Aptus Capital Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 78,618 shares of MMC stock, worth $18.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

78,618

Previous 69,197 13.61%

Holding current value

$18.2 Million

Previous $15.4 Million 8.18%

% of portfolio

0.19%

Previous 0.25%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$209.89 - $233.24 $1.98 Million - $2.2 Million	9,421 Added 13.61%	78,618 $16.7 Million
Q3 2024 Nov 05, 2024	BUY	$210.25 - $231.86 $2.54 Million - $2.8 Million	12,093 Added 21.18%	69,197 $15.4 Million
Q2 2024 Jul 31, 2024	BUY	$196.29 - $215.75 $2.59 Million - $2.85 Million	13,217 Added 30.12%	57,104 $12 Million
Q1 2024 May 15, 2024	BUY	$190.17 - $207.9 $668,257 - $730,560	3,514 Added 8.7%	43,887 $9.04 Million
Q4 2023 Feb 13, 2024	SELL	$184.9 - $201.86 $165,300 - $180,462	-894 Reduced 2.17%	40,373 $7.65 Million
Q3 2023 Nov 08, 2023	SELL	$183.99 - $198.55 $467,150 - $504,118	-2,539 Reduced 5.8%	41,267 $7.85 Million
Q2 2023 Aug 11, 2023	SELL	$167.72 - $188.08 $518,757 - $581,731	-3,093 Reduced 6.6%	43,806 $8.24 Million
Q1 2023 May 09, 2023	BUY	$154.08 - $175.66 $1.13 Million - $1.29 Million	7,332 Added 18.53%	46,899 $7.81 Million
Q4 2022 Feb 13, 2023	BUY	$151.9 - $173.89 $470,586 - $538,711	3,098 Added 8.49%	39,567 $6.55 Million
Q3 2022 Nov 02, 2022	SELL	$148.35 - $173.16 $283,051 - $330,389	-1,908 Reduced 4.97%	36,469 $5.44 Million
Q2 2022 Jul 29, 2022	BUY	$144.34 - $178.7 $549,502 - $680,310	3,807 Added 11.01%	38,377 $5.96 Million
Q1 2022 May 04, 2022	BUY	$147.31 - $171.84 $749,365 - $874,150	5,087 Added 17.25%	34,570 $5.89 Million
Q4 2021 Feb 02, 2022	BUY	$151.74 - $173.89 $660,372 - $756,769	4,352 Added 17.32%	29,483 $5.13 Million
Q3 2021 Oct 27, 2021	BUY	$139.04 - $160.48 $514,169 - $593,455	3,698 Added 17.25%	25,131 $3.81 Million
Q2 2021 Jul 27, 2021	BUY	$123.15 - $140.94 $356,888 - $408,444	2,898 Added 15.64%	21,433 $3.02 Million
Q1 2021 May 06, 2021	BUY	$107.6 - $121.88 $57,888 - $65,571	538 Added 2.99%	18,535 $2.26 Million
Q4 2020 Feb 10, 2021	BUY	$102.95 - $118.69 $336,028 - $387,404	3,264 Added 22.15%	17,997 $2.11 Million
Q3 2020 Oct 19, 2020	BUY	$107.35 - $118.91 $14,062 - $15,577	131 Added 0.9%	14,733 $1.69 Million
Q2 2020 Jul 22, 2020	BUY	$79.9 - $111.49 $1.17 Million - $1.63 Million	14,602 New	14,602 $1.57 Million

Others Institutions Holding MMC

# of Institutions

1,715

Shares Held

423M

Call Options Held

474K

Put Options Held

563K

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 $115B
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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Account

Aptus Capital Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History