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

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025

A detailed history of Capital Advisors Inc transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Capital Advisors Inc holds 2,649 shares of MMC stock, worth $497,005. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,649
Previous 2,667 0.67%
Holding current value
$497,005
Previous $583,000 8.58%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$196.15 - $217.83 $3,530 - $3,920
-18 Reduced 0.67%
2,649 $533,000
Q2 2025

Jul 22, 2025
BUY
$212.1 - $244.27 $5,090 - $5,862
24 Added 0.91%
2,667 $583,000
Q1 2025

Apr 29, 2025
SELL
$208.48 - $244.03 $2,501 - $2,928
-12 Reduced 0.45%
2,643 $644,000
Q3 2024

Oct 28, 2024
SELL
$210.25 - $231.86 $5,676 - $6,260
-27 Reduced 1.01%
2,655 $592,000
Q2 2024

Jul 31, 2024
BUY
$196.29 - $215.75 $13,740 - $15,102
70 Added 2.68%
2,682 $565,000
Q4 2023

Jan 29, 2024
SELL
$184.9 - $201.86 $1,849 - $2,018
-10 Reduced 0.38%
2,612 $494,000
Q3 2023

Oct 24, 2023
SELL
$183.99 - $198.55 $367 - $397
-2 Reduced 0.08%
2,622 $498,000
Q2 2023

Jul 18, 2023
BUY
$167.72 - $188.08 $3,689 - $4,137
22 Added 0.85%
2,624 $493,000
Q1 2023

Apr 19, 2023
BUY
$154.08 - $175.66 $308 - $351
2 Added 0.08%
2,602 $433,000
Q4 2021

Jan 27, 2022
SELL
$151.74 - $173.89 $61,302 - $70,251
-404 Reduced 13.45%
2,600 $451,000
Q4 2020

Feb 08, 2021
SELL
$102.95 - $118.69 $10,500 - $12,106
-102 Reduced 3.28%
3,004 $351,000
Q3 2020

Nov 02, 2020
BUY
$107.35 - $118.91 $10,949 - $12,128
102 Added 3.4%
3,106 $356,000
Q1 2020

May 21, 2020
SELL
$76.69 - $119.45 $690 - $1,075
-9 Reduced 0.3%
3,004 $259,000
Q4 2019

Feb 04, 2020
BUY
$95.25 - $112.32 $857 - $1,010
9 Added 0.3%
3,013 $335,000
Q2 2019

Aug 07, 2019
BUY
$92.5 - $99.75 $277,870 - $299,649
3,004 New
3,004 $0
Q1 2019

May 10, 2019
SELL
$78.01 - $93.9 $265,546 - $319,635
-3,404 Closed
0 $0
Q1 2018

May 04, 2018
SELL
$79.31 - $85.87 $2,855 - $3,091
-36 Reduced 1.05%
3,404 $0
Q4 2017

Jan 29, 2018
BUY
$80.62 - $85.97 $2,902 - $3,094
36 Added 1.06%
3,440 $280,000
Q2 2017

Aug 09, 2017
BUY
N/A
3,404
3,404 $265,000

Others Institutions Holding MMC

# of Institutions
1,820
Shares Held
435M
Call Options Held
697K
Put Options Held
611K
View Full List

About MARSH & MCLENNAN COMPANIES, INC.

MMC Quotes by TradingView
  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $93.1B
  • 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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