A detailed history of Waypoint Capital Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 3,956 shares of MMC stock, worth $847,375. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,956
Previous 3,921 0.89%
Holding current value
$847,375
Previous $826,000 6.78%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Oct 18, 2024

BUY
$210.25 - $231.86 $7,358 - $8,115
35 Added 0.89%
3,956 $882,000
Q2 2024

Jul 25, 2024

BUY
$196.29 - $215.75 $1,766 - $1,941
9 Added 0.23%
3,921 $826,000
Q1 2024

Apr 30, 2024

BUY
$190.17 - $207.9 $2,852 - $3,118
15 Added 0.38%
3,912 $805,000
Q4 2023

Jan 22, 2024

SELL
$184.9 - $201.86 $2,033 - $2,220
-11 Reduced 0.28%
3,897 $738,000
Q3 2023

Oct 25, 2023

BUY
$183.99 - $198.55 $8,463 - $9,133
46 Added 1.19%
3,908 $743,000
Q2 2023

Jul 13, 2023

BUY
$167.72 - $188.08 $1,341 - $1,504
8 Added 0.21%
3,862 $726,000
Q1 2023

Apr 13, 2023

SELL
$154.08 - $175.66 $2,927 - $3,337
-19 Reduced 0.49%
3,854 $641,000
Q4 2022

Jan 23, 2023

SELL
$151.9 - $173.89 $6,227 - $7,129
-41 Reduced 1.05%
3,873 $0
Q3 2022

Oct 17, 2022

SELL
$148.35 - $173.16 $148 - $173
-1 Reduced 0.03%
3,914 $584,000
Q2 2022

Jul 18, 2022

SELL
$144.34 - $178.7 $144 - $178
-1 Reduced 0.03%
3,915 $608,000
Q1 2022

Apr 19, 2022

BUY
$147.31 - $171.84 $2,946 - $3,436
20 Added 0.51%
3,916 $668,000
Q4 2021

Feb 07, 2022

BUY
$151.74 - $173.89 $591,179 - $677,475
3,896 New
3,896 $677,000

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 $106B
  • 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
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