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 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.05% |
$289 - $357
|
4.18K
$892K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$289 - $357
|
11.7K
$2.49M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$144 - $179
|
1
$213
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.24% |
$144 - $179
|
412
$87.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$144 - $179
|
2.14K
$457K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.28% |
$144 - $179
|
352
$75.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$144 - $179
|
3.92K
$836K
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-1- 0.02% |
$144 - $179
|
4.1K
$875K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2- 0.01% |
$289 - $357
|
25.8K
$5.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.08% |
$289 - $357
|
2.37K
$505K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 8.7% |
$289 - $357
|
21
$4.48K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 0.03% |
$433 - $536
|
12K
$2.56M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4Closed |
$577 - $715
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6- 0.34% |
$866 - $1.07K
|
1.74K
$371K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-6Closed |
$866 - $1.07K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6- 0.08% |
$866 - $1.07K
|
7.5K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6- 0.07% |
$866 - $1.07K
|
8.57K
$1.83M
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-8- 8.33% |
$1.15K - $1.43K
|
88
$18.8K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8- 0.13% |
$1.15K - $1.43K
|
6.17K
$1.32M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8Closed |
$1.15K - $1.43K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 7.5% |
$1.3K - $1.61K
|
111
$23.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-10- 0.1% |
$1.44K - $1.79K
|
9.78K
$2.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 15.28% |
$1.59K - $1.97K
|
61
$13K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-12Closed |
$1.73K - $2.14K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-12- 0.37% |
$1.73K - $2.14K
|
3.24K
$691K
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-13- 0.22% |
$1.88K - $2.32K
|
5.94K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-13- 0.56% |
$1.88K - $2.32K
|
2.32K
$495K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13- 0.4% |
$1.88K - $2.32K
|
3.24K
$692K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-14Closed |
$2.02K - $2.5K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16- 0.42% |
$2.31K - $2.86K
|
3.76K
$802K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-17- 0.83% |
$2.45K - $3.04K
|
2.04K
$436K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.76% |
$2.6K - $3.22K
|
1.01K
$215K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-18- 24.66% |
$2.6K - $3.22K
|
55
$11.7K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-19- 1.42% |
$2.74K - $3.4K
|
1.32K
$281K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-19- 0.77% |
$2.74K - $3.4K
|
2.46K
$525K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-20- 1.52% |
$2.89K - $3.57K
|
1.3K
$276K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-20Closed |
$2.89K - $3.57K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-20Closed |
$2.89K - $3.57K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-20- 1.18% |
$2.89K - $3.57K
|
1.67K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20- 0.27% |
$2.89K - $3.57K
|
7.36K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-22- 56.41% |
$3.18K - $3.93K
|
17
$3.63K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-24- 1.42% |
$3.46K - $4.29K
|
1.67K
$357K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-25- 1.01% |
$3.61K - $4.47K
|
2.45K
$522K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25- 0.26% |
$3.61K - $4.47K
|
9.74K
$2.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25- 0.52% |
$3.61K - $4.47K
|
4.76K
$1.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-26- 0.42% |
$3.75K - $4.65K
|
6.22K
$1.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-28- 0.98% |
$4.04K - $5K
|
2.83K
$605K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-28- 1.5% |
$4.04K - $5K
|
1.83K
$391K
|