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
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.35K+ 6.2% |
$205K - $235K
|
23.1K
$5.26M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
1.35KNew |
$205K - $235K
|
1.35K
$307K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.33KNew |
$202K - $231K
|
1.33K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.32KNew |
$200K - $229K
|
1.32K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.31K+ 4.04% |
$198K - $227K
|
33.6K
$7.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$198K - $227K
|
1.3K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1.3K+ 38.55% |
$198K - $226K
|
4.68K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.29KNew |
$196K - $224K
|
1.29K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.29KNew |
$196K - $224K
|
1.29K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.29K+ 3.69% |
$195K - $224K
|
36.1K
$8.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.28K+ 0.06% |
$195K - $223K
|
2.14M
$486M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.28KNew |
$194K - $222K
|
1.28K
$290K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.28KNew |
$194K - $222K
|
1.28K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.27KNew |
$193K - $221K
|
1.27K
$289K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.26KNew |
$191K - $218K
|
1.26K
$286K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.25KNew |
$190K - $218K
|
1.25K
$285K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.25K+ 51.5% |
$190K - $218K
|
3.68K
$838K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.25K+ 69.54% |
$190K - $218K
|
3.05K
$694K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$188K - $215K
|
1.24K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.23K+ 26.02% |
$187K - $214K
|
5.97K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
1.23KNew |
$187K - $214K
|
1.23K
$279K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.23KNew |
$187K - $214K
|
1.23K
$279K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.23K+ 8.64% |
$186K - $213K
|
15.4K
$3.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.22KNew |
$185K - $212K
|
1.22K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.21KNew |
$184K - $211K
|
1.21K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.21KNew |
$184K - $211K
|
1.21K
$276K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.21KNew |
$184K - $211K
|
1.21K
$275K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
1.21KNew |
$184K - $210K
|
1.21K
$275K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 52.95% |
$183K - $209K
|
3.48K
$791K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.2KNew |
$183K - $209K
|
1.2K
$273K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.2K+ 11.73% |
$182K - $209K
|
11.4K
$2.6M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.2K+ 2548.94% |
$182K - $208K
|
1.25K
$283K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.19K+ 4.1% |
$180K - $206K
|
30.1K
$6.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.18K+ 51.86% |
$180K - $206K
|
3.46K
$787K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.17K+ 45.41% |
$178K - $204K
|
3.75K
$853K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17K+ 12.98% |
$177K - $203K
|
10.1K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$175K - $201K
|
1.16K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.15K+ 34.83% |
$175K - $200K
|
4.45K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.15KNew |
$175K - $200K
|
1.15K
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.15K+ 1.36% |
$174K - $200K
|
85.8K
$19.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.13K+ 24.97% |
$172K - $197K
|
5.68K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.12K+ 0.24% |
$170K - $195K
|
478K
$109M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.11K+ 22.82% |
$168K - $193K
|
5.96K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.11KNew |
$168K - $192K
|
1.11K
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.07K+ 75.51% |
$163K - $187K
|
2.49K
$567K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.05K+ 1.7% |
$160K - $183K
|
62.9K
$14.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.02K+ 1.03% |
$155K - $178K
|
100K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.02K+ 0.56% |
$154K - $177K
|
184K
$41.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1K+ 8.15% |
$152K - $174K
|
13.3K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1K+ 16.88% |
$152K - $174K
|
6.92K
$1.57M
|