Purchases and Sales Made in Q4 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 12.76% |
$15.6K - $17.9K
|
910
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
103+ 2.42% |
$15.6K - $17.9K
|
4.36K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
101New |
$15.3K - $17.6K
|
101
$23.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.31% |
$15.2K - $17.4K
|
32K
$7.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
100+ 20.0% |
$15.2K - $17.4K
|
600
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
97+ 5.93% |
$14.7K - $16.9K
|
1.73K
$397K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
96New |
$14.6K - $16.7K
|
96
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
95+ 2.91% |
$14.4K - $16.5K
|
3.36K
$768K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
94+ 1.66% |
$14.3K - $16.3K
|
5.77K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
90+ 6.27% |
$13.7K - $15.7K
|
1.53K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
84+ 2.21% |
$12.8K - $14.6K
|
3.89K
$890K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
83+ 0.32% |
$12.6K - $14.4K
|
26.2K
$6.01M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 16.4% |
$12.5K - $14.3K
|
582
$133K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
80+ 1.68% |
$12.2K - $13.9K
|
4.84K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
76+ 128.81% |
$11.5K - $13.2K
|
135
$30.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
76New |
$11.5K - $13.2K
|
76
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
75+ 3.73% |
$11.4K - $13K
|
2.08K
$477K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
71+ 0.12% |
$10.8K - $12.3K
|
58.1K
$13.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
70New |
$10.6K - $12.2K
|
70
$16K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
68New |
$10.3K - $11.8K
|
68
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
67+ 2.01% |
$10.2K - $11.7K
|
3.4K
$777K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
65New |
$9.87K - $11.3K
|
65
$14.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
65New |
$9.87K - $11.3K
|
65
$14.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
63+ 3.76% |
$9.57K - $11K
|
1.74K
$398K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 1.35% |
$9.57K - $11K
|
4.73K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
63+ 15.25% |
$9.57K - $11K
|
476
$109K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
62+ 2.52% |
$9.42K - $10.8K
|
2.52K
$577K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
61New |
$9.27K - $10.6K
|
61
$14K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
61New |
$9.27K - $10.6K
|
61
$14K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
58New |
$8.81K - $10.1K
|
58
$13.3K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
57+ 30.0% |
$8.66K - $9.91K
|
247
$56.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
57New |
$8.66K - $9.91K
|
57
$13.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 7.26% |
$8.66K - $9.91K
|
842
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
56+ 0.45% |
$8.51K - $9.74K
|
12.4K
$2.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56+ 6.1% |
$8.51K - $9.74K
|
974
$223K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
55New |
$8.35K - $9.56K
|
55
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
54+ 18.0% |
$8.2K - $9.39K
|
354
$81.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
53+ 2.91% |
$8.05K - $9.22K
|
1.88K
$430K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
50+ 0.65% |
$7.6K - $8.69K
|
7.73K
$1.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
50+ 1.72% |
$7.6K - $8.69K
|
2.96K
$678K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
48+ 0.29% |
$7.29K - $8.35K
|
16.7K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
48+ 3.34% |
$7.29K - $8.35K
|
1.48K
$340K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47New |
$7.14K - $8.17K
|
47
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
47+ 3.34% |
$7.14K - $8.17K
|
1.46K
$333K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
44+ 2.98% |
$6.68K - $7.65K
|
1.52K
$348K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
44+ 1.72% |
$6.68K - $7.65K
|
2.61K
$597K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44+ 48.35% |
$6.68K - $7.65K
|
135
$30.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$6.53K - $7.48K
|
43
$9.85K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
42+ 14.84% |
$6.38K - $7.3K
|
325
$74.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
42+ 0.4% |
$6.38K - $7.3K
|
10.6K
$2.43M
|