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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
24+ 1.45% |
$3.56K - $4.16K
|
1.67K
$401K
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
23+ 0.79% |
$3.41K - $3.98K
|
2.93K
$701K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
23+ 0.59% |
$3.41K - $3.98K
|
3.94K
$943K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
22+ 0.68% |
$3.26K - $3.81K
|
3.26K
$781K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
22+ 1.46% |
$3.26K - $3.81K
|
1.53K
$366K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
22+ 0.64% |
$3.26K - $3.81K
|
3.44K
$825K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
21+ 4.25% |
$3.12K - $3.64K
|
515
$123K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
20+ 0.83% |
$2.97K - $3.46K
|
2.42K
$580K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
20+ 6.21% |
$2.97K - $3.46K
|
342
$81.9K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
20+ 15.38% |
$2.97K - $3.46K
|
150
$35.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
19+ 0.19% |
$2.82K - $3.29K
|
10K
$2.4M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 4.47% |
$2.82K - $3.29K
|
444
$106K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
18New |
$2.67K - $3.12K
|
18
$4.31K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
17+ 7.11% |
$2.52K - $2.94K
|
256
$61.3K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 22.08% |
$2.52K - $2.94K
|
94
$22.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
16+ 0.94% |
$2.37K - $2.77K
|
1.72K
$413K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
16+ 1.24% |
$2.37K - $2.77K
|
1.31K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 13.68% |
$2.37K - $2.77K
|
133
$31.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
16+ 1.1% |
$2.37K - $2.77K
|
1.47K
$351K
|
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
BUY
|
- |
15+ 0.23% |
$2.23K - $2.6K
|
6.44K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14+ 0.01% |
$2.08K - $2.42K
|
124K
$29.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 12.62% |
$1.93K - $2.25K
|
116
$27.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
13+ 29.55% |
$1.93K - $2.25K
|
57
$13.7K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.65% |
$1.93K - $2.25K
|
2.01K
$480K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
12+ 0.66% |
$1.78K - $2.08K
|
1.82K
$436K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
12+ 6.78% |
$1.78K - $2.08K
|
189
$45.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
12+ 0.21% |
$1.78K - $2.08K
|
5.79K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11+ 0.57% |
$1.63K - $1.9K
|
1.93K
$461K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.36% |
$1.63K - $1.9K
|
3.1K
$743K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
11+ 0.79% |
$1.63K - $1.9K
|
1.41K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
10+ 0.67% |
$1.48K - $1.73K
|
1.51K
$362K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
9New |
$1.34K - $1.56K
|
9
$2.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8+ 0.27% |
$1.19K - $1.39K
|
2.98K
$714K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
8+ 0.48% |
$1.19K - $1.39K
|
1.68K
$401K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.65% |
$1.19K - $1.39K
|
1.24K
$296K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 0.26% |
$1.04K - $1.21K
|
2.73K
$653K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.21K
|
7
$1.68K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6+ 0.22% |
$890 - $1.04K
|
2.79K
$668K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6+ 35.29% |
$890 - $1.04K
|
23
$5.51K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.3% |
$890 - $1.04K
|
2.01K
$481K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 23.81% |
$742 - $866
|
26
$6.23K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.18% |
$593 - $693
|
2.28K
$545K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.07% |
$593 - $693
|
5.66K
$1.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.23% |
$593 - $693
|
1.74K
$418K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4+ 0.11% |
$593 - $693
|
3.68K
$882K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 2.8% |
$593 - $693
|
147
$35.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.16% |
$445 - $519
|
1.91K
$457K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$445 - $519
|
3
$718
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$297 - $346
|
2
$479
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.57% |
$297 - $346
|
354
$84.8K
|