A detailed history of Schechter Investment Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 4,513 shares of MMC stock, worth $1.03 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,513
Previous 4,438 1.69%
Holding current value
$1.03 Million
Previous $935,000 7.59%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 12, 2024

BUY
$210.25 - $231.86 $15,768 - $17,389
75 Added 1.69%
4,513 $1.01 Million
Q2 2024

Aug 12, 2024

BUY
$196.29 - $215.75 $36,509 - $40,129
186 Added 4.37%
4,438 $935,000
Q1 2024

May 06, 2024

BUY
$190.17 - $207.9 $27,764 - $30,353
146 Added 3.56%
4,252 $875,000
Q4 2023

Jan 17, 2024

SELL
$184.9 - $201.86 $61,017 - $66,613
-330 Reduced 7.44%
4,106 $777,000
Q3 2023

Nov 06, 2023

BUY
$183.99 - $198.55 $6,623 - $7,147
36 Added 0.82%
4,436 $844,000
Q2 2023

Jul 26, 2023

BUY
$167.72 - $188.08 $32,705 - $36,675
195 Added 4.64%
4,400 $827,000
Q1 2023

Apr 28, 2023

BUY
$154.08 - $175.66 $48,997 - $55,859
318 Added 8.18%
4,205 $700,000
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $12,759 - $14,606
84 Added 2.21%
3,887 $643,000
Q3 2022

Nov 04, 2022

SELL
$148.35 - $173.16 $88,416 - $103,203
-596 Reduced 13.55%
3,803 $568,000
Q2 2022

Nov 03, 2022

BUY
$144.34 - $178.7 $634,951 - $786,101
4,399 New
4,399 $682,000
Q1 2022

Nov 18, 2022

SELL
$147.31 - $171.84 $154,086 - $179,744
-1,046 Reduced 27.5%
2,757 $470,000
Q4 2021

Dec 27, 2022

SELL
$151.74 - $173.89 $231,251 - $265,008
-1,524 Reduced 40.07%
2,279 $396,000

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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