A detailed history of Kathmere Capital Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 5,732 shares of MMC stock, worth $1.23 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,732
Previous 5,078 12.88%
Holding current value
$1.23 Million
Previous $1.07 Million 19.44%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Oct 15, 2024

BUY
$210.25 - $231.86 $137,503 - $151,636
654 Added 12.88%
5,732 $1.28 Million
Q2 2024

Jul 17, 2024

BUY
$196.29 - $215.75 $227,696 - $250,270
1,160 Added 29.61%
5,078 $1.07 Million
Q2 2024

Jul 01, 2024

SELL
$196.29 - $215.75 $129,158 - $141,963
-658 Reduced 14.38%
3,918 $825,000
Q1 2024

Apr 16, 2024

BUY
$190.17 - $207.9 $125,131 - $136,798
658 Added 16.79%
4,576 $942,000
Q4 2023

Apr 16, 2024

BUY
$184.9 - $201.86 $82,835 - $90,433
448 Added 12.91%
3,918 $742,000
Q3 2023

Oct 11, 2023

BUY
$183.99 - $198.55 $152,159 - $164,200
827 Added 31.29%
3,470 $660,000
Q2 2023

Jul 11, 2023

BUY
$167.72 - $188.08 $65,746 - $73,727
392 Added 17.41%
2,643 $497,000
Q1 2023

Apr 20, 2023

SELL
$154.08 - $175.66 $172,261 - $196,387
-1,118 Reduced 33.18%
2,251 $374,000
Q4 2022

Jan 24, 2023

SELL
$151.9 - $173.89 $58,329 - $66,773
-384 Reduced 10.23%
3,369 $0
Q4 2022

Jan 24, 2023

BUY
$151.9 - $173.89 $178,026 - $203,799
1,172 Added 45.41%
3,753 $0
Q3 2022

Oct 11, 2022

SELL
$148.35 - $173.16 $98,949 - $115,497
-667 Reduced 20.54%
2,581 $385,000
Q2 2022

Aug 09, 2022

SELL
$144.34 - $178.7 $15,155 - $18,763
-105 Reduced 3.13%
3,248 $504,000
Q1 2022

Apr 28, 2022

BUY
$147.31 - $171.84 $205,202 - $239,373
1,393 Added 71.07%
3,353 $571,000
Q4 2021

Jan 27, 2022

SELL
$151.74 - $173.89 $68,131 - $78,076
-449 Reduced 18.64%
1,960 $341,000
Q3 2021

Oct 14, 2021

BUY
$139.04 - $160.48 $62,428 - $72,055
449 Added 22.91%
2,409 $365,000
Q3 2020

Nov 20, 2020

BUY
$107.35 - $118.91 $210,406 - $233,063
1,960 New
1,960 $225,000

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 $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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