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 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12+ 0.42% |
$1.77K - $2.06K
|
2.86K
$661K
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.36% |
$1.62K - $1.89K
|
3.08K
$712K
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
11+ 1.13% |
$1.62K - $1.89K
|
985
$228K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11+ 0.25% |
$1.62K - $1.89K
|
4.36K
$1.01M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
10+ 0.88% |
$1.47K - $1.72K
|
1.14K
$264K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.34% |
$1.47K - $1.72K
|
2.95K
$681K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$1.33K - $1.55K
|
2.36K
$545K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
9New |
$1.33K - $1.55K
|
9
$2.08K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
8+ 0.63% |
$1.18K - $1.37K
|
1.28K
$296K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8New |
$1.18K - $1.37K
|
8
$1.85K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 0.35% |
$1.03K - $1.2K
|
2K
$462K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.32% |
$884 - $1.03K
|
1.86K
$429K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6+ 0.16% |
$884 - $1.03K
|
3.78K
$874K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.16% |
$737 - $859
|
3.05K
$705K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4+ 0.0% |
$589 - $687
|
186K
$43.1M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$589 - $687
|
4
$925
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$589 - $687
|
4
$925
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.43% |
$589 - $687
|
937
$217K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$589 - $687
|
2.05K
$473K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.26% |
$589 - $687
|
1.56K
$361K
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
4+ 0.02% |
$589 - $687
|
16.6K
$3.83M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4+ 0.05% |
$589 - $687
|
7.93K
$1.83M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.52% |
$442 - $516
|
200
$46.2K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
3+ 15.79% |
$442 - $516
|
22
$5.08K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.16% |
$442 - $516
|
1.9K
$440K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
3+ 0.13% |
$442 - $516
|
2.39K
$552K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
3+ 0.07% |
$442 - $516
|
4.18K
$965K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 2.68% |
$442 - $516
|
115
$26.6K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.49% |
$295 - $344
|
411
$95K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.39% |
$147 - $172
|
73
$16.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.33% |
$147 - $172
|
308
$71.2K
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$147 - $172
|
6.4K
$1.48M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.24% |
$147 - $172
|
425
$98.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.23% |
$147 - $172
|
440
$102K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$147 - $172
|
11.7K
$2.69M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.63% |
$147 - $172
|
159
$36.7K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.17% |
$442 - $516
|
1.77K
$410K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5Closed |
$737 - $859
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-5- 0.34% |
$737 - $859
|
1.48K
$341K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.26% |
$737 - $859
|
1.93K
$446K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5- 0.12% |
$737 - $859
|
4.14K
$958K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-5- 0.33% |
$737 - $859
|
1.51K
$349K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-6- 0.48% |
$884 - $1.03K
|
1.24K
$285K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6- 1.11% |
$884 - $1.03K
|
535
$124K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 1.49% |
$884 - $1.03K
|
396
$91.5K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-7- 8.75% |
$1.03K - $1.2K
|
73
$16.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 4.17% |
$1.18K - $1.37K
|
184
$42.5K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8- 0.48% |
$1.18K - $1.37K
|
1.68K
$387K
|
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-9- 0.03% |
$1.33K - $1.55K
|
34.9K
$8.07M
|