Purchases and Sales Made in Q1 2022 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-9- 0.64% |
$1.33K - $1.55K
|
1.4K
$335K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10- 1.06% |
$1.47K - $1.72K
|
933
$223K
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-10- 5.81% |
$1.47K - $1.72K
|
162
$38.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12- 54.55% |
$1.77K - $2.06K
|
10
$2.39K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12Closed |
$1.77K - $2.06K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13- 7.03% |
$1.92K - $2.23K
|
172
$41.2K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-13- 0.73% |
$1.92K - $2.23K
|
1.78K
$426K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 12.61% |
$2.21K - $2.58K
|
104
$24.9K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-15- 0.15% |
$2.21K - $2.58K
|
10.3K
$2.47M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-17- 19.54% |
$2.5K - $2.92K
|
70
$16.8K
|
|
|
May 03, 2022
Q1 2022
|
Capital Management Corp
|
SELL
|
- |
-17- 1.06% |
$2.5K - $2.92K
|
1.58K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-17- 0.9% |
$2.5K - $2.92K
|
1.88K
$451K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-20Closed |
$2.95K - $3.44K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-20- 1.29% |
$2.95K - $3.44K
|
1.53K
$366K
|
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
SELL
|
- |
-20- 0.1% |
$2.95K - $3.44K
|
19.5K
$4.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-21- 0.46% |
$3.09K - $3.61K
|
4.51K
$1.08M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-21Closed |
$3.09K - $3.61K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23- 0.3% |
$3.39K - $3.95K
|
7.74K
$1.85M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 1.07% |
$3.68K - $4.3K
|
2.32K
$554K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 3.08% |
$3.68K - $4.3K
|
788
$189K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-26- 0.66% |
$3.83K - $4.47K
|
3.93K
$941K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-26- 1.91% |
$3.83K - $4.47K
|
1.34K
$320K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$4.12K - $4.81K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 28.71% |
$4.27K - $4.98K
|
72
$17.2K
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-29- 0.51% |
$4.27K - $4.98K
|
5.65K
$1.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-31- 2.0% |
$4.57K - $5.33K
|
1.52K
$363K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-33- 1.47% |
$4.86K - $5.67K
|
2.21K
$528K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-35Closed |
$5.16K - $6.01K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-36- 0.49% |
$5.3K - $6.19K
|
7.27K
$1.74M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.49% |
$5.3K - $6.19K
|
7.27K
$1.74M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-37Closed |
$5.45K - $6.36K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-39- 0.45% |
$5.75K - $6.7K
|
8.57K
$2.05M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-44- 4.89% |
$6.48K - $7.56K
|
856
$205K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-45- 1.09% |
$6.63K - $7.73K
|
4.08K
$977K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-45- 3.5% |
$6.63K - $7.73K
|
1.24K
$297K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-46- 3.03% |
$6.78K - $7.9K
|
1.47K
$353K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-49- 14.08% |
$7.22K - $8.42K
|
299
$71.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-50Closed |
$7.37K - $8.59K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$7.37K - $8.59K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-52- 2.71% |
$7.66K - $8.94K
|
1.87K
$447K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-55- 4.29% |
$8.1K - $9.45K
|
1.23K
$294K
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-59- 3.03% |
$8.69K - $10.1K
|
1.89K
$453K
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-60- 50.0% |
$8.84K - $10.3K
|
60
$14.4K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-60- 0.31% |
$8.84K - $10.3K
|
19.4K
$4.64M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-60Closed |
$8.84K - $10.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-62- 42.76% |
$9.13K - $10.7K
|
83
$19.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-62- 0.39% |
$9.13K - $10.7K
|
15.7K
$3.77M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-62- 4.59% |
$9.13K - $10.7K
|
1.29K
$308K
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-63- 2.16% |
$9.28K - $10.8K
|
2.86K
$685K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-64- 3.03% |
$9.43K - $11K
|
2.05K
$490K
|