Waller Financial Planning Group, Inc Marsh & Mclennan Companies, Inc. Transaction History

Waller Financial Planning Group, Inc

$403 Million
Q3 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 3,191 shares of MMC stock, worth $708,848. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,191

Previous 3,179 0.38%

Holding current value

$708,848

Previous $669,000 6.28%

% of portfolio

0.18%

Previous 0.18%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	BUY	$210.25 - $231.86 $2,523 - $2,782	12 Added 0.38%	3,191 $711,000
Q2 2024 Jul 02, 2024	BUY	$196.29 - $215.75 $2,159 - $2,373	11 Added 0.35%	3,179 $669,000
Q1 2024 Apr 02, 2024	BUY	$190.17 - $207.9 $2,091 - $2,286	11 Added 0.35%	3,168 $652,000
Q4 2023 Jan 03, 2024	BUY	$184.9 - $201.86 $2,033 - $2,220	11 Added 0.35%	3,157 $598,000
Q3 2023 Oct 18, 2023	BUY	$183.99 - $198.55 $2,207 - $2,382	12 Added 0.38%	3,146 $598,000
Q2 2023 Jul 05, 2023	BUY	$167.72 - $188.08 $1,677 - $1,880	10 Added 0.32%	3,134 $589,000
Q1 2023 Apr 18, 2023	BUY	$154.08 - $175.66 $1,694 - $1,932	11 Added 0.35%	3,124 $520,000
Q4 2022 Jan 05, 2023	BUY	$151.9 - $173.89 $1,670 - $1,912	11 Added 0.35%	3,113 $0
Q3 2022 Oct 20, 2022	BUY	$148.35 - $173.16 $1,631 - $1,904	11 Added 0.36%	3,102 $463,000
Q2 2022 Jul 18, 2022	BUY	$144.34 - $178.7 $1,443 - $1,787	10 Added 0.32%	3,091 $480,000
Q1 2022 Apr 18, 2022	BUY	$147.31 - $171.84 $1,620 - $1,890	11 Added 0.36%	3,081 $525,000
Q4 2021 Jan 26, 2022	BUY	$151.74 - $173.89 $1,517 - $1,738	10 Added 0.33%	3,070 $534,000
Q3 2021 Oct 19, 2021	BUY	$139.04 - $160.48 $1,529 - $1,765	11 Added 0.36%	3,060 $463,000
Q2 2021 Jul 22, 2021	BUY	$123.15 - $140.94 $1,231 - $1,409	10 Added 0.33%	3,049 $429,000
Q1 2021 Apr 14, 2021	BUY	$107.6 - $121.88 $1,291 - $1,462	12 Added 0.4%	3,039 $370,000
Q4 2020 Jan 14, 2021	BUY	$102.95 - $118.69 $1,338 - $1,542	13 Added 0.43%	3,027 $354,000
Q3 2020 Oct 19, 2020	BUY	$107.35 - $118.91 $1,288 - $1,426	12 Added 0.4%	3,014 $346,000
Q2 2020 Jul 14, 2020	BUY	$79.9 - $111.49 $958 - $1,337	12 Added 0.4%	3,002 $322,000
Q1 2020 Apr 13, 2020	BUY	$76.69 - $119.45 $920 - $1,433	12 Added 0.4%	2,990 $258,000
Q4 2019 Jan 15, 2020	BUY	$95.25 - $112.32 $1,238 - $1,460	13 Added 0.44%	2,978 $332,000
Q3 2019 Oct 30, 2019	BUY	$95.66 - $103.13 $1,243 - $1,340	13 Added 0.44%	2,965 $290,000
Q2 2019 Jul 16, 2019	BUY	$92.5 - $99.75 $1,202 - $1,296	13 Added 0.44%	2,952 $301,000
Q1 2019 Apr 17, 2019	BUY	$78.01 - $93.9 $1,014 - $1,220	13 Added 0.44%	2,939 $281,000
Q4 2018 Jan 30, 2019	BUY	$75.52 - $89.1 $220,971 - $260,706	2,926 New	2,926 $233,000

Others Institutions Holding MMC

# of Institutions

1,652

Shares Held

408M

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 $110B
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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Waller Financial Planning Group, Inc Marsh & Mclennan Companies, Inc. Transaction History