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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.63% |
$27.8K - $32.1K
|
31.5K
$6.44M
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
SELL
|
- |
-200- 10.53% |
$27.8K - $32.1K
|
1.7K
$347K
|
|
Nov 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-204- 2.24% |
$28.4K - $32.7K
|
8.88K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-209- 2.83% |
$29.1K - $33.5K
|
7.17K
$1.47M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-212- 7.36% |
$29.5K - $34K
|
2.67K
$546K
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-216- 13.87% |
$30K - $34.7K
|
1.34K
$274K
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-216- 1.31% |
$30K - $34.7K
|
16.3K
$3.33M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-218- 2.96% |
$30.3K - $35K
|
7.15K
$1.46M
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-225- 0.35% |
$31.3K - $36.1K
|
63.5K
$13M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-229- 1.87% |
$31.8K - $36.7K
|
12K
$2.46M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-229- 3.24% |
$31.8K - $36.7K
|
6.84K
$1.4M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-234- 2.01% |
$32.5K - $37.6K
|
11.4K
$2.33M
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-240- 4.72% |
$33.4K - $38.5K
|
4.85K
$991K
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
SELL
|
- |
-245- 3.66% |
$34.1K - $39.3K
|
6.45K
$1.32M
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-248- 5.0% |
$34.5K - $39.8K
|
4.71K
$964K
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-250- 12.85% |
$34.8K - $40.1K
|
1.7K
$346K
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-251- 2.97% |
$34.9K - $40.3K
|
8.2K
$1.68M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-254- 14.08% |
$35.3K - $40.8K
|
1.55K
$317K
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-257- 3.51% |
$35.7K - $41.2K
|
7.07K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-265- 2.09% |
$36.8K - $42.5K
|
12.4K
$2.54M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-268- 26.75% |
$37.3K - $43K
|
734
$150K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-278- 2.88% |
$38.7K - $44.6K
|
9.36K
$1.91M
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-287- 3.72% |
$39.9K - $46.1K
|
7.42K
$1.52M
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-296- 1.86% |
$41.2K - $47.5K
|
15.6K
$3.2M
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-298- 2.5% |
$41.4K - $47.8K
|
11.6K
$2.38M
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-299- 0.74% |
$41.6K - $48K
|
40.2K
$8.22M
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-300- 2.8% |
$41.7K - $48.1K
|
10.4K
$2.13M
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-301- 17.4% |
$41.9K - $48.3K
|
1.43K
$292K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-305- 5.85% |
$42.4K - $48.9K
|
4.91K
$1M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-320- 2.32% |
$44.5K - $51.4K
|
13.5K
$2.76M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-333- 9.72% |
$46.3K - $53.4K
|
3.09K
$632K
|
|
Oct 13, 2021
Q3 2021
|
Northcape Capital Pty LTD
|
SELL
|
- |
-339- 0.87% |
$47.1K - $54.4K
|
38.5K
$7.86M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-345- 3.06% |
$48K - $55.4K
|
10.9K
$2.23M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-355- 6.37% |
$49.4K - $57K
|
5.22K
$1.07M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-355- 0.09% |
$49.4K - $57K
|
416K
$85M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-359Closed |
$49.9K - $57.6K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-365- 3.67% |
$50.7K - $58.6K
|
9.58K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-376- 18.75% |
$52.3K - $60.3K
|
1.63K
$333K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-387- 3.79% |
$53.8K - $62.1K
|
9.84K
$2.01M
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-394- 0.81% |
$54.8K - $63.2K
|
48K
$9.8M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-404- 2.27% |
$56.2K - $64.8K
|
17.4K
$3.55M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-416- 19.74% |
$57.8K - $66.8K
|
1.69K
$346K
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-416- 9.45% |
$57.8K - $66.8K
|
3.98K
$814K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-418Closed |
$58.1K - $67.1K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-425- 5.37% |
$59.1K - $68.2K
|
7.49K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-427- 7.57% |
$59.4K - $68.5K
|
5.22K
$1.07M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-444- 48.0% |
$61.7K - $71.3K
|
481
$98.3K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-448- 24.82% |
$62.3K - $71.9K
|
1.36K
$277K
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-449- 2.52% |
$62.4K - $72.1K
|
17.4K
$3.56M
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-460Closed |
$64K - $73.8K
|
0
$0
|