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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
652+ 9.49% |
$90.7K - $105K
|
7.53K
$1.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
650+ 20.06% |
$90.4K - $104K
|
3.89K
$905K
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
626+ 1.64% |
$87K - $100K
|
38.7K
$9.02M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
602New |
$83.7K - $96.6K
|
602
$140K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
597+ 1.74% |
$83K - $95.8K
|
35K
$8.15M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
596+ 4.99% |
$82.9K - $95.6K
|
12.6K
$2.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
585+ 32.45% |
$81.3K - $93.9K
|
2.39K
$556K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
580+ 0.31% |
$80.6K - $93.1K
|
188K
$43.7M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
578+ 33.49% |
$80.4K - $92.8K
|
2.3K
$536K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
570+ 0.26% |
$79.3K - $91.5K
|
222K
$51.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
564+ 5.88% |
$78.4K - $90.5K
|
10.2K
$2.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
529+ 3.41% |
$73.6K - $84.9K
|
16K
$3.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
528+ 89.49% |
$73.4K - $84.7K
|
1.12K
$260K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
522+ 60.14% |
$72.6K - $83.8K
|
1.39K
$324K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
522+ 60.14% |
$72.6K - $83.8K
|
1.39K
$324K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
519+ 11.95% |
$72.2K - $83.3K
|
4.86K
$1.13M
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
517+ 33.16% |
$71.9K - $83K
|
2.08K
$483K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
504+ 0.98% |
$70.1K - $80.9K
|
51.7K
$12M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
504+ 3.11% |
$70.1K - $80.9K
|
16.7K
$3.89M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
501+ 12.91% |
$69.7K - $80.4K
|
4.38K
$1.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Distillate Capital Partners LLC
|
BUY
|
- |
483+ 1.93% |
$67.2K - $77.5K
|
25.5K
$5.93M
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
473+ 2.51% |
$65.8K - $75.9K
|
19.3K
$4.49M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
462+ 4.72% |
$64.2K - $74.1K
|
10.2K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
459+ 25.74% |
$63.8K - $73.7K
|
2.24K
$522K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
455+ 21.1% |
$63.3K - $73K
|
2.61K
$608K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
453+ 5.96% |
$63K - $72.7K
|
8.06K
$1.88M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
449+ 22.91% |
$62.4K - $72.1K
|
2.41K
$561K
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
438+ 0.69% |
$60.9K - $70.3K
|
63.5K
$14.8M
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
411+ 8.87% |
$57.1K - $66K
|
5.05K
$1.17M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
407+ 535.53% |
$56.6K - $65.3K
|
483
$112K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
397+ 9.27% |
$55.2K - $63.7K
|
4.68K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
390+ 1.82% |
$54.2K - $62.6K
|
21.9K
$5.09M
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
389+ 1.14% |
$54.1K - $62.4K
|
34.4K
$8.02M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
381+ 14.91% |
$53K - $61.1K
|
2.94K
$684K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
373+ 1.26% |
$51.9K - $59.9K
|
30K
$6.98M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
366New |
$50.9K - $58.7K
|
366
$85.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
361+ 5.98% |
$50.2K - $57.9K
|
6.4K
$1.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
349New |
$48.5K - $56K
|
349
$81.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
346+ 8.47% |
$48.1K - $55.5K
|
4.43K
$1.03M
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
346+ 6.01% |
$48.1K - $55.5K
|
6.1K
$1.42M
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
345+ 209.09% |
$48K - $55.4K
|
510
$119K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
343New |
$47.7K - $55K
|
343
$79.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
343+ 22.94% |
$47.7K - $55K
|
1.84K
$428K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
341New |
$47.4K - $54.7K
|
341
$79.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
341+ 38.62% |
$47.4K - $54.7K
|
1.22K
$285K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
340+ 18.04% |
$47.3K - $54.6K
|
2.23K
$518K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
334+ 0.41% |
$46.4K - $53.6K
|
82.6K
$19.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
333+ 7.16% |
$46.3K - $53.4K
|
4.99K
$1.16M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
330+ 0.19% |
$45.9K - $53K
|
176K
$41.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
330+ 10.75% |
$45.9K - $53K
|
3.4K
$791K
|