Purchases and Sales Made in Q4 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
248+ 0.96% |
$37.7K - $43.1K
|
26.1K
$6.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
236+ 13.53% |
$35.8K - $41K
|
1.98K
$461K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
230+ 4.12% |
$34.9K - $40K
|
5.81K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
225New |
$34.2K - $39.1K
|
225
$52.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
224+ 32.75% |
$34K - $39K
|
908
$211K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
221+ 8.66% |
$33.6K - $38.4K
|
2.77K
$645K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
216+ 14.76% |
$32.8K - $37.6K
|
1.68K
$391K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
210+ 22.95% |
$31.9K - $36.5K
|
1.13K
$262K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
207+ 34.85% |
$31.4K - $36K
|
801
$186K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
201+ 0.46% |
$30.5K - $35K
|
43.9K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
201+ 7.94% |
$30.5K - $35K
|
2.73K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
197+ 0.13% |
$29.9K - $34.3K
|
151K
$35.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
195+ 29.1% |
$29.6K - $33.9K
|
865
$201K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
183+ 10.34% |
$27.8K - $31.8K
|
1.95K
$455K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
174+ 0.25% |
$26.4K - $30.3K
|
70.8K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
173New |
$26.3K - $30.1K
|
173
$40.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
172+ 0.44% |
$26.1K - $29.9K
|
39.2K
$9.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
172+ 5.77% |
$26.1K - $29.9K
|
3.15K
$734K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
168+ 6.7% |
$25.5K - $29.2K
|
2.68K
$623K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
167+ 0.27% |
$25.4K - $29K
|
60.9K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
164+ 0.83% |
$24.9K - $28.5K
|
19.8K
$4.62M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
162+ 1.32% |
$24.6K - $28.2K
|
12.4K
$2.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
162New |
$24.6K - $28.2K
|
162
$37.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
161+ 2.42% |
$24.5K - $28K
|
6.82K
$1.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
160+ 5.52% |
$24.3K - $27.8K
|
3.06K
$712K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
153New |
$23.2K - $26.6K
|
153
$35.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
139New |
$21.1K - $24.2K
|
139
$32.4K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
136+ 30.63% |
$20.7K - $23.6K
|
580
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
134+ 6.83% |
$20.4K - $23.3K
|
2.1K
$488K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
133+ 4.48% |
$20.2K - $23.1K
|
3.1K
$722K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
132+ 0.91% |
$20.1K - $23K
|
14.7K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
132+ 7.3% |
$20.1K - $23K
|
1.94K
$451K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
129+ 9.22% |
$19.6K - $22.4K
|
1.53K
$356K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
128+ 11.49% |
$19.4K - $22.3K
|
1.24K
$289K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
125+ 2.34% |
$19K - $21.7K
|
5.47K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
125+ 0.15% |
$19K - $21.7K
|
82.4K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
124New |
$18.8K - $21.6K
|
124
$28.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
121+ 1.0% |
$18.4K - $21K
|
12.2K
$2.84M
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
121+ 4.13% |
$18.4K - $21K
|
3.05K
$709K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
120+ 3.26% |
$18.2K - $20.9K
|
3.8K
$885K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
118+ 53.64% |
$17.9K - $20.5K
|
338
$78.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
118+ 1.74% |
$17.9K - $20.5K
|
6.9K
$1.61M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
117+ 5.6% |
$17.8K - $20.3K
|
2.21K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
116+ 1.8% |
$17.6K - $20.2K
|
6.56K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
115+ 12.27% |
$17.5K - $20K
|
1.05K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
115+ 0.28% |
$17.5K - $20K
|
40.9K
$9.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
113+ 389.66% |
$17.2K - $19.6K
|
142
$33.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 35.35% |
$15.9K - $18.3K
|
402
$93.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 12.76% |
$15.6K - $17.9K
|
910
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
103+ 2.42% |
$15.6K - $17.9K
|
4.36K
$1.01M
|