Heritage Wealth Advisors Marsh & Mclennan Companies, Inc. Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 388 shares of MMC stock, worth $88,394. This represents 0.0% of its overall portfolio holdings.

Number of Shares

388

Previous 341 13.78%

Holding current value

$88,394

Previous $71,000 21.13%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$210.25 - $231.86 $9,881 - $10,897	47 Added 13.78%	388 $86,000
Q1 2024 May 08, 2024	SELL	$190.17 - $207.9 $4,944 - $5,405	-26 Reduced 7.08%	341 $70,000
Q4 2023 Feb 09, 2024	SELL	$184.9 - $201.86 $2.33 Million - $2.54 Million	-12,585 Reduced 97.17%	367 $69,000
Q2 2023 Aug 09, 2023	SELL	$167.72 - $188.08 $26,499 - $29,716	-158 Reduced 1.21%	12,952 $2.44 Million
Q1 2023 May 04, 2023	SELL	$154.08 - $175.66 $21,725 - $24,768	-141 Reduced 1.06%	13,110 $2.18 Million
Q4 2022 Feb 06, 2023	BUY	$151.9 - $173.89 $51,190 - $58,600	337 Added 2.61%	13,251 $2.19 Million
Q3 2021 Nov 02, 2021	SELL	$139.04 - $160.48 $249,437 - $287,901	-1,794 Reduced 12.2%	12,914 $1.96 Million
Q2 2021 Aug 09, 2021	SELL	$123.15 - $140.94 $188,419 - $215,638	-1,530 Reduced 9.42%	14,708 $2.07 Million
Q4 2020 Feb 01, 2021	BUY	$102.95 - $118.69 $246,771 - $284,499	2,397 Added 17.32%	16,238 $1.9 Million
Q2 2020 Jul 17, 2020	BUY	$79.9 - $111.49 $1.07 Million - $1.5 Million	13,441 Added 3360.25%	13,841 $1.49 Million
Q2 2020 Jul 17, 2020	SELL	$79.9 - $111.49 $1.07 Million - $1.5 Million	-13,441 Reduced 97.11%	400 $1.49 Million
Q1 2020 May 05, 2020	SELL	$76.69 - $119.45 $920 - $1,433	-12 Reduced 0.09%	13,841 $1.2 Million
Q4 2019 Feb 04, 2020	BUY	$95.25 - $112.32 $1,238 - $1,460	13 Added 0.09%	13,853 $1.54 Million
Q3 2019 Oct 30, 2019	SELL	$95.66 - $103.13 $95 - $103	-1 Reduced 0.01%	13,840 $1.38 Million
Q2 2019 Aug 05, 2019	BUY	$92.5 - $99.75 $1.17 Million - $1.26 Million	12,611 Added 1025.28%	13,841 $0
Q1 2019 May 06, 2019	BUY	$78.01 - $93.9 $78 - $93	1 Added 0.08%	1,230 $0
Q3 2018 Nov 14, 2018	BUY	$82.24 - $87.73 $101,072 - $107,820	1,229 New	1,229 $101,000

Others Institutions Holding MMC

# of Institutions

1,654

Shares Held

408M

Call Options Held

1.48M

Put Options Held

1.49M

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 $113B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Marsh & Mclennan Companies, Inc. Transaction History