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 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$197K - $227K
|
1.42K
$290K
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
BUY
|
- |
1.41KNew |
$196K - $226K
|
1.41K
$288K
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
1.41K+ 4.35% |
$196K - $226K
|
33.8K
$6.91M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.4KNew |
$195K - $225K
|
1.4K
$286K
|
|
|
Nov 10, 2021
Q3 2021
|
Dempze Nancy E
|
BUY
|
- |
1.39KNew |
$193K - $223K
|
1.39K
$284K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
1.39KNew |
$193K - $223K
|
1.39K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.39KNew |
$193K - $223K
|
1.39K
$284K
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.37KNew |
$190K - $220K
|
1.37K
$280K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.36KNew |
$189K - $218K
|
1.36K
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.36KNew |
$189K - $218K
|
1.36K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.36KNew |
$189K - $218K
|
1.36K
$277K
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$276K
|
|
|
Nov 09, 2021
Q3 2021
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$276K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.35KNew |
$187K - $216K
|
1.35K
$276K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.34K+ 24.74% |
$186K - $215K
|
6.76K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.34KNew |
$186K - $214K
|
1.34K
$273K
|
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
1.33K+ 19.9% |
$185K - $214K
|
8.04K
$1.64M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
1.32K+ 61.59% |
$184K - $212K
|
3.47K
$710K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.31K+ 0.23% |
$183K - $211K
|
563K
$115M
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
1.29K+ 0.79% |
$180K - $208K
|
165K
$33.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.29K+ 3.62% |
$179K - $207K
|
36.8K
$7.53M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.26K+ 4.54% |
$175K - $202K
|
28.9K
$5.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 6.79% |
$170K - $197K
|
19.3K
$3.94M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2K+ 25.86% |
$167K - $193K
|
5.84K
$1.19M
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.17KNew |
$162K - $187K
|
1.17K
$239K
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 69.18% |
$156K - $180K
|
2.74K
$560K
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.09K+ 10.52% |
$152K - $175K
|
11.5K
$2.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.08K+ 19.25% |
$151K - $174K
|
6.72K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.06K+ 53.01% |
$147K - $169K
|
3.05K
$623K
|
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.03K+ 7.59% |
$143K - $165K
|
14.5K
$2.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
989+ 9.89% |
$138K - $159K
|
11K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
983+ 6.77% |
$137K - $158K
|
15.5K
$3.17M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
973+ 43.19% |
$135K - $156K
|
3.23K
$659K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
970+ 6.46% |
$135K - $156K
|
16K
$3.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
906+ 1.34% |
$126K - $145K
|
68.5K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
873+ 3.66% |
$121K - $140K
|
24.7K
$5.05M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
863+ 3.74% |
$120K - $138K
|
23.9K
$4.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Tpi Fund Managers LTD
|
BUY
|
- |
851+ 0.61% |
$118K - $137K
|
140K
$28.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
815+ 22.42% |
$113K - $131K
|
4.45K
$910K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
807+ 0.78% |
$112K - $130K
|
105K
$21.4M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
777New |
$108K - $125K
|
777
$159K
|
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
767+ 1.84% |
$107K - $123K
|
42.5K
$8.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
748+ 2.46% |
$104K - $120K
|
31.2K
$6.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
736+ 3.09% |
$102K - $118K
|
24.6K
$5.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
724+ 8.94% |
$101K - $116K
|
8.82K
$1.8M
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
723+ 1.23% |
$101K - $116K
|
59.5K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
722+ 2.78% |
$100K - $116K
|
26.7K
$5.45M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
674+ 60.29% |
$93.7K - $108K
|
1.79K
$366K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
652+ 9.49% |
$90.7K - $105K
|
7.53K
$1.54M
|