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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-398- 6.57% |
$60.4K - $69.2K
|
5.66K
$1.32M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
SELL
|
- |
-404- 13.45% |
$61.3K - $70.3K
|
2.6K
$605K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-407- 22.05% |
$61.8K - $70.8K
|
1.44K
$335K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-411- 25.23% |
$62.4K - $71.5K
|
1.22K
$284K
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
SELL
|
- |
-414- 1.79% |
$62.8K - $72K
|
22.8K
$5.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-419- 6.16% |
$63.6K - $72.9K
|
6.38K
$1.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-428Closed |
$64.9K - $74.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-433- 18.13% |
$65.7K - $75.3K
|
1.96K
$455K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-449- 18.64% |
$68.1K - $78.1K
|
1.96K
$456K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-454- 2.79% |
$68.9K - $78.9K
|
15.8K
$3.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-457- 4.38% |
$69.3K - $79.5K
|
9.97K
$2.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Artemis Investment Management LLP
|
SELL
|
- |
-482- 0.16% |
$73.1K - $83.8K
|
309K
$71.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-485- 4.73% |
$73.6K - $84.3K
|
9.76K
$2.27M
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-496- 6.67% |
$75.3K - $86.2K
|
6.95K
$1.62M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-503- 3.35% |
$76.3K - $87.5K
|
14.5K
$3.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-509- 19.19% |
$77.2K - $88.5K
|
2.14K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-521Closed |
$79.1K - $90.6K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-527- 1.06% |
$80K - $91.6K
|
49K
$11.4M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-537- 2.81% |
$81.5K - $93.4K
|
18.6K
$4.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-583- 21.36% |
$88.5K - $101K
|
2.15K
$500K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-589- 52.68% |
$89.4K - $102K
|
529
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-590- 5.41% |
$89.5K - $103K
|
10.3K
$2.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-632- 26.97% |
$95.9K - $110K
|
1.71K
$398K
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-634- 2.9% |
$96.2K - $110K
|
21.2K
$4.93M
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-639- 5.25% |
$97K - $111K
|
11.5K
$2.69M
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-700- 6.01% |
$106K - $122K
|
11K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-725- 3.47% |
$110K - $126K
|
20.2K
$4.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-726- 33.3% |
$110K - $126K
|
1.45K
$338K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-734- 2.04% |
$111K - $128K
|
35.2K
$8.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Jlb & Associates Inc
|
SELL
|
- |
-756- 0.89% |
$115K - $131K
|
84K
$19.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-766- 5.83% |
$116K - $133K
|
12.4K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-777Closed |
$118K - $135K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-800- 20.51% |
$121K - $139K
|
3.1K
$722K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-818- 11.95% |
$124K - $142K
|
6.03K
$1.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-858- 1.35% |
$130K - $149K
|
62.7K
$14.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-895- 56.9% |
$136K - $156K
|
678
$158K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-900- 40.85% |
$137K - $157K
|
1.3K
$303K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-913- 19.8% |
$139K - $159K
|
3.7K
$861K
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-924- 2.95% |
$140K - $161K
|
30.4K
$7.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-948- 0.28% |
$144K - $165K
|
338K
$78.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-949- 4.16% |
$144K - $165K
|
21.9K
$5.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-989- 1.02% |
$150K - $172K
|
95.9K
$22.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.05K- 2.61% |
$160K - $183K
|
39.3K
$9.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.12K- 14.11% |
$170K - $195K
|
6.83K
$1.59M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.12K- 14.11% |
$170K - $195K
|
6.83K
$1.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.16K- 0.62% |
$176K - $201K
|
186K
$43.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 19.28% |
$181K - $208K
|
5K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.2K- 1.4% |
$182K - $209K
|
84.3K
$19.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.2K- 20.54% |
$182K - $209K
|
4.64K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.27K- 1.14% |
$192K - $220K
|
110K
$25.6M
|