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 11, 2022
Q1 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.2K+ 1.54% |
$766K - $893K
|
342K
$81.8M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.09K+ 17.25% |
$749K - $874K
|
34.6K
$8.28M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
4.55KNew |
$670K - $781K
|
4.55K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.51KNew |
$665K - $775K
|
4.51K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.32K+ 2.93% |
$636K - $741K
|
152K
$36.3M
|
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.28KNew |
$630K - $735K
|
4.28K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
4.26K+ 8.38% |
$628K - $732K
|
55.1K
$13.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.24K+ 15.78% |
$625K - $729K
|
31.1K
$7.45M
|
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
4.2K+ 1.64% |
$619K - $722K
|
261K
$62.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.19K+ 6.68% |
$617K - $719K
|
66.9K
$16M
|
|
|
May 12, 2022
Q1 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.18K+ 6.6% |
$616K - $719K
|
67.6K
$16.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.09K+ 2.26% |
$602K - $702K
|
185K
$44.2M
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.07KNew |
$599K - $699K
|
4.07K
$973K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.04K+ 0.11% |
$595K - $694K
|
3.64M
$872M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.99K+ 57.78% |
$587K - $685K
|
10.9K
$2.61M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.91K+ 93.32% |
$576K - $672K
|
8.1K
$1.94M
|
|
|
May 13, 2022
Q1 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
3.89KNew |
$574K - $669K
|
3.89K
$933K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.82KNew |
$563K - $657K
|
3.82K
$916K
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.76K+ 1.69% |
$554K - $646K
|
227K
$54.3M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.71K+ 7.25% |
$547K - $638K
|
54.9K
$13.1M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.61K+ 6.88% |
$531K - $620K
|
56K
$13.4M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
3.59K+ 3.26% |
$528K - $616K
|
114K
$27.2M
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.58KNew |
$528K - $616K
|
3.58K
$858K
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
3.56K+ 80.64% |
$525K - $612K
|
7.98K
$1.91M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 368.62% |
$500K - $583K
|
4.32K
$1.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.37K+ 1.96% |
$496K - $579K
|
175K
$41.9M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.36K+ 5.5% |
$495K - $578K
|
64.5K
$15.4M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.32K+ 1.96% |
$488K - $570K
|
172K
$41.3M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.31K+ 6.77% |
$488K - $569K
|
52.2K
$12.5M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.3K+ 120.85% |
$487K - $568K
|
6.04K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.29K+ 19.75% |
$484K - $565K
|
19.9K
$4.78M
|
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.28KNew |
$483K - $563K
|
3.28K
$785K
|
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
3.21K+ 2.66% |
$473K - $552K
|
124K
$29.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.09KNew |
$455K - $531K
|
3.09K
$740K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.05KNew |
$449K - $523K
|
3.05K
$729K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.04K+ 22.27% |
$448K - $523K
|
16.7K
$4M
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.02K+ 4.28% |
$444K - $518K
|
73.5K
$17.6M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.01K+ 49.43% |
$443K - $516K
|
9.08K
$2.18M
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.95KNew |
$435K - $507K
|
2.95K
$707K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 97.0% |
$419K - $489K
|
5.78K
$1.38M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.79K+ 743.73% |
$411K - $479K
|
3.16K
$758K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.74K+ 3.17% |
$404K - $471K
|
89.3K
$21.4M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.73K+ 7.33% |
$402K - $469K
|
40K
$9.57M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.69K+ 34.46% |
$397K - $463K
|
10.5K
$2.52M
|
|
|
Apr 13, 2022
Q1 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.56KNew |
$377K - $439K
|
2.56K
$612K
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
BUY
|
- |
2.48K+ 16.11% |
$365K - $426K
|
17.9K
$4.28M
|
|
|
Apr 14, 2022
Q1 2022
|
Unigestion Holding Sa
|
BUY
|
- |
2.46K+ 2.02% |
$362K - $422K
|
124K
$29.7M
|
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.42K+ 97.62% |
$357K - $416K
|
4.9K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.41KNew |
$355K - $414K
|
2.41K
$577K
|
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
BUY
|
- |
2.4KNew |
$354K - $412K
|
2.4K
$575K
|