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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-30- 0.59% |
$4.33K - $5.36K
|
5.08K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-31Closed |
$4.47K - $5.54K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-33Closed |
$4.76K - $5.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-34- 12.27% |
$4.91K - $6.08K
|
243
$54K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 0.28% |
$4.91K - $6.08K
|
12K
$2.67M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-35- 50.0% |
$5.05K - $6.25K
|
35
$7.77K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-35Closed |
$5.05K - $6.25K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-35- 0.78% |
$5.05K - $6.25K
|
4.48K
$994K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-36- 48.0% |
$5.2K - $6.43K
|
39
$8.66K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-37- 1.98% |
$5.34K - $6.61K
|
1.83K
$406K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38- 0.74% |
$5.48K - $6.79K
|
5.13K
$1.14M
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-42- 1.13% |
$6.06K - $7.51K
|
3.66K
$813K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-42- 2.22% |
$6.06K - $7.51K
|
1.85K
$412K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-44- 2.3% |
$6.35K - $7.86K
|
1.87K
$415K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-47Closed |
$6.78K - $8.4K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-49- 2.59% |
$7.07K - $8.76K
|
1.84K
$409K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 1.54% |
$7.22K - $8.94K
|
3.19K
$709K
|
|
|
Jul 22, 2022
Q2 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-53- 0.92% |
$7.65K - $9.47K
|
5.73K
$1.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-53- 0.28% |
$7.65K - $9.47K
|
18.6K
$4.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-55- 1.14% |
$7.94K - $9.83K
|
4.79K
$1.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-55- 3.35% |
$7.94K - $9.83K
|
1.59K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-55- 0.8% |
$7.94K - $9.83K
|
6.82K
$1.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 6.64% |
$8.23K - $10.2K
|
802
$178K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-59- 1.66% |
$8.52K - $10.5K
|
3.5K
$777K
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-65- 1.0% |
$9.38K - $11.6K
|
6.43K
$1.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-70- 2.75% |
$10.1K - $12.5K
|
2.48K
$551K
|
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-70- 7.76% |
$10.1K - $12.5K
|
832
$185K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-70- 3.27% |
$10.1K - $12.5K
|
2.07K
$460K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-72- 4.39% |
$10.4K - $12.9K
|
1.57K
$349K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-74- 3.63% |
$10.7K - $13.2K
|
1.97K
$437K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-75- 4.97% |
$10.8K - $13.4K
|
1.43K
$319K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-78Closed |
$11.3K - $13.9K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-80- 80.81% |
$11.5K - $14.3K
|
19
$4.22K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-80- 0.2% |
$11.5K - $14.3K
|
39.6K
$8.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-81- 5.83% |
$11.7K - $14.5K
|
1.31K
$291K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-82- 2.42% |
$11.8K - $14.7K
|
3.31K
$734K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-83Closed |
$12K - $14.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-83- 0.23% |
$12K - $14.8K
|
36.2K
$8.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-87- 2.82% |
$12.6K - $15.5K
|
3K
$667K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-88- 4.64% |
$12.7K - $15.7K
|
1.81K
$402K
|
|
|
Aug 04, 2022
Q2 2022
|
Ycg, LLC
|
SELL
|
- |
-90- 0.04% |
$13K - $16.1K
|
225K
$49.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-92- 5.74% |
$13.3K - $16.4K
|
1.51K
$335K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-94- 2.21% |
$13.6K - $16.8K
|
4.16K
$923K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.31% |
$14.4K - $17.9K
|
31.8K
$7.06M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-104- 20.8% |
$15K - $18.6K
|
396
$88K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-105- 1.39% |
$15.2K - $18.8K
|
7.43K
$1.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-105- 3.13% |
$15.2K - $18.8K
|
3.25K
$722K
|
|
|
Aug 11, 2022
Q2 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-106- 0.3% |
$15.3K - $18.9K
|
34.8K
$7.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-108- 0.37% |
$15.6K - $19.3K
|
28.7K
$6.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-109- 3.17% |
$15.7K - $19.5K
|
3.33K
$741K
|