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 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
408+ 0.3% |
$58.9K - $72.9K
|
137K
$29.3M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
407+ 10.41% |
$58.7K - $72.7K
|
4.32K
$921K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
405+ 0.66% |
$58.5K - $72.4K
|
61.6K
$13.1M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
404+ 31.01% |
$58.3K - $72.2K
|
1.71K
$364K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
404New |
$58.3K - $72.2K
|
404
$86.2K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
401+ 0.72% |
$57.9K - $71.7K
|
56.4K
$12M
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
395+ 0.67% |
$57K - $70.6K
|
59.7K
$12.7M
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
381+ 14.7% |
$55K - $68.1K
|
2.97K
$635K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
378+ 14.24% |
$54.6K - $67.5K
|
3.03K
$647K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
377+ 17.16% |
$54.4K - $67.4K
|
2.57K
$549K
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
373+ 10.64% |
$53.8K - $66.7K
|
3.88K
$828K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
361+ 17.17% |
$52.1K - $64.5K
|
2.46K
$526K
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
351+ 10.87% |
$50.7K - $62.7K
|
3.58K
$764K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
349+ 11.33% |
$50.4K - $62.4K
|
3.43K
$732K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
349+ 6.49% |
$50.4K - $62.4K
|
5.72K
$1.22M
|
|
Aug 08, 2022
Q2 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
348+ 10.05% |
$50.2K - $62.2K
|
3.81K
$813K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
335+ 36.37% |
$48.4K - $59.9K
|
1.26K
$268K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
322+ 5.33% |
$46.5K - $57.5K
|
6.36K
$1.36M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
314+ 1.72% |
$45.3K - $56.1K
|
18.6K
$3.96M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
312+ 12.73% |
$45K - $55.8K
|
2.76K
$590K
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
310+ 0.38% |
$44.7K - $55.4K
|
82.8K
$17.7M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
302New |
$43.6K - $54K
|
302
$64.5K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
299+ 4.76% |
$43.2K - $53.4K
|
6.58K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
299+ 1.52% |
$43.2K - $53.4K
|
20K
$4.27M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
295+ 5.42% |
$42.6K - $52.7K
|
5.74K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
293+ 12.12% |
$42.3K - $52.4K
|
2.71K
$579K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
287+ 138.65% |
$41.4K - $51.3K
|
494
$105K
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
286+ 31.22% |
$41.3K - $51.1K
|
1.2K
$257K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
278+ 21.91% |
$40.1K - $49.7K
|
1.55K
$330K
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
275+ 4.7% |
$39.7K - $49.1K
|
6.13K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
266+ 14.38% |
$38.4K - $47.5K
|
2.12K
$452K
|
|
Aug 12, 2022
Q2 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
265+ 3.91% |
$38.3K - $47.4K
|
7.05K
$1.5M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
257+ 1.16% |
$37.1K - $45.9K
|
22.5K
$4.8M
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
255+ 11.48% |
$36.8K - $45.6K
|
2.48K
$529K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
254+ 4.39% |
$36.7K - $45.4K
|
6.04K
$1.29M
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
249+ 1.19% |
$35.9K - $44.5K
|
21.2K
$4.52M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
248+ 0.42% |
$35.8K - $44.3K
|
59.4K
$12.7M
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
248+ 1.67% |
$35.8K - $44.3K
|
15.1K
$3.22M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
246+ 3.48% |
$35.5K - $44K
|
7.32K
$1.56M
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
237+ 5.26% |
$34.2K - $42.4K
|
4.75K
$1.01M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
227+ 1.63% |
$32.8K - $40.6K
|
14.1K
$3.01M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
215+ 1.62% |
$31K - $38.4K
|
13.5K
$2.89M
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
212+ 8.93% |
$30.6K - $37.9K
|
2.59K
$552K
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
210+ 4.13% |
$30.3K - $37.5K
|
5.29K
$1.13M
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
210New |
$30.3K - $37.5K
|
210
$44.8K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
209+ 5.59% |
$30.2K - $37.3K
|
3.95K
$843K
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
206+ 2.17% |
$29.7K - $36.8K
|
9.68K
$2.07M
|
|
Aug 08, 2022
Q2 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
206+ 7.9% |
$29.7K - $36.8K
|
2.81K
$600K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
204+ 0.49% |
$29.4K - $36.5K
|
41.5K
$8.86M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
203+ 12.45% |
$29.3K - $36.3K
|
1.83K
$392K
|