A detailed history of Ever Source Wealth Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,707 shares of MMC stock, worth $1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,707
Previous 4,657 1.07%
Holding current value
$1 Million
Previous $981,000 7.03%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 08, 2024

BUY
$210.25 - $231.86 $10,512 - $11,593
50 Added 1.07%
4,707 $1.05 Million
Q2 2024

Aug 13, 2024

BUY
$196.29 - $215.75 $26,106 - $28,694
133 Added 2.94%
4,657 $981,000
Q1 2024

Jun 11, 2024

BUY
$190.17 - $207.9 $59,333 - $64,864
312 Added 7.41%
4,524 $931,000
Q4 2023

Feb 09, 2024

BUY
$184.9 - $201.86 $21,078 - $23,012
114 Added 2.78%
4,212 $798,000
Q3 2023

Nov 03, 2023

SELL
$183.99 - $198.55 $14,167 - $15,288
-77 Reduced 1.84%
4,098 $779,000
Q2 2023

Aug 04, 2023

SELL
$167.72 - $188.08 $57,863 - $64,887
-345 Reduced 7.63%
4,175 $785,000
Q1 2023

May 11, 2023

SELL
$154.08 - $175.66 $20,646 - $23,538
-134 Reduced 2.88%
4,520 $752,000
Q4 2022

Feb 09, 2023

SELL
$151.9 - $173.89 $243,191 - $278,397
-1,601 Reduced 25.6%
4,654 $770,000
Q3 2022

Nov 07, 2022

SELL
$148.35 - $173.16 $134,553 - $157,056
-907 Reduced 12.66%
6,255 $934,000
Q2 2022

Aug 01, 2022

BUY
$144.34 - $178.7 $199,189 - $246,605
1,380 Added 23.87%
7,162 $1.11 Million
Q1 2022

May 25, 2022

BUY
$147.31 - $171.84 $419,391 - $489,228
2,847 Added 97.0%
5,782 $986,000
Q4 2021

Feb 07, 2022

BUY
$151.74 - $173.89 $445,356 - $510,367
2,935 New
2,935 $510,000

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 $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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