A detailed history of Cyndeo Wealth Partners, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 18,213 shares of MMC stock, worth $4.05 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
18,213
Previous 26,162 30.38%
Holding current value
$4.05 Million
Previous $5.51 Million 26.29%
% of portfolio
0.29%
Previous 0.44%

Shares

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

Oct 18, 2024

SELL
$210.25 - $231.86 $1.67 Million - $1.84 Million
-7,949 Reduced 30.38%
18,213 $4.06 Million
Q2 2024

Jul 30, 2024

BUY
$196.29 - $215.75 $100,500 - $110,464
512 Added 2.0%
26,162 $5.51 Million
Q1 2024

Apr 16, 2024

BUY
$190.17 - $207.9 $15,784 - $17,255
83 Added 0.32%
25,650 $5.28 Million
Q4 2023

Jan 12, 2024

SELL
$184.9 - $201.86 $1.08 Million - $1.17 Million
-5,816 Reduced 18.53%
25,567 $4.84 Million
Q3 2023

Oct 10, 2023

BUY
$183.99 - $198.55 $650,772 - $702,271
3,537 Added 12.7%
31,383 $5.97 Million
Q2 2023

Jul 27, 2023

SELL
$167.72 - $188.08 $483,872 - $542,610
-2,885 Reduced 9.39%
27,846 $5.24 Million
Q1 2023

Apr 21, 2023

BUY
$154.08 - $175.66 $36,362 - $41,455
236 Added 0.77%
30,731 $5.12 Million
Q4 2022

Jan 25, 2023

BUY
$151.9 - $173.89 $4.63 Million - $5.3 Million
30,495 New
30,495 $0

Others Institutions Holding MMC

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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