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

Stratos Wealth Partners, Ltd.

$7.06 Billion
Q2 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 1,928 shares of MMC stock, worth $386,679. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,928

Previous 2,007 3.94%

Holding current value

$386,679

Previous $489,000 13.91%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$212.1 - $244.27 $16,755 - $19,297	-79 Reduced 3.94%	1,928 $421,000
Q1 2025 Apr 30, 2025	SELL	$208.48 - $244.03 $218,904 - $256,231	-1,050 Reduced 34.35%	2,007 $489,000
Q4 2024 Jan 27, 2025	BUY	$209.89 - $233.24 $5,457 - $6,064	26 Added 0.86%	3,057 $649,000
Q3 2024 Oct 17, 2024	SELL	$210.25 - $231.86 $35,742 - $39,416	-170 Reduced 5.31%	3,031 $676,000
Q2 2024 Jul 24, 2024	BUY	$196.29 - $215.75 $36,902 - $40,561	188 Added 6.24%	3,201 $674,000
Q1 2024 Apr 16, 2024	SELL	$190.17 - $207.9 $152,326 - $166,527	-801 Reduced 21.0%	3,013 $620,000
Q4 2023 Jan 24, 2024	SELL	$184.9 - $201.86 $23,852 - $26,039	-129 Reduced 3.27%	3,814 $722,000
Q3 2023 Oct 24, 2023	BUY	$183.99 - $198.55 $156,391 - $168,767	850 Added 27.48%	3,943 $750,000
Q2 2023 Jul 18, 2023	BUY	$167.72 - $188.08 $174,093 - $195,227	1,038 Added 50.51%	3,093 $581,000
Q1 2023 Apr 27, 2023	SELL	$154.08 - $175.66 $122,031 - $139,122	-792 Reduced 27.82%	2,055 $342,000
Q4 2022 Jan 19, 2023	SELL	$151.9 - $173.89 $9,721 - $11,128	-64 Reduced 2.2%	2,847 $0
Q3 2022 Oct 24, 2022	BUY	$148.35 - $173.16 $21,955 - $25,627	148 Added 5.36%	2,911 $435,000
Q2 2022 Jul 22, 2022	BUY	$144.34 - $178.7 $45,034 - $55,754	312 Added 12.73%	2,763 $429,000
Q1 2022 Apr 26, 2022	BUY	$147.31 - $171.84 $49,790 - $58,081	338 Added 16.0%	2,451 $418,000
Q4 2021 Jan 14, 2022	BUY	$151.74 - $173.89 $68,283 - $78,250	450 Added 27.06%	2,113 $367,000
Q3 2021 Oct 19, 2021	BUY	$139.04 - $160.48 $15,572 - $17,973	112 Added 7.22%	1,663 $252,000
Q2 2021 Jul 19, 2021	BUY	$123.15 - $140.94 $191,005 - $218,597	1,551 New	1,551 $218,000
Q4 2018 Feb 08, 2019	SELL	$75.52 - $89.1 $68,270 - $80,546	-904 Closed	0 $0
Q3 2018 Nov 02, 2018	SELL	$82.24 - $87.73 $955,382 - $1.02 Million	-11,617 Reduced 92.78%	904 $75,000
Q2 2018 Aug 13, 2018	BUY	$79.09 - $84.03 $5,457 - $5,798	69 Added 0.55%	12,521 $1.03 Million
Q1 2018 May 10, 2018	BUY	$79.31 - $85.87 $3,251 - $3,520	41 Added 0.33%	12,452 $1.03 Million
Q4 2017 Feb 09, 2018	SELL	$80.62 - $85.97 $12,012 - $12,809	-149 Reduced 1.19%	12,411 $1.01 Million
Q3 2017 Nov 07, 2017	BUY	$76.88 - $84.22 $965,612 - $1.06 Million	12,560	12,560 $1.05 Million

Others Institutions Holding MMC

# of Institutions

1,787

Shares Held

426M

Call Options Held

460K

Put Options Held

459K

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 $99.5B
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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Stratos Wealth Partners, Ltd. Marsh & Mclennan Companies, Inc. Transaction History