A detailed history of Avantax Advisory Services, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 38,729 shares of MMC stock, worth $8.67 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
38,729
Previous 14,548 166.22%
Holding current value
$8.67 Million
Previous $3 Million 172.36%
% of portfolio
0.06%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$196.29 - $215.75 $4.75 Million - $5.22 Million
24,181 Added 166.22%
38,729 $8.16 Million
Q1 2024

May 08, 2024

BUY
$190.17 - $207.9 $501,288 - $548,024
2,636 Added 22.13%
14,548 $3 Million
Q4 2023

Feb 07, 2024

BUY
$184.9 - $201.86 $397,165 - $433,595
2,148 Added 22.0%
11,912 $2.26 Million
Q3 2023

Nov 07, 2023

BUY
$183.99 - $198.55 $324,558 - $350,242
1,764 Added 22.05%
9,764 $1.86 Million
Q2 2023

Aug 11, 2023

BUY
$167.72 - $188.08 $95,935 - $107,581
572 Added 7.7%
8,000 $1.5 Million
Q1 2023

Apr 28, 2023

BUY
$154.08 - $175.66 $273,800 - $312,147
1,777 Added 31.45%
7,428 $1.24 Million
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $308,357 - $352,996
2,030 Added 56.06%
5,651 $935,000
Q3 2022

Nov 01, 2022

BUY
$148.35 - $173.16 $101,174 - $118,095
682 Added 23.21%
3,621 $541,000
Q2 2022

Aug 02, 2022

BUY
$144.34 - $178.7 $424,215 - $525,199
2,939 New
2,939 $456,000
Q1 2022

Apr 27, 2022

SELL
$147.31 - $171.84 $211,979 - $247,277
-1,439 Closed
0 $0
Q4 2021

Jan 24, 2022

SELL
$151.74 - $173.89 $61,758 - $70,773
-407 Reduced 22.05%
1,439 $250,000
Q3 2021

Oct 21, 2021

BUY
$139.04 - $160.48 $19,882 - $22,948
143 Added 8.4%
1,846 $280,000
Q2 2021

Jul 29, 2021

BUY
$123.15 - $140.94 $209,724 - $240,020
1,703 New
1,703 $240,000
Q4 2020

Jan 22, 2021

SELL
$102.95 - $118.69 $440,728 - $508,111
-4,281 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$107.35 - $118.91 $459,565 - $509,053
4,281 New
4,281 $492,000

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 $111B
  • 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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