A detailed history of Mission Wealth Management, LP transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Mission Wealth Management, LP holds 8,331 shares of MMC stock, worth $1.81 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,331
Previous 8,369 0.45%
Holding current value
$1.81 Million
Previous $1.76 Million 5.39%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 31, 2024

SELL
$210.25 - $231.86 $7,989 - $8,810
-38 Reduced 0.45%
8,331 $1.86 Million
Q2 2024

Aug 02, 2024

SELL
$196.29 - $215.75 $272,254 - $299,245
-1,387 Reduced 14.22%
8,369 $1.76 Million
Q1 2024

Apr 30, 2024

BUY
$190.17 - $207.9 $16,164 - $17,671
85 Added 0.88%
9,756 $2.01 Million
Q4 2023

Feb 05, 2024

BUY
$184.9 - $201.86 $62,681 - $68,430
339 Added 3.63%
9,671 $1.83 Million
Q3 2023

Oct 23, 2023

BUY
$183.99 - $198.55 $26,678 - $28,789
145 Added 1.58%
9,332 $1.78 Million
Q2 2023

Aug 04, 2023

BUY
$167.72 - $188.08 $12,914 - $14,482
77 Added 0.85%
9,187 $1.73 Million
Q1 2023

Apr 07, 2023

BUY
$154.08 - $175.66 $22,033 - $25,119
143 Added 1.59%
9,110 $1.52 Million
Q4 2022

Feb 02, 2023

SELL
$151.9 - $173.89 $9,417 - $10,781
-62 Reduced 0.69%
8,967 $1.48 Million
Q3 2022

Oct 12, 2022

SELL
$148.35 - $173.16 $2,373 - $2,770
-16 Reduced 0.18%
9,029 $1.35 Million
Q2 2022

Jul 27, 2022

BUY
$144.34 - $178.7 $134,957 - $167,084
935 Added 11.53%
9,045 $1.4 Million
Q1 2022

Apr 25, 2022

BUY
$147.31 - $171.84 $87,944 - $102,588
597 Added 7.95%
8,110 $1.38 Million
Q4 2021

Feb 11, 2022

BUY
$151.74 - $173.89 $55,081 - $63,122
363 Added 5.08%
7,513 $1.31 Million
Q3 2021

Nov 05, 2021

SELL
$139.04 - $160.48 $30,310 - $34,984
-218 Reduced 2.96%
7,150 $1.08 Million
Q2 2021

Aug 10, 2021

SELL
$123.15 - $140.94 $17,610 - $20,154
-143 Reduced 1.9%
7,368 $1.04 Million
Q1 2021

May 10, 2021

BUY
$107.6 - $121.88 $91,137 - $103,232
847 Added 12.71%
7,511 $915,000
Q4 2020

Jan 19, 2021

BUY
$102.95 - $118.69 $155,145 - $178,865
1,507 Added 29.22%
6,664 $780,000
Q3 2020

Oct 16, 2020

BUY
$107.35 - $118.91 $20,933 - $23,187
195 Added 3.93%
5,157 $592,000
Q2 2020

Aug 03, 2020

BUY
$79.9 - $111.49 $23,011 - $32,109
288 Added 6.16%
4,962 $533,000
Q1 2020

Apr 10, 2020

SELL
$76.69 - $119.45 $1,533 - $2,389
-20 Reduced 0.43%
4,674 $404,000
Q4 2019

Jan 21, 2020

BUY
$95.25 - $112.32 $10,858 - $12,804
114 Added 2.49%
4,694 $523,000
Q3 2019

Oct 16, 2019

SELL
$95.66 - $103.13 $18,462 - $19,904
-193 Reduced 4.04%
4,580 $458,000
Q2 2019

Aug 09, 2019

SELL
$92.5 - $99.75 $4,995 - $5,386
-54 Reduced 1.12%
4,773 $476,000
Q1 2019

May 14, 2019

BUY
$78.01 - $93.9 $21,296 - $25,634
273 Added 5.99%
4,827 $453,000
Q4 2018

Feb 08, 2019

BUY
$75.52 - $89.1 $13,216 - $15,592
175 Added 4.0%
4,554 $363,000
Q3 2018

Nov 01, 2018

BUY
$82.24 - $87.73 $55,923 - $59,656
680 Added 18.38%
4,379 $362,000
Q2 2018

Aug 08, 2018

BUY
$79.09 - $84.03 $35,827 - $38,065
453 Added 13.96%
3,699 $303,000
Q1 2018

May 04, 2018

BUY
$79.31 - $85.87 $16,258 - $17,603
205 Added 6.74%
3,246 $268,000
Q4 2017

Feb 09, 2018

SELL
$80.62 - $85.97 $2,741 - $2,922
-34 Reduced 1.11%
3,041 $248,000
Q3 2017

Nov 13, 2017

BUY
$76.88 - $84.22 $36,287 - $39,751
472 Added 18.13%
3,075 $258,000
Q2 2017

Aug 11, 2017

BUY
N/A
2,603
2,603 $203,000

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 $108B
  • 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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