Purchases and Sales Made in Q3 2022 in Marsh & Mclennan Companies, Inc. (MMC)

MMC Quotes by TradingView

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
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
426
+ 16.55%
$63.2K - $73.8K
3K $718K
Nov 07, 2022 Q3 2022
Occidental Asset Management, LLC

BUY
 -
421
+ 2.98%
$62.5K - $72.9K
14.5K $3.48M
Nov 14, 2022 Q3 2022
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
400
+ 0.45%
$59.3K - $69.3K
89.8K $21.5M
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
388
+ 2.81%
$57.6K - $67.2K
14.2K $3.4M
Nov 08, 2022 Q3 2022
Ironwood Investment Counsel, LLC

BUY
 -
377
+ 7.67%
$55.9K - $65.3K
5.29K $1.27M
Nov 14, 2022 Q3 2022
Trust Asset Management LLC

Houston, TX
BUY
 -
376
+ 7.11%
$55.8K - $65.1K
5.67K $1.36M
Oct 11, 2022 Q3 2022
Bennett Selby Investments LP

BUY
 -
359
+ 0.99%
$53.3K - $62.2K
36.6K $8.75M
Nov 10, 2022 Q3 2022
Stokes Family Office, LLC

BUY
 -
356
+ 8.25%
$52.8K - $61.6K
4.67K $1.12M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
352
+ 6.73%
$52.2K - $61K
5.58K $1.34M
Nov 14, 2022 Q3 2022
Gladius Capital Management LP

Chicago, IL
BUY
 -
350
+ 15.32%
$51.9K - $60.6K
2.63K $631K
Oct 12, 2022 Q3 2022
Stokes Capital Advisors, LLC

BUY
 -
341
+ 1.07%
$50.6K - $59K
32.4K $7.75M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
337
+ 4.15%
$50K - $58.4K
8.46K $2.03M
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
328
New
$48.7K - $56.8K
328 $78.5K
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
328
+ 14.75%
$48.7K - $56.8K
2.55K $611K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
327
+ 14.46%
$48.5K - $56.6K
2.59K $620K
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
311
New
$46.1K - $53.9K
311 $74.5K
Oct 19, 2022 Q3 2022
Harrington Investments, Inc

BUY
 -
310
+ 1.16%
$46K - $53.7K
27K $6.46M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
302
+ 19.05%
$44.8K - $52.3K
1.89K $452K
Jun 28, 2024 Q3 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
302
+ 2.59%
$44.8K - $52.3K
12K $2.86M
Nov 10, 2022 Q3 2022
Dakota Wealth Management

BUY
 -
294
+ 8.3%
$43.6K - $50.9K
3.84K $919K
Nov 07, 2022 Q3 2022
Cullen/Frost Bankers, Inc.

BUY
 -
293
+ 9.04%
$43.5K - $50.7K
3.53K $846K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
290
New
$43K - $50.2K
290 $69.4K
Oct 17, 2022 Q3 2022
Drake & Associates, LLC

Waukesha, WI
BUY
 -
275
+ 16.92%
$40.8K - $47.6K
1.9K $455K
Oct 27, 2022 Q3 2022
Mastrapasqua Asset Management Inc

BUY
 -
262
+ 0.3%
$38.9K - $45.4K
86.6K $20.7M
Oct 26, 2022 Q3 2022
Veriti Management LLC

BUY
 -
259
+ 3.01%
$38.4K - $44.8K
8.87K $2.12M
Oct 04, 2022 Q3 2022
Fulton Bank, N.A.

BUY
 -
258
+ 10.48%
$38.3K - $44.7K
2.72K $651K
Oct 28, 2022 Q3 2022
Lindenwold Advisors

BUY
 -
255
+ 1.5%
$37.8K - $44.2K
17.2K $4.12M
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
252
+ 0.85%
$37.4K - $43.6K
29.7K $7.12M
Nov 14, 2022 Q3 2022
Gryphon Financial Partners LLC

BUY
 -
250
+ 19.05%
$37.1K - $43.3K
1.56K $374K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
234
+ 2.95%
$34.7K - $40.5K
8.16K $1.95M
Nov 14, 2022 Q3 2022
Kinloch Capital, LLC

Glen Allen, VA
BUY
 -
233
+ 13.92%
$34.6K - $40.3K
1.91K $457K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
218
+ 3.99%
$32.3K - $37.7K
5.68K $1.36M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
218
+ 3.99%
$32.3K - $37.7K
5.68K $1.36M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
211
+ 1.92%
$31.3K - $36.5K
11.2K $2.68M
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
209
+ 4.69%
$31K - $36.2K
4.67K $1.12M
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
207
New
$30.7K - $35.8K
207 $49.6K
Nov 03, 2022 Q3 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
190
+ 5.31%
$28.2K - $32.9K
3.77K $903K
Oct 17, 2022 Q3 2022
Transcend Capital Advisors, LLC

BUY
 -
188
+ 1.44%
$27.9K - $32.6K
13.2K $3.17M
Nov 15, 2022 Q3 2022
Tower View Investment Management & Research LLC

BUY
 -
187
+ 0.55%
$27.7K - $32.4K
34K $8.14M
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
184
+ 44.88%
$27.3K - $31.9K
594 $142K
Oct 21, 2022 Q3 2022
Aaron Wealth Advisors LLC

BUY
 -
184
+ 7.61%
$27.3K - $31.9K
2.6K $623K
Nov 01, 2022 Q3 2022
Prestige Wealth Management Group LLC

BUY
 -
180
+ 14.33%
$26.7K - $31.2K
1.44K $344K
Nov 14, 2022 Q3 2022
Cibc Private Wealth Group, LLC

BUY
 -
178
+ 0.28%
$26.4K - $30.8K
63.5K $15.2M
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
177
+ 4.79%
$26.3K - $30.6K
3.87K $928K
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
175
New
$26K - $30.3K
175 $41.9K
Nov 23, 2022 Q3 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
164
+ 2.58%
$24.3K - $28.4K
6.52K $1.56M
Nov 14, 2022 Q3 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
164
+ 10.04%
$24.3K - $28.4K
1.8K $431K
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
163
+ 7.7%
$24.2K - $28.2K
2.28K $546K
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
149
+ 15.44%
$22.1K - $25.8K
1.11K $267K

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