Strategic Wealth Partners, Ltd. Marsh & Mclennan Companies, Inc. Transaction History

Strategic Wealth Partners, Ltd.

$892 Million
Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,686 shares of MMC stock, worth $366,671. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,686

Previous 1,573 7.18%

Holding current value

$366,671

Previous $298,000 16.44%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$190.17 - $207.9 $21,489 - $23,492	113 Added 7.18%	1,686 $347,000
Q4 2023 May 20, 2024	BUY	$184.9 - $201.86 $11,278 - $12,313	61 Added 4.03%	1,573 $298,000
Q2 2023 May 20, 2024	SELL	$167.72 - $188.08 $3,857 - $4,325	-23 Reduced 1.5%	1,512 $284,000
Q1 2023 Apr 24, 2023	SELL	$154.08 - $175.66 $26,347 - $30,037	-171 Reduced 10.02%	1,535 $255,000
Q4 2022 Apr 24, 2023	SELL	$151.9 - $173.89 $2,278 - $2,608	-15 Reduced 0.87%	1,706 $282,000

Q3 2022 Apr 24, 2023	SELL	$148.35 - $173.16 $16,318 - $19,047	-110 Reduced 6.01%	1,721 $256,000
Q2 2022 Aug 22, 2022	SELL	$144.34 - $178.7 $43,446 - $53,788	-301 Reduced 14.12%	1,831 $284,000
Q1 2022 May 19, 2022	BUY	$147.31 - $171.84 $80,725 - $94,168	548 Added 34.6%	2,132 $363,000
Q4 2021 Feb 11, 2022	BUY	$151.74 - $173.89 $12,897 - $14,780	85 Added 5.67%	1,584 $275,000
Q3 2021 Nov 12, 2021	BUY	$139.04 - $160.48 $208,420 - $240,559	1,499 New	1,499 $227,000
Q4 2019 Jan 30, 2020	SELL	$95.25 - $112.32 $14,287 - $16,848	-150 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	$92.5 - $99.75 $13,875 - $14,962	150 New	150 $15,000

Others Institutions Holding MMC

# of Institutions

1,557

Shares Held

408M

Call Options Held

917K

Put Options Held

654K

View Full List

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...

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Strategic Wealth Partners, Ltd. Marsh & Mclennan Companies, Inc. Transaction History