Purchases and Sales Made in Q2 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
103+ 33.55% |
$14.9K - $18.4K
|
410
$87.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
103+ 2.24% |
$14.9K - $18.4K
|
4.71K
$1.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 16.35% |
$14.7K - $18.2K
|
726
$155K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
98New |
$14.1K - $17.5K
|
98
$20.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$13.9K - $17.2K
|
96
$20.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
95+ 4.47% |
$13.7K - $17K
|
2.22K
$474K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
94+ 4.32% |
$13.6K - $16.8K
|
2.27K
$485K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
88+ 1.2% |
$12.7K - $15.7K
|
7.43K
$1.59M
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
87+ 84.47% |
$12.6K - $15.5K
|
190
$40.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
85+ 0.5% |
$12.3K - $15.2K
|
17K
$3.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
84+ 2.46% |
$12.1K - $15K
|
3.5K
$748K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
80+ 1.11% |
$11.5K - $14.3K
|
7.29K
$1.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
80+ 2.31% |
$11.5K - $14.3K
|
3.54K
$756K
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
80+ 6.19% |
$11.5K - $14.3K
|
1.37K
$293K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
79+ 1.81% |
$11.4K - $14.1K
|
4.44K
$947K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.39% |
$10.4K - $12.9K
|
3.09K
$659K
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
71+ 3.65% |
$10.2K - $12.7K
|
2.02K
$430K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
70New |
$10.1K - $12.5K
|
70
$14.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
70+ 0.66% |
$10.1K - $12.5K
|
10.7K
$2.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
67+ 4.67% |
$9.67K - $12K
|
1.5K
$321K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67+ 1.01% |
$9.67K - $12K
|
6.71K
$1.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
66+ 1.35% |
$9.53K - $11.8K
|
4.97K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
66+ 1.44% |
$9.53K - $11.8K
|
4.64K
$990K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 2.42% |
$9.53K - $11.8K
|
2.79K
$596K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
65New |
$9.38K - $11.6K
|
65
$13.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
65+ 3.37% |
$9.38K - $11.6K
|
1.99K
$425K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
63+ 4.27% |
$9.09K - $11.3K
|
1.54K
$328K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
61+ 38.36% |
$8.8K - $10.9K
|
220
$47K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
60+ 3.86% |
$8.66K - $10.7K
|
1.62K
$345K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
57+ 0.94% |
$8.23K - $10.2K
|
6.12K
$1.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
56+ 1.57% |
$8.08K - $10K
|
3.62K
$772K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56+ 186.67% |
$8.08K - $10K
|
86
$18.4K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
51+ 2.19% |
$7.36K - $9.11K
|
2.38K
$508K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
50+ 2.37% |
$7.22K - $8.94K
|
2.16K
$462K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 1.28% |
$7.07K - $8.76K
|
3.87K
$827K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45+ 17.31% |
$6.5K - $8.04K
|
305
$65.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44+ 4.7% |
$6.35K - $7.86K
|
981
$209K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
40+ 0.35% |
$5.77K - $7.15K
|
11.5K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
40+ 0.57% |
$5.77K - $7.15K
|
7.02K
$1.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
40+ 3.2% |
$5.77K - $7.15K
|
1.29K
$275K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
36+ 21.43% |
$5.2K - $6.43K
|
204
$43.5K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
35New |
$5.05K - $6.25K
|
35
$7.47K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
35+ 12.2% |
$5.05K - $6.25K
|
322
$68.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
34+ 2.54% |
$4.91K - $6.08K
|
1.37K
$293K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
34+ 2.28% |
$4.91K - $6.08K
|
1.52K
$325K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33+ 0.41% |
$4.76K - $5.9K
|
8.12K
$1.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
33+ 0.45% |
$4.76K - $5.9K
|
7.3K
$1.56M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.45% |
$4.76K - $5.9K
|
7.3K
$1.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31+ 93.94% |
$4.47K - $5.54K
|
64
$13.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
29+ 0.86% |
$4.19K - $5.18K
|
3.4K
$725K
|