Proficio Capital Partners LLC Marsh & Mclennan Companies, Inc. Transaction History

Proficio Capital Partners LLC

$969 Million
Q3 2024

A detailed history of Proficio Capital Partners LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Proficio Capital Partners LLC holds 2,316 shares of MMC stock, worth $502,294. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,316

Previous 2,995 22.67%

Holding current value

$502,294

Previous $631,000 18.23%

% of portfolio

0.05%

Previous 0.07%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$210.25 - $231.86 $142,759 - $157,432	-679 Reduced 22.67%	2,316 $516,000
Q2 2024 Jul 25, 2024	BUY	$196.29 - $215.75 $14,132 - $15,534	72 Added 2.46%	2,995 $631,000
Q1 2024 May 02, 2024	BUY	$190.17 - $207.9 $7,036 - $7,692	37 Added 1.28%	2,923 $602,000
Q4 2023 Feb 13, 2024	BUY	$184.9 - $201.86 $4,252 - $4,642	23 Added 0.8%	2,886 $546,000
Q3 2023 Oct 18, 2023	BUY	$183.99 - $198.55 $17,663 - $19,060	96 Added 3.47%	2,863 $544,000
Q2 2023 Aug 14, 2023	BUY	$167.72 - $188.08 $4,360 - $4,890	26 Added 0.95%	2,767 $520,000
Q1 2023 Apr 21, 2023	SELL	$154.08 - $175.66 $69.9 Million - $79.7 Million	-453,694 Reduced 99.4%	2,741 $456,000
Q1 2023 Apr 19, 2023	BUY	$154.08 - $175.66 $69.9 Million - $79.7 Million	453,589 Added 15937.77%	456,435 $76 Million
Q4 2022 Jan 30, 2023	BUY	$151.9 - $173.89 $4,405 - $5,042	29 Added 1.03%	2,846 $470,000
Q3 2022 Oct 11, 2022	BUY	$148.35 - $173.16 $15,873 - $18,528	107 Added 3.95%	2,817 $427,000
Q2 2022 Aug 15, 2022	BUY	$144.34 - $178.7 $42,291 - $52,359	293 Added 12.12%	2,710 $421,000
Q1 2022 May 13, 2022	BUY	$147.31 - $171.84 $40,952 - $47,771	278 Added 13.0%	2,417 $412,000
Q4 2021 Feb 11, 2022	BUY	$151.74 - $173.89 $5,310 - $6,086	35 Added 1.66%	2,139 $372,000
Q3 2021 Nov 15, 2021	SELL	$139.04 - $160.48 $15,433 - $17,813	-111 Reduced 5.01%	2,104 $319,000
Q2 2021 Aug 16, 2021	BUY	$123.15 - $140.94 $123 - $140	1 Added 0.05%	2,215 $312,000
Q1 2021 May 14, 2021	BUY	$107.6 - $121.88 $238,226 - $269,842	2,214 New	2,214 $270,000
Q3 2019 Nov 13, 2019	SELL	$95.66 - $103.13 $67,918 - $73,222	-710 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$92.5 - $99.75 $15,725 - $16,957	170 Added 31.48%	710 $71,000
Q1 2019 May 13, 2019	BUY	$78.01 - $93.9 $1,404 - $1,690	18 Added 3.45%	540 $51,000
Q4 2018 Feb 08, 2019	BUY	$75.52 - $89.1 $1,283 - $1,514	17 Added 3.37%	522 $42,000
Q3 2018 Nov 13, 2018	SELL	$82.24 - $87.73 $575 - $614	-7 Reduced 1.37%	505 $42,000
Q2 2018 Aug 10, 2018	BUY	$79.09 - $84.03 $79 - $84	1 Added 0.2%	512 $42,000
Q1 2018 May 14, 2018	BUY	$79.31 - $85.87 $5,789 - $6,268	73 Added 16.67%	511 $42,000
Q4 2017 Feb 09, 2018	BUY	$80.62 - $85.97 $2,821 - $3,008	35 Added 8.68%	438 $36,000
Q3 2017 Nov 14, 2017	BUY	$76.88 - $84.22 $30,982 - $33,940	403	403 $34,000

Others Institutions Holding MMC

# of Institutions

1,661

Shares Held

409M

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 $108B
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 Proficio Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proficio Capital Partners LLC with notifications on news.

Account

Proficio Capital Partners LLC Marsh & Mclennan Companies, Inc. Transaction History