A detailed history of Dakota Wealth Management transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Dakota Wealth Management holds 3,783 shares of MMC stock, worth $801,012. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,783
Previous 3,828 1.18%
Holding current value
$801,012
Previous $806,000 4.59%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024

SELL
$210.25 - $231.86 $9,461 - $10,433
-45 Reduced 1.18%
3,783 $843,000
Q2 2024

Jul 19, 2024

SELL
$196.29 - $215.75 $20,021 - $22,006
-102 Reduced 2.6%
3,828 $806,000
Q1 2024

Apr 24, 2024

SELL
$190.17 - $207.9 $11,029 - $12,058
-58 Reduced 1.45%
3,930 $809,000
Q4 2023

Jan 30, 2024

BUY
$184.9 - $201.86 $93,189 - $101,737
504 Added 14.47%
3,988 $755,000
Q3 2023

Oct 23, 2023

SELL
$183.99 - $198.55 $102,482 - $110,592
-557 Reduced 13.78%
3,484 $663,000
Q2 2023

Jul 31, 2023

BUY
$167.72 - $188.08 $17,107 - $19,184
102 Added 2.59%
4,041 $760,000
Q1 2023

Apr 14, 2023

BUY
$154.08 - $175.66 $74,728 - $85,195
485 Added 14.04%
3,939 $656,000
Q4 2022

Feb 07, 2023

SELL
$151.9 - $173.89 $58,177 - $66,599
-383 Reduced 9.98%
3,454 $571,000
Q3 2022

Nov 10, 2022

BUY
$148.35 - $173.16 $43,614 - $50,909
294 Added 8.3%
3,837 $573,000
Q2 2022

Aug 05, 2022

BUY
$144.34 - $178.7 $11,547 - $14,296
80 Added 2.31%
3,543 $550,000
Q1 2022

May 13, 2022

BUY
$147.31 - $171.84 $287,991 - $335,947
1,955 Added 129.64%
3,463 $590,000
Q4 2021

Feb 10, 2022

BUY
$151.74 - $173.89 $2,579 - $2,956
17 Added 1.14%
1,508 $263,000
Q3 2021

Nov 15, 2021

BUY
$139.04 - $160.48 $207,308 - $239,275
1,491 New
1,491 $226,000
Q3 2018

Nov 07, 2018

SELL
$82.24 - $87.73 $428,634 - $457,248
-5,212 Closed
0 $0
Q2 2018

Aug 09, 2018

BUY
$79.09 - $84.03 $412,217 - $437,964
5,212 New
5,212 $427,000

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 $105B
  • 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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