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 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
371+ 1.07% |
$54.7K - $63.8K
|
35.1K
$8.02M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
363New |
$53.5K - $62.4K
|
363
$83.1K
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
360+ 1.04% |
$53K - $61.9K
|
35.1K
$8.02M
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
BUY
|
- |
351+ 1.41% |
$51.7K - $60.3K
|
25.2K
$5.77M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
349+ 4.24% |
$51.4K - $60K
|
8.58K
$1.96M
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
348+ 16.23% |
$51.3K - $59.8K
|
2.49K
$570K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
346+ 6.32% |
$51K - $59.5K
|
5.82K
$1.33M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
343+ 1.91% |
$50.5K - $58.9K
|
18.3K
$4.18M
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
339+ 15.05% |
$49.9K - $58.3K
|
2.59K
$593K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
338+ 16.0% |
$49.8K - $58.1K
|
2.45K
$561K
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
324+ 6.44% |
$47.7K - $55.7K
|
5.36K
$1.23M
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
317New |
$46.7K - $54.5K
|
317
$72.5K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
311+ 0.48% |
$45.8K - $53.4K
|
65.7K
$15M
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
308+ 13.69% |
$45.4K - $52.9K
|
2.56K
$585K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
300New |
$44.2K - $51.6K
|
300
$68.6K
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.95% |
$44.2K - $51.6K
|
31.9K
$7.3M
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
299+ 3.87% |
$44K - $51.4K
|
8.02K
$1.83M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
294+ 6.04% |
$43.3K - $50.5K
|
5.16K
$1.18M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
279+ 9.46% |
$41.1K - $47.9K
|
3.23K
$739K
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
278+ 13.0% |
$41K - $47.8K
|
2.42K
$553K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
275+ 20.28% |
$40.5K - $47.3K
|
1.63K
$373K
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
BUY
|
- |
273+ 3.93% |
$40.2K - $46.9K
|
7.22K
$1.65M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
264+ 4.14% |
$38.9K - $45.4K
|
6.65K
$1.52M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
261+ 4.61% |
$38.4K - $44.9K
|
5.92K
$1.36M
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
260+ 4.04% |
$38.3K - $44.7K
|
6.69K
$1.53M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
260+ 3.6% |
$38.3K - $44.7K
|
7.49K
$1.71M
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
252+ 720.0% |
$37.1K - $43.3K
|
287
$65.7K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
251+ 2.08% |
$37K - $43.1K
|
12.3K
$2.82M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
251+ 29.15% |
$37K - $43.1K
|
1.11K
$254K
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
249+ 2.7% |
$36.7K - $42.8K
|
9.48K
$2.17M
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
249+ 3.98% |
$36.7K - $42.8K
|
6.51K
$1.49M
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
247+ 1.21% |
$36.4K - $42.4K
|
20.7K
$4.74M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
241+ 8.53% |
$35.5K - $41.4K
|
3.07K
$702K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
239+ 12.68% |
$35.2K - $41.1K
|
2.12K
$486K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
226+ 3.5% |
$33.3K - $38.8K
|
6.68K
$1.53M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
221+ 6.23% |
$32.6K - $38K
|
3.77K
$863K
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
219+ 12.46% |
$32.3K - $37.6K
|
1.98K
$452K
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
BUY
|
- |
219+ 8.69% |
$32.3K - $37.6K
|
2.74K
$627K
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
212+ 5.72% |
$31.2K - $36.4K
|
3.92K
$897K
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
211+ 1.89% |
$31.1K - $36.3K
|
11.4K
$2.6M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
208+ 46.12% |
$30.6K - $35.7K
|
659
$151K
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
207New |
$30.5K - $35.6K
|
207
$47.4K
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
207+ 8.25% |
$30.5K - $35.6K
|
2.72K
$621K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
203+ 16.46% |
$29.9K - $34.9K
|
1.44K
$329K
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
201+ 9.27% |
$29.6K - $34.5K
|
2.37K
$542K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
199+ 9.29% |
$29.3K - $34.2K
|
2.34K
$536K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
186+ 2.9% |
$27.4K - $32K
|
6.6K
$1.51M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
177+ 1.93% |
$26.1K - $30.4K
|
9.35K
$2.14M
|
|
May 13, 2022
Q1 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
170+ 0.66% |
$25K - $29.2K
|
26K
$5.96M
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
164+ 3.34% |
$24.2K - $28.2K
|
5.08K
$1.16M
|