Bartlett & Co. Wealth Management LLC Marsh & Mclennan Companies, Inc. Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 9,368 shares of MMC stock, worth $2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,368
Previous 9,372 0.04%
Holding current value
$2 Million
Previous $1.97 Billion 5.83%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$210.25 - $231.86 $841 - $927
-4 Reduced 0.04%
9,368 $2.09 Billion
Q2 2024

Jul 12, 2024
BUY
$196.29 - $215.75 $188,634 - $207,335
961 Added 11.43%
9,372 $1.97 Billion
Q3 2023

Feb 14, 2024
SELL
$183.99 - $198.55 $18,950 - $20,450
-103 Reduced 1.21%
8,411 $1.6 Billion
Q4 2022

Feb 14, 2024
SELL
$151.9 - $173.89 $1,367 - $1,565
-9 Reduced 0.11%
8,514 $1.41 Billion
Q3 2022

Feb 14, 2024
BUY
$148.35 - $173.16 $181,283 - $211,601
1,222 Added 16.74%
8,523 $1.27 Billion
Q2 2022

Feb 14, 2024
BUY
$144.34 - $178.7 $4,763 - $5,897
33 Added 0.45%
7,301 $1.13 Billion
Q1 2022

Feb 14, 2024
SELL
$147.31 - $171.84 $5,303 - $6,186
-36 Reduced 0.49%
7,268 $1.24 Billion
Q4 2021

Feb 14, 2024
SELL
$151.74 - $173.89 $33,534 - $38,429
-221 Reduced 2.94%
7,304 $1.27 Billion
Q3 2021

Feb 13, 2024
BUY
$139.04 - $160.48 $90,654 - $104,632
652 Added 9.49%
7,525 $1.14 Billion
Q4 2020

Feb 13, 2024
BUY
$102.95 - $118.69 $119,730 - $138,036
1,163 Added 20.37%
6,873 $804 Million
Q1 2020

Feb 13, 2024
SELL
$76.69 - $119.45 $91,107 - $141,906
-1,188 Reduced 17.22%
5,710 $494 Million
Q4 2019

Feb 13, 2024
BUY
$95.25 - $112.32 $285 - $336
3 Added 0.04%
6,898 $769 Million
Q3 2019

Feb 13, 2024
BUY
$95.66 - $103.13 $147,125 - $158,613
1,538 Added 28.71%
6,895 $690 Million
Q2 2019

Feb 13, 2024
BUY
$92.5 - $99.75 $1,110 - $1,197
12 Added 0.22%
5,357 $534 Million
Q1 2019

Feb 13, 2024
SELL
$78.01 - $93.9 $1,482 - $1,784
-19 Reduced 0.35%
5,345 $502 Million
Q3 2018

Feb 13, 2024
SELL
$82.24 - $87.73 $12,664 - $13,510
-154 Reduced 2.79%
5,364 $444 Million
Q2 2018

Feb 13, 2024
SELL
$79.09 - $84.03 $10,202 - $10,839
-129 Reduced 2.28%
5,518 $452 Million
Q1 2018

Feb 13, 2024
BUY
$79.31 - $85.87 $447,863 - $484,907
5,647 New
5,647 $466 Million

Others Institutions Holding MMC

# of Institutions
1,655
Shares Held
407M
Call Options Held
1.48M
Put Options Held
1.49M
View Full List

About MARSH & MCLENNAN COMPANIES, INC.

MMC Quotes by TradingView
  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $106B
  • 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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