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

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,187 shares of MMC stock, worth $741,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,187

Previous 2,868 11.12%

Holding current value

$741,837

Previous $604,000 17.72%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$210.25 - $231.86 $67,069 - $73,963	319 Added 11.12%	3,187 $711,000
Q2 2024 Aug 12, 2024	BUY	$196.29 - $215.75 $53,390 - $58,684	272 Added 10.48%	2,868 $604,000
Q1 2024 May 15, 2024	SELL	$190.17 - $207.9 $1.06 Million - $1.16 Million	-5,584 Reduced 68.26%	2,596 $534,000
Q4 2023 Feb 14, 2024	SELL	$184.9 - $201.86 $1.14 Million - $1.25 Million	-6,185 Reduced 43.06%	8,180 $1.55 Million
Q3 2023 Oct 11, 2023	BUY	$183.99 - $198.55 $735 - $794	4 Added 0.03%	14,365 $2.73 Million
Q2 2023 Jul 10, 2023	BUY	$167.72 - $188.08 $93,084 - $104,384	555 Added 4.02%	14,361 $2.7 Million
Q1 2023 Apr 14, 2023	SELL	$154.08 - $175.66 $1.53 Million - $1.74 Million	-9,928 Reduced 41.83%	13,806 $2.3 Million
Q4 2022 Jan 31, 2023	BUY	$151.9 - $173.89 $1.19 Million - $1.36 Million	7,813 Added 49.07%	23,734 $3.93 Million
Q3 2022 Oct 25, 2022	SELL	$148.35 - $173.16 $262,282 - $306,146	-1,768 Reduced 9.99%	15,921 $2.38 Million
Q2 2022 Aug 03, 2022	BUY	$144.34 - $178.7 $142,463 - $176,376	987 Added 5.91%	17,689 $2.75 Million
Q1 2022 Apr 18, 2022	BUY	$147.31 - $171.84 $448,117 - $522,737	3,042 Added 22.27%	16,702 $2.85 Million
Q4 2021 Jan 20, 2022	BUY	$151.74 - $173.89 $287,850 - $329,869	1,897 Added 16.13%	13,660 $2.37 Million
Q3 2021 Nov 01, 2021	BUY	$139.04 - $160.48 $278 - $320	2 Added 0.02%	11,763 $1.78 Million
Q2 2021 Jul 21, 2021	BUY	$123.15 - $140.94 $13,423 - $15,362	109 Added 0.94%	11,761 $1.66 Million
Q1 2021 Apr 27, 2021	BUY	$107.6 - $121.88 $840,356 - $951,882	7,810 Added 203.28%	11,652 $1.42 Million
Q4 2020 Feb 01, 2021	SELL	$102.95 - $118.69 $424,256 - $489,121	-4,121 Reduced 51.75%	3,842 $449,000
Q3 2020 Nov 06, 2020	SELL	$107.35 - $118.91 $420,489 - $465,770	-3,917 Reduced 32.97%	7,963 $913,000
Q2 2020 Aug 05, 2020	BUY	$79.9 - $111.49 $388,553 - $542,175	4,863 Added 69.3%	11,880 $1.28 Million
Q1 2020 May 07, 2020	BUY	$76.69 - $119.45 $379,308 - $590,799	4,946 Added 238.82%	7,017 $607,000
Q4 2019 Jan 15, 2020	BUY	$95.25 - $112.32 $6,381 - $7,525	67 Added 3.34%	2,071 $231,000
Q3 2019 Nov 05, 2019	BUY	$95.66 - $103.13 $191,702 - $206,672	2,004 New	2,004 $200,000

Others Institutions Holding MMC

# of Institutions

1,656

Shares Held

408M

Call Options Held

1.48M

Put Options Held

1.49M

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

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