A detailed history of Capital Advisors Inc transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Capital Advisors Inc holds 2,655 shares of MMC stock, worth $604,862. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,655
Previous 2,682 1.01%
Holding current value
$604,862
Previous $565,000 4.78%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MARSH & MCLENNAN COMPANIES, INC.


  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $113B
  • 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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