A detailed history of Avantax Planning Partners, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,129 shares of MMC stock, worth $257,208. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,129
Previous 1,954 42.22%
Holding current value
$257,208
Previous $411,000 38.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$210.25 - $231.86 $173,456 - $191,284
-825 Reduced 42.22%
1,129 $251,000
Q2 2024

Aug 09, 2024

BUY
$196.29 - $215.75 $196 - $215
1 Added 0.05%
1,954 $411,000
Q1 2024

May 02, 2024

BUY
$190.17 - $207.9 $371,402 - $406,028
1,953 New
1,953 $402,000
Q2 2022

Jul 18, 2022

SELL
$144.34 - $178.7 $171,187 - $211,938
-1,186 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$151.74 - $173.89 $179,963 - $206,233
1,186 New
1,186 $206,000
Q4 2018

Feb 14, 2019

SELL
$75.52 - $89.1 $52,259 - $61,657
-692 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$82.24 - $87.73 $56,910 - $60,709
692 New
692 $57,000
Q2 2018

Aug 13, 2018

SELL
$79.09 - $84.03 $63,667 - $67,644
-805 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$79.31 - $85.87 $63,844 - $69,125
805 New
805 $66,000

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
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