A detailed history of Capital Asset Advisory Services LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 10,224 shares of MMC stock, worth $2.29 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,224
Previous 11,643 12.19%
Holding current value
$2.29 Million
Previous $2.4 Million 10.18%
% of portfolio
0.12%
Previous 0.14%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$196.29 - $215.75 $278,535 - $306,149
-1,419 Reduced 12.19%
10,224 $2.15 Million
Q1 2024

Apr 16, 2024

BUY
$190.17 - $207.9 $166,969 - $182,536
878 Added 8.16%
11,643 $2.4 Million
Q4 2023

Jan 09, 2024

BUY
$184.9 - $201.86 $56,209 - $61,365
304 Added 2.91%
10,765 $2.04 Million
Q3 2023

Oct 18, 2023

BUY
$183.99 - $198.55 $259,057 - $279,558
1,408 Added 15.55%
10,461 $1.99 Million
Q2 2023

Aug 02, 2023

BUY
$167.72 - $188.08 $47,632 - $53,414
284 Added 3.24%
9,053 $1.7 Million
Q1 2023

May 12, 2023

BUY
$154.08 - $175.66 $462 - $526
3 Added 0.03%
8,769 $1.46 Million
Q4 2022

Mar 08, 2023

BUY
$151.9 - $173.89 $92,355 - $105,725
608 Added 7.45%
8,766 $1.45 Million
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $34,713 - $40,519
234 Added 2.95%
8,158 $1.22 Million
Q2 2022

Aug 11, 2022

SELL
$144.34 - $178.7 $88,047 - $109,007
-610 Reduced 7.15%
7,924 $1.23 Million
Q1 2022

Apr 29, 2022

BUY
$147.31 - $171.84 $284,897 - $332,338
1,934 Added 29.3%
8,534 $1.45 Million
Q4 2021

Feb 04, 2022

BUY
$151.74 - $173.89 $216,988 - $248,662
1,430 Added 27.66%
6,600 $1.15 Million
Q3 2021

Oct 14, 2021

BUY
$139.04 - $160.48 $250,550 - $289,184
1,802 Added 53.5%
5,170 $783,000
Q2 2021

Aug 06, 2021

SELL
$123.15 - $140.94 $76,353 - $87,382
-620 Reduced 15.55%
3,368 $474,000
Q1 2021

May 13, 2021

SELL
$107.6 - $121.88 $31,204 - $35,345
-290 Reduced 6.78%
3,988 $486,000
Q4 2020

Mar 02, 2021

BUY
$102.95 - $118.69 $13,177 - $15,192
128 Added 3.08%
4,278 $501,000
Q3 2020

Nov 18, 2020

BUY
$107.35 - $118.91 $5,904 - $6,540
55 Added 1.34%
4,150 $476,000
Q2 2020

Aug 14, 2020

BUY
$79.9 - $111.49 $7,510 - $10,480
94 Added 2.35%
4,095 $481,000
Q1 2020

May 18, 2020

SELL
$76.69 - $119.45 $9,662 - $15,050
-126 Reduced 3.05%
4,001 $422,000
Q4 2019

Feb 13, 2020

BUY
$95.25 - $112.32 $283,559 - $334,376
2,977 Added 258.87%
4,127 $489,000
Q4 2019

Feb 12, 2020

SELL
$95.25 - $112.32 $364,998 - $430,410
-3,832 Reduced 76.92%
1,150 $462,000
Q3 2019

Oct 10, 2019

SELL
$95.66 - $103.13 $3,826 - $4,125
-40 Reduced 0.8%
4,982 $498,000
Q2 2019

Jul 15, 2019

BUY
$92.5 - $99.75 $19,240 - $20,748
208 Added 4.32%
5,022 $501,000
Q1 2019

Apr 24, 2019

SELL
$78.01 - $93.9 $26,757 - $32,207
-343 Reduced 6.65%
4,814 $452,000
Q4 2018

Jan 31, 2019

SELL
$75.52 - $89.1 $6,419 - $7,573
-85 Reduced 1.62%
5,157 $411,000
Q3 2018

Jan 31, 2019

SELL
$82.24 - $87.73 $8,635 - $9,211
-105 Reduced 1.96%
5,242 $434,000
Q2 2018

Jul 11, 2018

SELL
$79.09 - $84.03 $9,490 - $10,083
-120 Reduced 2.19%
5,347 $438,000
Q1 2018

May 16, 2018

SELL
$79.31 - $85.87 $2,379 - $2,576
-30 Reduced 0.55%
5,467 $452,000
Q4 2017

Jan 11, 2018

SELL
$80.62 - $85.97 $7,255 - $7,737
-90 Reduced 1.61%
5,497 $447,000
Q3 2017

Oct 30, 2017

BUY
$76.88 - $84.22 $429,528 - $470,537
5,587
5,587 $468,000

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 $111B
  • 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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