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 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
525+ 109.15% |
$79.7K - $91.3K
|
1.01K
$229K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
521+ 36.9% |
$79.1K - $90.6K
|
1.93K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
519+ 12.26% |
$78.8K - $90.2K
|
4.75K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
518+ 151.02% |
$78.6K - $90.1K
|
861
$196K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
517+ 4.12% |
$78.4K - $89.9K
|
13.1K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
506+ 31.53% |
$76.8K - $88K
|
2.11K
$481K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
502+ 3.99% |
$76.2K - $87.3K
|
13.1K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
493+ 6.37% |
$74.8K - $85.7K
|
8.23K
$1.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
492New |
$74.7K - $85.6K
|
492
$112K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
491New |
$74.5K - $85.4K
|
491
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
473+ 16.17% |
$71.8K - $82.2K
|
3.4K
$774K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
472+ 13.89% |
$71.6K - $82.1K
|
3.87K
$882K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
468+ 6.41% |
$71K - $81.4K
|
7.77K
$1.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
465+ 14.34% |
$70.6K - $80.9K
|
3.71K
$845K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
460New |
$69.8K - $80K
|
460
$105K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
458+ 15.41% |
$69.5K - $79.6K
|
3.43K
$782K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
450+ 15.74% |
$68.3K - $78.3K
|
3.31K
$754K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
450+ 27.06% |
$68.3K - $78.3K
|
2.11K
$481K
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
448+ 13.61% |
$68K - $77.9K
|
3.74K
$852K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
445+ 32.29% |
$67.5K - $77.4K
|
1.82K
$415K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
437+ 3.77% |
$66.3K - $76K
|
12K
$2.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
435+ 6.4% |
$66K - $75.6K
|
7.23K
$1.65M
|
|
|
Feb 01, 2022
Q4 2021
|
James Hambro & Partners
|
BUY
|
- |
435+ 4.74% |
$66K - $75.6K
|
9.62K
$2.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
433+ 5.84% |
$65.7K - $75.3K
|
7.85K
$1.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
420+ 22.95% |
$63.7K - $73K
|
2.25K
$513K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
414+ 9.3% |
$62.8K - $72K
|
4.86K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
406+ 0.1% |
$61.6K - $70.6K
|
424K
$96.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
389+ 6.22% |
$59K - $67.6K
|
6.64K
$1.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
383+ 8.74% |
$58.1K - $66.6K
|
4.77K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
383New |
$58.1K - $66.6K
|
383
$87.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
380+ 2.09% |
$57.7K - $66.1K
|
18.6K
$4.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
374+ 37400.0% |
$56.8K - $65K
|
375
$85.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
369New |
$56K - $64.2K
|
369
$84.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
363+ 5.08% |
$55.1K - $63.1K
|
7.51K
$1.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
354+ 3.65% |
$53.7K - $61.6K
|
10K
$2.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
353+ 4.63% |
$53.6K - $61.4K
|
7.98K
$1.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
336+ 10.57% |
$51K - $58.4K
|
3.52K
$801K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
320+ 2.87% |
$48.6K - $55.6K
|
11.5K
$2.61M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
313+ 2.05% |
$47.5K - $54.4K
|
15.6K
$3.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
312+ 4.86% |
$47.3K - $54.3K
|
6.73K
$1.53M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
310New |
$47K - $53.9K
|
310
$70.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
305+ 62.24% |
$46.3K - $53K
|
795
$181K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
303New |
$46K - $52.7K
|
303
$69K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
280+ 10.49% |
$42.5K - $48.7K
|
2.95K
$672K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
280+ 0.72% |
$42.5K - $48.7K
|
39.4K
$8.97M
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
277+ 12.36% |
$42K - $48.2K
|
2.52K
$574K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
270+ 3.6% |
$41K - $47K
|
7.76K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
270+ 3.15% |
$41K - $47K
|
8.85K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
267+ 52.35% |
$40.5K - $46.4K
|
777
$177K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
266+ 2.51% |
$40.4K - $46.3K
|
10.9K
$2.48M
|