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
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
522New |
$79.3K - $90.8K
|
522
$119K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
512+ 41.46% |
$77.8K - $89K
|
1.75K
$400K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
511+ 6.04% |
$77.6K - $88.9K
|
8.97K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
501New |
$76.1K - $87.1K
|
501
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
499New |
$75.8K - $86.8K
|
499
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
469+ 21.05% |
$71.2K - $81.6K
|
2.7K
$617K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
460+ 179.69% |
$69.9K - $80K
|
716
$164K
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
457New |
$69.4K - $79.5K
|
457
$105K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
454+ 0.82% |
$69K - $78.9K
|
55.5K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
451+ 2.58% |
$68.5K - $78.4K
|
17.9K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
449+ 5.66% |
$68.2K - $78.1K
|
8.38K
$1.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
443+ 7.21% |
$67.3K - $77K
|
6.59K
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
434+ 109.6% |
$65.9K - $75.5K
|
830
$190K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
429+ 5.97% |
$65.2K - $74.6K
|
7.62K
$1.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
423+ 19.35% |
$64.3K - $73.6K
|
2.61K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
420+ 5.49% |
$63.8K - $73K
|
8.07K
$1.85M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
420New |
$63.8K - $73K
|
420
$96.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
412+ 1.5% |
$62.6K - $71.6K
|
27.9K
$6.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
409+ 4.0% |
$62.1K - $71.1K
|
10.6K
$2.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
403New |
$61.2K - $70.1K
|
403
$92.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
393+ 11.12% |
$59.7K - $68.3K
|
3.93K
$898K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
377+ 2.34% |
$57.3K - $65.6K
|
16.5K
$3.78M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
374+ 9.25% |
$56.8K - $65K
|
4.42K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
364+ 12.71% |
$55.3K - $63.3K
|
3.23K
$739K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
358+ 4.4% |
$54.4K - $62.3K
|
8.49K
$1.94M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
357+ 8.03% |
$54.2K - $62.1K
|
4.8K
$1.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
353+ 4.3% |
$53.6K - $61.4K
|
8.56K
$1.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
351+ 0.26% |
$53.3K - $61K
|
136K
$31.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
346+ 6.15% |
$52.6K - $60.2K
|
5.97K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
337+ 2.61% |
$51.2K - $58.6K
|
13.3K
$3.03M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
337+ 2.61% |
$51.2K - $58.6K
|
13.3K
$3.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
329+ 17.32% |
$50K - $57.2K
|
2.23K
$510K
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
BUY
|
- |
320+ 1.19% |
$48.6K - $55.6K
|
27.3K
$6.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
317+ 3.27% |
$48.2K - $55.1K
|
10K
$2.29M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
314New |
$47.7K - $54.6K
|
314
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
312New |
$47.4K - $54.3K
|
312
$71.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
306+ 2.96% |
$46.5K - $53.2K
|
10.7K
$2.44M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
306New |
$46.5K - $53.2K
|
306
$70K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
305+ 6.53% |
$46.3K - $53K
|
4.98K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
302+ 8.56% |
$45.9K - $52.5K
|
3.83K
$877K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
299+ 13.87% |
$45.4K - $52K
|
2.45K
$562K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
296+ 6.03% |
$45K - $51.5K
|
5.2K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
289+ 1.25% |
$43.9K - $50.3K
|
23.5K
$5.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
281+ 4.84% |
$42.7K - $48.9K
|
6.09K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
281+ 1.63% |
$42.7K - $48.9K
|
17.5K
$4M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
280+ 1.38% |
$42.5K - $48.7K
|
20.6K
$4.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
280+ 2.81% |
$42.5K - $48.7K
|
10.3K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
277+ 6.86% |
$42.1K - $48.2K
|
4.31K
$987K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
274+ 12.55% |
$41.6K - $47.6K
|
2.46K
$562K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
273+ 0.36% |
$41.5K - $47.5K
|
76.3K
$17.5M
|