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 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
SELL
|
- |
-160- 0.68% |
$24.3K - $27.8K
|
23.2K
$5.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-164- 2.15% |
$24.9K - $28.5K
|
7.45K
$1.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-166Closed |
$25.2K - $28.9K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-167- 1.05% |
$25.3K - $29K
|
15.8K
$3.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-175Closed |
$26.6K - $30.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-176- 7.83% |
$26.7K - $30.6K
|
2.07K
$472K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
SELL
|
- |
-182- 0.88% |
$27.6K - $31.6K
|
20.5K
$4.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-186- 1.99% |
$28.2K - $32.3K
|
9.17K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-203- 2.83% |
$30.8K - $35.3K
|
6.97K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-210- 4.16% |
$31.9K - $36.5K
|
4.84K
$1.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-215- 0.73% |
$32.6K - $37.4K
|
29.4K
$6.69M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-221- 2.94% |
$33.5K - $38.4K
|
7.3K
$1.66M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-221- 2.94% |
$33.5K - $38.4K
|
7.3K
$1.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-223- 2.77% |
$33.8K - $38.8K
|
7.81K
$1.78M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-224- 10.51% |
$34K - $39K
|
1.91K
$435K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-225- 3.38% |
$34.1K - $39.1K
|
6.43K
$1.46M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-231- 12.06% |
$35.1K - $40.2K
|
1.68K
$384K
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
SELL
|
- |
-233- 13.44% |
$35.4K - $40.5K
|
1.5K
$342K
|
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-233- 0.66% |
$35.4K - $40.5K
|
34.9K
$7.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-234- 0.36% |
$35.5K - $40.7K
|
65.3K
$14.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 12.12% |
$36.4K - $41.7K
|
1.74K
$396K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-248- 7.64% |
$37.6K - $43.1K
|
3K
$683K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-250- 2.48% |
$37.9K - $43.5K
|
9.85K
$2.24M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-260- 2.71% |
$39.5K - $45.2K
|
9.32K
$2.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-274- 1.02% |
$41.6K - $47.6K
|
26.5K
$6.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-281- 0.65% |
$42.6K - $48.9K
|
42.8K
$9.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-286- 18.83% |
$43.4K - $49.7K
|
1.23K
$281K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-289- 5.12% |
$43.9K - $50.3K
|
5.36K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-292- 3.28% |
$44.3K - $50.8K
|
8.6K
$1.96M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-296- 1.29% |
$44.9K - $51.5K
|
22.7K
$5.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-297- 4.2% |
$45.1K - $51.6K
|
6.77K
$1.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-303- 0.63% |
$46K - $52.7K
|
47.7K
$10.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-305- 0.87% |
$46.3K - $53K
|
34.7K
$7.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-311- 13.5% |
$47.2K - $54.1K
|
1.99K
$454K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-314- 1.06% |
$47.6K - $54.6K
|
29.2K
$6.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-315- 15.07% |
$47.8K - $54.8K
|
1.78K
$404K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-320- 6.6% |
$48.6K - $55.6K
|
4.53K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-323- 1.9% |
$49K - $56.2K
|
16.7K
$3.79M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-341Closed |
$51.7K - $59.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-351- 0.2% |
$53.3K - $61K
|
171K
$38.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-358- 1.54% |
$54.3K - $62.3K
|
22.8K
$5.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-368- 1.48% |
$55.8K - $64K
|
24.5K
$5.57M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-374- 12.73% |
$56.8K - $65K
|
2.56K
$584K
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-375- 6.81% |
$56.9K - $65.2K
|
5.14K
$1.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-375- 6.07% |
$56.9K - $65.2K
|
5.8K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-382- 19.06% |
$58K - $66.4K
|
1.62K
$370K
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-385- 23.15% |
$58.4K - $66.9K
|
1.28K
$291K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-389- 1.52% |
$59K - $67.6K
|
25.2K
$5.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-395- 12.27% |
$59.9K - $68.7K
|
2.83K
$644K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-397- 6.29% |
$60.2K - $69K
|
5.92K
$1.35M
|