A detailed history of Evercore Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 8,819 shares of MMC stock, worth $1.86 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,819
Previous 8,890 0.8%
Holding current value
$1.86 Million
Previous $1.68 Million 7.84%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$190.17 - $207.9 $13,502 - $14,760
-71 Reduced 0.8%
8,819 $1.82 Million
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $226,132 - $246,874
1,223 Added 15.95%
8,890 $1.68 Million
Q3 2023

Nov 14, 2023

SELL
$183.99 - $198.55 $156,759 - $169,164
-852 Reduced 10.0%
7,667 $1.46 Million
Q2 2023

Aug 04, 2023

BUY
$167.72 - $188.08 $25,158 - $28,212
150 Added 1.79%
8,519 $1.6 Million
Q1 2023

May 15, 2023

SELL
$154.08 - $175.66 $2,003 - $2,283
-13 Reduced 0.16%
8,369 $1.39 Million
Q4 2022

Feb 14, 2023

BUY
$151.9 - $173.89 $68,203 - $78,076
449 Added 5.66%
8,382 $1.39 Million
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $589 - $687
4 Added 0.05%
7,933 $1.35 Million
Q3 2021

Nov 15, 2021

SELL
$139.04 - $160.48 $69,520 - $80,240
-500 Reduced 5.93%
7,929 $1.2 Million
Q2 2021

Aug 16, 2021

SELL
$123.15 - $140.94 $43,102 - $49,329
-350 Reduced 3.99%
8,429 $1.19 Million
Q1 2021

May 17, 2021

SELL
$107.6 - $121.88 $9,361 - $10,603
-87 Reduced 0.98%
8,779 $1.07 Million
Q4 2020

Feb 16, 2021

SELL
$102.95 - $118.69 $22,237 - $25,637
-216 Reduced 2.38%
8,866 $1.04 Million
Q3 2020

Nov 16, 2020

BUY
$107.35 - $118.91 $43,262 - $47,920
403 Added 4.64%
9,082 $1.04 Million
Q2 2020

Aug 13, 2020

SELL
$79.9 - $111.49 $67,195 - $93,763
-841 Reduced 8.83%
8,679 $932,000
Q1 2020

May 14, 2020

BUY
$76.69 - $119.45 $53,606 - $83,495
699 Added 7.92%
9,520 $823,000
Q4 2019

Feb 13, 2020

BUY
$95.25 - $112.32 $9,715 - $11,456
102 Added 1.17%
8,821 $983,000
Q3 2019

Nov 14, 2019

SELL
$95.66 - $103.13 $66,483 - $71,675
-695 Reduced 7.38%
8,719 $872,000
Q1 2019

May 14, 2019

BUY
$78.01 - $93.9 $64,046 - $77,091
821 Added 9.55%
9,414 $884,000
Q4 2018

Feb 13, 2019

BUY
$75.52 - $89.1 $120,303 - $141,936
1,593 Added 22.76%
8,593 $685,000
Q2 2018

Aug 14, 2018

SELL
$79.09 - $84.03 $161,659 - $171,757
-2,044 Reduced 22.6%
7,000 $574,000
Q3 2017

Nov 13, 2017

BUY
$76.88 - $84.22 $695,302 - $761,685
9,044
9,044 $758,000

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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