Purchases and Sales Made in Q1 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
56+ 0.75% |
$8.25K - $9.62K
|
7.51K
$1.74M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
52New |
$7.66K - $8.94K
|
52
$12K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
51+ 1.2% |
$7.51K - $8.76K
|
4.32K
$998K
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
50+ 83.33% |
$7.37K - $8.59K
|
110
$25.4K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 2.28% |
$7.22K - $8.42K
|
2.2K
$508K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
48+ 2.22% |
$7.07K - $8.25K
|
2.21K
$510K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 2.13% |
$6.78K - $7.9K
|
2.2K
$509K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
44+ 1.48% |
$6.48K - $7.56K
|
3.02K
$697K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
43+ 0.65% |
$6.33K - $7.39K
|
6.64K
$1.54M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40New |
$5.89K - $6.87K
|
40
$9.25K
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
38+ 1.77% |
$5.6K - $6.53K
|
2.18K
$504K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36+ 55.38% |
$5.3K - $6.19K
|
101
$23.3K
|
|
May 16, 2022
Q1 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
36+ 0.31% |
$5.3K - $6.19K
|
11.5K
$2.65M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
35New |
$5.16K - $6.01K
|
35
$8.09K
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
35+ 1.17% |
$5.16K - $6.01K
|
3.03K
$699K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35+ 0.24% |
$5.16K - $6.01K
|
14.7K
$3.4M
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
34+ 0.12% |
$5.01K - $5.84K
|
29.4K
$6.8M
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33New |
$4.86K - $5.67K
|
33
$7.63K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
33New |
$4.86K - $5.67K
|
33
$7.63K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 2.68% |
$4.57K - $5.33K
|
1.19K
$274K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$4.42K - $5.16K
|
30
$6.93K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30+ 1.42% |
$4.42K - $5.16K
|
2.14K
$495K
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
29+ 1.08% |
$4.27K - $4.98K
|
2.71K
$626K
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
27+ 4.15% |
$3.98K - $4.64K
|
678
$157K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26+ 1.29% |
$3.83K - $4.47K
|
2.04K
$472K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25New |
$3.68K - $4.3K
|
25
$5.78K
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
24+ 1.77% |
$3.54K - $4.12K
|
1.38K
$319K
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24+ 0.52% |
$3.54K - $4.12K
|
4.67K
$1.08M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23New |
$3.39K - $3.95K
|
23
$5.32K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
23+ 1.8% |
$3.39K - $3.95K
|
1.3K
$301K
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
22+ 1.32% |
$3.24K - $3.78K
|
1.69K
$392K
|
|
May 13, 2022
Q1 2022
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
22+ 0.23% |
$3.24K - $3.78K
|
9.77K
$2.26M
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
21+ 1.79% |
$3.09K - $3.61K
|
1.2K
$277K
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21+ 0.34% |
$3.09K - $3.61K
|
6.21K
$1.44M
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$2.95K - $3.44K
|
3.92K
$905K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20+ 181.82% |
$2.95K - $3.44K
|
31
$7.17K
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
19+ 1.58% |
$2.8K - $3.26K
|
1.22K
$282K
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
19+ 1.07% |
$2.8K - $3.26K
|
1.8K
$415K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
18+ 1.79% |
$2.65K - $3.09K
|
1.02K
$237K
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
18New |
$2.65K - $3.09K
|
18
$4.16K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17+ 3.85% |
$2.5K - $2.92K
|
459
$106K
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
17+ 1.08% |
$2.5K - $2.92K
|
1.6K
$369K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17+ 0.36% |
$2.5K - $2.92K
|
4.79K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16+ 0.1% |
$2.36K - $2.75K
|
15.6K
$3.61M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 0.61% |
$2.36K - $2.75K
|
2.66K
$615K
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
14New |
$2.06K - $2.41K
|
14
$3.24K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 280.0% |
$2.06K - $2.41K
|
19
$4.39K
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13+ 0.56% |
$1.92K - $2.23K
|
2.33K
$539K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12New |
$1.77K - $2.06K
|
12
$2.77K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 0.56% |
$1.77K - $2.06K
|
2.16K
$499K
|