Moneta Group Investment Advisors LLC Marsh & Mclennan Companies, Inc. Transaction History

Moneta Group Investment Advisors LLC

  • $6.28 Billion
  • Q2 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 8,984 shares of MMC stock, worth $1.99 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,984
Previous 9,197 2.32%
Holding current value
$1.99 Million
Previous $1.89 Million 0.05%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$196.29 - $215.75 $41,809 - $45,954
-213 Reduced 2.32%
8,984 $1.89 Million
Q1 2024

Aug 13, 2024
SELL
$190.17 - $207.9 $8,557 - $9,355
-45 Reduced 0.49%
9,197 $1.89 Million
Q4 2023

Feb 15, 2024
SELL
$184.9 - $201.86 $46,779 - $51,070
-253 Reduced 2.66%
9,242 $1.75 Million
Q3 2023

Nov 15, 2023
SELL
$183.99 - $198.55 $18,399 - $19,855
-100 Reduced 1.04%
9,495 $1.81 Million
Q2 2023

Aug 15, 2023
BUY
$167.72 - $188.08 $2,515 - $2,821
15 Added 0.16%
9,595 $1.8 Million
Q1 2023

May 15, 2023
BUY
$154.08 - $175.66 $131,584 - $150,013
854 Added 9.79%
9,580 $1.6 Million
Q4 2022

Feb 16, 2023
SELL
$151.9 - $173.89 $159,039 - $182,062
-1,047 Reduced 10.71%
8,726 $1.44 Million
Q4 2022

Feb 16, 2023
SELL
$151.9 - $173.89 $1.48 Billion - $1.7 Billion
-9,762,743 Reduced 99.9%
9,773 $1.62 Million
Q4 2022

Feb 15, 2023
BUY
$151.9 - $173.89 $1.48 Billion - $1.7 Billion
9,763,286 Added 105777.75%
9,772,516 $1.62 Billion
Q3 2022

Nov 14, 2022
SELL
$148.35 - $173.16 $82,185 - $95,930
-554 Reduced 5.66%
9,230 $1.38 Million
Q2 2022

Aug 15, 2022
BUY
$144.34 - $178.7 $196,013 - $242,674
1,358 Added 16.12%
9,784 $1.52 Million
Q1 2022

May 11, 2022
SELL
$147.31 - $171.84 $62,164 - $72,516
-422 Reduced 4.77%
8,426 $1.44 Million
Q4 2021

Feb 11, 2022
BUY
$151.74 - $173.89 $40,969 - $46,950
270 Added 3.15%
8,848 $1.54 Million
Q3 2021

Nov 12, 2021
SELL
$139.04 - $160.48 $278 - $320
-2 Reduced 0.02%
8,578 $1.3 Million
Q2 2021

Aug 13, 2021
BUY
$123.15 - $140.94 $50,614 - $57,926
411 Added 5.03%
8,580 $1.21 Million
Q1 2021

May 14, 2021
BUY
$107.6 - $121.88 $9,038 - $10,237
84 Added 1.04%
8,169 $995,000
Q4 2020

Feb 12, 2021
SELL
$102.95 - $118.69 $1.05 Million - $1.21 Million
-10,208 Reduced 55.8%
8,085 $946,000
Q2 2018

Aug 14, 2018
BUY
$79.09 - $84.03 $1.45 Million - $1.54 Million
18,293 New
18,293 $33,000
Q1 2018

May 14, 2018
SELL
$79.31 - $85.87 $475 - $515
-6 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
$80.62 - $85.97 $483 - $515
6
6 $0

Others Institutions Holding MMC

# of Institutions
1,607
Shares Held
416M
Call Options Held
1.16M
Put Options Held
587K
View Full List

About MARSH & MCLENNAN COMPANIES, INC.

MMC Quotes by TradingView
  • 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
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