Purchases and Sales Made in Q4 2021 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q4 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 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
267+ 52.35% |
$40.5K - $46.4K
|
777
$178K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
266+ 2.51% |
$40.4K - $46.3K
|
10.9K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
265+ 21.65% |
$40.2K - $46.1K
|
1.49K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
256+ 2.38% |
$38.8K - $44.5K
|
11K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
255+ 16.57% |
$38.7K - $44.3K
|
1.79K
$411K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
250New |
$37.9K - $43.5K
|
250
$57.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250+ 1.73% |
$37.9K - $43.5K
|
14.7K
$3.36M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
249+ 0.05% |
$37.8K - $43.3K
|
477K
$109M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
245+ 1.46% |
$37.2K - $42.6K
|
17K
$3.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
244+ 12.42% |
$37K - $42.4K
|
2.21K
$505K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
239+ 12.56% |
$36.3K - $41.6K
|
2.14K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
231+ 8.62% |
$35.1K - $40.2K
|
2.91K
$666K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
228+ 5.0% |
$34.6K - $39.6K
|
4.79K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
222+ 1.14% |
$33.7K - $38.6K
|
19.6K
$4.49M
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
215+ 1.24% |
$32.6K - $37.4K
|
17.6K
$4.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
214New |
$32.5K - $37.2K
|
214
$49K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
211+ 13.14% |
$32K - $36.7K
|
1.82K
$416K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
210+ 10.99% |
$31.9K - $36.5K
|
2.12K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
204+ 7.72% |
$31K - $35.5K
|
2.85K
$651K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
200New |
$30.3K - $34.8K
|
200
$45.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
200+ 3.69% |
$30.3K - $34.8K
|
5.62K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.22% |
$30.3K - $34.8K
|
92.1K
$21.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
196+ 0.56% |
$29.7K - $34.1K
|
34.9K
$7.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
193+ 0.29% |
$29.3K - $33.6K
|
66.7K
$15.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 0.71% |
$28.7K - $32.9K
|
26.9K
$6.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
188+ 11.08% |
$28.5K - $32.7K
|
1.89K
$431K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
187+ 10.17% |
$28.4K - $32.5K
|
2.03K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
184New |
$27.9K - $32K
|
184
$42.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
183+ 5.65% |
$27.8K - $31.8K
|
3.42K
$783K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
182+ 2.52% |
$27.6K - $31.6K
|
7.4K
$1.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
176+ 9.82% |
$26.7K - $30.6K
|
1.97K
$450K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
169+ 17.32% |
$25.6K - $29.4K
|
1.15K
$262K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
165+ 3.18% |
$25K - $28.7K
|
5.36K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
161+ 0.65% |
$24.4K - $28K
|
24.9K
$5.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
155New |
$23.5K - $27K
|
155
$35.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
151+ 7.18% |
$22.9K - $26.3K
|
2.25K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
150+ 4.41% |
$22.8K - $26.1K
|
3.55K
$812K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
148+ 13.05% |
$22.5K - $25.7K
|
1.28K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
143New |
$21.7K - $24.9K
|
143
$32.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
140+ 3.6% |
$21.2K - $24.3K
|
4.03K
$922K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
137+ 26.65% |
$20.8K - $23.8K
|
651
$149K
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
135+ 0.15% |
$20.5K - $23.5K
|
91.4K
$20.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
134+ 268.0% |
$20.3K - $23.3K
|
184
$42.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
132+ 1.45% |
$20K - $23K
|
9.23K
$2.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
129+ 3.7% |
$19.6K - $22.4K
|
3.62K
$828K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
128+ 7.15% |
$19.4K - $22.3K
|
1.92K
$439K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
124+ 9.2% |
$18.8K - $21.6K
|
1.47K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
120New |
$18.2K - $20.9K
|
120
$27.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
114+ 196.55% |
$17.3K - $19.8K
|
172
$39.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
112+ 3.22% |
$17K - $19.5K
|
3.59K
$822K
|