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 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.26K+ 2.2% |
$343K - $393K
|
105K
$23.9M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.23KNew |
$338K - $387K
|
2.23K
$507K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.22K+ 47.44% |
$337K - $386K
|
6.9K
$1.57M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.21K+ 3.73% |
$335K - $384K
|
61.4K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.2K+ 29.53% |
$334K - $383K
|
9.67K
$2.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
2.19KNew |
$332K - $381K
|
2.19K
$499K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.11KNew |
$319K - $366K
|
2.11K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.04K+ 5.39% |
$310K - $355K
|
40K
$9.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.02KNew |
$306K - $350K
|
2.02K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2KNew |
$303K - $348K
|
2K
$456K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
1.99K+ 7.79% |
$302K - $346K
|
27.5K
$6.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
1.96KNew |
$297K - $340K
|
1.96K
$446K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.95K+ 3.27% |
$295K - $338K
|
61.4K
$14M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.93K+ 3.05% |
$293K - $336K
|
65.4K
$14.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.92KNew |
$291K - $334K
|
1.92K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.9K+ 9.86% |
$289K - $331K
|
21.2K
$4.83M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.9K+ 16.13% |
$288K - $330K
|
13.7K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.87KNew |
$284K - $325K
|
1.87K
$426K
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
1.87K+ 0.36% |
$283K - $325K
|
527K
$120M
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.86K+ 5.58% |
$283K - $324K
|
35.2K
$8.02M
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
1.86KNew |
$282K - $323K
|
1.86K
$424K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.84KNew |
$279K - $319K
|
1.84K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.8K+ 45.75% |
$274K - $314K
|
5.74K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.79K+ 40.38% |
$271K - $311K
|
6.21K
$1.42M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.78KNew |
$270K - $310K
|
1.78K
$406K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.78KNew |
$269K - $309K
|
1.78K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.76K+ 1.12% |
$267K - $306K
|
159K
$36.3M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
1.76KNew |
$267K - $306K
|
1.76K
$400K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.76KNew |
$266K - $305K
|
1.76K
$400K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.75K+ 2.96% |
$265K - $304K
|
60.8K
$13.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 17.99% |
$258K - $296K
|
11.2K
$2.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.7KNew |
$258K - $296K
|
1.7K
$387K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 14.08% |
$236K - $270K
|
12.6K
$2.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.55KNew |
$236K - $270K
|
1.55K
$354K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.51KNew |
$230K - $263K
|
1.51K
$345K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.51K+ 0.69% |
$229K - $263K
|
219K
$50M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.51K+ 4.27% |
$229K - $262K
|
36.8K
$8.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.48KNew |
$225K - $258K
|
1.48K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 11.15% |
$221K - $254K
|
14.5K
$3.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.43K+ 27.66% |
$217K - $249K
|
6.6K
$1.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.42KNew |
$216K - $247K
|
1.42K
$324K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.41KNew |
$214K - $245K
|
1.41K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.4K+ 0.28% |
$212K - $243K
|
498K
$113M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.4KNew |
$212K - $243K
|
1.4K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.4K+ 3.14% |
$212K - $243K
|
45.9K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.36KNew |
$206K - $236K
|
1.36K
$309K
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.35KNew |
$205K - $235K
|
1.35K
$308K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.34KNew |
$204K - $234K
|
1.34K
$306K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.34KNew |
$203K - $232K
|
1.34K
$305K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.32KNew |
$200K - $230K
|
1.32K
$301K
|