Legacy Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History

Legacy Advisors, LLC

$918 Million
Q3 2024

A detailed history of Legacy Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Legacy Advisors, LLC holds 28,433 shares of MMC stock, worth $6.02 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

28,433

Previous 27,793 2.3%

Holding current value

$6.02 Million

Previous $5.86 Million 8.32%

% of portfolio

0.69%

Previous 0.71%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$210.25 - $231.86 $134,560 - $148,390	640 Added 2.3%	28,433 $6.34 Million
Q2 2024 Jul 30, 2024	BUY	$196.29 - $215.75 $376,091 - $413,377	1,916 Added 7.4%	27,793 $5.86 Million
Q1 2024 Apr 30, 2024	SELL	$190.17 - $207.9 $366,077 - $400,207	-1,925 Reduced 6.92%	25,877 $5.33 Million
Q4 2023 Feb 12, 2024	SELL	$184.9 - $201.86 $1.79 Million - $1.95 Million	-9,681 Reduced 25.83%	27,802 $5.27 Million
Q3 2023 Nov 14, 2023	BUY	$183.99 - $198.55 $168,166 - $181,474	914 Added 2.5%	37,483 $7.13 Million
Q2 2023 Jul 20, 2023	BUY	$167.72 - $188.08 $565,384 - $634,017	3,371 Added 10.15%	36,569 $6.88 Million
Q1 2023 May 01, 2023	BUY	$154.08 - $175.66 $616,320 - $702,640	4,000 Added 13.7%	33,198 $5.53 Million
Q4 2022 Feb 01, 2023	BUY	$151.9 - $173.89 $785,930 - $899,706	5,174 Added 21.54%	29,198 $4.83 Million
Q3 2022 Nov 09, 2022	BUY	$148.35 - $173.16 $369,836 - $431,687	2,493 Added 11.58%	24,024 $3.59 Million
Q2 2022 Jul 25, 2022	BUY	$144.34 - $178.7 $563,647 - $697,823	3,905 Added 22.15%	21,531 $3.34 Million
Q1 2022 May 11, 2022	BUY	$147.31 - $171.84 $2.48 Million - $2.89 Million	16,830 Added 2114.32%	17,626 $3 Million
Q1 2019 Apr 08, 2019	BUY	$78.01 - $93.9 $62,095 - $74,744	796 New	796 $75,000
Q4 2018 Jan 14, 2019	SELL	$75.52 - $89.1 $1.44 Million - $1.7 Million	-19,128 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$82.24 - $87.73 $1.57 Million - $1.68 Million	19,128 New	19,128 $1.58 Million
Q1 2018 Apr 17, 2018	SELL	$79.31 - $85.87 $105,244 - $113,949	-1,327 Closed	0 $0
Q4 2017 Jan 26, 2018	BUY	$80.62 - $85.97 $100,533 - $107,204	1,247 Added 1558.75%	1,327 $108,000
Q3 2017 Nov 03, 2017	BUY	$76.88 - $84.22 $6,150 - $6,737	80 New	80 $6,000
Q1 2017 Nov 02, 2017	SELL	N/A	-559 Closed	0 $0
Q4 2016 Nov 03, 2017	BUY	N/A	559	559 $37,000

Others Institutions Holding MMC

# of Institutions

1,655

Shares Held

407M

Call Options Held

1.48M

Put Options Held

1.49M

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...

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Legacy Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History