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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-20- 14.29% |
$3.04K - $3.48K
|
120
$27.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-20- 0.42% |
$3.04K - $3.48K
|
4.69K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-20- 0.47% |
$3.04K - $3.48K
|
4.22K
$981K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-21- 0.38% |
$3.19K - $3.65K
|
5.55K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-21- 0.98% |
$3.19K - $3.65K
|
2.12K
$494K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 77.78% |
$3.19K - $3.65K
|
6
$1.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-22- 9.05% |
$3.34K - $3.83K
|
221
$51.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-22- 1.44% |
$3.34K - $3.83K
|
1.51K
$351K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23- 6.99% |
$3.49K - $4K
|
306
$71.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-27- 0.69% |
$4.1K - $4.7K
|
3.91K
$911K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-27- 14.59% |
$4.1K - $4.7K
|
158
$36.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 50.0% |
$4.56K - $5.22K
|
30
$6.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-30- 1.57% |
$4.56K - $5.22K
|
1.88K
$437K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 6.42% |
$4.71K - $5.39K
|
452
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-31- 2.15% |
$4.71K - $5.39K
|
1.41K
$328K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-31- 1.9% |
$4.71K - $5.39K
|
1.6K
$372K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-34- 2.4% |
$5.16K - $5.91K
|
1.38K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-35- 0.54% |
$5.32K - $6.09K
|
6.49K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-37- 1.84% |
$5.62K - $6.43K
|
1.98K
$460K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39- 0.72% |
$5.92K - $6.78K
|
5.37K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-39- 2.02% |
$5.92K - $6.78K
|
1.89K
$439K
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-40- 0.18% |
$6.08K - $6.96K
|
22.7K
$5.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40- 0.6% |
$6.08K - $6.96K
|
6.57K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-40- 6.01% |
$6.08K - $6.96K
|
626
$146K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-41- 1.05% |
$6.23K - $7.13K
|
3.87K
$902K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-41- 0.42% |
$6.23K - $7.13K
|
9.71K
$2.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-43- 2.53% |
$6.53K - $7.48K
|
1.66K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-43- 0.44% |
$6.53K - $7.48K
|
9.65K
$2.25M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-43- 45.74% |
$6.53K - $7.48K
|
51
$11.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-44- 1.5% |
$6.68K - $7.65K
|
2.89K
$674K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-44- 1.69% |
$6.68K - $7.65K
|
2.56K
$597K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-45- 0.47% |
$6.84K - $7.83K
|
9.51K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-45- 2.34% |
$6.84K - $7.83K
|
1.88K
$438K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-45- 0.13% |
$6.84K - $7.83K
|
34.7K
$8.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-47- 0.03% |
$7.14K - $8.17K
|
136K
$31.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-47- 1.21% |
$7.14K - $8.17K
|
3.83K
$891K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-49- 5.72% |
$7.44K - $8.52K
|
807
$188K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-50- 0.86% |
$7.6K - $8.69K
|
5.77K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.54% |
$7.6K - $8.69K
|
9.3K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-50- 2.49% |
$7.6K - $8.69K
|
1.96K
$456K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-51- 1.48% |
$7.75K - $8.87K
|
3.39K
$790K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-51- 0.38% |
$7.75K - $8.87K
|
13.5K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-51- 1.35% |
$7.75K - $8.87K
|
3.74K
$869K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-53- 3.39% |
$8.05K - $9.22K
|
1.51K
$351K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-55- 16.13% |
$8.35K - $9.56K
|
286
$66.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-55- 1.47% |
$8.35K - $9.56K
|
3.69K
$860K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-55- 1.17% |
$8.35K - $9.56K
|
4.66K
$1.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-55- 0.15% |
$8.35K - $9.56K
|
36.1K
$8.41M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-57- 8.44% |
$8.66K - $9.91K
|
618
$144K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-58- 1.02% |
$8.81K - $10.1K
|
5.64K
$1.31M
|