Arete Wealth Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$196.29 - $215.75 $321,326 - $353,182	1,637 New	1,637 $345,000
Q4 2023 Feb 14, 2024	BUY	$184.9 - $201.86 $4,622 - $5,046	25 Added 1.6%	1,583 $299,000
Q3 2023 Oct 30, 2023	BUY	$183.99 - $198.55 $13,063 - $14,097	71 Added 4.77%	1,558 $296,000
Q2 2023 Aug 09, 2023	SELL	$167.72 - $188.08 $14,256 - $15,986	-85 Reduced 5.41%	1,487 $280,000
Q1 2023 May 01, 2023	SELL	$154.08 - $175.66 $13,250 - $15,106	-86 Reduced 5.19%	1,572 $261,000
Q4 2022 Feb 06, 2023	SELL	$151.9 - $173.89 $6,531 - $7,477	-43 Reduced 2.53%	1,658 $274,000
Q3 2022 Nov 07, 2022	BUY	$148.35 - $173.16 $252,343 - $294,545	1,701 New	1,701 $254,000
Q2 2022 Aug 15, 2022	SELL	$144.34 - $178.7 $188,219 - $233,024	-1,304 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$151.74 - $173.89 $197,868 - $226,752	1,304 New	1,304 $226,000
Q4 2020 Feb 08, 2021	SELL	$102.95 - $118.69 $969,891 - $1.12 Million	-9,421 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$107.35 - $118.91 $107 - $118	-1 Reduced 0.01%	9,421 $1.08 Million
Q2 2020 Aug 11, 2020	SELL	$79.9 - $111.49 $9,108 - $12,709	-114 Reduced 1.2%	9,422 $1.01 Million
Q1 2020 May 14, 2020	BUY	$76.69 - $119.45 $33,973 - $52,916	443 Added 4.87%	9,536 $825,000
Q4 2019 Feb 14, 2020	SELL	$95.25 - $112.32 $2,476 - $2,920	-26 Reduced 0.29%	9,093 $1.01 Million
Q3 2019 Nov 13, 2019	BUY	$95.66 - $103.13 $22,001 - $23,719	230 Added 2.59%	9,119 $912,000
Q2 2019 Aug 14, 2019	BUY	$92.5 - $99.75 $6,752 - $7,281	73 Added 0.83%	8,889 $887,000
Q1 2019 May 15, 2019	BUY	$78.01 - $93.9 $368,597 - $443,677	4,725 Added 115.5%	8,816 $828,000
Q4 2018 Feb 14, 2019	BUY	$75.52 - $89.1 $308,952 - $364,508	4,091 New	4,091 $326,000

Others Institutions Holding MMC

# of Institutions

1,652

Shares Held

408M

Call Options Held

1.48M

Put Options Held

1.49M

Vanguard Group Inc Valley Forge, PA

44.4M
Shares

$9.86 Billion
0.18% of portfolio
Black Rock Inc. New York, NY

42.3M
Shares

$9.4 Billion
0.21% of portfolio
State Street Corp Boston, MA

20.9M
Shares

$4.65 Billion
0.19% of portfolio
Capital International Investors Los Angeles, CA

18.3M
Shares

$4.07 Billion
0.81% of portfolio
Capital World Investors Los Angeles, CA

17.6M
Shares

$3.91 Billion
0.63% of portfolio

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $110B
Description
Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer...

More about MMC

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