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
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
330+ 12.15% |
$45.9K - $53K
|
3.05K
$623K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
330+ 10.75% |
$45.9K - $53K
|
3.4K
$695K
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
326+ 7.1% |
$45.3K - $52.3K
|
4.92K
$1M
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
324+ 9.14% |
$45K - $52K
|
3.87K
$791K
|
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
321+ 189.94% |
$44.6K - $51.5K
|
490
$100K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
319+ 5.38% |
$44.4K - $51.2K
|
6.25K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
312+ 5.11% |
$43.4K - $50.1K
|
6.41K
$1.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
308+ 3.98% |
$42.8K - $49.4K
|
8.04K
$1.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
294+ 5.01% |
$40.9K - $47.2K
|
6.16K
$1.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
292+ 62.26% |
$40.6K - $46.9K
|
761
$156K
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
279+ 1.22% |
$38.8K - $44.8K
|
23.2K
$4.74M
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
262+ 3.65% |
$36.4K - $42K
|
7.44K
$1.52M
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
260+ 3.77% |
$36.2K - $41.7K
|
7.16K
$1.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
250+ 9.03% |
$34.8K - $40.1K
|
3.02K
$617K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
241+ 8.76% |
$33.5K - $38.7K
|
2.99K
$611K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
239New |
$33.2K - $38.4K
|
239
$48.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
233+ 17.39% |
$32.4K - $37.4K
|
1.57K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
231+ 1.11% |
$32.1K - $37.1K
|
21K
$4.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
228New |
$31.7K - $36.6K
|
228
$46.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
228+ 5.26% |
$31.7K - $36.6K
|
4.56K
$932K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
223+ 6.95% |
$31K - $35.8K
|
3.43K
$701K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
218+ 0.88% |
$30.3K - $35K
|
25K
$5.11M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
214+ 4.3% |
$29.8K - $34.3K
|
5.2K
$1.06M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
211+ 12.0% |
$29.3K - $33.9K
|
1.97K
$403K
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
204+ 1.0% |
$28.4K - $32.7K
|
20.7K
$4.22M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 0.89% |
$27.8K - $32.1K
|
22.6K
$4.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
197+ 6.46% |
$27.4K - $31.6K
|
3.25K
$664K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
194+ 2.18% |
$27K - $31.1K
|
9.09K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
191+ 8.07% |
$26.6K - $30.7K
|
2.56K
$523K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
187+ 0.01% |
$26K - $30K
|
1.38M
$282M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
184+ 1.24% |
$25.6K - $29.5K
|
15K
$3.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
183+ 1.48% |
$25.4K - $29.4K
|
12.6K
$2.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
181+ 10.98% |
$25.2K - $29K
|
1.83K
$374K
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
180+ 2.12% |
$25K - $28.9K
|
8.66K
$1.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
179New |
$24.9K - $28.7K
|
179
$36.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
174+ 6.1% |
$24.2K - $27.9K
|
3.03K
$619K
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
174+ 0.91% |
$24.2K - $27.9K
|
19.4K
$3.96M
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
174+ 0.46% |
$24.2K - $27.9K
|
38.2K
$7.81M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
169+ 10.44% |
$23.5K - $27.1K
|
1.79K
$365K
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
169+ 0.11% |
$23.5K - $27.1K
|
158K
$32.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
167+ 63.98% |
$23.2K - $26.8K
|
428
$87.5K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
166+ 1.25% |
$23.1K - $26.6K
|
13.4K
$2.74M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
164+ 2.2% |
$22.8K - $26.3K
|
7.62K
$1.56M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
164New |
$22.8K - $26.3K
|
164
$33.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
159+ 78.33% |
$22.1K - $25.5K
|
362
$74K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
150New |
$20.9K - $24.1K
|
150
$30.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
150+ 23.26% |
$20.9K - $24.1K
|
795
$163K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
150+ 6.81% |
$20.9K - $24.1K
|
2.35K
$481K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 11.04% |
$20.9K - $24.1K
|
1.51K
$308K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 27.93% |
$20.9K - $24.1K
|
687
$140K
|