Global Retirement Partners, LLC Marsh & Mclennan Companies, Inc. Transaction History

Global Retirement Partners, LLC

$2.65 Billion
Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 4,802 shares of MMC stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,802

Previous 4,799 0.06%

Holding current value

$1.03 Million

Previous $909,000 8.8%

% of portfolio

0.04%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$190.17 - $207.9 $570 - $623	3 Added 0.06%	4,802 $989,000
Q4 2023 Jan 18, 2024	BUY	$184.9 - $201.86 $19,599 - $21,397	106 Added 2.26%	4,799 $909,000
Q3 2023 Oct 13, 2023	BUY	$183.99 - $198.55 $4,783 - $5,162	26 Added 0.56%	4,693 $893,000
Q2 2023 Jul 20, 2023	SELL	$167.72 - $188.08 $4,528 - $5,078	-27 Reduced 0.58%	4,667 $877,000
Q1 2023 May 05, 2023	BUY	$154.08 - $175.66 $132,508 - $151,067	860 Added 22.43%	4,694 $781,000

Q4 2022 Feb 13, 2023	SELL	$151.9 - $173.89 $15,797 - $18,084	-104 Reduced 2.64%	3,834 $634,000
Q3 2022 Nov 03, 2022	BUY	$148.35 - $173.16 $9,642 - $11,255	65 Added 1.68%	3,938 $636,000
Q2 2022 Jul 15, 2022	BUY	$144.34 - $178.7 $7,072 - $8,756	49 Added 1.28%	3,873 $601,000
Q1 2022 Jul 14, 2022	BUY	$147.31 - $171.84 $563,313 - $657,116	3,824 New	3,824 $587,000
Q4 2021 Jan 21, 2022	SELL	$151.74 - $173.89 $568,569 - $651,565	-3,747 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$139.04 - $160.48 $3,754 - $4,332	-27 Reduced 0.72%	3,747 $567,000
Q2 2021 Jul 15, 2021	BUY	$123.15 - $140.94 $2,216 - $2,536	18 Added 0.48%	3,774 $531,000
Q1 2021 Apr 14, 2021	BUY	$107.6 - $121.88 $4,626 - $5,240	43 Added 1.16%	3,756 $458,000
Q3 2020 Oct 09, 2020	SELL	$107.35 - $118.91 $84,055 - $93,106	-783 Reduced 17.42%	3,713 $426,000
Q2 2020 Jul 13, 2020	BUY	$79.9 - $111.49 $10,946 - $15,274	137 Added 3.14%	4,496 $483,000
Q1 2020 Apr 28, 2020	BUY	$76.69 - $119.45 $10,736 - $16,723	140 Added 3.32%	4,359 $377,000
Q3 2019 Nov 19, 2019	SELL	$95.66 - $103.13 $4,209 - $4,537	-44 Reduced 1.03%	4,219 $422,000
Q2 2019 Nov 19, 2019	SELL	$92.5 - $99.75 $1,480 - $1,596	-16 Reduced 0.37%	4,263 $425,000
Q1 2019 May 07, 2019	BUY	$78.01 - $93.9 $9,595 - $11,549	123 Added 2.96%	4,279 $402,000
Q4 2018 Feb 22, 2019	BUY	$75.52 - $89.1 $26,960 - $31,808	357 Added 9.4%	4,156 $331,000
Q3 2018 Oct 17, 2018	SELL	$82.24 - $87.73 $82,240 - $87,730	-1,000 Reduced 20.84%	3,799 $314,000
Q1 2018 Aug 10, 2018	BUY	$79.31 - $85.87 $1,982 - $2,146	25 Added 0.52%	4,799 $396,000
Q4 2017 Aug 13, 2018	BUY	$80.62 - $85.97 $304,259 - $324,450	3,774 Added 377.4%	4,774 $389,000
Q2 2017 Aug 10, 2018	SELL	N/A	-12 Reduced 1.19%	1,000 $78,000
Q1 2017 Aug 10, 2018	BUY	N/A	12 Added 1.2%	1,012 $75,000
Q4 2016 Aug 10, 2018	BUY	N/A	1,000	1,000 $68,000

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...

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Global Retirement Partners, LLC Marsh & Mclennan Companies, Inc. Transaction History