A detailed history of Sequoia Financial Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 115,430 shares of MMC stock, worth $26.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
115,430
Previous 102,025 13.14%
Holding current value
$26.9 Million
Previous $21.5 Million 19.79%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Oct 21, 2024

BUY
$210.25 - $231.86 $2.82 Million - $3.11 Million
13,405 Added 13.14%
115,430 $25.8 Million
Q2 2024

Jul 15, 2024

BUY
$196.29 - $215.75 $3.06 Million - $3.36 Million
15,565 Added 18.0%
102,025 $21.5 Million
Q1 2024

Apr 30, 2024

SELL
$190.17 - $207.9 $895,700 - $979,209
-4,710 Reduced 5.17%
86,460 $17.8 Million
Q4 2023

Jan 25, 2024

BUY
$184.9 - $201.86 $16.1 Million - $17.6 Million
87,256 Added 2229.33%
91,170 $17.3 Million
Q3 2023

Nov 08, 2023

BUY
$183.99 - $198.55 $35,142 - $37,923
191 Added 5.13%
3,914 $744,000
Q2 2023

Aug 08, 2023

BUY
$167.72 - $188.08 $48,471 - $54,355
289 Added 8.42%
3,723 $700,000
Q1 2023

Apr 24, 2023

SELL
$154.08 - $175.66 $6,779 - $7,729
-44 Reduced 1.27%
3,434 $571,000
Q4 2022

Jan 17, 2023

BUY
$151.9 - $173.89 $182,887 - $209,363
1,204 Added 52.95%
3,478 $0
Q3 2022

Oct 26, 2022

SELL
$148.35 - $173.16 $28,186 - $32,900
-190 Reduced 7.71%
2,274 $339,000
Q2 2022

Jul 22, 2022

BUY
$144.34 - $178.7 $52,106 - $64,510
361 Added 17.17%
2,464 $383,000
Q1 2022

May 13, 2022

BUY
$147.31 - $171.84 $133,462 - $155,687
906 Added 75.69%
2,103 $359,000
Q4 2021

Feb 11, 2022

BUY
$151.74 - $173.89 $181,632 - $208,146
1,197 New
1,197 $208,000

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 $115B
  • 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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