Purchases and Sales Made in Q3 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
64+ 0.88% |
$9.49K - $11.1K
|
7.35K
$1.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 1.25% |
$9.49K - $11.1K
|
5.19K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
64+ 0.48% |
$9.49K - $11.1K
|
13.4K
$3.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
63+ 28.64% |
$9.35K - $10.9K
|
283
$67.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
63+ 2.2% |
$9.35K - $10.9K
|
2.92K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
62+ 2.64% |
$9.2K - $10.7K
|
2.41K
$578K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
61New |
$9.05K - $10.6K
|
61
$14.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
60+ 1.87% |
$8.9K - $10.4K
|
3.27K
$783K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 4.69% |
$8.9K - $10.4K
|
1.34K
$320K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
59New |
$8.75K - $10.2K
|
59
$14.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
58+ 2.44% |
$8.6K - $10K
|
2.44K
$584K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
57+ 9.22% |
$8.46K - $9.87K
|
675
$162K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
55+ 1.52% |
$8.16K - $9.52K
|
3.68K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
55+ 5.05% |
$8.16K - $9.52K
|
1.14K
$274K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
54+ 18.0% |
$8.01K - $9.35K
|
354
$84.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
49+ 1.26% |
$7.27K - $8.48K
|
3.94K
$944K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
49+ 257.89% |
$7.27K - $8.48K
|
68
$16.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
46+ 2.63% |
$6.82K - $7.97K
|
1.8K
$430K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
46+ 10.5% |
$6.82K - $7.97K
|
484
$116K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
46+ 23.71% |
$6.82K - $7.97K
|
240
$57.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 0.55% |
$6.68K - $7.79K
|
8.21K
$1.97M
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
42+ 42.86% |
$6.23K - $7.27K
|
140
$33.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 6.39% |
$5.93K - $6.93K
|
666
$159K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 75.0% |
$5.79K - $6.75K
|
91
$21.8K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
39+ 1.47% |
$5.79K - $6.75K
|
2.7K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
38+ 2.0% |
$5.64K - $6.58K
|
1.94K
$465K
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
38+ 0.91% |
$5.64K - $6.58K
|
4.24K
$1.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
37+ 0.39% |
$5.49K - $6.41K
|
9.55K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
37+ 1.87% |
$5.49K - $6.41K
|
2.01K
$482K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 32.43% |
$5.34K - $6.23K
|
147
$35.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
36New |
$5.34K - $6.23K
|
36
$8.62K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
35+ 1.74% |
$5.19K - $6.06K
|
2.05K
$491K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
34+ 2.46% |
$5.04K - $5.89K
|
1.42K
$339K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
34+ 0.73% |
$5.04K - $5.89K
|
4.67K
$1.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
33+ 2.08% |
$4.9K - $5.71K
|
1.62K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
32+ 0.04% |
$4.75K - $5.54K
|
76.6K
$18.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31+ 16.32% |
$4.6K - $5.37K
|
221
$52.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
31+ 0.6% |
$4.6K - $5.37K
|
5.18K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
31+ 1.39% |
$4.6K - $5.37K
|
2.26K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
29New |
$4.3K - $5.02K
|
29
$6.94K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
29+ 27.88% |
$4.3K - $5.02K
|
133
$31.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
29+ 2.22% |
$4.3K - $5.02K
|
1.34K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
29New |
$4.3K - $5.02K
|
29
$6.94K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29+ 2.0% |
$4.3K - $5.02K
|
1.48K
$355K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
27+ 0.77% |
$4.01K - $4.68K
|
3.53K
$845K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
26+ 78.79% |
$3.86K - $4.5K
|
59
$14.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26+ 0.73% |
$3.86K - $4.5K
|
3.59K
$859K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
26+ 15.2% |
$3.86K - $4.5K
|
197
$47.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
25+ 0.39% |
$3.71K - $4.33K
|
6.39K
$1.53M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 3.88% |
$3.71K - $4.33K
|
670
$160K
|