Purchases and Sales Made in Q3 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-340- 60.71% |
$50.4K - $58.9K
|
220
$51.2K
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-343- 1.66% |
$50.9K - $59.4K
|
20.3K
$4.73M
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-352- 12.45% |
$52.2K - $61K
|
2.48K
$576K
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-355- 2.07% |
$52.7K - $61.5K
|
16.8K
$3.92M
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-358- 2.11% |
$53.1K - $62K
|
16.6K
$3.87M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-368- 12.03% |
$54.6K - $63.7K
|
2.69K
$626K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-373- 12.95% |
$55.3K - $64.6K
|
2.51K
$584K
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-375- 7.38% |
$55.6K - $64.9K
|
4.71K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-377- 3.5% |
$55.9K - $65.3K
|
10.4K
$2.42M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-392- 6.52% |
$58.2K - $67.9K
|
5.62K
$1.31M
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-394- 15.89% |
$58.4K - $68.2K
|
2.09K
$486K
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-395- 2.07% |
$58.6K - $68.4K
|
18.7K
$4.35M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-398- 1.99% |
$59K - $68.9K
|
19.6K
$4.57M
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-404- 0.21% |
$59.9K - $70K
|
188K
$43.7M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-407- 4.93% |
$60.4K - $70.5K
|
7.85K
$1.83M
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-410- 13.33% |
$60.8K - $71K
|
2.67K
$621K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-417- 3.14% |
$61.9K - $72.2K
|
12.8K
$2.99M
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-419- 27.53% |
$62.2K - $72.6K
|
1.1K
$257K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-422- 16.32% |
$62.6K - $73.1K
|
2.16K
$504K
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-426- 51.2% |
$63.2K - $73.8K
|
406
$94.5K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-429- 0.09% |
$63.6K - $74.3K
|
488K
$114M
|
|
Nov 14, 2022
Q3 2022
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-433- 17.72% |
$64.2K - $75K
|
2.01K
$468K
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-443- 0.54% |
$65.7K - $76.7K
|
82.3K
$19.2M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-473- 58.98% |
$70.2K - $81.9K
|
329
$76.6K
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-475- 1.37% |
$70.5K - $82.3K
|
34.2K
$7.95M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-485- 0.42% |
$71.9K - $84K
|
114K
$26.5M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-494- 4.97% |
$73.3K - $85.5K
|
9.44K
$2.2M
|
|
Nov 08, 2022
Q3 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-498- 2.13% |
$73.9K - $86.2K
|
22.8K
$5.32M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-499- 54.71% |
$74K - $86.4K
|
413
$96.1K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-520- 43.26% |
$77.1K - $90K
|
682
$159K
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-522- 15.36% |
$77.4K - $90.4K
|
2.88K
$670K
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-522- 1.76% |
$77.4K - $90.4K
|
29.1K
$6.77M
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-522- 1.76% |
$77.4K - $90.4K
|
29.1K
$6.77M
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-534- 1.15% |
$79.2K - $92.5K
|
46K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-554- 5.66% |
$82.2K - $95.9K
|
9.23K
$2.15M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-556- 0.58% |
$82.5K - $96.3K
|
95.3K
$22.2M
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-578- 13.48% |
$85.7K - $100K
|
3.71K
$864K
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-589- 9.59% |
$87.4K - $102K
|
5.56K
$1.29M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-596- 13.55% |
$88.4K - $103K
|
3.8K
$885K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-617- 24.26% |
$91.5K - $107K
|
1.93K
$448K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-641- 1.08% |
$95.1K - $111K
|
58.8K
$13.7M
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-645- 0.22% |
$95.7K - $112K
|
290K
$67.6M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-667- 20.54% |
$98.9K - $115K
|
2.58K
$601K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-685- 6.08% |
$102K - $119K
|
10.6K
$2.46M
|
|
Nov 10, 2022
Q3 2022
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-687- 1.45% |
$102K - $119K
|
46.6K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-709- 20.28% |
$105K - $123K
|
2.79K
$649K
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-726- 4.12% |
$108K - $126K
|
16.9K
$3.94M
|
|
Nov 14, 2022
Q3 2022
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-750- 22.87% |
$111K - $130K
|
2.53K
$589K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-758- 25.05% |
$112K - $131K
|
2.27K
$528K
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-774- 1.6% |
$115K - $134K
|
47.5K
$11M
|