A detailed history of Heritage Wealth Management, LLC transactions in Marcus & Millichap, Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 6,688 shares of MMI stock, worth $205,054. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,688
Previous 6,789 1.49%
Holding current value
$205,054
Previous $296,000 22.97%
% of portfolio
0.11%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$31.68 - $42.77 $3,199 - $4,319
-101 Reduced 1.49%
6,688 $228,000
Q4 2023

Feb 06, 2024

SELL
$27.22 - $44.17 $237,494 - $385,383
-8,725 Reduced 56.24%
6,789 $296,000
Q4 2022

Feb 13, 2023

BUY
$33.04 - $38.06 $284,606 - $327,848
8,614 Added 124.84%
15,514 $534,000
Q3 2022

Nov 14, 2022

BUY
$31.74 - $41.11 $14,283 - $18,499
450 Added 6.98%
6,900 $226,000
Q2 2022

Aug 15, 2022

BUY
$35.33 - $56.83 $4,946 - $7,956
140 Added 2.22%
6,450 $238,000
Q1 2022

Aug 15, 2022

BUY
$44.14 - $52.68 $105,980 - $126,484
2,401 Added 61.42%
6,310 $332,000
Q3 2021

Nov 10, 2021

BUY
$35.1 - $40.79 $38,048 - $44,216
1,084 Added 38.37%
3,909 $159,000
Q2 2021

Aug 11, 2021

BUY
$34.21 - $40.34 $96,643 - $113,960
2,825 New
2,825 $110,000

Others Institutions Holding MMI

About Marcus & Millichap, Inc.


  • Ticker MMI
  • Exchange NYSE
  • Sector Real Estate
  • Industry Real Estate Services
  • Shares Outstandng 39,964,300
  • Market Cap $1.23B
  • Description
  • Marcus & Millichap, Inc., an investment brokerage company, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company offers commercial real estate investment sales, financing, research, and advisory services for multifamily, retail, office, in...
More about MMI
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