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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-57- 8.44% |
$8.66K - $9.91K
|
618
$141K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-58- 1.02% |
$8.81K - $10.1K
|
5.64K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 3.41% |
$9.27K - $10.6K
|
1.73K
$393K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-62- 0.69% |
$9.42K - $10.8K
|
8.97K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-62- 0.24% |
$9.42K - $10.8K
|
25.5K
$5.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-62- 4.19% |
$9.42K - $10.8K
|
1.42K
$323K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64- 2.2% |
$9.72K - $11.1K
|
2.85K
$647K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-66- 1.0% |
$10K - $11.5K
|
6.53K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-66- 3.74% |
$10K - $11.5K
|
1.7K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-69- 0.69% |
$10.5K - $12K
|
9.97K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-72- 4.12% |
$10.9K - $12.5K
|
1.67K
$381K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-75- 2.5% |
$11.4K - $13K
|
2.93K
$666K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-77- 1.33% |
$11.7K - $13.4K
|
5.71K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-78- 35.29% |
$11.8K - $13.6K
|
143
$32.5K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-80- 5.48% |
$12.2K - $13.9K
|
1.38K
$314K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-83- 2.41% |
$12.6K - $14.4K
|
3.36K
$763K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-85- 1.12% |
$12.9K - $14.8K
|
7.51K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-86- 0.79% |
$13.1K - $15K
|
10.8K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-90- 3.85% |
$13.7K - $15.7K
|
2.25K
$511K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-91- 0.84% |
$13.8K - $15.8K
|
10.7K
$2.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-92- 3.1% |
$14K - $16K
|
2.88K
$654K
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
SELL
|
- |
-92- 0.01% |
$14K - $16K
|
638K
$145M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-92- 0.58% |
$14K - $16K
|
15.8K
$3.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-95- 0.84% |
$14.4K - $16.5K
|
11.2K
$2.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-97- 0.27% |
$14.7K - $16.9K
|
36.5K
$8.29M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-97- 4.78% |
$14.7K - $16.9K
|
1.93K
$439K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-98- 5.95% |
$14.9K - $17K
|
1.55K
$352K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-98- 5.95% |
$14.9K - $17K
|
1.55K
$352K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 5.97% |
$15.2K - $17.4K
|
1.58K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-100- 5.7% |
$15.2K - $17.4K
|
1.65K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-100- 6.79% |
$15.2K - $17.4K
|
1.37K
$312K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-103- 3.07% |
$15.6K - $17.9K
|
3.25K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-104- 2.64% |
$15.8K - $18.1K
|
3.83K
$872K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-104- 2.63% |
$15.8K - $18.1K
|
3.84K
$874K
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-107- 0.31% |
$16.3K - $18.6K
|
34.4K
$7.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-109- 0.82% |
$16.6K - $19K
|
13.3K
$3.01M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-110- 5.47% |
$16.7K - $19.1K
|
1.9K
$432K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-110- 1.71% |
$16.7K - $19.1K
|
6.33K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-116- 4.17% |
$17.6K - $20.2K
|
2.67K
$606K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-120- 3.7% |
$18.2K - $20.9K
|
3.12K
$709K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-120- 3.16% |
$18.2K - $20.9K
|
3.67K
$835K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-121- 6.03% |
$18.4K - $21K
|
1.89K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-122- 1.04% |
$18.5K - $21.2K
|
11.6K
$2.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-122- 1.02% |
$18.5K - $21.2K
|
11.9K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-136- 2.0% |
$20.7K - $23.6K
|
6.67K
$1.52M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-140- 10.81% |
$21.3K - $24.3K
|
1.16K
$263K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-143- 2.31% |
$21.7K - $24.9K
|
6.05K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-152- 5.77% |
$23.1K - $26.4K
|
2.48K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-153- 2.36% |
$23.2K - $26.6K
|
6.34K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-158- 8.37% |
$24K - $27.5K
|
1.73K
$393K
|