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 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.11% |
$607 - $696
|
3.78K
$787K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$455 - $522
|
2.04K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.17% |
$455 - $522
|
1.79K
$373K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.66% |
$303 - $348
|
307
$64K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$303 - $348
|
2.17K
$452K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.68% |
$303 - $348
|
296
$61.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.46% |
$303 - $348
|
439
$91.5K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.57% |
$303 - $348
|
351
$73.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.25% |
$152 - $174
|
409
$85.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.7% |
$152 - $174
|
38
$7.92K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.06% |
$152 - $174
|
1.64K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1- 0.07% |
$152 - $174
|
1.36K
$282K
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-2- 0.13% |
$303 - $348
|
1.48K
$308K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$455 - $522
|
1.57K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$455 - $522
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4- 0.15% |
$607 - $696
|
2.63K
$548K
|
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.06% |
$607 - $696
|
6.62K
$1.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5- 0.12% |
$759 - $869
|
4.13K
$860K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.39% |
$759 - $869
|
1.28K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5- 0.27% |
$759 - $869
|
1.86K
$388K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-8- 0.37% |
$1.21K - $1.39K
|
2.18K
$455K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 1.88% |
$1.37K - $1.57K
|
471
$98.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-10Closed |
$1.52K - $1.74K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-11- 0.56% |
$1.67K - $1.91K
|
1.96K
$408K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-12- 0.2% |
$1.82K - $2.09K
|
6.09K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13- 0.01% |
$1.97K - $2.26K
|
124K
$25.8M
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-14- 0.19% |
$2.12K - $2.43K
|
7.35K
$1.53M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-14- 0.53% |
$2.12K - $2.43K
|
2.64K
$551K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-15- 0.56% |
$2.28K - $2.61K
|
2.68K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 6.69% |
$2.43K - $2.78K
|
223
$46.5K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-16Closed |
$2.43K - $2.78K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-17- 0.89% |
$2.58K - $2.96K
|
1.9K
$396K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-19- 0.67% |
$2.88K - $3.3K
|
2.83K
$589K
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-20- 0.8% |
$3.03K - $3.48K
|
2.49K
$519K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-22- 1.54% |
$3.34K - $3.83K
|
1.41K
$293K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-24- 0.14% |
$3.64K - $4.17K
|
17.4K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$3.79K - $4.35K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-27- 0.08% |
$4.1K - $4.7K
|
34.4K
$7.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-28- 0.2% |
$4.25K - $4.87K
|
13.9K
$2.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-31- 2.8% |
$4.7K - $5.39K
|
1.08K
$225K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-31- 4.78% |
$4.7K - $5.39K
|
618
$129K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-31- 12.65% |
$4.7K - $5.39K
|
214
$44.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-33- 27.97% |
$5.01K - $5.74K
|
85
$17.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 4.01% |
$5.16K - $5.91K
|
813
$169K
|
|
|
Feb 11, 2022
Q4 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-34- 4.47% |
$5.16K - $5.91K
|
727
$151K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34- 1.94% |
$5.16K - $5.91K
|
1.72K
$358K
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-35- 1.71% |
$5.31K - $6.09K
|
2.01K
$418K
|
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
SELL
|
- |
-35- 2.52% |
$5.31K - $6.09K
|
1.36K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-36Closed |
$5.46K - $6.26K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-37- 0.15% |
$5.61K - $6.43K
|
24.1K
$5.02M
|