Wbi Investments, Inc. Marsh & Mclennan Companies, Inc. Transaction History

Wbi Investments, Inc.

$469 Million
Q1 2024

A detailed history of Wbi Investments, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Wbi Investments, Inc. holds 2,372 shares of MMC stock, worth $504,998. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,372

Holding current value

$504,998

% of portfolio

0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$190.17 - $207.9 $451,083 - $493,138	2,372 New	2,372 $488,000
Q3 2023 Nov 09, 2023	BUY	$183.99 - $198.55 $1.52 Million - $1.64 Million	8,253 Added 100.71%	16,448 $3.13 Million
Q2 2023 Aug 07, 2023	BUY	$167.72 - $188.08 $549,786 - $616,526	3,278 Added 66.67%	8,195 $1.54 Million
Q1 2023 May 15, 2023	SELL	$154.08 - $175.66 $1.57 Million - $1.79 Million	-10,174 Reduced 67.42%	4,917 $818,000
Q4 2022 Feb 13, 2023	BUY	$151.9 - $173.89 $2.29 Million - $2.62 Million	15,091 New	15,091 $2.5 Million

Q1 2022 May 02, 2022	SELL	$147.31 - $171.84 $1.73 Million - $2.02 Million	-11,764 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$151.74 - $173.89 $2.84 Million - $3.25 Million	-18,693 Reduced 61.38%	11,764 $2.04 Million
Q3 2021 Nov 09, 2021	BUY	$139.04 - $160.48 $4.23 Million - $4.89 Million	30,457 New	30,457 $4.49 Million
Q3 2019 Oct 29, 2019	SELL	$95.66 - $103.13 $2.7 Million - $2.91 Million	-28,182 Closed	0 $0
Q2 2019 Jul 23, 2019	BUY	$92.5 - $99.75 $2.61 Million - $2.81 Million	28,182 New	28,182 $2.81 Million
Q4 2018 Feb 11, 2019	SELL	$75.52 - $89.1 $1.45 Million - $1.71 Million	-19,231 Closed	0 $0
Q3 2018 Oct 31, 2018	SELL	$82.24 - $87.73 $1.93 Million - $2.06 Million	-23,489 Reduced 54.98%	19,231 $1.59 Million
Q2 2018 Aug 09, 2018	BUY	$79.09 - $84.03 $946,628 - $1.01 Million	11,969 Added 38.92%	42,720 $3.5 Million
Q1 2018 May 10, 2018	SELL	$79.31 - $85.87 $507,584 - $549,568	-6,400 Reduced 17.23%	30,751 $2.54 Million
Q4 2017 Feb 08, 2018	BUY	$80.62 - $85.97 $3 Million - $3.19 Million	37,151 New	37,151 $3.02 Million
Q3 2017 Nov 13, 2017	SELL	$76.88 - $84.22 $323,511 - $354,397	-4,208 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	4,208	4,208 $328,000

Others Institutions Holding MMC

# of Institutions

1,535

Shares Held

408M

Call Options Held

917K

Put Options Held

654K

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 $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...

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Wbi Investments, Inc. Marsh & Mclennan Companies, Inc. Transaction History