A detailed history of Steward Partners Investment Advisory, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 33,862 shares of MMC stock, worth $7.66 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
33,862
Previous 33,538 0.97%
Holding current value
$7.66 Million
Previous $6.91 Million 3.29%
% of portfolio
0.08%
Previous 0.08%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$196.29 - $215.75 $63,597 - $69,903
324 Added 0.97%
33,862 $7.14 Million
Q1 2024

May 15, 2024

BUY
$190.17 - $207.9 $537,040 - $587,109
2,824 Added 9.19%
33,538 $6.91 Million
Q4 2023

Feb 12, 2024

BUY
$184.9 - $201.86 $321,541 - $351,034
1,739 Added 6.0%
30,714 $5.82 Million
Q3 2023

Nov 13, 2023

BUY
$183.99 - $198.55 $1.83 Million - $1.98 Million
9,960 Added 52.38%
28,975 $5.51 Million
Q2 2023

Aug 14, 2023

BUY
$167.72 - $188.08 $196,232 - $220,053
1,170 Added 6.56%
19,015 $3.58 Million
Q1 2023

May 15, 2023

BUY
$154.08 - $175.66 $305,078 - $347,806
1,980 Added 12.48%
17,845 $2.97 Million
Q4 2022

Feb 15, 2023

BUY
$151.9 - $173.89 $1.62 Million - $1.86 Million
10,676 Added 205.74%
15,865 $2.63 Million
Q3 2022

Nov 10, 2022

BUY
$148.35 - $173.16 $9,494 - $11,082
64 Added 1.25%
5,189 $775,000
Q2 2022

Aug 04, 2022

SELL
$144.34 - $178.7 $5,484 - $6,790
-38 Reduced 0.74%
5,125 $796,000
Q1 2022

May 02, 2022

BUY
$147.31 - $171.84 $43,309 - $50,520
294 Added 6.04%
5,163 $880,000
Q4 2021

Feb 08, 2022

SELL
$151.74 - $173.89 $6,221 - $7,129
-41 Reduced 0.84%
4,869 $846,000
Q3 2021

Nov 12, 2021

SELL
$139.04 - $160.48 $42,407 - $48,946
-305 Reduced 5.85%
4,910 $743,000
Q2 2021

Aug 13, 2021

SELL
$123.15 - $140.94 $770,303 - $881,579
-6,255 Reduced 54.53%
5,215 $734,000
Q1 2021

May 14, 2021

BUY
$107.6 - $121.88 $909,435 - $1.03 Million
8,452 Added 280.05%
11,470 $1.4 Million
Q4 2020

Feb 11, 2021

BUY
$102.95 - $118.69 $13,280 - $15,311
129 Added 4.47%
3,018 $353,000
Q3 2020

Oct 30, 2020

BUY
$107.35 - $118.91 $1,932 - $2,140
18 Added 0.63%
2,889 $331,000
Q2 2020

Aug 06, 2020

BUY
$79.9 - $111.49 $19,495 - $27,203
244 Added 9.29%
2,871 $308,000
Q1 2020

Apr 29, 2020

BUY
$76.69 - $119.45 $12,347 - $19,231
161 Added 6.53%
2,627 $227,000
Q4 2019

Jan 17, 2020

SELL
$95.25 - $112.32 $46,291 - $54,587
-486 Reduced 16.46%
2,466 $274,000
Q3 2019

Oct 30, 2019

BUY
$95.66 - $103.13 $35,585 - $38,364
372 Added 14.42%
2,952 $295,000
Q2 2019

Jul 25, 2019

BUY
$92.5 - $99.75 $238,650 - $257,355
2,580 New
2,580 $257,000
Q4 2018

Jan 15, 2019

SELL
$75.52 - $89.1 $43,197 - $50,965
-572 Closed
0 $0
Q3 2018

Oct 23, 2018

SELL
$82.24 - $87.73 $2,384 - $2,544
-29 Reduced 4.83%
572 $47,000
Q2 2018

Jul 20, 2018

SELL
$79.09 - $84.03 $16,767 - $17,814
-212 Reduced 26.08%
601 $49,000
Q1 2018

Apr 20, 2018

BUY
$79.31 - $85.87 $26,410 - $28,594
333 Added 69.38%
813 $67,000
Q4 2017

Jan 19, 2018

BUY
$80.62 - $85.97 $8,062 - $8,597
100 Added 26.32%
480 $39,000
Q3 2017

Nov 22, 2017

BUY
$76.88 - $84.22 $4,612 - $5,053
60 Added 18.75%
380 $31,000
Q2 2017

Nov 22, 2017

SELL
N/A
-79 Reduced 19.8%
320 $24,000
Q1 2017

Nov 22, 2017

BUY
N/A
266 Added 200.0%
399 $29,000
Q4 2016

Nov 22, 2017

BUY
N/A
133
133 $8,000

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 $112B
  • 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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