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
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-107- 8.86% |
$15.9K - $18.5K
|
1.1K
$264K
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-108- 1.23% |
$16K - $18.7K
|
8.69K
$2.08M
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-110- 2.3% |
$16.3K - $19K
|
4.68K
$1.12M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-110- 6.01% |
$16.3K - $19K
|
1.72K
$412K
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-121- 1.65% |
$18K - $21K
|
7.23K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-128- 2.2% |
$19K - $22.2K
|
5.69K
$1.36M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-130- 0.51% |
$19.3K - $22.5K
|
25.5K
$6.12M
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-132- 0.79% |
$19.6K - $22.9K
|
16.5K
$3.95M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-134- 4.27% |
$19.9K - $23.2K
|
3K
$719K
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-134- 0.52% |
$19.9K - $23.2K
|
25.6K
$6.14M
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-137- 5.29% |
$20.3K - $23.7K
|
2.45K
$587K
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-137- 3.3% |
$20.3K - $23.7K
|
4.02K
$962K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-139- 2.1% |
$20.6K - $24.1K
|
6.49K
$1.55M
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-142- 0.75% |
$21.1K - $24.6K
|
18.7K
$4.48M
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-150- 2.66% |
$22.3K - $26K
|
5.48K
$1.31M
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-157- 9.83% |
$23.3K - $27.2K
|
1.44K
$345K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-159- 7.94% |
$23.6K - $27.5K
|
1.84K
$441K
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-163- 0.23% |
$24.2K - $28.2K
|
71.6K
$17.2M
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-166- 4.89% |
$24.6K - $28.7K
|
3.23K
$773K
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-167- 3.71% |
$24.8K - $28.9K
|
4.33K
$1.04M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-174- 8.82% |
$25.8K - $30.1K
|
1.8K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-179- 37.61% |
$26.6K - $31K
|
297
$71.1K
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-180- 2.95% |
$26.7K - $31.2K
|
5.91K
$1.42M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-190- 7.71% |
$28.2K - $32.9K
|
2.27K
$545K
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-197- 5.0% |
$29.2K - $34.1K
|
3.74K
$896K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-198- 3.28% |
$29.4K - $34.3K
|
5.84K
$1.4M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 11.76% |
$29.7K - $34.6K
|
1.5K
$359K
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
SELL
|
- |
-200- 2.7% |
$29.7K - $34.6K
|
7.2K
$1.72M
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 0.48% |
$29.7K - $34.6K
|
41.6K
$9.96M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-200- 11.96% |
$29.7K - $34.6K
|
1.47K
$353K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-201- 2.19% |
$29.8K - $34.8K
|
8.97K
$2.15M
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-201- 1.75% |
$29.8K - $34.8K
|
11.3K
$2.7M
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-205- 0.49% |
$30.4K - $35.5K
|
41.4K
$9.92M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-212- 3.44% |
$31.5K - $36.7K
|
5.94K
$1.42M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-213- 5.91% |
$31.6K - $36.9K
|
3.39K
$812K
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-227- 3.71% |
$33.7K - $39.3K
|
5.9K
$1.41M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-237- 3.84% |
$35.2K - $41K
|
5.94K
$1.42M
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-250- 8.89% |
$37.1K - $43.3K
|
2.56K
$614K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-253- 2.76% |
$37.5K - $43.8K
|
8.92K
$2.14M
|
|
Nov 08, 2022
Q3 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-253- 13.94% |
$37.5K - $43.8K
|
1.56K
$374K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-265- 16.68% |
$39.3K - $45.9K
|
1.32K
$317K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-265- 16.68% |
$39.3K - $45.9K
|
1.32K
$317K
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-268- 3.38% |
$39.8K - $46.4K
|
7.65K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-270- 5.33% |
$40.1K - $46.8K
|
4.8K
$1.15M
|
|
Oct 19, 2022
Q3 2022
|
Jlb & Associates Inc
|
SELL
|
- |
-284- 0.35% |
$42.1K - $49.2K
|
81.9K
$19.6M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-300- 9.25% |
$44.5K - $51.9K
|
2.94K
$705K
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.22% |
$44.5K - $51.9K
|
135K
$32.3M
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-301- 4.92% |
$44.7K - $52.1K
|
5.82K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-314- 4.86% |
$46.6K - $54.4K
|
6.15K
$1.47M
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-325- 0.93% |
$48.2K - $56.3K
|
34.7K
$8.32M
|