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 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.11K+ 1455.14% |
$462K - $539K
|
3.33K
$797K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.09K+ 9.32% |
$458K - $534K
|
36.2K
$8.67M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
3.05K+ 88.49% |
$452K - $527K
|
6.49K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$445K - $519K
|
3K
$718K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.99K+ 5.35% |
$444K - $518K
|
58.9K
$14.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.93K+ 2.21% |
$434K - $507K
|
135K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.85K+ 5.62% |
$423K - $494K
|
53.6K
$12.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.82KNew |
$418K - $488K
|
2.82K
$675K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
2.73K+ 0.56% |
$405K - $473K
|
492K
$118M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.72K+ 8.47% |
$404K - $471K
|
34.8K
$8.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.7K+ 10.29% |
$400K - $467K
|
28.9K
$6.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.68KNew |
$397K - $464K
|
2.68K
$642K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.65K+ 1.32% |
$393K - $459K
|
203K
$48.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.64K+ 21.82% |
$392K - $458K
|
14.8K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.64K+ 10.78% |
$391K - $457K
|
27.1K
$6.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.57K+ 17.88% |
$381K - $445K
|
16.9K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.56K+ 0.01% |
$380K - $443K
|
17.2M
$4.12B
|
|
|
Feb 23, 2023
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2.51K+ 0.34% |
$372K - $434K
|
735K
$176M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5K+ 35.25% |
$371K - $434K
|
9.61K
$2.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
2.49K+ 11.58% |
$370K - $432K
|
24K
$5.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.46KNew |
$364K - $425K
|
2.46K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.42K+ 16.1% |
$360K - $420K
|
17.5K
$4.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Quilter PLC
|
BUY
|
- |
2.38K+ 0.55% |
$353K - $412K
|
434K
$104M
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.29KNew |
$340K - $397K
|
2.29K
$548K
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.27K+ 28.71% |
$336K - $392K
|
10.2K
$2.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.23KNew |
$331K - $386K
|
2.23K
$534K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.2K+ 1.89% |
$327K - $381K
|
119K
$28.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.18KNew |
$324K - $378K
|
2.18K
$523K
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.18K+ 2.73% |
$324K - $378K
|
82.1K
$19.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.16KNew |
$320K - $373K
|
2.16K
$516K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 5.13% |
$317K - $370K
|
43.8K
$10.5M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
2.13K+ 3.57% |
$316K - $369K
|
61.9K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 24.53% |
$315K - $367K
|
10.8K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.1K+ 6.95% |
$311K - $363K
|
32.3K
$7.73M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.08KNew |
$309K - $361K
|
2.08K
$499K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.04K+ 0.67% |
$303K - $354K
|
308K
$73.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.01K+ 19.48% |
$298K - $347K
|
12.3K
$2.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 13.33% |
$297K - $346K
|
17K
$4.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.95K+ 3.43% |
$290K - $338K
|
59K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.95K+ 9.2% |
$290K - $338K
|
23.2K
$5.55M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.81K+ 4.86% |
$269K - $314K
|
39.1K
$9.35M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.8K+ 1.46% |
$267K - $312K
|
125K
$30M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8KNew |
$267K - $312K
|
1.8K
$431K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
1.78KNew |
$264K - $308K
|
1.78K
$427K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.77KNew |
$263K - $306K
|
1.77K
$424K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.77K+ 11.84% |
$262K - $306K
|
16.7K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.73K+ 9.29% |
$256K - $299K
|
20.3K
$4.87M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.72KNew |
$255K - $298K
|
1.72K
$412K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
1.72KNew |
$255K - $298K
|
1.72K
$412K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$252K - $295K
|
1.7K
$407K
|