Arete Wealth Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 1,148 shares of MMC stock, worth $207,638. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,148
Previous 1,003 14.46%
Holding current value
$207,638
Previous $219,000 5.02%
% of portfolio
0.01%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$196.15 - $217.83 $28,441 - $31,585
145 Added 14.46%
1,148 $230,000
Q2 2025

Aug 14, 2025
BUY
$212.1 - $244.27 $5,726 - $6,595
27 Added 2.77%
1,003 $219,000
Q1 2025

May 15, 2025
BUY
$208.48 - $244.03 $203,476 - $238,173
976 New
976 $238,000
Q2 2024

Aug 13, 2024
BUY
$196.29 - $215.75 $321,326 - $353,182
1,637 New
1,637 $345,000
Q4 2023

Feb 14, 2024
BUY
$184.9 - $201.86 $4,622 - $5,046
25 Added 1.6%
1,583 $299,000
Q3 2023

Oct 30, 2023
BUY
$183.99 - $198.55 $13,063 - $14,097
71 Added 4.77%
1,558 $296,000
Q2 2023

Aug 09, 2023
SELL
$167.72 - $188.08 $14,256 - $15,986
-85 Reduced 5.41%
1,487 $280,000
Q1 2023

May 01, 2023
SELL
$154.08 - $175.66 $13,250 - $15,106
-86 Reduced 5.19%
1,572 $261,000
Q4 2022

Feb 06, 2023
SELL
$151.9 - $173.89 $6,531 - $7,477
-43 Reduced 2.53%
1,658 $274,000
Q3 2022

Nov 07, 2022
BUY
$148.35 - $173.16 $252,343 - $294,545
1,701 New
1,701 $254,000
Q2 2022

Aug 15, 2022
SELL
$144.34 - $178.7 $188,219 - $233,024
-1,304 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$151.74 - $173.89 $197,868 - $226,752
1,304 New
1,304 $226,000
Q4 2020

Feb 08, 2021
SELL
$102.95 - $118.69 $969,891 - $1.12 Million
-9,421 Closed
0 $0
Q3 2020

Nov 09, 2020
SELL
$107.35 - $118.91 $107 - $118
-1 Reduced 0.01%
9,421 $1.08 Million
Q2 2020

Aug 11, 2020
SELL
$79.9 - $111.49 $9,108 - $12,709
-114 Reduced 1.2%
9,422 $1.01 Million
Q1 2020

May 14, 2020
BUY
$76.69 - $119.45 $33,973 - $52,916
443 Added 4.87%
9,536 $825,000
Q4 2019

Feb 14, 2020
SELL
$95.25 - $112.32 $2,476 - $2,920
-26 Reduced 0.29%
9,093 $1.01 Million
Q3 2019

Nov 13, 2019
BUY
$95.66 - $103.13 $22,001 - $23,719
230 Added 2.59%
9,119 $912,000
Q2 2019

Aug 14, 2019
BUY
$92.5 - $99.75 $6,752 - $7,281
73 Added 0.83%
8,889 $887,000
Q1 2019

May 15, 2019
BUY
$78.01 - $93.9 $368,597 - $443,677
4,725 Added 115.5%
8,816 $828,000
Q4 2018

Feb 14, 2019
BUY
$75.52 - $89.1 $308,952 - $364,508
4,091 New
4,091 $326,000

Others Institutions Holding MMC

# of Institutions
1,780
Shares Held
428M
Call Options Held
601K
Put Options Held
628K
View Full List

About MARSH & MCLENNAN COMPANIES, INC.

MMC Quotes by TradingView
  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $89.7B
  • 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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