A detailed history of Capital Investment Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 3,271 shares of MMC stock, worth $751,283. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,271
Previous 4,486 27.08%
Holding current value
$751,283
Previous $924,000 25.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 12, 2024

SELL
$196.29 - $215.75 $238,492 - $262,136
-1,215 Reduced 27.08%
3,271 $689,000
Q1 2024

Apr 15, 2024

SELL
$190.17 - $207.9 $24,341 - $26,611
-128 Reduced 2.77%
4,486 $924,000
Q4 2023

Jan 05, 2024

SELL
$184.9 - $201.86 $5,362 - $5,853
-29 Reduced 0.62%
4,614 $874,000
Q3 2023

Oct 16, 2023

BUY
$183.99 - $198.55 $854,265 - $921,867
4,643 New
4,643 $883,000
Q1 2023

Apr 10, 2023

BUY
$154.08 - $175.66 $27,888 - $31,794
181 Added 3.38%
5,540 $922,000
Q4 2022

Jan 05, 2023

SELL
$151.9 - $173.89 $39,494 - $45,211
-260 Reduced 4.63%
5,359 $887,000
Q3 2022

Oct 05, 2022

SELL
$148.35 - $173.16 $13,944 - $16,277
-94 Reduced 1.65%
5,619 $839,000
Q2 2022

Jul 06, 2022

SELL
$144.34 - $178.7 $111,286 - $137,777
-771 Reduced 11.89%
5,713 $887,000
Q1 2022

Apr 13, 2022

BUY
$147.31 - $171.84 $218,902 - $255,354
1,486 Added 29.73%
6,484 $1.11 Million
Q4 2021

Jan 10, 2022

SELL
$151.74 - $173.89 $181,177 - $207,624
-1,194 Reduced 19.28%
4,998 $869,000
Q3 2021

Oct 13, 2021

BUY
$139.04 - $160.48 $1,668 - $1,925
12 Added 0.19%
6,192 $938,000
Q2 2021

Jul 14, 2021

SELL
$123.15 - $140.94 $37,683 - $43,127
-306 Reduced 4.72%
6,180 $869,000
Q1 2021

Apr 27, 2021

BUY
$107.6 - $121.88 $322 - $365
3 Added 0.05%
6,486 $790,000
Q4 2020

Jan 21, 2021

SELL
$102.95 - $118.69 $72,065 - $83,083
-700 Reduced 9.75%
6,483 $758,000
Q3 2020

Oct 29, 2020

SELL
$107.35 - $118.91 $7,192 - $7,966
-67 Reduced 0.92%
7,183 $824,000
Q2 2020

Jul 20, 2020

BUY
$79.9 - $111.49 $958 - $1,337
12 Added 0.17%
7,250 $778,000
Q1 2020

Apr 13, 2020

BUY
$76.69 - $119.45 $555,082 - $864,579
7,238 New
7,238 $626,000

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 $114B
  • 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 Capital Investment Advisors, LLC Portfolio

Follow Capital Investment 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 Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

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