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 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
42+ 0.4% |
$6.38K - $7.3K
|
10.6K
$2.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
41+ 0.11% |
$6.23K - $7.13K
|
38.9K
$8.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
40+ 2.64% |
$6.08K - $6.96K
|
1.55K
$327K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
38+ 1.35% |
$5.77K - $6.61K
|
2.86K
$601K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
35New |
$5.32K - $6.09K
|
35
$7.36K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
35New |
$5.32K - $6.09K
|
35
$7.36K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 0.78% |
$5.32K - $6.09K
|
4.53K
$953K
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
35+ 1.26% |
$5.32K - $6.09K
|
2.82K
$593K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 14.17% |
$5.16K - $5.91K
|
274
$57.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
33+ 1.24% |
$5.01K - $5.74K
|
2.7K
$568K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32New |
$4.86K - $5.56K
|
32
$6.73K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
32+ 0.57% |
$4.86K - $5.56K
|
5.6K
$1.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31+ 1.36% |
$4.71K - $5.39K
|
2.31K
$485K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
30+ 19.48% |
$4.56K - $5.22K
|
184
$38.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
30+ 1.06% |
$4.56K - $5.22K
|
2.86K
$602K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
29+ 8.01% |
$4.41K - $5.04K
|
391
$82.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 1.03% |
$4.41K - $5.04K
|
2.85K
$599K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
29+ 2.71% |
$4.41K - $5.04K
|
1.1K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28New |
$4.25K - $4.87K
|
28
$5.89K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$4.1K - $4.7K
|
27
$5.68K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27New |
$4.1K - $4.7K
|
27
$5.68K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$3.65K - $4.17K
|
24
$5.05K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24+ 36.92% |
$3.65K - $4.17K
|
89
$18.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24New |
$3.65K - $4.17K
|
24
$5.05K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
24+ 4.96% |
$3.65K - $4.17K
|
508
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23New |
$3.49K - $4K
|
23
$4.84K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
21+ 0.67% |
$3.19K - $3.65K
|
3.13K
$659K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
21+ 1.37% |
$3.19K - $3.65K
|
1.55K
$327K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
20+ 0.25% |
$3.04K - $3.48K
|
8.16K
$1.72M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
18+ 0.98% |
$2.73K - $3.13K
|
1.86K
$391K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18New |
$2.73K - $3.13K
|
18
$3.79K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
18+ 1.11% |
$2.73K - $3.13K
|
1.64K
$344K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 10.91% |
$2.73K - $3.13K
|
183
$38.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18+ 0.24% |
$2.73K - $3.13K
|
7.44K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.99% |
$2.73K - $3.13K
|
1.83K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
17+ 0.65% |
$2.58K - $2.96K
|
2.64K
$555K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
15+ 7.21% |
$2.28K - $2.61K
|
223
$46.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15New |
$2.28K - $2.61K
|
15
$3.15K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
15+ 7.77% |
$2.28K - $2.61K
|
208
$43.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
15+ 0.03% |
$2.28K - $2.61K
|
44.6K
$9.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14New |
$2.13K - $2.43K
|
14
$2.94K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
12+ 0.29% |
$1.82K - $2.09K
|
4.11K
$865K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.35% |
$1.67K - $1.91K
|
3.11K
$655K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
11New |
$1.67K - $1.91K
|
11
$2.31K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9+ 0.25% |
$1.37K - $1.57K
|
3.6K
$756K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$1.22K - $1.39K
|
8
$1.68K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 2.64% |
$1.22K - $1.39K
|
311
$65.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8+ 0.22% |
$1.22K - $1.39K
|
3.72K
$782K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 3.86% |
$1.22K - $1.39K
|
215
$45.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.06K - $1.22K
|
7
$1.47K
|