A detailed history of Occidental Asset Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Occidental Asset Management, LLC holds 16,291 shares of MMC stock, worth $3.43 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
16,291
Previous 15,311 6.4%
Holding current value
$3.43 Million
Previous $2.9 Million 15.69%
% of portfolio
0.63%
Previous 0.61%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$190.17 - $207.9 $186,366 - $203,742
980 Added 6.4%
16,291 $3.36 Million
Q4 2023

Jan 18, 2024

SELL
$184.9 - $201.86 $39,198 - $42,794
-212 Reduced 1.37%
15,311 $2.9 Million
Q3 2023

Oct 18, 2023

BUY
$183.99 - $198.55 $29,622 - $31,966
161 Added 1.05%
15,523 $2.95 Million
Q2 2023

Jul 11, 2023

BUY
$167.72 - $188.08 $43,774 - $49,088
261 Added 1.73%
15,362 $2.89 Million
Q1 2023

May 10, 2023

BUY
$154.08 - $175.66 $66,254 - $75,533
430 Added 2.93%
15,101 $2.52 Million
Q4 2022

Jan 23, 2023

BUY
$151.9 - $173.89 $20,050 - $22,953
132 Added 0.91%
14,671 $0
Q3 2022

Nov 07, 2022

BUY
$148.35 - $173.16 $62,455 - $72,900
421 Added 2.98%
14,539 $2.17 Million
Q2 2022

Jul 18, 2022

BUY
$144.34 - $178.7 $32,765 - $40,564
227 Added 1.63%
14,118 $2.19 Million
Q1 2022

May 04, 2022

BUY
$147.31 - $171.84 $121,236 - $141,424
823 Added 6.3%
13,891 $2.37 Million
Q4 2021

Feb 01, 2022

BUY
$151.74 - $173.89 $78,449 - $89,901
517 Added 4.12%
13,068 $2.27 Million
Q3 2021

Nov 03, 2021

BUY
$139.04 - $160.48 $82,867 - $95,646
596 Added 4.99%
12,551 $1.9 Million
Q2 2021

Aug 17, 2021

BUY
$123.15 - $140.94 $74,259 - $84,986
603 Added 5.31%
11,955 $1.68 Million
Q1 2021

May 06, 2021

BUY
$107.6 - $121.88 $524,334 - $593,921
4,873 Added 75.21%
11,352 $1.38 Million
Q4 2020

Jan 28, 2021

BUY
$102.95 - $118.69 $98,008 - $112,992
952 Added 17.22%
6,479 $758,000
Q3 2020

Nov 10, 2020

BUY
$107.35 - $118.91 $96,400 - $106,781
898 Added 19.4%
5,527 $634,000
Q2 2020

Jul 17, 2020

BUY
$79.9 - $111.49 $4,714 - $6,577
59 Added 1.29%
4,629 $497,000
Q1 2020

Apr 23, 2020

BUY
$76.69 - $119.45 $350,473 - $545,886
4,570 New
4,570 $395,000
Q3 2019

Oct 17, 2019

SELL
$95.66 - $103.13 $770,158 - $830,299
-8,051 Closed
0 $0
Q2 2019

Aug 02, 2019

BUY
$92.5 - $99.75 $92,870 - $100,149
1,004 Added 14.25%
8,051 $803,000
Q1 2019

May 15, 2019

BUY
$78.01 - $93.9 $104,767 - $126,107
1,343 Added 23.54%
7,047 $662,000
Q4 2018

Mar 19, 2019

BUY
$75.52 - $89.1 $40,856 - $48,203
541 Added 10.48%
5,704 $455,000
Q3 2018

Mar 19, 2019

BUY
$82.24 - $87.73 $31,004 - $33,074
377 Added 7.88%
5,163 $427,000
Q2 2018

Mar 19, 2019

BUY
$79.09 - $84.03 $18,348 - $19,494
232 Added 5.09%
4,786 $392,000
Q4 2017

Mar 19, 2019

BUY
$80.62 - $85.97 $367,143 - $391,507
4,554
4,554 $371,000

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 $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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