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 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
950+ 0.43% |
$144K - $165K
|
223K
$50.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
948+ 18.96% |
$144K - $165K
|
5.95K
$1.35M
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
948New |
$144K - $165K
|
948
$216K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
944+ 17.14% |
$143K - $164K
|
6.45K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
943+ 1.1% |
$143K - $164K
|
86.5K
$19.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
900New |
$137K - $157K
|
900
$205K
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
897+ 2.65% |
$136K - $156K
|
34.7K
$7.91M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
876+ 811.11% |
$133K - $152K
|
984
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
873+ 3.69% |
$132K - $152K
|
24.5K
$5.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
873+ 64.33% |
$132K - $152K
|
2.23K
$508K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
862New |
$131K - $150K
|
862
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
858+ 16.43% |
$130K - $149K
|
6.08K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
844+ 7.28% |
$128K - $147K
|
12.4K
$2.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
838+ 2.79% |
$127K - $146K
|
30.8K
$7.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
822+ 59.14% |
$125K - $143K
|
2.21K
$504K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
822+ 59.14% |
$125K - $143K
|
2.21K
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
818New |
$124K - $142K
|
818
$186K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
809+ 9.17% |
$123K - $141K
|
9.63K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
809+ 5.22% |
$123K - $141K
|
16.3K
$3.72M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
804+ 53.07% |
$122K - $140K
|
2.32K
$528K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
784+ 33.33% |
$119K - $136K
|
3.14K
$714K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
774+ 2.53% |
$117K - $135K
|
31.4K
$7.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
768+ 21.32% |
$117K - $134K
|
4.37K
$996K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
768+ 2.65% |
$117K - $134K
|
29.7K
$6.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
755+ 21.98% |
$115K - $131K
|
4.19K
$955K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
751+ 3.03% |
$114K - $131K
|
25.5K
$5.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
749+ 102.04% |
$114K - $130K
|
1.48K
$338K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
740+ 39.26% |
$112K - $129K
|
2.63K
$598K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
731+ 51.59% |
$111K - $127K
|
2.15K
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
717+ 26.18% |
$109K - $125K
|
3.46K
$787K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
713+ 20.54% |
$108K - $124K
|
4.18K
$953K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
692+ 1.34% |
$105K - $120K
|
52.4K
$11.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
691+ 13.86% |
$105K - $120K
|
5.68K
$1.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
687+ 20.02% |
$104K - $119K
|
4.12K
$938K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
687+ 15.83% |
$104K - $119K
|
5.03K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
685+ 8.5% |
$104K - $119K
|
8.74K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
683+ 3.13% |
$104K - $119K
|
22.5K
$5.13M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
670+ 55.83% |
$102K - $117K
|
1.87K
$426K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
669+ 16.79% |
$102K - $116K
|
4.65K
$1.06M
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
650New |
$98.6K - $113K
|
650
$148K
|
|
|
Jan 21, 2022
Q4 2021
|
Harrington Investments, Inc
|
BUY
|
- |
636+ 2.36% |
$96.5K - $111K
|
27.6K
$6.29M
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
633+ 7.31% |
$96.1K - $110K
|
9.3K
$2.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
618+ 11.85% |
$93.8K - $107K
|
5.83K
$1.33M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
589+ 12.81% |
$89.4K - $102K
|
5.19K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
570+ 18.71% |
$86.5K - $99.1K
|
3.62K
$824K
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
568+ 1.96% |
$86.2K - $98.8K
|
29.5K
$6.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
568+ 3.11% |
$86.2K - $98.8K
|
18.8K
$4.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
555+ 7.75% |
$84.2K - $96.5K
|
7.72K
$1.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
550+ 3.17% |
$83.5K - $95.6K
|
17.9K
$4.08M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
541New |
$82.1K - $94.1K
|
541
$123K
|