Wealthspire Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,715 shares of MMC stock, worth $310,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,715
Previous 2,319 26.05%
Holding current value
$310,192
Previous $507,000 31.95%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
SELL
$196.15 - $217.83 $118,474 - $131,569
-604 Reduced 26.05%
1,715 $345,000
Q2 2025

Aug 11, 2025
SELL
$212.1 - $244.27 $258,549 - $297,765
-1,219 Reduced 34.45%
2,319 $507,000
Q1 2025

May 09, 2025
BUY
$208.48 - $244.03 $31,897 - $37,336
153 Added 4.52%
3,538 $863,000
Q4 2024

Feb 03, 2025
BUY
$209.89 - $233.24 $46,595 - $51,779
222 Added 7.02%
3,385 $719,000
Q3 2024

Nov 13, 2024
BUY
$210.25 - $231.86 $131,826 - $145,376
627 Added 24.72%
3,163 $705,000
Q2 2024

Aug 08, 2024
SELL
$196.29 - $215.75 $55,157 - $60,625
-281 Reduced 9.98%
2,536 $534,000
Q1 2024

May 06, 2024
SELL
$190.17 - $207.9 $39,935 - $43,659
-210 Reduced 6.94%
2,817 $580,000
Q4 2023

Feb 06, 2024
BUY
$184.9 - $201.86 $39,568 - $43,198
214 Added 7.61%
3,027 $573,000
Q3 2023

Nov 06, 2023
BUY
$183.99 - $198.55 $296,775 - $320,261
1,613 Added 134.42%
2,813 $535,000
Q2 2023

Jul 31, 2023
BUY
$167.72 - $188.08 $201,264 - $225,696
1,200 New
1,200 $225,000
Q4 2022

Feb 13, 2023
BUY
$151.9 - $173.89 $384,155 - $439,767
2,529 New
2,529 $418,000
Q2 2022

Aug 09, 2022
BUY
$144.34 - $178.7 $225,747 - $279,486
1,564 New
1,564 $243,000
Q1 2022

May 09, 2022
SELL
$147.31 - $171.84 $253,078 - $295,221
-1,718 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$151.74 - $173.89 $1.34 Million - $1.54 Million
-8,828 Reduced 83.71%
1,718 $299,000
Q3 2021

Nov 15, 2021
BUY
$139.04 - $160.48 $1.47 Million - $1.69 Million
10,546 New
10,546 $1.6 Million
Q2 2021

Aug 13, 2021
SELL
$123.15 - $140.94 $790,499 - $904,693
-6,419 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$107.6 - $121.88 $218,966 - $248,025
2,035 Added 46.42%
6,419 $782,000
Q4 2020

Feb 16, 2021
BUY
$102.95 - $118.69 $127,349 - $146,819
1,237 Added 39.31%
4,384 $513,000
Q3 2020

Nov 16, 2020
BUY
$107.35 - $118.91 $9,017 - $9,988
84 Added 2.74%
3,147 $361,000
Q2 2020

Aug 14, 2020
SELL
$79.9 - $111.49 $345,008 - $481,413
-4,318 Reduced 58.5%
3,063 $329,000
Q1 2020

May 12, 2020
BUY
$76.69 - $119.45 $566,048 - $881,660
7,381 New
7,381 $638,000
Q1 2019

May 08, 2019
SELL
$78.01 - $93.9 $25,899 - $31,174
-332 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$75.52 - $89.1 $25,072 - $29,581
332 New
332 $26,000

Others Institutions Holding MMC

# of Institutions
1,796
Shares Held
426M
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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