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

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Altium Wealth Management LLC holds 9,779 shares of MMC stock, worth $2.17 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,779

Previous 9,789 0.1%

Holding current value

$2.17 Million

Previous $1.67 Million 8.99%

% of portfolio

0.11%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$144.34 - $178.7 $1,443 - $1,787	-10 Reduced 0.1%	9,779 $1.52 Million
Q1 2022 May 16, 2022	SELL	$147.31 - $171.84 $17,529 - $20,448	-119 Reduced 1.2%	9,789 $1.67 Million
Q4 2021 Jan 31, 2022	BUY	$151.74 - $173.89 $13,504 - $15,476	89 Added 0.91%	9,908 $1.72 Million
Q2 2021 Aug 13, 2021	SELL	$123.15 - $140.94 $38,299 - $43,832	-311 Reduced 3.07%	9,819 $1.38 Million
Q1 2021 May 06, 2021	SELL	$107.6 - $121.88 $15,386 - $17,428	-143 Reduced 1.39%	10,130 $1.23 Million
Q4 2020 Feb 04, 2021	BUY	$102.95 - $118.69 $9,471 - $10,919	92 Added 0.9%	10,273 $1.2 Million
Q3 2020 Oct 26, 2020	BUY	$107.35 - $118.91 $20,396 - $22,592	190 Added 1.9%	10,181 $1.17 Million
Q2 2020 Jul 31, 2020	BUY	$79.9 - $111.49 $87,810 - $122,527	1,099 Added 12.36%	9,991 $1.07 Million
Q1 2020 Apr 23, 2020	BUY	$76.69 - $119.45 $117,795 - $183,475	1,536 Added 20.88%	8,892 $769,000
Q4 2019 Jan 17, 2020	SELL	$95.25 - $112.32 $17,335 - $20,442	-182 Reduced 2.41%	7,356 $820,000
Q3 2019 Nov 12, 2019	BUY	$95.66 - $103.13 $16,740 - $18,047	175 Added 2.38%	7,538 $754,000
Q2 2019 Jul 18, 2019	SELL	$92.5 - $99.75 $832 - $897	-9 Reduced 0.12%	7,363 $734,000
Q1 2019 Apr 26, 2019	SELL	$78.01 - $93.9 $24,573 - $29,578	-315 Reduced 4.1%	7,372 $692,000
Q4 2018 Jan 18, 2019	SELL	$75.52 - $89.1 $23,713 - $27,977	-314 Reduced 3.92%	7,687 $613,000
Q3 2018 Nov 13, 2018	SELL	$82.24 - $87.73 $58,554 - $62,463	-712 Reduced 8.17%	8,001 $662,000
Q2 2018 Aug 14, 2018	BUY	$79.09 - $84.03 $224,457 - $238,477	2,838 Added 48.31%	8,713 $714,000
Q1 2018 Jun 06, 2018	BUY	$79.31 - $85.87 $82,085 - $88,875	1,035 Added 21.38%	5,875 $486,000
Q4 2017 Jun 01, 2018	BUY	$80.62 - $85.97 $390,200 - $416,094	4,840	4,840 $393,000

Others Institutions Holding MMC

# of Institutions

1,590

Shares Held

416M

Call Options Held

1.16M

Put Options Held

587K

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 $110B
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...

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