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
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-45- 2.89% |
$6.83K - $7.83K
|
1.51K
$344K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-46- 19.33% |
$6.98K - $8K
|
192
$43.7K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-46- 0.16% |
$6.98K - $8K
|
27.9K
$6.36M
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-50- 1.98% |
$7.59K - $8.69K
|
2.47K
$563K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-50- 14.29% |
$7.59K - $8.69K
|
300
$68.3K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-50- 1.16% |
$7.59K - $8.69K
|
4.27K
$972K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-50- 1.39% |
$7.59K - $8.69K
|
3.56K
$811K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-51- 10.99% |
$7.74K - $8.87K
|
413
$94.1K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-51- 11.26% |
$7.74K - $8.87K
|
402
$91.6K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-51- 0.42% |
$7.74K - $8.87K
|
12K
$2.73M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-53Closed |
$8.04K - $9.22K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-55- 6.02% |
$8.35K - $9.56K
|
859
$196K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-55- 1.46% |
$8.35K - $9.56K
|
3.72K
$848K
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-60- 3.8% |
$9.1K - $10.4K
|
1.52K
$346K
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-62- 0.43% |
$9.41K - $10.8K
|
14.4K
$3.27M
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-65- 1.85% |
$9.86K - $11.3K
|
3.45K
$786K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-65Closed |
$9.86K - $11.3K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-66- 0.55% |
$10K - $11.5K
|
12K
$2.73M
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-69- 3.01% |
$10.5K - $12K
|
2.23K
$507K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-72Closed |
$10.9K - $12.5K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-75- 4.94% |
$11.4K - $13K
|
1.44K
$329K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-76- 7.1% |
$11.5K - $13.2K
|
994
$226K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-79- 5.2% |
$12K - $13.7K
|
1.44K
$328K
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-80- 3.6% |
$12.1K - $13.9K
|
2.14K
$488K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-83Closed |
$12.6K - $14.4K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-85- 4.38% |
$12.9K - $14.8K
|
1.86K
$423K
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-89Closed |
$13.5K - $15.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-89- 3.01% |
$13.5K - $15.5K
|
2.87K
$654K
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-92- 1.12% |
$14K - $16K
|
8.11K
$1.85M
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-97- 0.15% |
$14.7K - $16.9K
|
65.6K
$14.9M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-97- 0.41% |
$14.7K - $16.9K
|
23.8K
$5.43M
|
|
Jan 13, 2022
Q4 2021
|
Bonness Enterprises Inc
|
SELL
|
- |
-100- 0.39% |
$15.2K - $17.4K
|
25.7K
$5.85M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100- 4.2% |
$15.2K - $17.4K
|
2.28K
$520K
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
SELL
|
- |
-100Closed |
$15.2K - $17.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-100- 5.0% |
$15.2K - $17.4K
|
1.9K
$433K
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.08% |
$15.2K - $17.4K
|
127K
$29M
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-103- 3.94% |
$15.6K - $17.9K
|
2.51K
$571K
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-105- 3.47% |
$15.9K - $18.3K
|
2.92K
$666K
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-110- 0.44% |
$16.7K - $19.1K
|
24.9K
$5.67M
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-110- 0.82% |
$16.7K - $19.1K
|
13.4K
$3.05M
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-116- 0.18% |
$17.6K - $20.2K
|
63.4K
$14.4M
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-116- 1.81% |
$17.6K - $20.2K
|
6.3K
$1.43M
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-127- 2.69% |
$19.3K - $22.1K
|
4.6K
$1.05M
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-128- 4.11% |
$19.4K - $22.3K
|
2.99K
$680K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-143- 8.46% |
$21.7K - $24.9K
|
1.55K
$353K
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-147- 4.3% |
$22.3K - $25.6K
|
3.27K
$745K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-149Closed |
$22.6K - $25.9K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-150Closed |
$22.8K - $26.1K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-150- 5.88% |
$22.8K - $26.1K
|
2.4K
$547K
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-157- 2.07% |
$23.8K - $27.3K
|
7.44K
$1.69M
|