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 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-48- 0.48% |
$6.67K - $7.7K
|
9.89K
$2.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-50- 12.5% |
$6.95K - $8.02K
|
350
$79.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-55Closed |
$7.65K - $8.83K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-56- 11.0% |
$7.79K - $8.99K
|
453
$103K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-63- 0.82% |
$8.76K - $10.1K
|
7.59K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63- 5.38% |
$8.76K - $10.1K
|
1.11K
$253K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-63- 0.04% |
$8.76K - $10.1K
|
152K
$34.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-66- 4.89% |
$9.18K - $10.6K
|
1.28K
$292K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-66- 0.43% |
$9.18K - $10.6K
|
15.3K
$3.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-66- 3.42% |
$9.18K - $10.6K
|
1.87K
$425K
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-66- 2.1% |
$9.18K - $10.6K
|
3.08K
$702K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-67- 11.53% |
$9.32K - $10.8K
|
514
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-78- 1.0% |
$10.8K - $12.5K
|
7.73K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-82- 0.36% |
$11.4K - $13.2K
|
23K
$5.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91- 1.95% |
$12.7K - $14.6K
|
4.57K
$1.04M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-95- 0.93% |
$13.2K - $15.2K
|
10.1K
$2.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-99- 4.95% |
$13.8K - $15.9K
|
1.9K
$433K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-100- 4.39% |
$13.9K - $16K
|
2.18K
$497K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-100- 4.76% |
$13.9K - $16K
|
2K
$456K
|
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
SELL
|
- |
-100- 0.43% |
$13.9K - $16K
|
23.4K
$5.32M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-109- 6.26% |
$15.2K - $17.5K
|
1.63K
$372K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-110- 2.94% |
$15.3K - $17.7K
|
3.63K
$827K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-111- 5.01% |
$15.4K - $17.8K
|
2.1K
$479K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-114- 3.4% |
$15.9K - $18.3K
|
3.24K
$738K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-115- 0.95% |
$16K - $18.5K
|
12K
$2.74M
|
|
|
Oct 28, 2021
Q3 2021
|
Harrington Investments, Inc
|
SELL
|
- |
-115- 0.42% |
$16K - $18.5K
|
27K
$6.15M
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-116- 2.06% |
$16.1K - $18.6K
|
5.51K
$1.26M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-130- 0.25% |
$18.1K - $20.9K
|
52.9K
$12M
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-140- 41.06% |
$19.5K - $22.5K
|
201
$45.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-140- 1.14% |
$19.5K - $22.5K
|
12.1K
$2.76M
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-140- 5.28% |
$19.5K - $22.5K
|
2.51K
$572K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-144- 8.66% |
$20K - $23.1K
|
1.52K
$346K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-144- 0.56% |
$20K - $23.1K
|
25.6K
$5.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-146- 0.16% |
$20.3K - $23.4K
|
89.1K
$20.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-148- 9.49% |
$20.6K - $23.8K
|
1.41K
$322K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-150- 3.99% |
$20.9K - $24.1K
|
3.61K
$822K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-159- 0.54% |
$22.1K - $25.5K
|
29.5K
$6.73M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-161- 7.76% |
$22.4K - $25.8K
|
1.92K
$436K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-166- 2.06% |
$23.1K - $26.6K
|
7.88K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-171- 0.09% |
$23.8K - $27.4K
|
189K
$43M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-174Closed |
$24.2K - $27.9K
|
0
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-185- 0.52% |
$25.7K - $29.7K
|
35.2K
$8.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-185- 8.95% |
$25.7K - $29.7K
|
1.88K
$429K
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-192- 5.51% |
$26.7K - $30.8K
|
3.29K
$750K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-195Closed |
$27.1K - $31.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-196- 1.27% |
$27.3K - $31.5K
|
15.3K
$3.48M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-198Closed |
$27.5K - $31.8K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
SELL
|
- |
-200- 10.53% |
$27.8K - $32.1K
|
1.7K
$387K
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.63% |
$27.8K - $32.1K
|
31.5K
$7.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-204- 2.24% |
$28.4K - $32.7K
|
8.88K
$2.02M
|