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
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
6+ 0.23% |
$911 - $1.04K
|
2.65K
$643K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 6.02% |
$760 - $869
|
88
$21.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
5+ 1.46% |
$760 - $869
|
347
$84.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.84% |
$760 - $869
|
601
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 100.0% |
$760 - $869
|
10
$2.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 3.4% |
$760 - $869
|
152
$36.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$608 - $696
|
1.57K
$381K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.07% |
$456 - $522
|
4.34K
$1.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.16% |
$456 - $522
|
1.91K
$464K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 15.0% |
$456 - $522
|
23
$5.57K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
2+ 0.02% |
$304 - $348
|
8.87K
$2.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.45% |
$304 - $348
|
445
$108K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$304 - $348
|
12K
$2.9M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.28% |
$152 - $174
|
355
$86K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.37% |
$152 - $174
|
74
$17.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.49% |
$152 - $174
|
206
$49.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.1% |
$152 - $174
|
977
$237K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1+ 0.02% |
$152 - $174
|
4.67K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- 0.03% |
$152 - $174
|
3.58K
$868K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 1.89% |
$152 - $174
|
52
$12.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 7.69% |
$304 - $348
|
24
$5.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2- 0.71% |
$304 - $348
|
278
$67.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2- 0.04% |
$304 - $348
|
5.66K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-3- 0.09% |
$456 - $522
|
3.41K
$826K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 2.26% |
$456 - $522
|
130
$31.5K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3- 0.02% |
$456 - $522
|
12.3K
$2.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4- 0.17% |
$608 - $696
|
2.32K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4- 0.14% |
$608 - $696
|
2.86K
$692K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 0.27% |
$760 - $869
|
1.86K
$450K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.11% |
$760 - $869
|
4.41K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5- 0.11% |
$760 - $869
|
4.67K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-7- 0.34% |
$1.06K - $1.22K
|
2.04K
$495K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-8- 14.04% |
$1.22K - $1.39K
|
49
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-8- 0.13% |
$1.22K - $1.39K
|
6.14K
$1.49M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 0.11% |
$1.37K - $1.57K
|
8.51K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 5.39% |
$1.37K - $1.57K
|
158
$38.3K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.11% |
$1.37K - $1.57K
|
8.51K
$2.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-11- 0.72% |
$1.67K - $1.91K
|
1.52K
$368K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 6.94% |
$1.82K - $2.09K
|
161
$39K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 3.33% |
$1.82K - $2.09K
|
348
$84.4K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-12- 6.35% |
$1.82K - $2.09K
|
177
$42.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12- 0.48% |
$1.82K - $2.09K
|
2.47K
$598K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-12- 0.66% |
$1.82K - $2.09K
|
1.81K
$438K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15- 0.87% |
$2.28K - $2.61K
|
1.71K
$414K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 0.59% |
$2.43K - $2.78K
|
2.69K
$651K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17- 0.13% |
$2.58K - $2.96K
|
13.4K
$3.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.57% |
$2.58K - $2.96K
|
2.98K
$721K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-18- 0.4% |
$2.73K - $3.13K
|
4.46K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 0.11% |
$2.89K - $3.3K
|
17.9K
$4.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-19- 1.3% |
$2.89K - $3.3K
|
1.45K
$351K
|