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 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
145+ 2.18% |
$20.2K - $23.3K
|
6.8K
$1.39M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
143+ 6.98% |
$19.9K - $22.9K
|
2.19K
$448K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
143+ 8.4% |
$19.9K - $22.9K
|
1.85K
$377K
|
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
BUY
|
- |
137+ 1.19% |
$19K - $22K
|
11.7K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
137+ 9.72% |
$19K - $22K
|
1.55K
$316K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
136+ 63.85% |
$18.9K - $21.8K
|
349
$71.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
136+ 4.2% |
$18.9K - $21.8K
|
3.37K
$689K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
134+ 2.79% |
$18.6K - $21.5K
|
4.94K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
133+ 4.88% |
$18.5K - $21.3K
|
2.86K
$584K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
131+ 1.83% |
$18.2K - $21K
|
7.3K
$1.49M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
129+ 7.82% |
$17.9K - $20.7K
|
1.78K
$363K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
113+ 1.48% |
$15.7K - $18.1K
|
7.74K
$1.58M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
112+ 7.22% |
$15.6K - $18K
|
1.66K
$340K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
106New |
$14.7K - $17K
|
106
$21.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
104+ 0.57% |
$14.5K - $16.7K
|
18.3K
$3.73M
|
|
|
Oct 08, 2021
Q3 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
103+ 0.28% |
$14.3K - $16.5K
|
36.3K
$7.42M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
101+ 19.24% |
$14K - $16.2K
|
626
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
101+ 1.87% |
$14K - $16.2K
|
5.51K
$1.13M
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
100New |
$13.9K - $16K
|
100
$20.4K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100+ 2.65% |
$13.9K - $16K
|
3.88K
$793K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
99+ 6.2% |
$13.8K - $15.9K
|
1.7K
$347K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
92+ 0.14% |
$12.8K - $14.8K
|
66.5K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
91+ 2.2% |
$12.7K - $14.6K
|
4.23K
$865K
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
91+ 1.57% |
$12.7K - $14.6K
|
5.89K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
89New |
$12.4K - $14.3K
|
89
$18.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
87+ 1.94% |
$12.1K - $14K
|
4.56K
$933K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
83+ 133.87% |
$11.5K - $13.3K
|
145
$29.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
83+ 76.85% |
$11.5K - $13.3K
|
191
$39K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
83New |
$11.5K - $13.3K
|
83
$17K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78+ 3.0% |
$10.8K - $12.5K
|
2.68K
$548K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
77+ 1.84% |
$10.7K - $12.4K
|
4.26K
$871K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
77+ 38.5% |
$10.7K - $12.4K
|
277
$56.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
76+ 2.23% |
$10.6K - $12.2K
|
3.48K
$711K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
75+ 3.97% |
$10.4K - $12K
|
1.97K
$402K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
74+ 3.83% |
$10.3K - $11.9K
|
2K
$410K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65New |
$9.04K - $10.4K
|
65
$13.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
58New |
$8.06K - $9.31K
|
58
$11.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
58+ 72.5% |
$8.06K - $9.31K
|
138
$28.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
57New |
$7.93K - $9.15K
|
57
$11.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 0.8% |
$7.51K - $8.67K
|
6.8K
$1.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
54+ 2.46% |
$7.51K - $8.67K
|
2.25K
$460K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
54+ 0.49% |
$7.51K - $8.67K
|
11.2K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
52+ 0.06% |
$7.23K - $8.34K
|
94.1K
$19.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
52+ 2.55% |
$7.23K - $8.34K
|
2.09K
$427K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
50+ 1.23% |
$6.95K - $8.02K
|
4.13K
$844K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$6.95K - $8.02K
|
50
$10.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
50+ 0.53% |
$6.95K - $8.02K
|
9.49K
$1.94M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
50+ 1.17% |
$6.95K - $8.02K
|
4.32K
$882K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
46+ 2.02% |
$6.4K - $7.38K
|
2.32K
$474K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
46+ 1.37% |
$6.4K - $7.38K
|
3.4K
$695K
|