Clifford Swan Investment Counsel LLC Marsh & Mclennan Companies, Inc. Transaction History

Clifford Swan Investment Counsel LLC

$2.68 Billion
Q1 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 8,974 shares of MMC stock, worth $1.92 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,974

Previous 9,074 1.1%

Holding current value

$1.92 Million

Previous $1.72 Million 7.5%

% of portfolio

0.07%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$190.17 - $207.9 $19,017 - $20,790	-100 Reduced 1.1%	8,974 $1.85 Million
Q4 2023 Feb 06, 2024	SELL	$184.9 - $201.86 $6,471 - $7,065	-35 Reduced 0.38%	9,074 $1.72 Million
Q3 2023 Nov 09, 2023	SELL	$183.99 - $198.55 $110,394 - $119,130	-600 Reduced 6.18%	9,109 $1.73 Million
Q4 2022 Feb 02, 2023	SELL	$151.9 - $173.89 $6,227 - $7,129	-41 Reduced 0.42%	9,709 $1.61 Million
Q3 2022 Nov 04, 2022	SELL	$148.35 - $173.16 $3,708 - $4,329	-25 Reduced 0.26%	9,750 $1.46 Million

Q2 2022 Aug 04, 2022	BUY	$144.34 - $178.7 $1,876 - $2,323	13 Added 0.13%	9,775 $1.52 Million
Q4 2021 Feb 11, 2022	SELL	$151.74 - $173.89 $73,593 - $84,336	-485 Reduced 4.73%	9,762 $1.7 Million
Q3 2021 Nov 02, 2021	SELL	$139.04 - $160.48 $111,232 - $128,383	-800 Reduced 7.24%	10,247 $1.55 Million
Q2 2021 Aug 05, 2021	SELL	$123.15 - $140.94 $98,520 - $112,752	-800 Reduced 6.75%	11,047 $1.65 Million
Q3 2020 Oct 30, 2020	SELL	$107.35 - $118.91 $203,965 - $225,929	-1,900 Reduced 13.82%	11,847 $1.36 Million
Q2 2020 Aug 06, 2020	SELL	$79.9 - $111.49 $41,148 - $57,417	-515 Reduced 3.61%	13,747 $1.48 Million
Q1 2020 Apr 09, 2020	SELL	$76.69 - $119.45 $67,103 - $104,518	-875 Reduced 5.78%	14,262 $1.23 Million
Q4 2019 Jan 30, 2020	SELL	$95.25 - $112.32 $97,631 - $115,128	-1,025 Reduced 6.34%	15,137 $1.69 Million
Q3 2019 Nov 12, 2019	SELL	$95.66 - $103.13 $47,830 - $51,565	-500 Reduced 3.0%	16,162 $1.62 Million
Q2 2019 Aug 13, 2019	SELL	$92.5 - $99.75 $3,237 - $3,491	-35 Reduced 0.21%	16,662 $1.66 Million
Q1 2019 May 14, 2019	SELL	$78.01 - $93.9 $72,159 - $86,857	-925 Reduced 5.25%	16,697 $1.57 Million
Q4 2018 Feb 13, 2019	SELL	$75.52 - $89.1 $30,208 - $35,640	-400 Reduced 2.22%	17,622 $1.41 Million
Q3 2018 Nov 14, 2018	SELL	$82.24 - $87.73 $32,896 - $35,092	-400 Reduced 2.17%	18,022 $1.49 Million
Q2 2018 Aug 13, 2018	SELL	$79.09 - $84.03 $79,090 - $84,030	-1,000 Reduced 5.15%	18,422 $1.51 Million
Q1 2018 May 09, 2018	SELL	$79.31 - $85.87 $17,606 - $19,063	-222 Reduced 1.13%	19,422 $1.6 Million
Q4 2017 Feb 09, 2018	SELL	$80.62 - $85.97 $8,062 - $8,597	-100 Reduced 0.51%	19,644 $1.6 Million
Q3 2017 Nov 13, 2017	BUY	$76.88 - $84.22 $16,298 - $17,854	212 Added 1.09%	19,744 $1.66 Million
Q2 2017 Aug 11, 2017	BUY	N/A	19,532	19,532 $1.52 Million

Others Institutions Holding MMC

# of Institutions

1,536

Shares Held

408M

Call Options Held

917K

Put Options Held

654K

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 $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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Clifford Swan Investment Counsel LLC Marsh & Mclennan Companies, Inc. Transaction History