A detailed history of Financial Advocates Investment Management transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Financial Advocates Investment Management holds 4,165 shares of MMC stock, worth $911,968. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,165
Previous 4,080 2.08%
Holding current value
$911,968
Previous $859,000 8.15%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 25, 2024

BUY
$210.25 - $231.86 $17,871 - $19,708
85 Added 2.08%
4,165 $929,000
Q2 2024

Jul 26, 2024

BUY
$196.29 - $215.75 $117,774 - $129,450
600 Added 17.24%
4,080 $859,000
Q1 2024

May 01, 2024

BUY
$190.17 - $207.9 $46,591 - $50,935
245 Added 7.57%
3,480 $716,000
Q4 2023

Feb 08, 2024

BUY
$184.9 - $201.86 $207,457 - $226,486
1,122 Added 53.1%
3,235 $612,000
Q3 2023

Oct 27, 2023

SELL
$183.99 - $198.55 $56,852 - $61,351
-309 Reduced 12.76%
2,113 $402,000
Q2 2023

Aug 07, 2023

BUY
$167.72 - $188.08 $29,351 - $32,914
175 Added 7.79%
2,422 $455,000
Q1 2023

May 11, 2023

BUY
$154.08 - $175.66 $54,390 - $62,007
353 Added 18.64%
2,247 $374,000
Q4 2022

Feb 14, 2023

BUY
$151.9 - $173.89 $287,698 - $329,347
1,894 New
1,894 $313,000
Q2 2021

Aug 03, 2021

SELL
$123.15 - $140.94 $309,475 - $354,182
-2,513 Closed
0 $0
Q1 2021

May 10, 2021

SELL
$107.6 - $121.88 $753 - $853
-7 Reduced 0.28%
2,513 $306,000
Q4 2020

Feb 12, 2021

BUY
$102.95 - $118.69 $1,750 - $2,017
17 Added 0.68%
2,520 $295,000
Q3 2020

Nov 04, 2020

BUY
$107.35 - $118.91 $966 - $1,070
9 Added 0.36%
2,503 $287,000
Q2 2020

Aug 14, 2020

BUY
$79.9 - $111.49 $6,232 - $8,696
78 Added 3.23%
2,494 $268,000
Q1 2020

Apr 29, 2020

BUY
$76.69 - $119.45 $25,384 - $39,537
331 Added 15.88%
2,416 $209,000
Q4 2019

Feb 13, 2020

BUY
$95.25 - $112.32 $194,786 - $229,694
2,045 Added 5112.5%
2,085 $232,000
Q3 2018

Nov 14, 2018

BUY
$82.24 - $87.73 $3,289 - $3,509
40 New
40 $0

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 $109B
  • 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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