Shelton Capital Management Marsh & Mclennan Companies, Inc. Transaction History

Shelton Capital Management

$3.85 Billion
Q3 2024

A detailed history of Shelton Capital Management transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Shelton Capital Management holds 6,598 shares of MMC stock, worth $1.41 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,598

Previous 16,985 61.15%

Holding current value

$1.41 Million

Previous $3.58 Million 58.87%

% of portfolio

0.04%

Previous 0.1%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$210.25 - $231.86 $2.18 Million - $2.41 Million	-10,387 Reduced 61.15%	6,598 $1.47 Million
Q2 2024 Aug 13, 2024	SELL	$196.29 - $215.75 $2.43 Million - $2.67 Million	-12,370 Reduced 42.14%	16,985 $3.58 Million
Q1 2024 May 15, 2024	BUY	$190.17 - $207.9 $958,076 - $1.05 Million	5,038 Added 20.72%	29,355 $6.05 Million
Q4 2023 Feb 14, 2024	BUY	$184.9 - $201.86 $1.88 Million - $2.05 Million	10,168 Added 71.86%	24,317 $4.61 Million
Q2 2023 Aug 10, 2023	BUY	$167.72 - $188.08 $1.85 Million - $2.08 Million	11,056 Added 357.45%	14,149 $2.66 Million
Q1 2023 May 11, 2023	SELL	$154.08 - $175.66 $10,015 - $11,417	-65 Reduced 2.06%	3,093 $515,000
Q4 2022 Feb 13, 2023	SELL	$151.9 - $173.89 $410,130 - $469,502	-2,700 Reduced 46.09%	3,158 $522,000
Q3 2022 Nov 14, 2022	SELL	$148.35 - $173.16 $8,455 - $9,870	-57 Reduced 0.96%	5,858 $875,000
Q4 2021 Feb 11, 2022	SELL	$151.74 - $173.89 $60,240 - $69,034	-397 Reduced 6.29%	5,915 $1.03 Million
Q2 2021 Aug 12, 2021	SELL	$123.15 - $140.94 $777,322 - $889,613	-6,312 Reduced 50.0%	6,312 $888,000
Q1 2021 May 14, 2021	BUY	$107.6 - $121.88 $662,062 - $749,927	6,153 Added 95.09%	12,624 $1.54 Million
Q4 2020 Feb 16, 2021	SELL	$102.95 - $118.69 $483,865 - $557,843	-4,700 Reduced 42.07%	6,471 $757,000
Q3 2020 Nov 09, 2020	BUY	$107.35 - $118.91 $504,545 - $558,877	4,700 Added 72.63%	11,171 $1.28 Million
Q2 2020 Aug 12, 2020	SELL	$79.9 - $111.49 $8,309 - $11,594	-104 Reduced 1.58%	6,471 $695,000
Q1 2020 May 13, 2020	SELL	$76.69 - $119.45 $46,014 - $71,670	-600 Reduced 8.36%	6,575 $568,000
Q4 2019 Feb 11, 2020	SELL	$95.25 - $112.32 $42,862 - $50,544	-450 Reduced 5.9%	7,175 $799,000
Q2 2019 Aug 14, 2019	BUY	$92.5 - $99.75 $639,082 - $689,172	6,909 Added 964.94%	7,625 $761,000
Q1 2019 May 10, 2019	SELL	$78.01 - $93.9 $538,971 - $648,755	-6,909 Reduced 90.61%	716 $7.63 Million
Q4 2018 Jan 31, 2019	SELL	$75.52 - $89.1 $22,656 - $26,730	-300 Reduced 3.79%	7,625 $608,000
Q3 2018 Nov 14, 2018	SELL	$82.24 - $87.73 $16,448 - $17,546	-200 Reduced 2.46%	7,925 $656,000
Q2 2018 Aug 10, 2018	SELL	$79.09 - $84.03 $23,727 - $25,209	-300 Reduced 3.56%	8,125 $666,000
Q3 2017 Nov 28, 2017	BUY	$76.88 - $84.22 $647,714 - $709,553	8,425 New	8,425 $706,000
Q3 2017 Nov 14, 2017	SELL	$76.88 - $84.22 $686,154 - $751,663	-8,925 Closed	0 $0
Q2 2017 Aug 14, 2017	SELL	N/A	-100 Reduced 1.11%	8,925 $696,000
Q3 2016 Dec 04, 2017	BUY	N/A	9,025	9,025 $610,000

Others Institutions Holding MMC

# of Institutions

1,655

Shares Held

407M

Call Options Held

1.48M

Put Options Held

1.49M

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $106B
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...

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Shelton Capital Management Marsh & Mclennan Companies, Inc. Transaction History