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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
34+ 0.58% |
$5.16K - $5.91K
|
5.94K
$1.35M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33+ 235.71% |
$5.01K - $5.74K
|
47
$10.7K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
32New |
$4.86K - $5.56K
|
32
$7.29K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
28+ 1.77% |
$4.25K - $4.87K
|
1.61K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28+ 1.34% |
$4.25K - $4.87K
|
2.11K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
28+ 0.68% |
$4.25K - $4.87K
|
4.15K
$945K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
27New |
$4.1K - $4.7K
|
27
$6.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
27+ 0.5% |
$4.1K - $4.7K
|
5.47K
$1.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 1.08% |
$3.79K - $4.35K
|
2.34K
$533K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 0.25% |
$3.64K - $4.17K
|
9.51K
$2.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 15.94% |
$3.34K - $3.83K
|
160
$36.5K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.6% |
$3.34K - $3.83K
|
3.66K
$834K
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
22+ 0.25% |
$3.34K - $3.83K
|
8.84K
$2.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
21+ 0.09% |
$3.19K - $3.65K
|
24.6K
$5.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
21New |
$3.19K - $3.65K
|
21
$4.78K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
20New |
$3.03K - $3.48K
|
20
$4.56K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$2.88K - $3.3K
|
19
$4.33K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
19+ 1.33% |
$2.88K - $3.3K
|
1.45K
$331K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
19+ 1.37% |
$2.88K - $3.3K
|
1.41K
$321K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
19New |
$2.88K - $3.3K
|
19
$4.33K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 10.06% |
$2.73K - $3.13K
|
197
$44.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
17+ 1.14% |
$2.58K - $2.96K
|
1.51K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
17+ 12.69% |
$2.58K - $2.96K
|
151
$34.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
14New |
$2.12K - $2.43K
|
14
$3.19K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13+ 7.56% |
$1.97K - $2.26K
|
185
$42.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
13+ 0.69% |
$1.97K - $2.26K
|
1.9K
$432K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 120.0% |
$1.82K - $2.09K
|
22
$5.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12New |
$1.82K - $2.09K
|
12
$2.73K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
11+ 0.98% |
$1.67K - $1.91K
|
1.13K
$258K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.47% |
$1.52K - $1.74K
|
2.16K
$491K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
10+ 0.21% |
$1.52K - $1.74K
|
4.87K
$1.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10+ 0.33% |
$1.52K - $1.74K
|
3.07K
$699K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 9.17% |
$1.52K - $1.74K
|
119
$27.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10+ 1.07% |
$1.52K - $1.74K
|
943
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.34% |
$1.52K - $1.74K
|
2.94K
$669K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.41% |
$1.37K - $1.57K
|
2.22K
$506K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9+ 0.56% |
$1.37K - $1.57K
|
1.61K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 1.16% |
$1.21K - $1.39K
|
695
$158K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
8+ 0.09% |
$1.21K - $1.39K
|
9.01K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.02% |
$1.21K - $1.39K
|
39K
$8.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
7+ 2.36% |
$1.06K - $1.22K
|
304
$69.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6+ 0.35% |
$910 - $1.04K
|
1.7K
$388K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.27% |
$759 - $869
|
1.85K
$422K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$759 - $869
|
5
$1.14K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$759 - $869
|
5
$1.14K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5+ 0.25% |
$759 - $869
|
1.99K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.11% |
$607 - $696
|
3.78K
$860K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$455 - $522
|
2.04K
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.17% |
$455 - $522
|
1.79K
$408K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.66% |
$303 - $348
|
307
$69.9K
|