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 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
104New |
$15.8K - $18.1K
|
104
$23.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
102+ 29.23% |
$15.5K - $17.7K
|
451
$103K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.32% |
$15.2K - $17.4K
|
31.6K
$7.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$15.2K - $17.4K
|
100
$22.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
96+ 0.67% |
$14.6K - $16.7K
|
14.5K
$3.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
95+ 0.71% |
$14.4K - $16.5K
|
13.5K
$3.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
92+ 1.86% |
$14K - $16K
|
5.03K
$1.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
91+ 5.87% |
$13.8K - $15.8K
|
1.64K
$374K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
89+ 5.98% |
$13.5K - $15.5K
|
1.58K
$359K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
89+ 0.91% |
$13.5K - $15.5K
|
9.91K
$2.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
89+ 4.29% |
$13.5K - $15.5K
|
2.17K
$493K
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
88+ 1.58% |
$13.4K - $15.3K
|
5.66K
$1.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
88+ 90.72% |
$13.4K - $15.3K
|
185
$42.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
88New |
$13.4K - $15.3K
|
88
$20K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
88+ 1.44% |
$13.4K - $15.3K
|
6.19K
$1.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
87+ 5.33% |
$13.2K - $15.1K
|
1.72K
$392K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
86+ 10.6% |
$13K - $15K
|
897
$204K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
86+ 1.88% |
$13K - $15K
|
4.66K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
85+ 0.44% |
$12.9K - $14.8K
|
19.4K
$4.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
85+ 5.67% |
$12.9K - $14.8K
|
1.58K
$361K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
84+ 0.05% |
$12.7K - $14.6K
|
158K
$36.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
81+ 3.1% |
$12.3K - $14.1K
|
2.69K
$613K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
80New |
$12.1K - $13.9K
|
80
$18.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
76+ 20.77% |
$11.5K - $13.2K
|
442
$101K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
76+ 4.07% |
$11.5K - $13.2K
|
1.94K
$442K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
76+ 4.07% |
$11.5K - $13.2K
|
1.94K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73+ 0.65% |
$11.1K - $12.7K
|
11.4K
$2.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
69+ 0.6% |
$10.5K - $12K
|
11.5K
$2.63M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
65+ 1.1% |
$9.86K - $11.3K
|
5.95K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
58+ 7.3% |
$8.8K - $10.1K
|
853
$194K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
56+ 2.95% |
$8.5K - $9.74K
|
1.96K
$446K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
56+ 0.57% |
$8.5K - $9.74K
|
9.89K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
54+ 0.26% |
$8.19K - $9.39K
|
21K
$4.79M
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
53+ 0.9% |
$8.04K - $9.22K
|
5.94K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
51New |
$7.74K - $8.87K
|
51
$11.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
50New |
$7.59K - $8.69K
|
50
$11.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
50New |
$7.59K - $8.69K
|
50
$11.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
48+ 6.76% |
$7.28K - $8.35K
|
758
$173K
|
|
|
Feb 11, 2022
Q4 2021
|
Northcape Capital Pty LTD
|
BUY
|
- |
47+ 0.12% |
$7.13K - $8.17K
|
38.5K
$8.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
46+ 1.47% |
$6.98K - $8K
|
3.18K
$724K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
41+ 0.52% |
$6.22K - $7.13K
|
7.99K
$1.82M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
40+ 0.65% |
$6.07K - $6.96K
|
6.2K
$1.41M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
38+ 1.82% |
$5.77K - $6.61K
|
2.13K
$484K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
37+ 0.36% |
$5.61K - $6.43K
|
10.3K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
37New |
$5.61K - $6.43K
|
37
$8.43K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
36+ 92.31% |
$5.46K - $6.26K
|
75
$17.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
35New |
$5.31K - $6.09K
|
35
$7.97K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 145.83% |
$5.31K - $6.09K
|
59
$13.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
35+ 2.52% |
$5.31K - $6.09K
|
1.42K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
35+ 1.66% |
$5.31K - $6.09K
|
2.14K
$487K
|