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 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
760+ 0.3% |
$112K - $131K
|
256K
$61.4M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
757+ 3.0% |
$112K - $130K
|
26K
$6.22M
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
720+ 32.33% |
$106K - $124K
|
2.95K
$706K
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
714+ 1.07% |
$105K - $123K
|
67.4K
$16.1M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
696+ 2.8% |
$103K - $120K
|
25.6K
$6.13M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
695+ 1.89% |
$102K - $119K
|
37.5K
$8.99M
|
|
May 06, 2022
Q1 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
695+ 0.12% |
$102K - $119K
|
595K
$143M
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
610+ 4.2% |
$89.9K - $105K
|
15.1K
$3.62M
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
600New |
$88.4K - $103K
|
600
$144K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
597+ 7.95% |
$87.9K - $103K
|
8.11K
$1.94M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
580+ 19.84% |
$85.4K - $99.7K
|
3.5K
$839K
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
575+ 1.48% |
$84.7K - $98.8K
|
39.3K
$9.42M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
572+ 29.98% |
$84.3K - $98.3K
|
2.48K
$594K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
554+ 0.8% |
$81.6K - $95.2K
|
70.2K
$16.8M
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
548+ 34.6% |
$80.7K - $94.2K
|
2.13K
$511K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
546+ 27.74% |
$80.4K - $93.8K
|
2.51K
$602K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
542+ 33.15% |
$79.8K - $93.1K
|
2.18K
$521K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
532+ 25.08% |
$78.4K - $91.4K
|
2.65K
$635K
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
529+ 4.58% |
$77.9K - $90.9K
|
12.1K
$2.89M
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
523+ 67.31% |
$77K - $89.9K
|
1.3K
$311K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
514+ 41.72% |
$75.7K - $88.3K
|
1.75K
$418K
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
511+ 10.51% |
$75.3K - $87.8K
|
5.38K
$1.29M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
509+ 8.98% |
$75K - $87.5K
|
6.18K
$1.48M
|
|
May 12, 2022
Q1 2022
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
500+ 16.13% |
$73.7K - $85.9K
|
3.6K
$862K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
495+ 107.61% |
$72.9K - $85.1K
|
955
$229K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
482+ 21.7% |
$71K - $82.8K
|
2.7K
$647K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
476+ 11.51% |
$70.1K - $81.8K
|
4.61K
$1.1M
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
468+ 1.65% |
$68.9K - $80.4K
|
28.8K
$6.9M
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
456+ 2.78% |
$67.2K - $78.4K
|
16.9K
$4.04M
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
449+ 17.52% |
$66.1K - $77.2K
|
3.01K
$721K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
448+ 41.37% |
$66K - $77K
|
1.53K
$367K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
445+ 20.14% |
$65.6K - $76.5K
|
2.65K
$636K
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
442+ 30.4% |
$65.1K - $76K
|
1.9K
$454K
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
438+ 0.71% |
$64.5K - $75.3K
|
61.8K
$14.8M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
435New |
$64.1K - $74.8K
|
435
$104K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
427+ 6.43% |
$62.9K - $73.4K
|
7.07K
$1.69M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
426+ 27.81% |
$62.8K - $73.2K
|
1.96K
$469K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
420+ 85.37% |
$61.9K - $72.2K
|
912
$218K
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
418New |
$61.6K - $71.8K
|
418
$100K
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
417+ 17.98% |
$61.4K - $71.7K
|
2.74K
$655K
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
413+ 0.27% |
$60.8K - $71K
|
155K
$37.1M
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
413+ 1.2% |
$60.8K - $71K
|
34.8K
$8.34M
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
411+ 6.62% |
$60.5K - $70.6K
|
6.62K
$1.59M
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
410+ 9.96% |
$60.4K - $70.5K
|
4.53K
$1.08M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
408+ 3.12% |
$60.1K - $70.1K
|
13.5K
$3.23M
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
405+ 0.5% |
$59.7K - $69.6K
|
81.7K
$19.6M
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
402+ 100.5% |
$59.2K - $69.1K
|
802
$192K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
398+ 208.38% |
$58.6K - $68.4K
|
589
$141K
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
388+ 12.93% |
$57.2K - $66.7K
|
3.39K
$811K
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
385+ 2.66% |
$56.7K - $66.2K
|
14.9K
$3.56M
|