Evercore Wealth Management, LLC Marsh & Mclennan Companies, Inc. Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 10,249 shares of MMC stock, worth $2.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,249
Previous 10,037 2.11%
Holding current value
$2.19 Million
Previous $2.11 Million 8.14%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024
BUY
$210.25 - $231.86 $44,573 - $49,154
212 Added 2.11%
10,249 $2.29 Million
Q2 2024

Aug 14, 2024
BUY
$196.29 - $215.75 $239,081 - $262,783
1,218 Added 13.81%
10,037 $2.11 Million
Q1 2024

May 15, 2024
SELL
$190.17 - $207.9 $13,502 - $14,760
-71 Reduced 0.8%
8,819 $1.82 Million
Q4 2023

Feb 14, 2024
BUY
$184.9 - $201.86 $226,132 - $246,874
1,223 Added 15.95%
8,890 $1.68 Million
Q3 2023

Nov 14, 2023
SELL
$183.99 - $198.55 $156,759 - $169,164
-852 Reduced 10.0%
7,667 $1.46 Million
Q2 2023

Aug 04, 2023
BUY
$167.72 - $188.08 $25,158 - $28,212
150 Added 1.79%
8,519 $1.6 Million
Q1 2023

May 15, 2023
SELL
$154.08 - $175.66 $2,003 - $2,283
-13 Reduced 0.16%
8,369 $1.39 Million
Q4 2022

Feb 14, 2023
BUY
$151.9 - $173.89 $68,203 - $78,076
449 Added 5.66%
8,382 $1.39 Million
Q1 2022

May 16, 2022
BUY
$147.31 - $171.84 $589 - $687
4 Added 0.05%
7,933 $1.35 Million
Q3 2021

Nov 15, 2021
SELL
$139.04 - $160.48 $69,520 - $80,240
-500 Reduced 5.93%
7,929 $1.2 Million
Q2 2021

Aug 16, 2021
SELL
$123.15 - $140.94 $43,102 - $49,329
-350 Reduced 3.99%
8,429 $1.19 Million
Q1 2021

May 17, 2021
SELL
$107.6 - $121.88 $9,361 - $10,603
-87 Reduced 0.98%
8,779 $1.07 Million
Q4 2020

Feb 16, 2021
SELL
$102.95 - $118.69 $22,237 - $25,637
-216 Reduced 2.38%
8,866 $1.04 Million
Q3 2020

Nov 16, 2020
BUY
$107.35 - $118.91 $43,262 - $47,920
403 Added 4.64%
9,082 $1.04 Million
Q2 2020

Aug 13, 2020
SELL
$79.9 - $111.49 $67,195 - $93,763
-841 Reduced 8.83%
8,679 $932,000
Q1 2020

May 14, 2020
BUY
$76.69 - $119.45 $53,606 - $83,495
699 Added 7.92%
9,520 $823,000
Q4 2019

Feb 13, 2020
BUY
$95.25 - $112.32 $9,715 - $11,456
102 Added 1.17%
8,821 $983,000
Q3 2019

Nov 14, 2019
SELL
$95.66 - $103.13 $66,483 - $71,675
-695 Reduced 7.38%
8,719 $872,000
Q1 2019

May 14, 2019
BUY
$78.01 - $93.9 $64,046 - $77,091
821 Added 9.55%
9,414 $884,000
Q4 2018

Feb 13, 2019
BUY
$75.52 - $89.1 $120,303 - $141,936
1,593 Added 22.76%
8,593 $685,000
Q2 2018

Aug 14, 2018
SELL
$79.09 - $84.03 $161,659 - $171,757
-2,044 Reduced 22.6%
7,000 $574,000
Q3 2017

Nov 13, 2017
BUY
$76.88 - $84.22 $695,302 - $761,685
9,044
9,044 $758,000

Others Institutions Holding MMC

# of Institutions
1,655
Shares Held
407M
Call Options Held
1.48M
Put Options Held
1.49M
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 $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...
More about MMC
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