Wealth Alliance Marsh & Mclennan Companies, Inc. Transaction History

Wealth Alliance

$747 Million
Q1 2024

A detailed history of Wealth Alliance transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Wealth Alliance holds 8,655 shares of MMC stock, worth $1.83 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,655

Previous 8,922 2.99%

Holding current value

$1.83 Million

Previous $1.69 Million 5.44%

% of portfolio

0.24%

Previous 0.24%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$190.17 - $207.9 $50,775 - $55,509	-267 Reduced 2.99%	8,655 $1.78 Million
Q4 2023 Jan 30, 2024	SELL	$184.9 - $201.86 $2,403 - $2,624	-13 Reduced 0.15%	8,922 $1.69 Million
Q3 2023 Nov 09, 2023	SELL	$183.99 - $198.55 $109,474 - $118,137	-595 Reduced 6.24%	8,935 $1.7 Million
Q2 2023 Aug 02, 2023	SELL	$167.72 - $188.08 $7,211 - $8,087	-43 Reduced 0.45%	9,530 $1.79 Million
Q1 2023 May 10, 2023	BUY	$154.08 - $175.66 $210,935 - $240,478	1,369 Added 16.69%	9,573 $1.59 Million

Q4 2022 Feb 13, 2023	BUY	$151.9 - $173.89 $363,344 - $415,944	2,392 Added 41.16%	8,204 $1.36 Million
Q3 2022 Nov 14, 2022	BUY	$148.35 - $173.16 $10,977 - $12,813	74 Added 1.29%	5,812 $868,000
Q2 2022 Oct 11, 2022	BUY	$144.34 - $178.7 $42,580 - $52,716	295 Added 5.42%	5,738 $891,000
Q2 2022 Aug 15, 2022	SELL	$144.34 - $178.7 $54,127 - $67,012	-375 Reduced 6.45%	5,443 $845,000
Q1 2022 May 10, 2022	BUY	$147.31 - $171.84 $50,969 - $59,456	346 Added 6.32%	5,818 $991,000
Q4 2021 Feb 14, 2022	BUY	$151.74 - $173.89 $4,096 - $4,695	27 Added 0.5%	5,472 $951,000
Q3 2021 Nov 12, 2021	SELL	$139.04 - $160.48 $6,117 - $7,061	-44 Reduced 0.8%	5,445 $825,000
Q2 2021 Aug 16, 2021	BUY	$123.15 - $140.94 $11,945 - $13,671	97 Added 1.8%	5,489 $772,000
Q1 2021 May 18, 2021	BUY	$107.6 - $121.88 $22,273 - $25,229	207 Added 3.99%	5,392 $657,000
Q4 2020 Feb 11, 2021	SELL	$102.95 - $118.69 $274,670 - $316,664	-2,668 Reduced 33.97%	5,185 $606,000
Q3 2020 Nov 13, 2020	BUY	$107.35 - $118.91 $1,502 - $1,664	14 Added 0.18%	7,853 $901,000
Q2 2020 Aug 14, 2020	BUY	$79.9 - $111.49 $54,092 - $75,478	677 Added 9.45%	7,839 $842,000
Q1 2020 May 15, 2020	BUY	$76.69 - $119.45 $549,253 - $855,500	7,162 New	7,162 $619,000

Others Institutions Holding MMC

# of Institutions

1,534

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 $105B
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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