A detailed history of Atria Investments LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Atria Investments LLC holds 83,853 shares of MMC stock, worth $18.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
83,853
Previous 74,306 12.85%
Holding current value
$18.4 Million
Previous $15.7 Million 19.48%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Nov 01, 2024

BUY
$210.25 - $231.86 $2.01 Million - $2.21 Million
9,547 Added 12.85%
83,853 $18.7 Million
Q2 2024

Aug 13, 2024

BUY
$196.29 - $215.75 $1.65 Million - $1.81 Million
8,405 Added 12.75%
74,306 $15.7 Million
Q1 2024

May 21, 2024

BUY
$190.17 - $207.9 $739,190 - $808,107
3,887 Added 6.27%
65,901 $13.6 Million
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $394,021 - $430,163
2,131 Added 3.56%
62,014 $11.7 Million
Q3 2023

Nov 07, 2023

BUY
$183.99 - $198.55 $155,471 - $167,774
845 Added 1.43%
59,883 $11.4 Million
Q2 2023

Aug 04, 2023

SELL
$167.72 - $188.08 $218,706 - $245,256
-1,304 Reduced 2.16%
59,038 $11.1 Million
Q1 2023

May 10, 2023

BUY
$154.08 - $175.66 $561,313 - $639,929
3,643 Added 6.43%
60,342 $10 Million
Q4 2022

Jan 31, 2023

BUY
$151.9 - $173.89 $464,965 - $532,277
3,061 Added 5.71%
56,699 $9.38 Million
Q3 2022

Nov 01, 2022

SELL
$148.35 - $173.16 $512,994 - $598,787
-3,458 Reduced 6.06%
53,638 $8.01 Million
Q2 2022

Aug 11, 2022

BUY
$144.34 - $178.7 $319,568 - $395,641
2,214 Added 4.03%
57,096 $8.86 Million
Q1 2022

May 02, 2022

BUY
$147.31 - $171.84 $546,814 - $637,870
3,712 Added 7.25%
54,882 $9.35 Million
Q4 2021

Feb 04, 2022

BUY
$151.74 - $173.89 $672,359 - $770,506
4,431 Added 9.48%
51,170 $8.89 Million
Q3 2021

Nov 16, 2021

BUY
$139.04 - $160.48 $283,641 - $327,379
2,040 Added 4.56%
46,739 $7.08 Million
Q2 2021

Aug 10, 2021

BUY
$123.15 - $140.94 $729,910 - $835,351
5,927 Added 15.29%
44,699 $6.29 Million
Q1 2021

May 11, 2021

BUY
$107.6 - $121.88 $620,206 - $702,516
5,764 Added 17.46%
38,772 $4.72 Million
Q4 2020

Feb 12, 2021

SELL
$102.95 - $118.69 $307,614 - $354,645
-2,988 Reduced 8.3%
33,008 $3.86 Million
Q3 2020

Nov 05, 2020

BUY
$107.35 - $118.91 $229,514 - $254,229
2,138 Added 6.31%
35,996 $4.13 Million
Q2 2020

Sep 22, 2020

BUY
$79.9 - $111.49 $2.71 Million - $3.77 Million
33,858 New
33,858 $3.64 Million
Q1 2020

May 15, 2020

SELL
$76.69 - $119.45 $1.84 Million - $2.86 Million
-23,967 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$95.25 - $112.32 $1.23 Million - $1.44 Million
12,864 Added 115.86%
23,967 $2.67 Million
Q3 2019

Nov 14, 2019

BUY
$95.66 - $103.13 $46,873 - $50,533
490 Added 4.62%
11,103 $1.11 Million
Q2 2019

Aug 26, 2019

BUY
$92.5 - $99.75 $981,702 - $1.06 Million
10,613 New
10,613 $1.04 Million
Q2 2019

Aug 09, 2019

SELL
$92.5 - $99.75 $795,685 - $858,049
-8,602 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$78.01 - $93.9 $80,038 - $96,341
1,026 Added 13.54%
8,602 $808,000
Q4 2018

Feb 12, 2019

SELL
$75.52 - $89.1 $77,936 - $91,951
-1,032 Reduced 11.99%
7,576 $604,000
Q3 2018

Oct 09, 2018

BUY
$82.24 - $87.73 $79,197 - $84,483
963 Added 12.6%
8,608 $712,000
Q2 2018

Jul 13, 2018

BUY
$79.09 - $84.03 $161,976 - $172,093
2,048 Added 36.59%
7,645 $627,000
Q1 2018

Apr 30, 2018

BUY
$79.31 - $85.87 $19,510 - $21,124
246 Added 4.6%
5,597 $462,000
Q4 2017

Jan 16, 2018

BUY
$80.62 - $85.97 $78,846 - $84,078
978 Added 22.36%
5,351 $435,000
Q3 2017

Oct 12, 2017

BUY
$76.88 - $84.22 $336,196 - $368,294
4,373
4,373 $367,000

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 $109B
  • 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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