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
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.32K+ 4.58% |
$200K - $229K
|
30.1K
$6.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$198K - $227K
|
1.3K
$297K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.29K+ 4.24% |
$196K - $224K
|
31.7K
$7.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.29KNew |
$195K - $224K
|
1.29K
$293K
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.28KNew |
$194K - $222K
|
1.28K
$291K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
1.27KNew |
$193K - $221K
|
1.27K
$290K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.26KNew |
$192K - $220K
|
1.26K
$288K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.26KNew |
$191K - $219K
|
1.26K
$287K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.25KNew |
$190K - $217K
|
1.25K
$285K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.24K+ 62.81% |
$189K - $216K
|
3.22K
$734K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.24KNew |
$188K - $216K
|
1.24K
$283K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.23KNew |
$187K - $214K
|
1.23K
$281K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.23KNew |
$187K - $214K
|
1.23K
$281K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.23K+ 0.76% |
$187K - $214K
|
163K
$37.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.23KNew |
$187K - $214K
|
1.23K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 9.36% |
$185K - $212K
|
14.3K
$3.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.21KNew |
$184K - $211K
|
1.21K
$276K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.21KNew |
$184K - $211K
|
1.21K
$276K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.21KNew |
$183K - $210K
|
1.21K
$275K
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$182K - $209K
|
1.2K
$273K
|
|
|
Jan 25, 2022
Q4 2021
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
1.2KNew |
$182K - $209K
|
1.2K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.2KNew |
$182K - $209K
|
1.2K
$273K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.2KNew |
$182K - $209K
|
1.2K
$273K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.2K+ 5.3% |
$182K - $209K
|
23.8K
$5.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.2KNew |
$182K - $208K
|
1.2K
$273K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.2K+ 32.39% |
$181K - $208K
|
4.88K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Mqs Management LLC
|
BUY
|
- |
1.19KNew |
$181K - $207K
|
1.19K
$272K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.19KNew |
$180K - $206K
|
1.19K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.19KNew |
$180K - $206K
|
1.19K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.18KNew |
$180K - $206K
|
1.18K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.18KNew |
$179K - $205K
|
1.18K
$268K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
1.18KNew |
$178K - $204K
|
1.18K
$268K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1.16KNew |
$176K - $202K
|
1.16K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.16KNew |
$175K - $201K
|
1.16K
$263K
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
1.15KNew |
$175K - $200K
|
1.15K
$262K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.12K+ 34.78% |
$170K - $195K
|
4.35K
$991K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.1K+ 41.19% |
$167K - $191K
|
3.76K
$858K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09K+ 1.59% |
$165K - $190K
|
69.6K
$15.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.09K+ 35.66% |
$165K - $189K
|
4.14K
$942K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$164K - $188K
|
1.08K
$247K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.07K+ 42.0% |
$163K - $187K
|
3.63K
$827K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.05KNew |
$160K - $183K
|
1.05K
$240K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.04K+ 6.35% |
$157K - $180K
|
17.3K
$3.95M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.03KNew |
$156K - $178K
|
1.03K
$234K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.01K+ 44.88% |
$153K - $175K
|
3.26K
$742K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
997+ 1.46% |
$151K - $173K
|
69.1K
$15.7M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
980+ 32.47% |
$149K - $170K
|
4K
$911K
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
974New |
$148K - $169K
|
974
$222K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
963+ 21.72% |
$146K - $167K
|
5.4K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
954+ 8.21% |
$145K - $166K
|
12.6K
$2.86M
|