A detailed history of Legacy Financial Advisors, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,314 shares of MMC stock, worth $527,175. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,314
Previous 2,222 4.14%
Holding current value
$527,175
Previous $468,000 10.26%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 13, 2024

BUY
$210.25 - $231.86 $19,343 - $21,331
92 Added 4.14%
2,314 $516,000
Q2 2024

Aug 13, 2024

BUY
$196.29 - $215.75 $9,618 - $10,571
49 Added 2.25%
2,222 $468,000
Q1 2024

May 14, 2024

BUY
$190.17 - $207.9 $37,653 - $41,164
198 Added 10.03%
2,173 $447,000
Q4 2023

Feb 06, 2024

BUY
$184.9 - $201.86 $8,875 - $9,689
48 Added 2.49%
1,975 $374,000
Q3 2023

Nov 13, 2023

BUY
$183.99 - $198.55 $23,366 - $25,215
127 Added 7.06%
1,927 $366,000
Q2 2023

Aug 08, 2023

BUY
$167.72 - $188.08 $25,996 - $29,152
155 Added 9.42%
1,800 $338,000
Q1 2023

May 03, 2023

SELL
$154.08 - $175.66 $5,238 - $5,972
-34 Reduced 2.03%
1,645 $273,000
Q4 2022

Feb 06, 2023

BUY
$151.9 - $173.89 $32,810 - $37,560
216 Added 14.76%
1,679 $277,000
Q3 2022

Nov 09, 2022

BUY
$148.35 - $173.16 $17,505 - $20,432
118 Added 8.77%
1,463 $218,000
Q2 2022

Aug 08, 2022

BUY
$144.34 - $178.7 $194,137 - $240,351
1,345 New
1,345 $209,000
Q2 2019

Aug 07, 2019

SELL
$92.5 - $99.75 $35,982 - $38,802
-389 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$78.01 - $93.9 $8,581 - $10,329
110 Added 39.43%
389 $37,000
Q4 2018

Jan 16, 2019

BUY
$75.52 - $89.1 $11,328 - $13,365
150 Added 116.28%
279 $22,000
Q3 2018

Oct 30, 2018

BUY
$82.24 - $87.73 $5,592 - $5,965
68 Added 111.48%
129 $10,000
Q2 2018

Jul 17, 2018

BUY
$79.09 - $84.03 $1,423 - $1,512
18 Added 41.86%
61 $5,000
Q4 2017

Feb 09, 2018

BUY
$80.62 - $85.97 $3,466 - $3,696
43
43 $3,000

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 $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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