Captrust Financial Advisors Marsh & Mclennan Companies, Inc. Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 51,459 shares of MMC stock, worth $9.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
51,459
Previous 101,646 49.37%
Holding current value
$9.09 Million
Previous $24.8 Million 54.64%
% of portfolio
0.03%
Previous 0.06%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$212.1 - $244.27 $10.6 Million - $12.3 Million
-50,187 Reduced 49.37%
51,459 $11.3 Million
Q1 2025

May 14, 2025
SELL
$208.48 - $244.03 $5.84 Million - $6.84 Million
-28,035 Reduced 21.62%
101,646 $24.8 Million
Q4 2024

Feb 14, 2025
BUY
$209.89 - $233.24 $3.54 Million - $3.93 Million
16,851 Added 14.93%
129,681 $27.5 Million
Q3 2024

Nov 14, 2024
BUY
$210.25 - $231.86 $1.05 Million - $1.16 Million
5,002 Added 4.64%
112,830 $25.2 Million
Q2 2024

Aug 14, 2024
BUY
$196.29 - $215.75 $2.53 Million - $2.78 Million
12,871 Added 13.55%
107,828 $22.7 Million
Q1 2024

May 15, 2024
SELL
$190.17 - $207.9 $1.47 Million - $1.6 Million
-7,719 Reduced 7.52%
94,957 $19.6 Million
Q4 2023

Feb 14, 2024
BUY
$184.9 - $201.86 $1.3 Million - $1.42 Million
7,052 Added 7.37%
102,676 $19.5 Million
Q3 2023

Nov 14, 2023
BUY
$183.99 - $198.55 $919,950 - $992,750
5,000 Added 5.52%
95,624 $18.2 Million
Q2 2023

Aug 14, 2023
BUY
$167.72 - $188.08 $677,588 - $759,843
4,040 Added 4.67%
90,624 $17 Million
Q1 2023

May 15, 2023
BUY
$154.08 - $175.66 $2.49 Million - $2.84 Million
16,187 Added 22.99%
86,584 $14.4 Million
Q4 2022

Feb 15, 2023
BUY
$151.9 - $173.89 $6.75 Million - $7.72 Million
44,419 Added 170.99%
70,397 $11.6 Million
Q3 2022

Nov 16, 2022
BUY
$148.35 - $173.16 $86,636 - $101,125
584 Added 2.3%
25,978 $3.88 Million
Q2 2022

Aug 23, 2022
SELL
$144.34 - $178.7 $34,064 - $42,173
-236 Reduced 0.92%
25,394 $3.94 Million
Q2 2022

Aug 16, 2022
BUY
$144.34 - $178.7 $1.07 Million - $1.33 Million
7,443 Added 40.92%
25,630 $3.98 Million
Q1 2022

May 16, 2022
BUY
$147.31 - $171.84 $1 Million - $1.17 Million
6,811 Added 59.87%
18,187 $3.1 Million
Q4 2021

Feb 14, 2022
BUY
$151.74 - $173.89 $11,077 - $12,693
73 Added 0.65%
11,376 $1.98 Million
Q3 2021

Nov 16, 2021
BUY
$139.04 - $160.48 $204,110 - $235,584
1,468 Added 14.93%
11,303 $1.71 Million
Q2 2021

Aug 16, 2021
SELL
$123.15 - $140.94 $286,816 - $328,249
-2,329 Reduced 19.15%
9,835 $1.38 Million
Q1 2021

May 17, 2021
BUY
$107.6 - $121.88 $374,125 - $423,776
3,477 Added 40.03%
12,164 $1.48 Million
Q4 2020

Feb 16, 2021
BUY
$102.95 - $118.69 $39,326 - $45,339
382 Added 4.6%
8,687 $1.02 Million
Q3 2020

Nov 17, 2020
BUY
$107.35 - $118.91 $238,746 - $264,455
2,224 Added 36.57%
8,305 $949,000
Q2 2020

Aug 14, 2020
BUY
$79.9 - $111.49 $111,140 - $155,082
1,391 Added 29.66%
6,081 $654,000
Q1 2020

May 15, 2020
SELL
$76.69 - $119.45 $5,138 - $8,003
-67 Reduced 1.41%
4,690 $385,000
Q4 2019

Feb 14, 2020
BUY
$95.25 - $112.32 $220,503 - $260,020
2,315 Added 94.8%
4,757 $533,000
Q3 2019

Nov 14, 2019
SELL
$95.66 - $103.13 $23,628 - $25,473
-247 Reduced 9.19%
2,442 $244,000
Q2 2019

Aug 13, 2019
SELL
$92.5 - $99.75 $7,770 - $8,379
-84 Reduced 3.03%
2,689 $268,000
Q1 2019

May 15, 2019
BUY
$78.01 - $93.9 $3,978 - $4,788
51 Added 1.87%
2,773 $260,000
Q4 2018

Feb 13, 2019
BUY
$75.52 - $89.1 $35,418 - $41,787
469 Added 20.82%
2,722 $217,000
Q3 2018

Nov 15, 2018
SELL
$82.24 - $87.73 $42,353 - $45,180
-515 Reduced 18.61%
2,253 $186,000
Q2 2018

Aug 13, 2018
BUY
$79.09 - $84.03 $78,931 - $83,861
998 Added 56.38%
2,768 $227,000
Q1 2018

May 15, 2018
SELL
$79.31 - $85.87 $56,627 - $61,311
-714 Reduced 28.74%
1,770 $143,000
Q4 2017

Feb 14, 2018
BUY
$80.62 - $85.97 $196,148 - $209,165
2,433 Added 4770.59%
2,484 $202,000
Q3 2017

Feb 16, 2018
BUY
$76.88 - $84.22 $3,920 - $4,295
51
51 $4,000

Others Institutions Holding MMC

# of Institutions
1,809
Shares Held
430M
Call Options Held
700K
Put Options Held
613K
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 $87.6B
  • 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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