Heritage Wealth Advisors Marsh & Mclennan Companies, Inc. Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 394 shares of MMC stock, worth $91,234. This represents 0.0% of its overall portfolio holdings.

Number of Shares
394
Previous 388 1.55%
Holding current value
$91,234
Previous $86,000 3.49%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$209.89 - $233.24 $1,259 - $1,399
6 Added 1.55%
394 $83,000
Q3 2024

Nov 12, 2024
BUY
$210.25 - $231.86 $9,881 - $10,897
47 Added 13.78%
388 $86,000
Q1 2024

May 08, 2024
SELL
$190.17 - $207.9 $4,944 - $5,405
-26 Reduced 7.08%
341 $70,000
Q4 2023

Dec 12, 2024
SELL
$184.9 - $201.86 $2.33 Million - $2.55 Million
-12,611 Reduced 97.37%
341 $64,000
Q4 2023

Feb 09, 2024
SELL
$184.9 - $201.86 $2.33 Million - $2.54 Million
-12,585 Reduced 97.17%
367 $69,000
Q2 2023

Dec 12, 2024
BUY
$167.72 - $188.08 $2.11 Million - $2.36 Million
12,564 Added 3238.14%
12,952 $2.44 Million
Q2 2023

Aug 09, 2023
SELL
$167.72 - $188.08 $26,499 - $29,716
-158 Reduced 1.21%
12,952 $2.44 Million
Q1 2023

May 04, 2023
SELL
$154.08 - $175.66 $21,725 - $24,768
-141 Reduced 1.06%
13,110 $2.18 Million
Q4 2022

Dec 12, 2024
BUY
$151.9 - $173.89 $51,190 - $58,600
337 Added 2.61%
13,251 $2.19 Million
Q4 2022

Feb 06, 2023
BUY
$151.9 - $173.89 $51,190 - $58,600
337 Added 2.61%
13,251 $2.19 Million
Q3 2022

Dec 12, 2024
BUY
$148.35 - $173.16 $1.86 Million - $2.17 Million
12,526 Added 3228.35%
12,914 $1.93 Million
Q3 2021

Nov 02, 2021
SELL
$139.04 - $160.48 $249,437 - $287,901
-1,794 Reduced 12.2%
12,914 $1.96 Million
Q2 2021

Aug 09, 2021
SELL
$123.15 - $140.94 $188,419 - $215,638
-1,530 Reduced 9.42%
14,708 $2.07 Million
Q4 2020

Feb 01, 2021
BUY
$102.95 - $118.69 $246,771 - $284,499
2,397 Added 17.32%
16,238 $1.9 Million
Q2 2020

Jul 17, 2020
SELL
$79.9 - $111.49 $1.07 Million - $1.5 Million
-13,441 Reduced 97.11%
400 $1.49 Million
Q2 2020

Jul 17, 2020
BUY
$79.9 - $111.49 $1.07 Million - $1.5 Million
13,441 Added 3360.25%
13,841 $1.49 Million
Q1 2020

May 05, 2020
SELL
$76.69 - $119.45 $920 - $1,433
-12 Reduced 0.09%
13,841 $1.2 Million
Q4 2019

Feb 04, 2020
BUY
$95.25 - $112.32 $1,238 - $1,460
13 Added 0.09%
13,853 $1.54 Million
Q3 2019

Oct 30, 2019
SELL
$95.66 - $103.13 $95 - $103
-1 Reduced 0.01%
13,840 $1.38 Million
Q2 2019

Aug 05, 2019
BUY
$92.5 - $99.75 $1.17 Million - $1.26 Million
12,611 Added 1025.28%
13,841 $0
Q1 2019

May 06, 2019
BUY
$78.01 - $93.9 $78 - $93
1 Added 0.08%
1,230 $0
Q3 2018

Nov 14, 2018
BUY
$82.24 - $87.73 $101,072 - $107,820
1,229 New
1,229 $101,000

Others Institutions Holding MMC

# of Institutions
1,708
Shares Held
423M
Call Options Held
474K
Put Options Held
563K
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 $115B
  • 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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