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
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
162+ 2.78% |
$23.9K - $27.8K
|
6K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
150+ 0.69% |
$22.1K - $25.8K
|
22K
$4.5M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
150New |
$22.1K - $25.8K
|
150
$30.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
150+ 2.46% |
$22.1K - $25.8K
|
6.24K
$1.28M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
150+ 7.24% |
$22.1K - $25.8K
|
2.22K
$454K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
150+ 49.34% |
$22.1K - $25.8K
|
454
$92.8K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
147+ 1.22% |
$21.7K - $25.3K
|
12.2K
$2.49M
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
144+ 1.94% |
$21.2K - $24.7K
|
7.58K
$1.55M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
139+ 0.11% |
$20.5K - $23.9K
|
127K
$26M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
135+ 2.77% |
$19.9K - $23.2K
|
5.01K
$1.02M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
133+ 1.07% |
$19.6K - $22.9K
|
12.5K
$2.56M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
133+ 4.13% |
$19.6K - $22.9K
|
3.36K
$686K
|
|
|
Apr 27, 2022
Q1 2022
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
133+ 0.17% |
$19.6K - $22.9K
|
78.1K
$16M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
131+ 0.22% |
$19.3K - $22.5K
|
59.2K
$12.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
131+ 6.69% |
$19.3K - $22.5K
|
2.09K
$427K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
130New |
$19.2K - $22.3K
|
130
$26.6K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
129New |
$19K - $22.2K
|
129
$26.4K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
129+ 2.22% |
$19K - $22.2K
|
5.93K
$1.21M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
128+ 6.55% |
$18.9K - $22K
|
2.08K
$426K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
121+ 6.07% |
$17.8K - $20.8K
|
2.11K
$432K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
112+ 60.87% |
$16.5K - $19.2K
|
296
$60.5K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
110+ 5.99% |
$16.2K - $18.9K
|
1.95K
$398K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
110+ 1.85% |
$16.2K - $18.9K
|
6.06K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
107+ 13.46% |
$15.8K - $18.4K
|
902
$184K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
103New |
$15.2K - $17.7K
|
103
$21.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
100+ 5.39% |
$14.7K - $17.2K
|
1.96K
$400K
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
97+ 1.89% |
$14.3K - $16.7K
|
5.23K
$1.07M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
96+ 7.14% |
$14.1K - $16.5K
|
1.44K
$294K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
96New |
$14.1K - $16.5K
|
96
$19.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
95+ 2.9% |
$14K - $16.3K
|
3.37K
$688K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
95+ 3.61% |
$14K - $16.3K
|
2.73K
$557K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
92+ 6.09% |
$13.6K - $15.8K
|
1.6K
$327K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
90+ 1.91% |
$13.3K - $15.5K
|
4.81K
$984K
|
|
|
May 05, 2022
Q1 2022
|
Ycg, LLC
|
BUY
|
- |
89+ 0.04% |
$13.1K - $15.3K
|
225K
$45.9M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
87+ 21.07% |
$12.8K - $15K
|
500
$102K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
86+ 52.76% |
$12.7K - $14.8K
|
249
$50.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
85+ 0.24% |
$12.5K - $14.6K
|
35K
$7.15M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
84New |
$12.4K - $14.4K
|
84
$17.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
80+ 421.05% |
$11.8K - $13.7K
|
99
$20.2K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
79+ 2.16% |
$11.6K - $13.6K
|
3.74K
$765K
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
79+ 0.71% |
$11.6K - $13.6K
|
11.2K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
78New |
$11.5K - $13.4K
|
78
$15.9K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
75+ 2.36% |
$11K - $12.9K
|
3.25K
$665K
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
68+ 3.14% |
$10K - $11.7K
|
2.23K
$456K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
68+ 7.97% |
$10K - $11.7K
|
921
$188K
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
67+ 4.71% |
$9.87K - $11.5K
|
1.49K
$305K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
64+ 1.33% |
$9.43K - $11K
|
4.89K
$1M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
62New |
$9.13K - $10.7K
|
62
$12.7K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 103.39% |
$8.99K - $10.5K
|
120
$24.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
59+ 4.19% |
$8.69K - $10.1K
|
1.47K
$300K
|