A detailed history of Dumont & Blake Investment Advisors LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 9,829 shares of MMC stock, worth $2.18 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
9,829
Previous 19,760 50.26%
Holding current value
$2.18 Million
Previous $4.16 Million 47.35%
% of portfolio
0.62%
Previous 0.62%

Shares

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

Oct 23, 2024

SELL
$210.25 - $231.86 $2.09 Million - $2.3 Million
-9,931 Reduced 50.26%
9,829 $2.19 Million
Q2 2024

Jul 23, 2024

BUY
$196.29 - $215.75 $1.94 Million - $2.14 Million
9,905 Added 100.51%
19,760 $4.16 Million
Q1 2024

Apr 17, 2024

BUY
$190.17 - $207.9 $12,931 - $14,137
68 Added 0.69%
9,855 $2.03 Million
Q4 2023

Jan 23, 2024

SELL
$184.9 - $201.86 $116,487 - $127,171
-630 Reduced 6.05%
9,787 $1.85 Million
Q3 2023

Oct 27, 2023

SELL
$183.99 - $198.55 $37,901 - $40,901
-206 Reduced 1.94%
10,417 $1.98 Million
Q2 2023

Aug 03, 2023

SELL
$167.72 - $188.08 $62,727 - $70,341
-374 Reduced 3.4%
10,623 $2 Million
Q1 2023

Apr 14, 2023

SELL
$154.08 - $175.66 $26,964 - $30,740
-175 Reduced 1.57%
10,997 $1.83 Million
Q4 2022

Jan 26, 2023

SELL
$151.9 - $173.89 $14,430 - $16,519
-95 Reduced 0.84%
11,172 $1.85 Million
Q3 2022

Oct 24, 2022

SELL
$148.35 - $173.16 $29,818 - $34,805
-201 Reduced 1.75%
11,267 $1.68 Million
Q2 2022

Aug 03, 2022

BUY
$144.34 - $178.7 $5,773 - $7,148
40 Added 0.35%
11,468 $1.78 Million
Q1 2022

Apr 27, 2022

SELL
$147.31 - $171.84 $79,842 - $93,137
-542 Reduced 4.53%
11,428 $1.95 Million
Q4 2021

Jan 31, 2022

SELL
$151.74 - $173.89 $10,014 - $11,476
-66 Reduced 0.55%
11,970 $2.08 Million
Q3 2021

Nov 02, 2021

SELL
$139.04 - $160.48 $15,989 - $18,455
-115 Reduced 0.95%
12,036 $1.82 Million
Q2 2021

Jul 22, 2021

BUY
$123.15 - $140.94 $2,216 - $2,536
18 Added 0.15%
12,151 $1.71 Million
Q1 2021

May 03, 2021

BUY
$107.6 - $121.88 $20,982 - $23,766
195 Added 1.63%
12,133 $1.48 Million
Q4 2020

Jan 29, 2021

BUY
$102.95 - $118.69 $8,750 - $10,088
85 Added 0.72%
11,938 $1.4 Million
Q3 2020

Oct 30, 2020

BUY
$107.35 - $118.91 $29,199 - $32,343
272 Added 2.35%
11,853 $1.36 Million
Q2 2020

Jul 31, 2020

BUY
$79.9 - $111.49 $10,067 - $14,047
126 Added 1.1%
11,581 $1.24 Million
Q1 2020

May 05, 2020

SELL
$76.69 - $119.45 $9,893 - $15,409
-129 Reduced 1.11%
11,455 $990,000
Q4 2019

Feb 05, 2020

BUY
$95.25 - $112.32 $5,715 - $6,739
60 Added 0.52%
11,584 $1.29 Million
Q3 2019

Nov 12, 2019

SELL
$95.66 - $103.13 $5,261 - $5,672
-55 Reduced 0.47%
11,524 $1.15 Million
Q2 2019

Aug 01, 2019

SELL
$92.5 - $99.75 $13,782 - $14,862
-149 Reduced 1.27%
11,579 $1.16 Million
Q1 2019

Apr 04, 2019

SELL
$78.01 - $93.9 $166,551 - $200,476
-2,135 Reduced 15.4%
11,728 $1.1 Million
Q4 2018

Feb 07, 2019

SELL
$75.52 - $89.1 $24,619 - $29,046
-326 Reduced 2.3%
13,863 $1.11 Million
Q3 2018

Oct 19, 2018

BUY
$82.24 - $87.73 $66,532 - $70,973
809 Added 6.05%
14,189 $1.17 Million
Q2 2018

Jul 25, 2018

BUY
$79.09 - $84.03 $25,308 - $26,889
320 Added 2.45%
13,380 $1.1 Million
Q1 2018

Apr 26, 2018

BUY
$79.31 - $85.87 $3,965 - $4,293
50 Added 0.38%
13,060 $1.08 Million
Q4 2017

Feb 15, 2018

SELL
$80.62 - $85.97 $6,046 - $6,447
-75 Reduced 0.57%
13,010 $1.06 Million
Q3 2017

Oct 31, 2017

BUY
$76.88 - $84.22 $1.01 Million - $1.1 Million
13,085
13,085 $1.1 Million

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 $110B
  • 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 Dumont & Blake Investment Advisors LLC Portfolio

Follow Dumont & Blake Investment Advisors LLC 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 Dumont & Blake Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dumont & Blake Investment Advisors LLC with notifications on news.