A detailed history of United Capital Financial Advisers, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 13,919 shares of MMC stock, worth $3.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,919
Previous 13,598 2.36%
Holding current value
$3.24 Million
Previous $2.87 Million 8.38%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$210.25 - $231.86 $67,490 - $74,427
321 Added 2.36%
13,919 $3.11 Million
Q2 2024

Aug 14, 2024

SELL
$196.29 - $215.75 $154,283 - $169,579
-786 Reduced 5.46%
13,598 $2.87 Million
Q1 2024

May 15, 2024

SELL
$190.17 - $207.9 $144,339 - $157,796
-759 Reduced 5.01%
14,384 $2.96 Million
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $1.93 Million - $2.1 Million
10,427 Added 221.1%
15,143 $2.87 Million
Q3 2023

Nov 14, 2023

SELL
$183.99 - $198.55 $703,945 - $759,652
-3,826 Reduced 44.79%
4,716 $897,000
Q2 2023

Aug 14, 2023

SELL
$167.72 - $188.08 $422,151 - $473,397
-2,517 Reduced 22.76%
8,542 $1.61 Million
Q1 2023

Aug 14, 2023

BUY
$154.08 - $175.66 $387,819 - $442,136
2,517 Added 29.47%
11,059 $1.84 Million
Q1 2023

May 15, 2023

SELL
$154.08 - $175.66 $438,819 - $500,279
-2,848 Reduced 20.48%
11,059 $1.84 Million
Q4 2022

Feb 14, 2023

BUY
$151.9 - $173.89 $90,076 - $103,116
593 Added 4.45%
13,907 $2.3 Million
Q3 2022

Nov 14, 2022

SELL
$148.35 - $173.16 $2,373 - $2,770
-16 Reduced 0.12%
13,314 $1.99 Million
Q2 2022

Aug 11, 2022

BUY
$144.34 - $178.7 $612,867 - $758,760
4,246 Added 46.74%
13,330 $2.07 Million
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $442,666 - $516,379
3,005 Added 49.43%
9,084 $1.55 Million
Q4 2021

Feb 14, 2022

BUY
$151.74 - $173.89 $130,192 - $149,197
858 Added 16.43%
6,079 $1.06 Million
Q3 2021

Nov 15, 2021

SELL
$139.04 - $160.48 $49,359 - $56,970
-355 Reduced 6.37%
5,221 $791,000
Q2 2021

Aug 13, 2021

BUY
$123.15 - $140.94 $156,523 - $179,134
1,271 Added 29.52%
5,576 $784,000
Q1 2021

May 14, 2021

SELL
$107.6 - $121.88 $82,636 - $93,603
-768 Reduced 15.14%
4,305 $524,000
Q4 2020

Feb 17, 2021

BUY
$102.95 - $118.69 $34,076 - $39,286
331 Added 6.98%
5,073 $594,000
Q3 2020

Nov 13, 2020

BUY
$107.35 - $118.91 $70,851 - $78,480
660 Added 16.17%
4,742 $544,000
Q2 2020

Aug 13, 2020

BUY
$79.9 - $111.49 $958 - $1,337
12 Added 0.29%
4,082 $438,000
Q1 2020

May 15, 2020

SELL
$76.69 - $119.45 $376,777 - $586,857
-4,913 Reduced 54.69%
4,070 $352,000
Q4 2019

Feb 14, 2020

BUY
$95.25 - $112.32 $437,197 - $515,548
4,590 Added 104.48%
8,983 $1 Million
Q3 2019

Feb 14, 2020

BUY
$95.66 - $103.13 $420,234 - $453,050
4,393 New
4,393 $440,000
Q3 2019

Nov 14, 2019

SELL
$95.66 - $103.13 $893,177 - $962,924
-9,337 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
$92.5 - $99.75 $27,935 - $30,124
-302 Reduced 3.13%
9,337 $931,000
Q1 2019

May 14, 2019

BUY
$78.01 - $93.9 $42,983 - $51,738
551 Added 6.06%
9,639 $905,000
Q4 2018

Feb 14, 2019

SELL
$75.52 - $89.1 $54,449 - $64,241
-721 Reduced 7.35%
9,088 $725,000
Q3 2018

Nov 14, 2018

SELL
$82.24 - $87.73 $45,889 - $48,953
-558 Reduced 5.38%
9,809 $811,000
Q2 2018

Aug 14, 2018

BUY
$79.09 - $84.03 $82,569 - $87,727
1,044 Added 11.2%
10,367 $850,000
Q1 2018

May 15, 2018

SELL
$79.31 - $85.87 $62,416 - $67,579
-787 Reduced 7.78%
9,323 $770,000
Q4 2017

Feb 13, 2018

SELL
$80.62 - $85.97 $47,243 - $50,378
-586 Reduced 5.48%
10,110 $823,000
Q3 2017

Nov 14, 2017

BUY
$76.88 - $84.22 $199,042 - $218,045
2,589 Added 31.94%
10,696 $896,000
Q2 2017

Aug 14, 2017

BUY
N/A
8,107
8,107 $632,000

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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.