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 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
3.44KNew |
$522K - $597K
|
3.44K
$783K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.43K+ 3.73% |
$522K - $597K
|
95.6K
$21.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.32K+ 7.12% |
$504K - $577K
|
49.9K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 49.25% |
$498K - $570K
|
9.93K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.25K+ 125.69% |
$494K - $566K
|
5.84K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
3.2KNew |
$487K - $557K
|
3.2K
$730K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.17KNew |
$481K - $551K
|
3.17K
$721K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.14K+ 2.64% |
$478K - $547K
|
122K
$27.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.1K+ 8.49% |
$471K - $539K
|
39.6K
$9.01M
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
3.1K+ 19.53% |
$470K - $539K
|
19K
$4.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.06K+ 5.71% |
$465K - $532K
|
56.7K
$12.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.04KNew |
$462K - $529K
|
3.04K
$693K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
3.01K+ 4.32% |
$458K - $524K
|
72.7K
$16.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.86KNew |
$434K - $497K
|
2.86K
$652K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.83K+ 15.26% |
$430K - $492K
|
21.4K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.71K+ 0.04% |
$411K - $470K
|
6.07M
$1.38B
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.68K+ 0.14% |
$407K - $466K
|
1.88M
$428M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.66K+ 4.5% |
$403K - $462K
|
61.6K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.58KNew |
$392K - $449K
|
2.58K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$391K - $448K
|
2.58K
$587K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.56K+ 6.5% |
$388K - $444K
|
41.9K
$9.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.53K+ 229.74% |
$385K - $441K
|
3.64K
$829K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$384K - $440K
|
2.53K
$576K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.53KNew |
$384K - $439K
|
2.53K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.49KNew |
$378K - $433K
|
2.49K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.48KNew |
$377K - $431K
|
2.48K
$565K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
2.48K+ 61.67% |
$376K - $431K
|
6.5K
$1.48M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.43KNew |
$369K - $422K
|
2.43K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.39K+ 41.16% |
$363K - $416K
|
8.2K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.34K+ 20.47% |
$355K - $407K
|
13.8K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.22K+ 1.52% |
$337K - $386K
|
148K
$33.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
2.19KNew |
$332K - $380K
|
2.19K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
2.19KNew |
$332K - $380K
|
2.19K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.1K+ 116.96% |
$319K - $366K
|
3.9K
$889K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.1K+ 24.19% |
$319K - $366K
|
10.8K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.1KNew |
$319K - $365K
|
2.1K
$478K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.08K+ 1.56% |
$317K - $362K
|
136K
$30.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.08KNew |
$317K - $362K
|
2.08K
$475K
|
|
|
Jan 17, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
2.08K+ 12.3% |
$315K - $361K
|
19K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.06KNew |
$312K - $358K
|
2.06K
$469K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.06K+ 3.82% |
$312K - $357K
|
55.8K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.04KNew |
$309K - $354K
|
2.04K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.03K+ 56.06% |
$308K - $353K
|
5.65K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
2.02K+ 21.51% |
$307K - $351K
|
11.4K
$2.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.98K+ 25.44% |
$301K - $345K
|
9.78K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.98K+ 11.12% |
$301K - $344K
|
19.8K
$4.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.97KNew |
$299K - $342K
|
1.97K
$448K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.94K+ 2.44% |
$295K - $338K
|
81.5K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.94K+ 86.73% |
$295K - $338K
|
4.18K
$952K
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
1.91K+ 54.7% |
$290K - $332K
|
5.4K
$1.23M
|