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
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
793+ 1.81% |
$118K - $137K
|
44.6K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791+ 2.83% |
$117K - $137K
|
28.8K
$6.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
790+ 28.28% |
$117K - $137K
|
3.58K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
786+ 33.19% |
$117K - $136K
|
3.15K
$755K
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
785+ 60.11% |
$116K - $136K
|
2.09K
$501K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
784+ 77.93% |
$116K - $136K
|
1.79K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
774+ 35.77% |
$115K - $134K
|
2.94K
$704K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
757+ 10.75% |
$112K - $131K
|
7.8K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
755New |
$112K - $131K
|
755
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
745+ 8.69% |
$111K - $129K
|
9.32K
$2.23M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
735+ 4.29% |
$109K - $127K
|
17.9K
$4.28M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
733+ 2.08% |
$109K - $127K
|
36K
$8.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
729+ 1.29% |
$108K - $126K
|
57.4K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
700+ 10.54% |
$104K - $121K
|
7.34K
$1.76M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
699+ 2.06% |
$104K - $121K
|
34.6K
$8.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
682+ 23.21% |
$101K - $118K
|
3.62K
$867K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
681+ 104.93% |
$101K - $118K
|
1.33K
$319K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
674+ 6.96% |
$100K - $117K
|
10.4K
$2.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
672+ 13.73% |
$99.7K - $116K
|
5.57K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
656+ 0.96% |
$97.3K - $114K
|
69.1K
$16.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
650+ 4.94% |
$96.4K - $113K
|
13.8K
$3.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
647+ 35.28% |
$96K - $112K
|
2.48K
$594K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
633+ 11.6% |
$93.9K - $110K
|
6.09K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
606+ 29.68% |
$89.9K - $105K
|
2.65K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
600New |
$89K - $104K
|
600
$144K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
600+ 42.86% |
$89K - $104K
|
2K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
596New |
$88.4K - $103K
|
596
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
592+ 0.23% |
$87.8K - $103K
|
259K
$61.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
592+ 13.72% |
$87.8K - $103K
|
4.91K
$1.18M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
584+ 2.3% |
$86.6K - $101K
|
26K
$6.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
583+ 61.5% |
$86.5K - $101K
|
1.53K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
579+ 8.78% |
$85.9K - $100K
|
7.17K
$1.72M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
570+ 14.7% |
$84.6K - $98.7K
|
4.45K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
549+ 4.65% |
$81.4K - $95.1K
|
12.4K
$2.96M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
532+ 0.36% |
$78.9K - $92.1K
|
149K
$35.8M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
530+ 21.75% |
$78.6K - $91.8K
|
2.97K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
522+ 9.8% |
$77.4K - $90.4K
|
5.85K
$1.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
515+ 8.67% |
$76.4K - $89.2K
|
6.45K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
499New |
$74K - $86.4K
|
499
$120K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
492+ 10.54% |
$73K - $85.2K
|
5.16K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
492+ 19.86% |
$73K - $85.2K
|
2.97K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
487+ 14.73% |
$72.2K - $84.3K
|
3.79K
$908K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
484+ 6.77% |
$71.8K - $83.8K
|
7.63K
$1.83M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
484+ 14.52% |
$71.8K - $83.8K
|
3.82K
$914K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
479+ 3.22% |
$71.1K - $82.9K
|
15.3K
$3.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
466+ 19.69% |
$69.1K - $80.7K
|
2.83K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
459+ 30.54% |
$68.1K - $79.5K
|
1.96K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
451+ 11.08% |
$66.9K - $78.1K
|
4.52K
$1.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
445+ 0.83% |
$66K - $77.1K
|
53.8K
$12.9M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
433+ 10.1% |
$64.2K - $75K
|
4.72K
$1.13M
|