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 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-29- 3.0% |
$4.3K - $5.02K
|
937
$224K
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-29- 0.44% |
$4.3K - $5.02K
|
6.51K
$1.56M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 34.88% |
$4.45K - $5.19K
|
56
$13.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-30- 1.22% |
$4.45K - $5.19K
|
2.43K
$582K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-35- 2.42% |
$5.19K - $6.06K
|
1.41K
$337K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-35- 0.25% |
$5.19K - $6.06K
|
13.9K
$3.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-36- 0.54% |
$5.34K - $6.23K
|
6.65K
$1.59M
|
|
|
Oct 19, 2022
Q3 2022
|
Lgt Group Foundation
|
SELL
|
- |
-45- 0.24% |
$6.68K - $7.79K
|
18.4K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-45- 2.42% |
$6.68K - $7.79K
|
1.82K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-48- 0.22% |
$7.12K - $8.31K
|
21.8K
$5.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-49- 1.73% |
$7.27K - $8.48K
|
2.78K
$666K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 2.97% |
$7.42K - $8.66K
|
1.63K
$391K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-50- 0.85% |
$7.42K - $8.66K
|
5.81K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-51- 1.19% |
$7.57K - $8.83K
|
4.22K
$1.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-53- 1.3% |
$7.86K - $9.18K
|
4.03K
$965K
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-53- 13.45% |
$7.86K - $9.18K
|
341
$81.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-54- 0.06% |
$8.01K - $9.35K
|
85.4K
$20.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-56- 25.11% |
$8.31K - $9.7K
|
167
$40K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-56- 1.91% |
$8.31K - $9.7K
|
2.88K
$689K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-56- 3.0% |
$8.31K - $9.7K
|
1.81K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-57- 0.96% |
$8.46K - $9.87K
|
5.86K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-58- 1.52% |
$8.6K - $10K
|
3.75K
$898K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-60- 3.72% |
$8.9K - $10.4K
|
1.56K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-60- 2.9% |
$8.9K - $10.4K
|
2.01K
$481K
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-60- 1.87% |
$8.9K - $10.4K
|
3.15K
$754K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-63- 4.1% |
$9.35K - $10.9K
|
1.48K
$353K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-67- 4.55% |
$9.94K - $11.6K
|
1.41K
$337K
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-70- 1.13% |
$10.4K - $12.1K
|
6.15K
$1.47M
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-70- 0.2% |
$10.4K - $12.1K
|
34.8K
$8.32M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-74- 4.3% |
$11K - $12.8K
|
1.65K
$395K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-74- 4.3% |
$11K - $12.8K
|
1.65K
$395K
|
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-74- 0.7% |
$11K - $12.8K
|
10.5K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Ycg, LLC
|
SELL
|
- |
-81- 0.04% |
$12K - $14K
|
225K
$53.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-86- 1.23% |
$12.8K - $14.9K
|
6.93K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-88- 0.12% |
$13.1K - $15.2K
|
73K
$17.5M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-88- 5.37% |
$13.1K - $15.2K
|
1.55K
$371K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-91- 3.76% |
$13.5K - $15.8K
|
2.33K
$558K
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-92- 0.78% |
$13.6K - $15.9K
|
11.7K
$2.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-92- 5.95% |
$13.6K - $15.9K
|
1.45K
$348K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-92- 3.06% |
$13.6K - $15.9K
|
2.91K
$697K
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-93- 2.65% |
$13.8K - $16.1K
|
3.41K
$817K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-94- 1.65% |
$13.9K - $16.3K
|
5.62K
$1.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-95- 82.61% |
$14.1K - $16.5K
|
20
$4.79K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-95- 3.08% |
$14.1K - $16.5K
|
2.99K
$717K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-96- 1.3% |
$14.2K - $16.6K
|
7.26K
$1.74M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-96- 5.07% |
$14.2K - $16.6K
|
1.8K
$431K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-100- 5.39% |
$14.8K - $17.3K
|
1.75K
$420K
|
|
|
Oct 11, 2022
Q3 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 4.02% |
$14.8K - $17.3K
|
2.39K
$572K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-100- 1.84% |
$14.8K - $17.3K
|
5.35K
$1.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-105- 4.16% |
$15.6K - $18.2K
|
2.42K
$580K
|