Tci Wealth Advisors, Inc. Marsh & Mclennan Companies, Inc. Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,588 shares of MMC stock, worth $344,405. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,588

Previous 1,850 14.16%

Holding current value

$344,405

Previous $412,000 18.2%

% of portfolio

0.03%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$209.89 - $233.24 $54,991 - $61,108	-262 Reduced 14.16%	1,588 $337,000
Q3 2024 Oct 24, 2024	BUY	$210.25 - $231.86 $54,034 - $59,588	257 Added 16.13%	1,850 $412,000
Q2 2024 Jul 30, 2024	BUY	$196.29 - $215.75 $312,689 - $343,689	1,593 New	1,593 $335,000
Q4 2022 Feb 06, 2023	SELL	$151.9 - $173.89 $1,822 - $2,086	-12 Reduced 3.33%	348 $57,000
Q3 2022 Nov 08, 2022	SELL	$148.35 - $173.16 $1,780 - $2,077	-12 Reduced 3.23%	360 $54,000
Q2 2022 Jul 19, 2022	BUY	$144.34 - $178.7 $28,868 - $35,740	200 Added 116.28%	372 $58,000
Q1 2022 Apr 29, 2022	SELL	$147.31 - $171.84 $1,915 - $2,233	-13 Reduced 7.03%	172 $29,000
Q4 2021 Jan 24, 2022	BUY	$151.74 - $173.89 $1,972 - $2,260	13 Added 7.56%	185 $32,000
Q3 2021 Oct 29, 2021	BUY	$139.04 - $160.48 $3,754 - $4,332	27 Added 18.62%	172 $26,000
Q2 2021 Aug 02, 2021	BUY	$123.15 - $140.94 $1,477 - $1,691	12 Added 9.02%	145 $20,000
Q1 2021 Apr 29, 2021	BUY	$107.6 - $121.88 $7,101 - $8,044	66 Added 98.51%	133 $16,000
Q2 2020 Jul 20, 2020	SELL	$79.9 - $111.49 $2,716 - $3,790	-34 Reduced 33.66%	67 $7,000
Q1 2020 Apr 14, 2020	SELL	$76.69 - $119.45 $1,227 - $1,911	-16 Reduced 13.68%	101 $9,000
Q4 2019 Jan 27, 2020	BUY	$95.25 - $112.32 $3,524 - $4,155	37 Added 46.25%	117 $13,000
Q3 2019 Oct 17, 2019	SELL	$95.66 - $103.13 $573 - $618	-6 Reduced 6.98%	80 $8,000
Q2 2019 Jul 23, 2019	SELL	$92.5 - $99.75 $45,047 - $48,578	-487 Reduced 84.99%	86 $9,000
Q1 2019 Apr 11, 2019	SELL	$78.01 - $93.9 $41,267 - $49,673	-529 Reduced 48.0%	573 $54,000
Q4 2018 Jan 17, 2019	SELL	$75.52 - $89.1 $1,812 - $2,138	-24 Reduced 2.13%	1,102 $88,000
Q3 2018 Nov 02, 2018	SELL	$82.24 - $87.73 $4,029 - $4,298	-49 Reduced 4.17%	1,126 $93,000
Q2 2018 Jul 27, 2018	BUY	$79.09 - $84.03 $13,128 - $13,948	166 Added 16.45%	1,175 $96,000
Q1 2018 Apr 30, 2018	BUY	$79.31 - $85.87 $158 - $171	2 Added 0.2%	1,009 $83,000
Q4 2017 Feb 01, 2018	BUY	$80.62 - $85.97 $38,375 - $40,921	476 Added 89.64%	1,007 $82,000
Q2 2017 Aug 10, 2017	BUY	N/A	531	531 $41,000

Others Institutions Holding MMC

# of Institutions

1,661

Shares Held

409M

Call Options Held

1.48M

Put Options Held

1.49M

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...

More about MMC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Marsh & Mclennan Companies, Inc. Transaction History