A detailed history of Ropes Wealth Advisors LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 1,114 shares of MMC stock, worth $234,742. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,114
Holding current value
$234,742
% of portfolio
0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

BUY
$183.99 - $198.55 $204,964 - $221,184
1,114 New
1,114 $211,000
Q4 2021

Feb 10, 2022

SELL
$151.74 - $173.89 $934,263 - $1.07 Million
-6,157 Closed
0 $0
Q3 2021

Nov 05, 2021

BUY
$139.04 - $160.48 $40,877 - $47,181
294 Added 5.01%
6,157 $932,000
Q1 2021

May 12, 2021

BUY
$107.6 - $121.88 $538,000 - $609,400
5,000 Added 579.37%
5,863 $790,000
Q4 2020

Feb 05, 2021

BUY
$102.95 - $118.69 $411 - $474
4 Added 0.47%
863 $101,000
Q3 2019

Nov 05, 2019

SELL
$95.66 - $103.13 $4,591 - $4,950
-48 Reduced 5.29%
859 $86,000
Q1 2019

Apr 15, 2019

SELL
$78.01 - $93.9 $124,269 - $149,582
-1,593 Reduced 63.72%
907 $85,000
Q4 2017

Feb 13, 2018

BUY
$80.62 - $85.97 $161,240 - $171,940
2,000 Added 400.0%
2,500 $203,000
Q3 2017

Nov 09, 2017

BUY
$76.88 - $84.22 $38,440 - $42,110
500
500 $42,000

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
Track This Portfolio

Track Ropes Wealth Advisors LLC Portfolio

Follow Ropes Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.