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 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.49% |
$278 - $321
|
408
$93K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$278 - $321
|
11.8K
$2.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$278 - $321
|
976
$222K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.04% |
$139 - $160
|
2.66K
$605K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.23% |
$139 - $160
|
437
$99.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.0% |
$139 - $160
|
101
$23K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.05% |
$139 - $160
|
1.87K
$425K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.05% |
$139 - $160
|
1.87K
$425K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.24% |
$139 - $160
|
424
$96.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2- 0.03% |
$278 - $321
|
7.36K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2- 0.02% |
$278 - $321
|
8.58K
$1.95M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2- 0.13% |
$278 - $321
|
1.58K
$360K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.43% |
$556 - $642
|
933
$213K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-6- 0.39% |
$834 - $963
|
1.51K
$345K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8- 0.25% |
$1.11K - $1.28K
|
3.13K
$713K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-8- 0.1% |
$1.11K - $1.28K
|
7.96K
$1.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8- 0.04% |
$1.11K - $1.28K
|
19K
$4.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-8- 0.31% |
$1.11K - $1.28K
|
2.59K
$590K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-9- 2.05% |
$1.25K - $1.44K
|
430
$98K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10- 8.47% |
$1.39K - $1.6K
|
108
$24.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10Closed |
$1.39K - $1.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11- 0.7% |
$1.53K - $1.77K
|
1.56K
$355K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-13- 0.72% |
$1.81K - $2.09K
|
1.79K
$408K
|
|
|
Nov 15, 2021
Q3 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-16- 0.23% |
$2.22K - $2.57K
|
7.01K
$1.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-17- 0.28% |
$2.36K - $2.73K
|
6.16K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-18- 5.77% |
$2.5K - $2.89K
|
294
$67K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-18- 0.16% |
$2.5K - $2.89K
|
11K
$2.51M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 3.93% |
$2.64K - $3.05K
|
464
$106K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 4.79% |
$2.64K - $3.05K
|
378
$86.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-20Closed |
$2.78K - $3.21K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 1.25% |
$2.78K - $3.21K
|
1.58K
$360K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
SELL
|
- |
-20- 1.33% |
$2.78K - $3.21K
|
1.48K
$338K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-21- 9.21% |
$2.92K - $3.37K
|
207
$47.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-21Closed |
$2.92K - $3.37K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-22- 0.37% |
$3.06K - $3.53K
|
5.89K
$1.34M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 0.7% |
$3.34K - $3.85K
|
3.42K
$779K
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-25- 0.95% |
$3.48K - $4.01K
|
2.61K
$595K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 0.72% |
$3.75K - $4.33K
|
3.75K
$854K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-28- 14.43% |
$3.89K - $4.49K
|
166
$37.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-31- 1.47% |
$4.31K - $4.97K
|
2.08K
$475K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-35- 0.1% |
$4.87K - $5.62K
|
34.7K
$7.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-36- 48.0% |
$5.01K - $5.78K
|
39
$8.88K
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-37- 0.78% |
$5.14K - $5.94K
|
4.73K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-37- 1.01% |
$5.14K - $5.94K
|
3.64K
$829K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-40Closed |
$5.56K - $6.42K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-40- 0.36% |
$5.56K - $6.42K
|
11.2K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-44- 0.8% |
$6.12K - $7.06K
|
5.45K
$1.24M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-45- 0.92% |
$6.26K - $7.22K
|
4.83K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-45- 0.37% |
$6.26K - $7.22K
|
12.2K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-46- 0.31% |
$6.4K - $7.38K
|
14.7K
$3.36M
|