A detailed history of Kestra Private Wealth Services, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 10,062 shares of MMC stock, worth $2.24 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,062
Previous 9,719 3.53%
Holding current value
$2.24 Million
Previous $2.05 Million 9.62%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024

BUY
$210.25 - $231.86 $72,115 - $79,527
343 Added 3.53%
10,062 $2.24 Million
Q2 2024

Aug 12, 2024

SELL
$196.29 - $215.75 $64,383 - $70,766
-328 Reduced 3.26%
9,719 $2.05 Million
Q1 2024

May 02, 2024

BUY
$190.17 - $207.9 $96,986 - $106,029
510 Added 5.35%
10,047 $2.07 Million
Q4 2023

Feb 05, 2024

BUY
$184.9 - $201.86 $331,525 - $361,934
1,793 Added 23.15%
9,537 $1.81 Million
Q3 2023

Nov 07, 2023

BUY
$183.99 - $198.55 $32,566 - $35,143
177 Added 2.34%
7,744 $1.47 Million
Q2 2023

Aug 08, 2023

BUY
$167.72 - $188.08 $38,240 - $42,882
228 Added 3.11%
7,567 $1.42 Million
Q1 2023

May 12, 2023

BUY
$154.08 - $175.66 $62,248 - $70,966
404 Added 5.83%
7,339 $1.22 Million
Q4 2022

Jan 31, 2023

SELL
$151.9 - $173.89 $63,646 - $72,859
-419 Reduced 5.7%
6,935 $1.15 Million
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $9,494 - $11,082
64 Added 0.88%
7,354 $1.1 Million
Q2 2022

Aug 12, 2022

BUY
$144.34 - $178.7 $11,547 - $14,296
80 Added 1.11%
7,290 $1.13 Million
Q1 2022

May 26, 2022

SELL
$147.31 - $171.84 $20,034 - $23,370
-136 Reduced 1.85%
7,210 $1.23 Million
Q4 2021

Jan 21, 2022

BUY
$151.74 - $173.89 $368,879 - $422,726
2,431 Added 49.46%
7,346 $1.28 Million
Q3 2021

Oct 21, 2021

BUY
$139.04 - $160.48 $3,893 - $4,493
28 Added 0.57%
4,915 $744,000
Q2 2021

Jul 30, 2021

SELL
$123.15 - $140.94 $5,172 - $5,919
-42 Reduced 0.85%
4,887 $687,000
Q1 2021

May 11, 2021

BUY
$107.6 - $121.88 $127,398 - $144,305
1,184 Added 31.62%
4,929 $600,000
Q4 2020

Jan 21, 2021

BUY
$102.95 - $118.69 $28,928 - $33,351
281 Added 8.11%
3,745 $431 Million
Q3 2020

Nov 09, 2020

BUY
$107.35 - $118.91 $371,860 - $411,904
3,464 New
3,464 $397,000

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 $110B
  • 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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