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 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-419- 5.7% |
$63.6K - $72.9K
|
6.94K
$1.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-424- 2.78% |
$64.4K - $73.7K
|
14.8K
$3.62M
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-429- 14.74% |
$65.2K - $74.6K
|
2.48K
$606K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-431- 0.73% |
$65.5K - $74.9K
|
58.6K
$14.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Northcape Capital Pty LTD
|
SELL
|
- |
-437- 1.43% |
$66.4K - $76K
|
30.2K
$7.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-451- 25.87% |
$68.5K - $78.4K
|
1.29K
$315K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-458- 3.44% |
$69.6K - $79.6K
|
12.9K
$3.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-459- 15.7% |
$69.7K - $79.8K
|
2.47K
$602K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-464- 0.34% |
$70.5K - $80.7K
|
136K
$33.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-470- 8.88% |
$71.4K - $81.7K
|
4.82K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-475- 5.29% |
$72.2K - $82.6K
|
8.5K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-476- 8.14% |
$72.3K - $82.8K
|
5.37K
$1.31M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-494- 1.43% |
$75K - $85.9K
|
34.1K
$8.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-500- 11.84% |
$76K - $86.9K
|
3.72K
$909K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-503- 15.39% |
$76.4K - $87.5K
|
2.77K
$675K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-512- 7.15% |
$77.8K - $89K
|
6.65K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-519- 3.92% |
$78.8K - $90.2K
|
12.7K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-527- 1.55% |
$80.1K - $91.6K
|
33.4K
$8.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-556- 13.3% |
$84.5K - $96.7K
|
3.62K
$884K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-575- 19.99% |
$87.3K - $100K
|
2.3K
$562K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-578- 5.16% |
$87.8K - $101K
|
10.6K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-600- 7.2% |
$91.1K - $104K
|
7.73K
$1.89M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-655- 12.69% |
$99.5K - $114K
|
4.51K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-668- 6.07% |
$101K - $116K
|
10.3K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-687- 3.41% |
$104K - $119K
|
19.4K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-726Closed |
$110K - $126K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-745- 2.07% |
$113K - $130K
|
35.2K
$8.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-758- 1.27% |
$115K - $132K
|
59.1K
$14.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-768- 29.53% |
$117K - $134K
|
1.83K
$447K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-814- 5.52% |
$124K - $142K
|
13.9K
$3.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-819- 37.85% |
$124K - $142K
|
1.35K
$328K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-854- 7.03% |
$130K - $149K
|
11.3K
$2.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-860- 3.37% |
$131K - $150K
|
24.7K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-879- 0.2% |
$134K - $153K
|
432K
$105M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-886- 23.21% |
$135K - $154K
|
2.93K
$715K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-886- 4.98% |
$135K - $154K
|
16.9K
$4.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-888- 6.02% |
$135K - $154K
|
13.9K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-895- 8.78% |
$136K - $156K
|
9.3K
$2.27M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-930- 0.96% |
$141K - $162K
|
95.9K
$23.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-965- 17.09% |
$147K - $168K
|
4.68K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-989- 0.45% |
$150K - $172K
|
217K
$53M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.01K- 0.34% |
$154K - $176K
|
293K
$71.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.02K- 14.05% |
$154K - $177K
|
6.22K
$1.52M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.05K- 10.71% |
$159K - $182K
|
8.73K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.08K- 0.42% |
$165K - $188K
|
258K
$62.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.12K- 3.86% |
$170K - $195K
|
27.9K
$6.82M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.12K- 3.86% |
$170K - $195K
|
27.9K
$6.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.13K- 0.76% |
$172K - $196K
|
147K
$35.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.2K- 11.92% |
$182K - $208K
|
8.84K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.21K- 0.74% |
$184K - $210K
|
162K
$39.6M
|