Orion Portfolio Solutions, LLC Marsh & Mclennan Companies, Inc. Transaction History

Orion Portfolio Solutions, LLC

$9.43 Billion
Q3 2024

A detailed history of Orion Portfolio Solutions, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 53,253 shares of MMC stock, worth $11.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

53,253

Previous 55,946 4.81%

Holding current value

$11.8 Million

Previous $11.8 Million 0.78%

% of portfolio

0.13%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$210.25 - $231.86 $566,203 - $624,398	-2,693 Reduced 4.81%	53,253 $11.9 Million
Q2 2024 Aug 13, 2024	SELL	$196.29 - $215.75 $210,226 - $231,068	-1,071 Reduced 1.88%	55,946 $11.8 Million
Q1 2024 May 09, 2024	SELL	$190.17 - $207.9 $352,385 - $385,238	-1,853 Reduced 3.15%	57,017 $11.7 Million
Q4 2023 Feb 09, 2024	SELL	$184.9 - $201.86 $250,539 - $273,520	-1,355 Reduced 2.25%	58,870 $11.2 Million
Q3 2023 Nov 01, 2023	SELL	$183.99 - $198.55 $864,201 - $932,589	-4,697 Reduced 7.23%	60,225 $11.5 Million
Q2 2023 Aug 17, 2023	BUY	$167.72 - $188.08 $2.81 Million - $3.15 Million	16,734 Added 34.73%	64,922 $12.2 Million
Q2 2023 Aug 14, 2023	BUY	$167.72 - $188.08 $7.4 Million - $8.3 Million	44,107 Added 1080.79%	48,188 $9.06 Million
Q1 2023 Aug 30, 2023	SELL	$154.08 - $175.66 $282,428 - $321,984	-1,833 Reduced 2.82%	63,089 $10.5 Million
Q1 2023 May 15, 2023	SELL	$154.08 - $175.66 $1.11 Million - $1.27 Million	-7,209 Reduced 63.85%	4,081 $679,000
Q4 2022 Feb 08, 2023	BUY	$151.9 - $173.89 $255,495 - $292,482	1,682 Added 17.51%	11,290 $1.87 Million
Q3 2022 Nov 09, 2022	BUY	$148.35 - $173.16 $371,468 - $433,592	2,504 Added 35.25%	9,608 $1.43 Million
Q2 2022 Jul 14, 2022	BUY	$144.34 - $178.7 $230,799 - $285,741	1,599 Added 29.05%	7,104 $1.1 Million
Q1 2022 May 19, 2022	SELL	$147.31 - $171.84 $25,337 - $29,556	-172 Reduced 3.03%	5,505 $938,000
Q4 2021 Feb 09, 2022	BUY	$151.74 - $173.89 $104,852 - $120,157	691 Added 13.86%	5,677 $987,000
Q3 2021 Nov 10, 2021	BUY	$139.04 - $160.48 $46,300 - $53,439	333 Added 7.16%	4,986 $755,000
Q2 2021 Aug 05, 2021	BUY	$123.15 - $140.94 $16,994 - $19,449	138 Added 3.06%	4,653 $655,000
Q1 2021 May 17, 2021	BUY	$107.6 - $121.88 $51,540 - $58,380	479 Added 11.87%	4,515 $550,000
Q4 2020 Feb 04, 2021	BUY	$102.95 - $118.69 $33,046 - $38,099	321 Added 8.64%	4,036 $472,000
Q3 2020 Nov 13, 2020	BUY	$107.35 - $118.91 $199,778 - $221,291	1,861 Added 100.38%	3,715 $426,000
Q2 2020 Aug 19, 2020	BUY	$79.9 - $111.49 $38,591 - $53,849	483 Added 35.23%	1,854 $199,000
Q1 2020 May 15, 2020	BUY	$76.69 - $119.45 $24,387 - $37,985	318 Added 30.2%	1,371 $119,000
Q4 2019 Feb 14, 2020	BUY	$95.25 - $112.32 $100,298 - $118,272	1,053 New	1,053 $117,000

Others Institutions Holding MMC

# of Institutions

1,654

Shares Held

408M

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.

Account

Orion Portfolio Solutions, LLC Marsh & Mclennan Companies, Inc. Transaction History