A detailed history of Amplius Wealth Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,640 shares of MMC stock, worth $563,560. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,640
Previous 2,650 0.38%
Holding current value
$563,560
Previous $558,000 5.38%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 16, 2024

SELL
$210.25 - $231.86 $2,102 - $2,318
-10 Reduced 0.38%
2,640 $588,000
Q2 2024

Jul 22, 2024

SELL
$196.29 - $215.75 $102,659 - $112,837
-523 Reduced 16.48%
2,650 $558,000
Q1 2024

Apr 16, 2024

SELL
$190.17 - $207.9 $89,950 - $98,336
-473 Reduced 12.97%
3,173 $653,000
Q4 2023

Jan 10, 2024

SELL
$184.9 - $201.86 $95,223 - $103,957
-515 Reduced 12.38%
3,646 $690,000
Q3 2023

Oct 17, 2023

BUY
$183.99 - $198.55 $55,380 - $59,763
301 Added 7.8%
4,161 $791,000
Q2 2023

Jul 26, 2023

SELL
$167.72 - $188.08 $1,174 - $1,316
-7 Reduced 0.18%
3,860 $725,000
Q1 2023

Apr 25, 2023

SELL
$154.08 - $175.66 $83,819 - $95,559
-544 Reduced 12.33%
3,867 $644,000
Q4 2022

Jan 19, 2023

SELL
$151.9 - $173.89 $759 - $869
-5 Reduced 0.11%
4,411 $0
Q3 2022

Nov 10, 2022

SELL
$148.35 - $173.16 $3,263 - $3,809
-22 Reduced 0.5%
4,416 $659,000
Q2 2022

Jul 21, 2022

SELL
$144.34 - $178.7 $32,332 - $40,028
-224 Reduced 4.8%
4,438 $688,000
Q4 2021

Jan 28, 2022

BUY
$151.74 - $173.89 $707,411 - $810,675
4,662 New
4,662 $810,000

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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