A detailed history of Integrated Wealth Concepts LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,489 shares of MMC stock, worth $960,825. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,489
Previous 4,363 2.89%
Holding current value
$960,825
Previous $919,000 8.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$210.25 - $231.86 $26,491 - $29,214
126 Added 2.89%
4,489 $1 Million
Q2 2024

Aug 14, 2024

BUY
$196.29 - $215.75 $135,243 - $148,651
689 Added 18.75%
4,363 $919,000
Q1 2024

May 15, 2024

BUY
$190.17 - $207.9 $112,010 - $122,453
589 Added 19.09%
3,674 $756,000
Q4 2023

Feb 13, 2024

SELL
$184.9 - $201.86 $19,414 - $21,195
-105 Reduced 3.29%
3,085 $584,000
Q3 2023

Nov 15, 2023

BUY
$183.99 - $198.55 $3,863 - $4,169
21 Added 0.66%
3,190 $607,000
Q2 2023

Aug 15, 2023

BUY
$167.72 - $188.08 $197,574 - $221,558
1,178 Added 59.17%
3,169 $596,000
Q1 2023

May 03, 2023

BUY
$154.08 - $175.66 $24,190 - $27,578
157 Added 8.56%
1,991 $332,000
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $2,734 - $3,130
18 Added 0.99%
1,834 $303,000
Q3 2022

Nov 14, 2022

SELL
$148.35 - $173.16 $6,675 - $7,792
-45 Reduced 2.42%
1,816 $271,000
Q2 2022

Aug 08, 2022

BUY
$144.34 - $178.7 $20,784 - $25,732
144 Added 8.39%
1,861 $289,000
Q4 2021

Feb 15, 2022

SELL
$151.74 - $173.89 $5,159 - $5,912
-34 Reduced 1.94%
1,717 $298,000
Q3 2021

Nov 15, 2021

BUY
$139.04 - $160.48 $243,459 - $281,000
1,751 New
1,751 $265,000

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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