Purchases and Sales Made in Q3 2021 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$5.98K - $6.9K
|
43
$8.79K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41+ 2.57% |
$5.7K - $6.58K
|
1.63K
$334K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40New |
$5.56K - $6.42K
|
40
$8.18K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40+ 0.54% |
$5.56K - $6.42K
|
7.5K
$1.53M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
39+ 1.97% |
$5.42K - $6.26K
|
2.02K
$412K
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
37+ 1.74% |
$5.14K - $5.94K
|
2.17K
$443K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
37+ 2.36% |
$5.14K - $5.94K
|
1.61K
$328K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
36New |
$5.01K - $5.78K
|
36
$7.36K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
36+ 2.68% |
$5.01K - $5.78K
|
1.38K
$282K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
35New |
$4.87K - $5.62K
|
35
$7.15K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
33+ 1.58% |
$4.59K - $5.3K
|
2.12K
$434K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
31+ 14.49% |
$4.31K - $4.97K
|
245
$50.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
30New |
$4.17K - $4.81K
|
30
$6.13K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
30+ 0.23% |
$4.17K - $4.81K
|
13.1K
$2.69M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28+ 0.57% |
$3.89K - $4.49K
|
4.92K
$1M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
28+ 1.04% |
$3.89K - $4.49K
|
2.73K
$558K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
28+ 0.91% |
$3.89K - $4.49K
|
3.11K
$636K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 18.62% |
$3.75K - $4.33K
|
172
$35.2K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
26+ 0.18% |
$3.62K - $4.17K
|
14.4K
$2.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
25New |
$3.48K - $4.01K
|
25
$5.11K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24New |
$3.34K - $3.85K
|
24
$4.91K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
21+ 4.2% |
$2.92K - $3.37K
|
521
$106K
|
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
BUY
|
- |
20+ 1.31% |
$2.78K - $3.21K
|
1.55K
$316K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.94% |
$2.78K - $3.21K
|
2.15K
$439K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$2.78K - $3.21K
|
20
$4.09K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
20New |
$2.78K - $3.21K
|
20
$4.09K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 3.9% |
$2.5K - $2.89K
|
480
$98.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.13% |
$2.5K - $2.89K
|
13.9K
$2.84M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 1.61% |
$2.36K - $2.73K
|
1.07K
$219K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Management Corp
|
BUY
|
- |
17+ 1.08% |
$2.36K - $2.73K
|
1.6K
$326K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
16New |
$2.22K - $2.57K
|
16
$3.27K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.75% |
$2.09K - $2.41K
|
2.01K
$412K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
15+ 0.46% |
$2.09K - $2.41K
|
3.24K
$663K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 24.14% |
$1.95K - $2.25K
|
72
$14.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 14.74% |
$1.95K - $2.25K
|
109
$22.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
14+ 1.76% |
$1.95K - $2.25K
|
811
$166K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.19% |
$1.67K - $1.93K
|
6.19K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
12+ 0.42% |
$1.67K - $1.93K
|
2.9K
$593K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.36% |
$1.53K - $1.77K
|
3.06K
$625K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 0.16% |
$1.39K - $1.6K
|
6.18K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.34% |
$1.39K - $1.6K
|
2.93K
$599K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$1.39K - $1.6K
|
10
$2.04K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.49% |
$1.25K - $1.44K
|
1.85K
$378K
|
|
|
Oct 06, 2021
Q3 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
9+ 0.44% |
$1.25K - $1.44K
|
2.04K
$417K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8New |
$1.11K - $1.28K
|
8
$1.64K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 0.35% |
$973 - $1.12K
|
1.99K
$406K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 2.15% |
$695 - $802
|
238
$48.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5+ 0.19% |
$695 - $802
|
2.64K
$539K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$556 - $642
|
2.04K
$417K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
3+ 0.28% |
$417 - $481
|
1.07K
$219K
|