Wealthspire Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,319 shares of MMC stock, worth $466,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,319

Previous 3,538 34.45%

Holding current value

$466,907

Previous $863,000 41.25%

% of portfolio

0.0%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$212.1 - $244.27 $258,549 - $297,765	-1,219 Reduced 34.45%	2,319 $507,000
Q1 2025 May 09, 2025	BUY	$208.48 - $244.03 $31,897 - $37,336	153 Added 4.52%	3,538 $863,000
Q4 2024 Feb 03, 2025	BUY	$209.89 - $233.24 $46,595 - $51,779	222 Added 7.02%	3,385 $719,000
Q3 2024 Nov 13, 2024	BUY	$210.25 - $231.86 $131,826 - $145,376	627 Added 24.72%	3,163 $705,000
Q2 2024 Aug 08, 2024	SELL	$196.29 - $215.75 $55,157 - $60,625	-281 Reduced 9.98%	2,536 $534,000
Q1 2024 May 06, 2024	SELL	$190.17 - $207.9 $39,935 - $43,659	-210 Reduced 6.94%	2,817 $580,000
Q4 2023 Feb 06, 2024	BUY	$184.9 - $201.86 $39,568 - $43,198	214 Added 7.61%	3,027 $573,000
Q3 2023 Nov 06, 2023	BUY	$183.99 - $198.55 $296,775 - $320,261	1,613 Added 134.42%	2,813 $535,000
Q2 2023 Jul 31, 2023	BUY	$167.72 - $188.08 $201,264 - $225,696	1,200 New	1,200 $225,000
Q4 2022 Feb 13, 2023	BUY	$151.9 - $173.89 $384,155 - $439,767	2,529 New	2,529 $418,000
Q2 2022 Aug 09, 2022	BUY	$144.34 - $178.7 $225,747 - $279,486	1,564 New	1,564 $243,000
Q1 2022 May 09, 2022	SELL	$147.31 - $171.84 $253,078 - $295,221	-1,718 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$151.74 - $173.89 $1.34 Million - $1.54 Million	-8,828 Reduced 83.71%	1,718 $299,000
Q3 2021 Nov 15, 2021	BUY	$139.04 - $160.48 $1.47 Million - $1.69 Million	10,546 New	10,546 $1.6 Million
Q2 2021 Aug 13, 2021	SELL	$123.15 - $140.94 $790,499 - $904,693	-6,419 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$107.6 - $121.88 $218,966 - $248,025	2,035 Added 46.42%	6,419 $782,000
Q4 2020 Feb 16, 2021	BUY	$102.95 - $118.69 $127,349 - $146,819	1,237 Added 39.31%	4,384 $513,000
Q3 2020 Nov 16, 2020	BUY	$107.35 - $118.91 $9,017 - $9,988	84 Added 2.74%	3,147 $361,000
Q2 2020 Aug 14, 2020	SELL	$79.9 - $111.49 $345,008 - $481,413	-4,318 Reduced 58.5%	3,063 $329,000
Q1 2020 May 12, 2020	BUY	$76.69 - $119.45 $566,048 - $881,660	7,381 New	7,381 $638,000
Q1 2019 May 08, 2019	SELL	$78.01 - $93.9 $25,899 - $31,174	-332 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$75.52 - $89.1 $25,072 - $29,581	332 New	332 $26,000

Others Institutions Holding MMC

# of Institutions

1,807

Shares Held

437M

Call Options Held

697K

Put Options Held

611K

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 $99.9B
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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Wealthspire Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History