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 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-200- 6.7% |
$29.5K - $34.4K
|
2.79K
$637K
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-200- 11.76% |
$29.5K - $34.4K
|
1.5K
$343K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-201- 4.23% |
$29.6K - $34.5K
|
4.55K
$1.04M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-204- 10.74% |
$30.1K - $35.1K
|
1.7K
$388K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-210- 6.09% |
$30.9K - $36.1K
|
3.24K
$742K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-212- 0.15% |
$31.2K - $36.4K
|
139K
$31.7M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-212- 4.22% |
$31.2K - $36.4K
|
4.82K
$1.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-213- 13.72% |
$31.4K - $36.6K
|
1.34K
$306K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-215- 10.11% |
$31.7K - $36.9K
|
1.91K
$437K
|
|
|
May 02, 2022
Q1 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-217- 1.98% |
$32K - $37.3K
|
10.7K
$2.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-218- 5.05% |
$32.1K - $37.5K
|
4.1K
$939K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-222- 3.52% |
$32.7K - $38.1K
|
6.08K
$1.39M
|
|
|
May 12, 2022
Q1 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-225- 3.21% |
$33.1K - $38.7K
|
6.78K
$1.55M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-228Closed |
$33.6K - $39.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-248- 0.9% |
$36.5K - $42.6K
|
27.4K
$6.27M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-250Closed |
$36.8K - $43K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-251- 14.6% |
$37K - $43.1K
|
1.47K
$336K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-254Closed |
$37.4K - $43.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-264- 18.35% |
$38.9K - $45.4K
|
1.18K
$269K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-269- 7.43% |
$39.6K - $46.2K
|
3.35K
$767K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-272- 4.39% |
$40.1K - $46.7K
|
5.93K
$1.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-275- 1.15% |
$40.5K - $47.3K
|
23.6K
$5.39M
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-278- 4.11% |
$41K - $47.8K
|
6.49K
$1.49M
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-278- 7.52% |
$41K - $47.8K
|
3.42K
$783K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-288- 1.36% |
$42.4K - $49.5K
|
20.9K
$4.78M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-292- 6.09% |
$43K - $50.2K
|
4.5K
$1.03M
|
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-300- 1.29% |
$44.2K - $51.6K
|
22.9K
$5.24M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-309- 7.98% |
$45.5K - $53.1K
|
3.56K
$815K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-310Closed |
$45.7K - $53.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-313- 51.99% |
$46.1K - $53.8K
|
289
$66.1K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-313- 1.37% |
$46.1K - $53.8K
|
22.5K
$5.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-315- 17.28% |
$46.4K - $54.1K
|
1.51K
$345K
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-320- 1.65% |
$47.1K - $55K
|
19K
$4.36M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-331- 2.3% |
$48.8K - $56.9K
|
14K
$3.21M
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-350- 7.61% |
$51.6K - $60.1K
|
4.25K
$972K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-350- 4.14% |
$51.6K - $60.1K
|
8.1K
$1.85M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-354- 4.05% |
$52.1K - $60.8K
|
8.39K
$1.92M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-369Closed |
$54.4K - $63.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-370- 48.81% |
$54.5K - $63.6K
|
388
$88.8K
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-374- 20.58% |
$55.1K - $64.3K
|
1.44K
$330K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-383Closed |
$56.4K - $65.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-401- 1.64% |
$59.1K - $68.9K
|
24.1K
$5.51M
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-401- 16.92% |
$59.1K - $68.9K
|
1.97K
$451K
|
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-404- 10.8% |
$59.5K - $69.4K
|
3.34K
$763K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-409- 2.94% |
$60.2K - $70.3K
|
13.5K
$3.09M
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-409- 0.68% |
$60.2K - $70.3K
|
59.3K
$13.6M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-422- 4.77% |
$62.2K - $72.5K
|
8.43K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-422- 0.71% |
$62.2K - $72.5K
|
58.8K
$13.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-423- 2.4% |
$62.3K - $72.7K
|
17.2K
$3.93M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-425- 24.43% |
$62.6K - $73K
|
1.32K
$301K
|