|
1.38K
$328K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 23.87% |
$199K - $247K
|
7.16K
$1.7M
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
BUY
|
- |
1.38K+ 1.32% |
$199K - $246K
|
106K
$25.2M
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.38K+ 11.08% |
$198K - $246K
|
13.8K
$3.28M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.37K+ 10.17% |
$198K - $245K
|
14.9K
$3.54M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.37KNew |
$197K - $244K
|
1.37K
$325K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.36K+ 16.12% |
$196K - $243K
|
9.78K
$2.33M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$194K - $240K
|
1.35K
$320K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.33KNew |
$192K - $238K
|
1.33K
$317K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.32K+ 8.98% |
$191K - $236K
|
16K
$3.81M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.31KNew |
$189K - $234K
|
1.31K
$312K
|
|
Aug 15, 2022
Q2 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.31KNew |
$189K - $233K
|
1.31K
$311K
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.31KNew |
$189K - $233K
|
1.31K
$311K
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
1.3KNew |
$188K - $232K
|
1.3K
$309K
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.22K+ 22.68% |
$176K - $218K
|
6.59K
$1.57M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.22K+ 25.29% |
$176K - $218K
|
6.03K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.2K+ 28.2% |
$173K - $215K
|
5.46K
$1.3M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.2K+ 28.2% |
$173K - $215K
|
5.46K
$1.3M
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.16K+ 74.25% |
$167K - $207K
|
2.72K
$647K
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
1.14K+ 63.22% |
$164K - $203K
|
2.93K
$698K
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.13K+ 3.63% |
$163K - $201K
|
32.1K
$7.64M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.11K+ 2.95% |
$160K - $198K
|
38.6K
$9.19M
|
|
Aug 12, 2022
Q2 2022
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
1.1K+ 2.37% |
$158K - $196K
|
47.3K
$11.2M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.09K+ 43.4% |
$157K - $195K
|
3.61K
$857K
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.08K+ 0.16% |
$156K - $193K
|
662K
$157M
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.07KNew |
$154K - $191K
|
1.07K
$254K
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.06K+ 1.57% |
$153K - $189K
|
68.4K
$16.3M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.01K+ 1.8% |
$145K - $180K
|
57K
$13.6M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
987+ 5.91% |
$142K - $176K
|
17.7K
$4.21M
|
|
Jul 18, 2022
Q2 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
964+ 18.43% |
$139K - $172K
|
6.2K
$1.47M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
962+ 8.58% |
$139K - $172K
|
12.2K
$2.89M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
935+ 11.53% |
$135K - $167K
|
9.05K
$2.15M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
910+ 0.46% |
$131K - $163K
|
201K
$47.7M
|