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
|
Ascent Group, LLC
|
BUY
|
- |
1.65K+ 15.48% |
$245K - $286K
|
12.3K
$2.95M
|
|
Nov 10, 2022
Q3 2022
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
1.6K+ 44.44% |
$237K - $277K
|
5.2K
$1.25M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.58K+ 167.05% |
$235K - $274K
|
2.53K
$606K
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.57K+ 13.33% |
$233K - $272K
|
13.3K
$3.19M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 12.61% |
$232K - $271K
|
14K
$3.34M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.55K+ 2.14% |
$231K - $269K
|
74K
$17.7M
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.55K+ 0.51% |
$230K - $268K
|
306K
$73.3M
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.55KNew |
$229K - $268K
|
1.55K
$370K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.49KNew |
$221K - $258K
|
1.49K
$357K
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.46KNew |
$216K - $253K
|
1.46K
$349K
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
1.46K+ 14.16% |
$216K - $252K
|
11.7K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.44K+ 42.07% |
$213K - $249K
|
4.86K
$1.16M
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.43KNew |
$212K - $247K
|
1.43K
$342K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.41K+ 16.4% |
$209K - $243K
|
9.98K
$2.39M
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.4KNew |
$208K - $242K
|
1.4K
$335K
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$207K - $242K
|
1.4K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.36KNew |
$202K - $235K
|
1.36K
$326K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.35K+ 8.69% |
$201K - $234K
|
16.9K
$4.05M
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.32K+ 1.87% |
$196K - $228K
|
71.9K
$17.2M
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.31K+ 98.65% |
$195K - $227K
|
2.64K
$633K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.3K+ 15.55% |
$193K - $226K
|
9.69K
$2.32M
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.3KNew |
$193K - $225K
|
1.3K
$311K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.27K+ 1.06% |
$188K - $220K
|
121K
$28.9M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 16.74% |
$181K - $212K
|
8.52K
$2.04M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.22K+ 16.74% |
$181K - $212K
|
8.52K
$2.04M
|
|
Nov 04, 2022
Q3 2022
|
Torray LLC
|
BUY
|
- |
1.2K+ 1.26% |
$178K - $208K
|
96.8K
$23.2M
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.2KNew |
$178K - $207K
|
1.2K
$287K
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.2K+ 4.84% |
$177K - $207K
|
25.9K
$6.2M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.18K+ 575.98% |
$174K - $203K
|
1.38K
$330K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 17.12% |
$173K - $202K
|
7.99K
$1.91M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.14K+ 8.1% |
$170K - $198K
|
15.3K
$3.65M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.14K+ 1.4% |
$169K - $198K
|
82.7K
$19.8M
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.08K+ 9.23% |
$160K - $187K
|
12.8K
$3.06M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.07K+ 31.18% |
$159K - $185K
|
4.5K
$1.08M
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.07KNew |
$158K - $185K
|
1.07K
$256K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.07K+ 57.46% |
$158K - $185K
|
2.92K
$700K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.05K+ 69.54% |
$156K - $182K
|
2.56K
$613K
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.04K+ 5.65% |
$155K - $181K
|
19.5K
$4.68M
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
965+ 11.18% |
$143K - $167K
|
9.6K
$2.3M
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
939+ 2.48% |
$139K - $163K
|
38.8K
$9.3M
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
900+ 9.65% |
$134K - $156K
|
10.2K
$2.45M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
885New |
$131K - $153K
|
885
$212K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
883+ 0.64% |
$131K - $153K
|
140K
$33.4M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
882+ 1.56% |
$131K - $153K
|
57.3K
$13.7M
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
875+ 0.38% |
$130K - $152K
|
233K
$55.7M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
869+ 15.18% |
$129K - $150K
|
6.59K
$1.58M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
838+ 22.63% |
$124K - $145K
|
4.54K
$1.09M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
816+ 11.16% |
$121K - $141K
|
8.13K
$1.95M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
802+ 2.6% |
$119K - $139K
|
31.6K
$7.58M
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
794+ 0.04% |
$118K - $137K
|
2.14M
$512M
|