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 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-158- 5.51% |
$24K - $27.5K
|
2.71K
$661K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-160- 2.69% |
$24.3K - $27.8K
|
5.78K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-179- 48.91% |
$27.2K - $31.1K
|
187
$45.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-180- 10.11% |
$27.3K - $31.3K
|
1.6K
$391K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-181- 1.1% |
$27.5K - $31.5K
|
16.3K
$3.99M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-187- 1.11% |
$28.4K - $32.5K
|
16.7K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-192- 9.22% |
$29.2K - $33.4K
|
1.89K
$461K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 0.48% |
$30.4K - $34.8K
|
41.4K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-206- 10.55% |
$31.3K - $35.8K
|
1.75K
$426K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-213- 1.14% |
$32.4K - $37K
|
18.5K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-220- 3.17% |
$33.4K - $38.3K
|
6.71K
$1.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-223- 6.09% |
$33.9K - $38.8K
|
3.44K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-224- 54.24% |
$34K - $39K
|
189
$46.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-225- 12.42% |
$34.2K - $39.1K
|
1.59K
$387K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-227- 13.44% |
$34.5K - $39.5K
|
1.46K
$357K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-230- 3.47% |
$34.9K - $40K
|
6.4K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-235- 4.45% |
$35.7K - $40.9K
|
5.05K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-240- 6.41% |
$36.5K - $41.7K
|
3.5K
$855K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-242- 10.0% |
$36.8K - $42.1K
|
2.18K
$531K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-245- 83.05% |
$37.2K - $42.6K
|
50
$12.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-254- 5.77% |
$38.6K - $44.2K
|
4.15K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-258- 14.34% |
$39.2K - $44.9K
|
1.54K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-259- 23.52% |
$39.3K - $45K
|
842
$205K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-260- 4.63% |
$39.5K - $45.2K
|
5.36K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-265- 10.38% |
$40.3K - $46.1K
|
2.29K
$559K
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-270- 0.78% |
$41K - $47K
|
34.5K
$8.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-290- 13.78% |
$44.1K - $50.4K
|
1.82K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-294- 21.99% |
$44.7K - $51.1K
|
1.04K
$255K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-307- 3.58% |
$46.6K - $53.4K
|
8.26K
$2.02M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-310- 9.71% |
$47.1K - $53.9K
|
2.88K
$703K
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-310- 0.36% |
$47.1K - $53.9K
|
84.8K
$20.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-322- 12.73% |
$48.9K - $56K
|
2.21K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-338- 9.4% |
$51.3K - $58.8K
|
3.26K
$795K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-339- 0.99% |
$51.5K - $58.9K
|
33.8K
$8.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-340- 3.23% |
$51.6K - $59.1K
|
10.2K
$2.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-341- 21.49% |
$51.8K - $59.3K
|
1.25K
$304K
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-345- 1.85% |
$52.4K - $60K
|
18.3K
$4.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-346- 17.06% |
$52.6K - $60.2K
|
1.68K
$410K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-347- 50.88% |
$52.7K - $60.3K
|
335
$81.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-347- 4.34% |
$52.7K - $60.3K
|
7.65K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-360- 1.7% |
$54.7K - $62.6K
|
20.8K
$5.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-368- 73.16% |
$55.9K - $64K
|
135
$32.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-375- 6.34% |
$57K - $65.2K
|
5.54K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-382- 2.38% |
$58K - $66.4K
|
15.7K
$3.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-383- 9.98% |
$58.2K - $66.6K
|
3.45K
$843K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-384- 10.23% |
$58.3K - $66.8K
|
3.37K
$822K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-395- 35.81% |
$60K - $68.7K
|
708
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-397- 1.38% |
$60.3K - $69K
|
28.4K
$6.94M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-404- 1.41% |
$61.4K - $70.3K
|
28.3K
$6.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-410- 0.88% |
$62.3K - $71.3K
|
46.2K
$11.3M
|