A detailed history of Atria Wealth Solutions, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,583 shares of MMC stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,583
Previous 8,856 3.08%
Holding current value
$1.96 Million
Previous $1.87 Million 2.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024

SELL
$210.25 - $231.86 $57,398 - $63,297
-273 Reduced 3.08%
8,583 $1.91 Million
Q2 2024

Jul 22, 2024

BUY
$196.29 - $215.75 $71,449 - $78,533
364 Added 4.29%
8,856 $1.87 Million
Q1 2024

May 13, 2024

BUY
$190.17 - $207.9 $414,760 - $453,429
2,181 Added 34.56%
8,492 $1.75 Million
Q4 2023

Feb 02, 2024

BUY
$184.9 - $201.86 $44,191 - $48,244
239 Added 3.94%
6,311 $1.2 Million
Q3 2023

Nov 08, 2023

BUY
$183.99 - $198.55 $484,261 - $522,583
2,632 Added 76.51%
6,072 $1.16 Million
Q2 2023

Aug 03, 2023

BUY
$167.72 - $188.08 $13,920 - $15,610
83 Added 2.47%
3,440 $646,000
Q1 2023

Aug 22, 2023

BUY
$154.08 - $175.66 $13,404 - $15,282
87 Added 2.53%
3,527 $587,000
Q1 2023

Jun 14, 2023

SELL
$154.08 - $175.66 $26,193 - $29,862
-170 Reduced 4.82%
3,357 $559,000
Q1 2023

May 10, 2023

BUY
$154.08 - $175.66 $14,791 - $16,863
96 Added 2.8%
3,527 $587,000
Q4 2022

Aug 30, 2023

SELL
$151.9 - $173.89 $12,607 - $14,432
-83 Reduced 2.41%
3,357 $555,000
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $247,900 - $283,788
1,632 Added 90.72%
3,431 $567,000
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $266,881 - $311,514
1,799 New
1,799 $269,000
Q2 2022

Aug 15, 2022

SELL
$144.34 - $178.7 $208,138 - $257,685
-1,442 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $212,421 - $247,793
1,442 New
1,442 $246,000

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 $113B
  • 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

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.