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 19, 2021
Q3 2021
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
2.37KNew |
$330K - $380K
|
2.37K
$540K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.34KNew |
$326K - $376K
|
2.34K
$534K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 40.61% |
$319K - $368K
|
7.95K
$1.81M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 40.61% |
$319K - $368K
|
7.95K
$1.81M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
2.29K+ 1.85% |
$318K - $367K
|
126K
$28.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
2.26K+ 4.05% |
$314K - $362K
|
58K
$13.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.23K+ 8.39% |
$310K - $358K
|
28.8K
$6.56M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.22K+ 1.06% |
$309K - $356K
|
212K
$48.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.16K+ 1.68% |
$301K - $347K
|
131K
$29.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.1KNew |
$292K - $337K
|
2.1K
$479K
|
|
|
Nov 10, 2021
Q3 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$292K - $337K
|
2.1K
$478K
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.09K+ 4.02% |
$290K - $335K
|
53.9K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.09K+ 4.2% |
$290K - $335K
|
51.7K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$289K - $334K
|
2.08K
$474K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.05K+ 108.08% |
$285K - $329K
|
3.94K
$898K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.04K+ 4.56% |
$284K - $327K
|
46.7K
$10.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.01KNew |
$279K - $322K
|
2.01K
$457K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.97K+ 1.96% |
$274K - $317K
|
103K
$23.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.94K+ 15.01% |
$270K - $312K
|
14.9K
$3.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.91KNew |
$266K - $307K
|
1.91K
$435K
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.9KNew |
$265K - $305K
|
1.9K
$434K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.89KNew |
$262K - $303K
|
1.89K
$429K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 14.74% |
$260K - $300K
|
14.6K
$3.32M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.85K+ 2.9% |
$257K - $297K
|
65.5K
$14.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.83K+ 46.04% |
$255K - $294K
|
5.81K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.82K+ 4.98% |
$253K - $292K
|
38.3K
$8.73M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.8K+ 53.5% |
$251K - $289K
|
5.17K
$1.18M
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.76K+ 0.24% |
$244K - $282K
|
735K
$167M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.75KNew |
$243K - $281K
|
1.75K
$399K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.73K+ 6.02% |
$240K - $277K
|
30.4K
$6.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.7K+ 0.17% |
$236K - $272K
|
1.01M
$230M
|
|
|
Nov 02, 2021
Q3 2021
|
Qvr LLC
|
BUY
|
- |
1.6KNew |
$223K - $257K
|
1.6K
$365K
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.57KNew |
$219K - $252K
|
1.57K
$358K
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.57KNew |
$219K - $252K
|
1.57K
$358K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.57K+ 77.14% |
$218K - $252K
|
3.6K
$821K
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 560.07% |
$216K - $250K
|
1.84K
$418K
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.55K+ 611.46% |
$215K - $248K
|
1.8K
$410K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.52K+ 77.12% |
$211K - $244K
|
3.49K
$795K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.52KNew |
$211K - $244K
|
1.52K
$346K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.52KNew |
$211K - $243K
|
1.52K
$345K
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.51K+ 2.82% |
$210K - $243K
|
55.2K
$12.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.5KNew |
$208K - $241K
|
1.5K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.49KNew |
$207K - $239K
|
1.49K
$340K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.49K+ 3.19% |
$207K - $239K
|
48.2K
$11M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
1.49KNew |
$207K - $239K
|
1.49K
$339K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.49K+ 28.41% |
$207K - $239K
|
6.72K
$1.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.48K+ 9.54% |
$206K - $237K
|
17K
$3.87M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.47K+ 14.93% |
$204K - $236K
|
11.3K
$2.58M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
1.43KNew |
$199K - $230K
|
1.43K
$326K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$197K - $227K
|
1.42K
$323K
|