A detailed history of Ep Wealth Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,238 shares of MMC stock, worth $693,061. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,238
Previous 2,351 37.73%
Holding current value
$693,061
Previous $495,000 45.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$210.25 - $231.86 $186,491 - $205,659
887 Added 37.73%
3,238 $722,000
Q2 2024

Aug 19, 2024

BUY
$196.29 - $215.75 $136,028 - $149,514
693 Added 41.8%
2,351 $495,000
Q1 2024

May 14, 2024

SELL
$190.17 - $207.9 $8,557 - $9,355
-45 Reduced 2.64%
1,658 $341,000
Q4 2023

Feb 28, 2024

BUY
$184.9 - $201.86 $71,556 - $78,119
387 Added 29.41%
1,703 $322,000
Q3 2023

Nov 22, 2023

BUY
$183.99 - $198.55 $242,130 - $261,291
1,316 New
1,316 $250,000
Q2 2022

Aug 11, 2022

BUY
$144.34 - $178.7 $264,863 - $327,914
1,835 New
1,835 $285,000

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 $106B
  • 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 Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.