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 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
149+ 15.44% |
$22.1K - $25.8K
|
1.11K
$234K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
148+ 5.36% |
$22K - $25.6K
|
2.91K
$612K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
137+ 5.91% |
$20.3K - $23.7K
|
2.46K
$517K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
136+ 1.03% |
$20.2K - $23.5K
|
13.4K
$2.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
135+ 710.53% |
$20K - $23.4K
|
154
$32.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
131+ 4.32% |
$19.4K - $22.7K
|
3.16K
$665K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
129+ 2.37% |
$19.1K - $22.3K
|
5.57K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
125+ 1.28% |
$18.5K - $21.6K
|
9.87K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
123+ 0.43% |
$18.2K - $21.3K
|
28.8K
$6.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
122+ 12.44% |
$18.1K - $21.1K
|
1.1K
$232K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
122+ 3.01% |
$18.1K - $21.1K
|
4.18K
$879K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
118+ 8.77% |
$17.5K - $20.4K
|
1.46K
$308K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
118+ 1.95% |
$17.5K - $20.4K
|
6.16K
$1.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
113+ 45.38% |
$16.8K - $19.6K
|
362
$76.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
108+ 7.06% |
$16K - $18.7K
|
1.64K
$344K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
107+ 8.28% |
$15.9K - $18.5K
|
1.4K
$294K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
107+ 3.95% |
$15.9K - $18.5K
|
2.82K
$592K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
106+ 6.2% |
$15.7K - $18.4K
|
1.82K
$382K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
104+ 26.26% |
$15.4K - $18K
|
500
$105K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
103+ 0.85% |
$15.3K - $17.8K
|
12.3K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
100+ 1.22% |
$14.8K - $17.3K
|
8.29K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100+ 0.62% |
$14.8K - $17.3K
|
16.1K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
100+ 1.54% |
$14.8K - $17.3K
|
6.61K
$1.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.31% |
$14.8K - $17.3K
|
31.9K
$6.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
97New |
$14.4K - $16.8K
|
97
$20.4K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
96+ 98.97% |
$14.2K - $16.6K
|
193
$40.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
95+ 135.71% |
$14.1K - $16.5K
|
165
$34.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
95+ 0.79% |
$14.1K - $16.5K
|
12.1K
$2.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
94+ 4.24% |
$13.9K - $16.3K
|
2.31K
$486K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
93+ 2.35% |
$13.8K - $16.1K
|
4.04K
$850K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
92+ 1.23% |
$13.6K - $15.9K
|
7.6K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
90+ 0.09% |
$13.4K - $15.6K
|
97.7K
$20.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
90+ 2.91% |
$13.4K - $15.6K
|
3.18K
$669K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
90+ 4.0% |
$13.4K - $15.6K
|
2.34K
$492K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
86+ 4.59% |
$12.8K - $14.9K
|
1.96K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
85+ 2.02% |
$12.6K - $14.7K
|
4.3K
$904K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
83New |
$12.3K - $14.4K
|
83
$17.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
82+ 0.61% |
$12.2K - $14.2K
|
13.6K
$2.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
81+ 11.16% |
$12K - $14K
|
807
$170K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
80New |
$11.9K - $13.9K
|
80
$16.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
75+ 0.99% |
$11.1K - $13K
|
7.68K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
75+ 0.05% |
$11.1K - $13K
|
148K
$31.1M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
75+ 1.8% |
$11.1K - $13K
|
4.25K
$894K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.67% |
$11K - $12.8K
|
11.2K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
74+ 1.29% |
$11K - $12.8K
|
5.81K
$1.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
71+ 4.86% |
$10.5K - $12.3K
|
1.53K
$322K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
71New |
$10.5K - $12.3K
|
71
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67+ 1.0% |
$9.94K - $11.6K
|
6.78K
$1.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65New |
$9.64K - $11.3K
|
65
$13.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
65+ 1.68% |
$9.64K - $11.3K
|
3.94K
$828K
|