A detailed history of Wealthcare Advisory Partners LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 10,286 shares of MMC stock, worth $2.28 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,286
Previous 10,010 2.76%
Holding current value
$2.28 Million
Previous $2.11 Million 8.77%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 04, 2024

BUY
$210.25 - $231.86 $58,029 - $63,993
276 Added 2.76%
10,286 $2.29 Million
Q2 2024

Aug 09, 2024

BUY
$196.29 - $215.75 $229,463 - $252,211
1,169 Added 13.22%
10,010 $2.11 Million
Q1 2024

Apr 15, 2024

BUY
$190.17 - $207.9 $18,256 - $19,958
96 Added 1.1%
8,841 $1.82 Million
Q4 2023

Feb 06, 2024

SELL
$184.9 - $201.86 $40,308 - $44,005
-218 Reduced 2.43%
8,745 $1.66 Million
Q3 2023

Oct 12, 2023

SELL
$183.99 - $198.55 $19,134 - $20,649
-104 Reduced 1.15%
8,963 $1.71 Million
Q2 2023

Jul 17, 2023

SELL
$167.72 - $188.08 $149,270 - $167,391
-890 Reduced 8.94%
9,067 $1.71 Million
Q1 2023

May 04, 2023

BUY
$154.08 - $175.66 $12,634 - $14,404
82 Added 0.83%
9,957 $1.66 Million
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $84,912 - $97,204
559 Added 6.0%
9,875 $1.63 Million
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $110,520 - $129,004
745 Added 8.69%
9,316 $1.39 Million
Q2 2022

Aug 15, 2022

BUY
$144.34 - $178.7 $119,369 - $147,784
827 Added 10.68%
8,571 $1.33 Million
Q1 2022

Apr 15, 2022

SELL
$147.31 - $171.84 $3,388 - $3,952
-23 Reduced 0.3%
7,744 $1.32 Million
Q4 2021

Feb 11, 2022

BUY
$151.74 - $173.89 $71,014 - $81,380
468 Added 6.41%
7,767 $1.35 Million
Q3 2021

Nov 15, 2021

BUY
$139.04 - $160.48 $18,214 - $21,022
131 Added 1.83%
7,299 $1.11 Million
Q2 2021

Aug 16, 2021

BUY
$123.15 - $140.94 $6,403 - $7,328
52 Added 0.73%
7,168 $1.01 Million
Q1 2021

Apr 30, 2021

SELL
$107.6 - $121.88 $126,322 - $143,087
-1,174 Reduced 14.16%
7,116 $867,000
Q4 2020

Feb 12, 2021

BUY
$102.95 - $118.69 $19,560 - $22,551
190 Added 2.35%
8,290 $970,000
Q3 2020

Oct 29, 2020

SELL
$107.35 - $118.91 $109,067 - $120,812
-1,016 Reduced 11.15%
8,100 $929,000
Q2 2020

Jul 29, 2020

SELL
$79.9 - $111.49 $180,094 - $251,298
-2,254 Reduced 19.82%
9,116 $979,000
Q1 2020

Apr 29, 2020

BUY
$76.69 - $119.45 $725,180 - $1.13 Million
9,456 Added 494.04%
11,370 $983,000
Q1 2018

May 15, 2018

BUY
$79.31 - $85.87 $70,982 - $76,853
895 Added 87.83%
1,914 $158,000
Q3 2017

Nov 15, 2017

BUY
$76.88 - $84.22 $230 - $252
3 Added 0.3%
1,019 $85,000
Q2 2017

Aug 29, 2017

BUY
N/A
1,016
1,016 $79,000

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 $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...
More about MMC
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