A detailed history of Mount Yale Investment Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,217 shares of MMC stock, worth $1.72 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,217
Previous 4,757 72.73%
Holding current value
$1.72 Million
Previous $1 Million 82.93%
% of portfolio
0.18%
Previous 0.08%

Shares

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

Oct 23, 2024

BUY
$210.25 - $231.86 $727,465 - $802,235
3,460 Added 72.73%
8,217 $1.83 Million
Q2 2024

Aug 13, 2024

BUY
$196.29 - $215.75 $717,636 - $788,782
3,656 Added 332.06%
4,757 $1 Million
Q1 2024

May 15, 2024

SELL
$190.17 - $207.9 $98,317 - $107,484
-517 Reduced 31.95%
1,101 $226,000
Q4 2023

Feb 12, 2024

SELL
$184.9 - $201.86 $1.14 Million - $1.25 Million
-6,171 Reduced 79.23%
1,618 $306,000
Q3 2023

Oct 11, 2023

SELL
$183.99 - $198.55 $35,694 - $38,518
-194 Reduced 2.43%
7,789 $1.48 Million
Q2 2023

Aug 14, 2023

BUY
$167.72 - $188.08 $13,082 - $14,670
78 Added 0.99%
7,983 $1.5 Million
Q1 2023

May 11, 2023

SELL
$154.08 - $175.66 $418,789 - $477,443
-2,718 Reduced 25.59%
7,905 $1.32 Million
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $6,379 - $7,303
42 Added 0.4%
10,623 $1.76 Million
Q3 2022

Nov 07, 2022

SELL
$148.35 - $173.16 $101,619 - $118,614
-685 Reduced 6.08%
10,581 $1.58 Million
Q2 2022

Aug 02, 2022

BUY
$144.34 - $178.7 $109,554 - $135,633
759 Added 7.22%
11,266 $1.75 Million
Q1 2022

May 03, 2022

BUY
$147.31 - $171.84 $396,705 - $462,765
2,693 Added 34.46%
10,507 $1.79 Million
Q4 2021

Feb 02, 2022

SELL
$151.74 - $173.89 $33,838 - $38,777
-223 Reduced 2.77%
7,814 $1.36 Million
Q3 2021

Nov 02, 2021

SELL
$139.04 - $160.48 $88,151 - $101,744
-634 Reduced 7.31%
8,037 $1.22 Million
Q2 2021

Aug 04, 2021

BUY
$123.15 - $140.94 $11,206 - $12,825
91 Added 1.06%
8,671 $1.22 Million
Q1 2021

May 04, 2021

BUY
$107.6 - $121.88 $316,774 - $358,814
2,944 Added 52.24%
8,580 $1.05 Million
Q4 2020

Feb 12, 2021

SELL
$102.95 - $118.69 $92,757 - $106,939
-901 Reduced 13.78%
5,636 $659,000
Q3 2020

Nov 16, 2020

BUY
$107.35 - $118.91 $33,063 - $36,624
308 Added 4.94%
6,537 $750,000
Q2 2020

Jul 09, 2020

BUY
$79.9 - $111.49 $71,430 - $99,672
894 Added 16.76%
6,229 $669,000
Q1 2020

May 04, 2020

BUY
$76.69 - $119.45 $115,341 - $179,652
1,504 Added 39.26%
5,335 $461,000
Q4 2019

Feb 13, 2020

BUY
$95.25 - $112.32 $36,290 - $42,793
381 Added 11.04%
3,831 $429,000
Q3 2019

Nov 14, 2019

BUY
$95.66 - $103.13 $23,819 - $25,679
249 Added 7.78%
3,450 $359,000
Q2 2019

Aug 13, 2019

SELL
$92.5 - $99.75 $6,290 - $6,783
-68 Reduced 2.08%
3,201 $311,000
Q1 2019

May 15, 2019

SELL
$78.01 - $93.9 $5,772 - $6,948
-74 Reduced 2.21%
3,269 $307,000
Q4 2018

Feb 14, 2019

SELL
$75.52 - $89.1 $7,778 - $9,177
-103 Reduced 2.99%
3,343 $303,000
Q3 2018

Nov 13, 2018

BUY
$82.24 - $87.73 $15,461 - $16,493
188 Added 5.77%
3,446 $301,000
Q2 2018

Aug 22, 2018

BUY
$79.09 - $84.03 $257,675 - $273,769
3,258 New
3,258 $267,000

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 $104B
  • 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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