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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.89KNew |
$288K - $329K
|
1.89K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 63.07% |
$287K - $329K
|
4.89K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.85K+ 67.99% |
$282K - $322K
|
4.58K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.85KNew |
$280K - $321K
|
1.85K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.83K+ 3.2% |
$279K - $319K
|
59.2K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.81KNew |
$275K - $315K
|
1.81K
$413K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.81KNew |
$275K - $315K
|
1.81K
$412K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.8KNew |
$274K - $314K
|
1.8K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.79KNew |
$273K - $312K
|
1.79K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.77K+ 2.56% |
$269K - $308K
|
70.9K
$16.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.76K+ 2.03% |
$267K - $306K
|
88.4K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.75KNew |
$266K - $305K
|
1.75K
$400K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.75KNew |
$266K - $304K
|
1.75K
$398K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.73K+ 1.19% |
$263K - $301K
|
147K
$33.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.69K+ 22.14% |
$257K - $294K
|
9.32K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.68K+ 17.51% |
$255K - $292K
|
11.3K
$2.57M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.67KNew |
$253K - $290K
|
1.67K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.67K+ 44.16% |
$253K - $290K
|
5.44K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.66K+ 25.66% |
$253K - $289K
|
8.15K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.66K+ 7.97% |
$252K - $289K
|
22.5K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 90.72% |
$248K - $284K
|
3.43K
$782K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1.61KNew |
$244K - $280K
|
1.61K
$366K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.6KNew |
$243K - $279K
|
1.6K
$365K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.56KNew |
$238K - $272K
|
1.56K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1.54KNew |
$234K - $268K
|
1.54K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.53KNew |
$233K - $267K
|
1.53K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.53KNew |
$232K - $265K
|
1.53K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.5KNew |
$228K - $261K
|
1.5K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 2.04% |
$228K - $261K
|
75.1K
$17.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.49KNew |
$226K - $258K
|
1.49K
$338K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
1.48K+ 0.12% |
$225K - $258K
|
1.28M
$291M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.48K+ 2.06% |
$225K - $257K
|
73.3K
$16.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.45KNew |
$220K - $252K
|
1.45K
$331K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.45KNew |
$220K - $252K
|
1.45K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.45K+ 105.08% |
$220K - $252K
|
2.83K
$644K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.43KNew |
$218K - $249K
|
1.43K
$326K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 71.8% |
$214K - $245K
|
3.37K
$768K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.41K+ 9.16% |
$214K - $244K
|
16.8K
$3.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 20.54% |
$213K - $244K
|
8.23K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.4KNew |
$213K - $243K
|
1.4K
$319K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.4K+ 24.97% |
$212K - $243K
|
7K
$1.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
1.4KNew |
$212K - $243K
|
1.4K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.39KNew |
$211K - $241K
|
1.39K
$316K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
1.39KNew |
$210K - $241K
|
1.39K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.36K+ 9.89% |
$207K - $237K
|
15.2K
$3.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.36K+ 80.18% |
$207K - $237K
|
3.06K
$698K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.36KNew |
$206K - $236K
|
1.36K
$309K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.35K+ 2.57% |
$206K - $235K
|
54K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.35K+ 6.2% |
$205K - $235K
|
23.1K
$5.27M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
1.35KNew |
$205K - $235K
|
1.35K
$307K
|