A detailed history of Hbk Sorce Advisory LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 12,375 shares of MMC stock, worth $2.88 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,375
Previous 12,672 2.34%
Holding current value
$2.88 Million
Previous $2.67 Million 3.37%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 12, 2024

SELL
$210.25 - $231.86 $62,444 - $68,862
-297 Reduced 2.34%
12,375 $2.76 Million
Q2 2024

Aug 08, 2024

SELL
$196.29 - $215.75 $20,021 - $22,006
-102 Reduced 0.8%
12,672 $2.67 Million
Q1 2024

May 09, 2024

SELL
$190.17 - $207.9 $17,495 - $19,126
-92 Reduced 0.72%
12,774 $2.63 Million
Q4 2023

Jan 25, 2024

SELL
$184.9 - $201.86 $303,975 - $331,857
-1,644 Reduced 11.33%
12,866 $2.44 Million
Q3 2023

Nov 06, 2023

BUY
$183.99 - $198.55 $56,300 - $60,756
306 Added 2.15%
14,510 $2.76 Million
Q2 2023

Aug 04, 2023

SELL
$167.72 - $188.08 $2.42 Million - $2.71 Million
-14,418 Reduced 50.37%
14,204 $2.67 Million
Q1 2023

Aug 15, 2023

BUY
$154.08 - $175.66 $13,867 - $15,809
90 Added 0.63%
14,294 $2.38 Million
Q1 2023

May 15, 2023

SELL
$154.08 - $175.66 $11,093 - $12,647
-72 Reduced 0.25%
28,622 $7.15 Million
Q4 2022

Feb 09, 2023

BUY
$151.9 - $173.89 $1.79 Million - $2.05 Million
11,769 Added 69.54%
28,694 $4.75 Million
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $380,814 - $444,501
2,567 Added 17.88%
16,925 $2.53 Million
Q2 2022

Aug 15, 2022

SELL
$144.34 - $178.7 $179,270 - $221,945
-1,242 Reduced 7.96%
14,358 $2.23 Million
Q1 2022

May 13, 2022

BUY
$147.31 - $171.84 $2,356 - $2,749
16 Added 0.1%
15,600 $2.66 Million
Q4 2021

Feb 15, 2022

BUY
$151.74 - $173.89 $47,494 - $54,427
313 Added 2.05%
15,584 $2.71 Million
Q3 2021

Nov 15, 2021

SELL
$139.04 - $160.48 $9,176 - $10,591
-66 Reduced 0.43%
15,271 $2.31 Million
Q2 2021

Aug 12, 2021

SELL
$123.15 - $140.94 $2,709 - $3,100
-22 Reduced 0.14%
15,337 $2.16 Million
Q1 2021

May 14, 2021

BUY
$107.6 - $121.88 $73,813 - $83,609
686 Added 4.68%
15,359 $1.87 Million
Q4 2020

Feb 12, 2021

BUY
$102.95 - $118.69 $197,149 - $227,291
1,915 Added 15.01%
14,673 $1.72 Million
Q3 2020

Nov 13, 2020

SELL
$107.35 - $118.91 $93,072 - $103,094
-867 Reduced 6.36%
12,758 $1.46 Million
Q2 2020

Aug 14, 2020

SELL
$79.9 - $111.49 $28,124 - $39,244
-352 Reduced 2.52%
13,625 $1.46 Million
Q1 2020

May 15, 2020

BUY
$76.69 - $119.45 $21,166 - $32,968
276 Added 2.01%
13,977 $1.21 Million
Q4 2019

Feb 13, 2020

BUY
$95.25 - $112.32 $76,676 - $90,417
805 Added 6.24%
13,701 $1.53 Million
Q3 2019

Nov 14, 2019

BUY
$95.66 - $103.13 $40,942 - $44,139
428 Added 3.43%
12,896 $1.29 Million
Q2 2019

Aug 15, 2019

BUY
$92.5 - $99.75 $1.15 Million - $1.24 Million
12,468 New
12,468 $1.24 Million
Q2 2019

Aug 14, 2019

SELL
$92.5 - $99.75 $1.22 Million - $1.31 Million
-13,144 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$78.01 - $93.9 $153,211 - $184,419
1,964 Added 17.57%
13,144 $1.23 Million
Q4 2018

Feb 14, 2019

BUY
$75.52 - $89.1 $4,682 - $5,524
62 Added 0.56%
11,180 $892,000
Q3 2018

Nov 15, 2018

BUY
$82.24 - $87.73 $14,720 - $15,703
179 Added 1.64%
11,118 $920,000
Q2 2018

Aug 10, 2018

BUY
$79.09 - $84.03 $78,061 - $82,937
987 Added 9.92%
10,939 $0
Q1 2018

May 15, 2018

BUY
$79.31 - $85.87 $40,210 - $43,536
507 Added 5.37%
9,952 $822,000
Q4 2017

Feb 15, 2018

BUY
$80.62 - $85.97 $761,455 - $811,986
9,445
9,445 $769,000

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 $115B
  • 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
Track This Portfolio

Track Hbk Sorce Advisory LLC Portfolio

Follow Hbk Sorce Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.