Financial Gravity Asset Management, Inc. Marsh & Mclennan Companies, Inc. Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 26, 2024	BUY	$190.17 - $207.9 $0 - $0	0 New	0 $9,000
Q1 2024 May 13, 2024	BUY	$190.17 - $207.9 $6,085 - $6,652	32 New	32 $6.76 Million
Q4 2023 Jun 26, 2024	SELL	$184.9 - $201.86 $5,916 - $6,459	-32 Closed	0 $8,000
Q4 2023 Feb 15, 2024	BUY	$184.9 - $201.86 $0 - $0	0 New	0 $0
Q3 2023 Nov 15, 2023	SELL	$183.99 - $198.55 $34,590 - $37,327	-188 Closed	0 $0
Q2 2023 Aug 08, 2023	BUY	$167.72 - $188.08 $3,522 - $3,949	21 Added 12.57%	188 $3.64 Million
Q1 2023 May 12, 2023	BUY	$154.08 - $175.66 $308 - $351	2 Added 1.21%	167 $1.08 Million
Q4 2022 Feb 15, 2023	SELL	$151.9 - $173.89 $291,799 - $334,042	-1,921 Reduced 92.09%	165 $452,000
Q3 2022 Nov 03, 2022	SELL	$148.35 - $173.16 $58,449 - $68,225	-394 Reduced 15.89%	2,086 $1.01 Million
Q2 2022 Aug 05, 2022	SELL	$144.34 - $178.7 $10,103 - $12,509	-70 Reduced 2.75%	2,480 $1.08 Million
Q1 2022 May 13, 2022	SELL	$147.31 - $171.84 $85,734 - $100,010	-582 Reduced 18.58%	2,550 $1.07 Million
Q4 2021 Feb 11, 2022	BUY	$151.74 - $173.89 $473,884 - $543,058	3,123 Added 34700.0%	3,132 $1.56 Million
Q2 2021 Aug 11, 2021	SELL	$123.15 - $140.94 $123 - $140	-1 Reduced 10.0%	9 $141,000
Q1 2021 May 17, 2021	BUY	$107.6 - $121.88 $430 - $487	4 Added 66.67%	10 $1.22 Million
Q4 2020 Feb 16, 2021	BUY	$102.95 - $118.69 $617 - $712	6 New	6 $0
Q3 2019 Oct 15, 2019	SELL	$95.66 - $103.13 $0 - $0	0 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	$92.5 - $99.75 $370 - $399	-4 Closed	0 $0
Q1 2019 Apr 19, 2019	SELL	$78.01 - $93.9 $1,170 - $1,408	-15 Reduced 78.95%	4 $0
Q3 2018 Oct 31, 2018	BUY	$82.24 - $87.73 $328 - $350	4 Added 26.67%	19 $2,000
Q2 2018 Aug 14, 2018	SELL	$79.09 - $84.03 $79 - $84	-1 Reduced 6.25%	15 $1,000
Q1 2018 May 23, 2018	BUY	$79.31 - $85.87 $1,268 - $1,373	16 New	16 $1,000

Others Institutions Holding MMC

# of Institutions

1,655

Shares Held

407M

Call Options Held

1.48M

Put Options Held

1.49M

Vanguard Group Inc Valley Forge, PA

44.4M
Shares

$9.38 Billion
0.18% of portfolio
Black Rock Inc. New York, NY

42.3M
Shares

$8.94 Billion
0.21% of portfolio
State Street Corp Boston, MA

20.9M
Shares

$4.42 Billion
0.19% of portfolio
Capital International Investors Los Angeles, CA

18.3M
Shares

$3.87 Billion
0.81% of portfolio
Capital World Investors Los Angeles, CA

17.6M
Shares

$3.71 Billion
0.63% of portfolio

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $105B
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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