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
|
Chatham Capital Group, Inc.
|
BUY
|
- |
975+ 11.04% |
$148K - $170K
|
9.81K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
963+ 2.56% |
$146K - $167K
|
38.6K
$9.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
948+ 35.24% |
$144K - $165K
|
3.64K
$882K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
946+ 0.54% |
$144K - $164K
|
176K
$42.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
933New |
$142K - $162K
|
933
$226K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
921+ 33.87% |
$140K - $160K
|
3.64K
$882K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
919+ 22.84% |
$140K - $160K
|
4.94K
$1.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
916New |
$139K - $159K
|
916
$222K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
915New |
$139K - $159K
|
915
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
907+ 7.18% |
$138K - $158K
|
13.5K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
907+ 7.9% |
$138K - $158K
|
12.4K
$3M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
906+ 0.52% |
$138K - $158K
|
174K
$42.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
901+ 9.38% |
$137K - $157K
|
10.5K
$2.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
897+ 2.77% |
$136K - $156K
|
33.2K
$8.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
892+ 3.9% |
$135K - $155K
|
23.7K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
879+ 9.4% |
$134K - $153K
|
10.2K
$2.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
870+ 6.23% |
$132K - $151K
|
14.8K
$3.59M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
870+ 50.85% |
$132K - $151K
|
2.58K
$626K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
820+ 1.98% |
$125K - $143K
|
42.2K
$10.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
802+ 21.78% |
$122K - $139K
|
4.48K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
800+ 0.93% |
$122K - $139K
|
86.7K
$21M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
788New |
$120K - $137K
|
788
$191K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
786New |
$119K - $137K
|
786
$191K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
751+ 10.47% |
$114K - $131K
|
7.92K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
743+ 3.79% |
$113K - $129K
|
20.4K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
732+ 3.56% |
$111K - $127K
|
21.3K
$5.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
731+ 17.42% |
$111K - $127K
|
4.93K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
714+ 0.84% |
$108K - $124K
|
86.2K
$20.9M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
707+ 0.64% |
$107K - $123K
|
112K
$27M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
702+ 25.39% |
$107K - $122K
|
3.47K
$840K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
700+ 15.48% |
$106K - $122K
|
5.22K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
685New |
$104K - $119K
|
685
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
685+ 11.61% |
$104K - $119K
|
6.58K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
685+ 15.94% |
$104K - $119K
|
4.98K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
682+ 6.71% |
$104K - $119K
|
10.8K
$2.63M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
681+ 21.59% |
$103K - $118K
|
3.84K
$930K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
666New |
$101K - $116K
|
666
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
662+ 13.8% |
$101K - $115K
|
5.46K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
617+ 3.4% |
$93.7K - $107K
|
18.8K
$4.55M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
608+ 7.45% |
$92.4K - $106K
|
8.77K
$2.12M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
605+ 9.02% |
$91.9K - $105K
|
7.31K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
593+ 4.45% |
$90.1K - $103K
|
13.9K
$3.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
581+ 17.13% |
$88.3K - $101K
|
3.97K
$963K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
581New |
$88.3K - $101K
|
581
$141K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
569+ 10.98% |
$86.4K - $98.9K
|
5.75K
$1.39M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
566+ 10.87% |
$86K - $98.4K
|
5.77K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
559+ 6.0% |
$84.9K - $97.2K
|
9.88K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
557+ 36.05% |
$84.6K - $96.9K
|
2.1K
$510K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
553+ 17.48% |
$84K - $96.2K
|
3.72K
$901K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
547+ 2.14% |
$83.1K - $95.1K
|
26.2K
$6.34M
|