A detailed history of Kestra Advisory Services, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 19,668 shares of MMC stock, worth $4.48 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,668
Previous 24,182 18.67%
Holding current value
$4.48 Million
Previous $5.1 Million 13.9%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$210.25 - $231.86 $949,068 - $1.05 Million
-4,514 Reduced 18.67%
19,668 $4.39 Million
Q2 2024

Aug 14, 2024

BUY
$196.29 - $215.75 $360,977 - $396,764
1,839 Added 8.23%
24,182 $5.1 Million
Q1 2024

May 15, 2024

BUY
$190.17 - $207.9 $2,282 - $2,494
12 Added 0.05%
22,343 $4.6 Million
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $288,074 - $314,497
1,558 Added 7.5%
22,331 $4.23 Million
Q3 2023

Nov 09, 2023

BUY
$183.99 - $198.55 $1.29 Million - $1.39 Million
6,994 Added 50.76%
20,773 $3.95 Million
Q2 2023

Aug 11, 2023

SELL
$167.72 - $188.08 $589,871 - $661,477
-3,517 Reduced 20.33%
13,779 $2.59 Million
Q1 2023

May 12, 2023

SELL
$154.08 - $175.66 $1.16 Million - $1.32 Million
-7,525 Reduced 30.32%
17,296 $2.88 Million
Q4 2022

Jan 31, 2023

BUY
$151.9 - $173.89 $1.35 Million - $1.55 Million
8,896 Added 55.86%
24,821 $4.11 Million
Q3 2022

Nov 01, 2022

SELL
$148.35 - $173.16 $873,484 - $1.02 Million
-5,888 Reduced 26.99%
15,925 $2.38 Billion
Q2 2022

Aug 12, 2022

BUY
$144.34 - $178.7 $1.37 Million - $1.7 Million
9,487 Added 76.97%
21,813 $3.39 Million
Q1 2022

Apr 26, 2022

BUY
$147.31 - $171.84 $36,974 - $43,131
251 Added 2.08%
12,326 $2.1 Million
Q4 2021

Jan 20, 2022

SELL
$151.74 - $173.89 $375,708 - $430,551
-2,476 Reduced 17.02%
12,075 $2.1 Million
Q3 2021

Oct 19, 2021

BUY
$139.04 - $160.48 $259,865 - $299,937
1,869 Added 14.74%
14,551 $2.2 Million
Q2 2021

Jul 28, 2021

BUY
$123.15 - $140.94 $9,236 - $10,570
75 Added 0.59%
12,682 $1.78 Million
Q1 2021

May 10, 2021

BUY
$107.6 - $121.88 $797,961 - $903,862
7,416 Added 142.86%
12,607 $1.54 Million
Q4 2020

Jan 20, 2021

BUY
$102.95 - $118.69 $527,824 - $608,523
5,127 Added 8010.94%
5,191 $597 Million
Q3 2020

Nov 12, 2020

BUY
$107.35 - $118.91 $6,870 - $7,610
64 New
64 $474 Million

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 $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
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