A detailed history of Capital Planning Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 25,846 shares of MMC stock, worth $5.4 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
25,846
Previous 25,415 1.7%
Holding current value
$5.4 Million
Previous $5.36 Million 7.68%
% of portfolio
0.9%
Previous 0.94%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$210.25 - $231.86 $90,617 - $99,931
431 Added 1.7%
25,846 $5.77 Million
Q2 2024

Aug 12, 2024

BUY
$196.29 - $215.75 $193,738 - $212,945
987 Added 4.04%
25,415 $5.36 Million
Q1 2024

May 15, 2024

BUY
$190.17 - $207.9 $237,332 - $259,459
1,248 Added 5.38%
24,428 $5.03 Million
Q4 2023

Feb 12, 2024

SELL
$184.9 - $201.86 $63,050 - $68,834
-341 Reduced 1.45%
23,180 $4.39 Million
Q3 2023

Oct 30, 2023

SELL
$183.99 - $198.55 $9,935 - $10,721
-54 Reduced 0.23%
23,521 $4.48 Million
Q2 2023

Aug 01, 2023

SELL
$167.72 - $188.08 $7,044 - $7,899
-42 Reduced 0.18%
23,575 $4.43 Million
Q1 2023

May 15, 2023

SELL
$154.08 - $175.66 $236,512 - $269,638
-1,535 Reduced 6.1%
23,617 $3.93 Million
Q4 2022

Feb 09, 2023

BUY
$151.9 - $173.89 $730,639 - $836,410
4,810 Added 23.65%
25,152 $4.16 Million
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $256,497 - $299,393
1,729 Added 9.29%
20,342 $3.04 Million
Q2 2022

Aug 10, 2022

SELL
$144.34 - $178.7 $7,650 - $9,471
-53 Reduced 0.28%
18,613 $2.89 Million
Q1 2022

May 10, 2022

SELL
$147.31 - $171.84 $25,190 - $29,384
-171 Reduced 0.91%
18,666 $3.18 Million
Q4 2021

Feb 14, 2022

BUY
$151.74 - $173.89 $86,188 - $98,769
568 Added 3.11%
18,837 $3.27 Million
Q3 2021

Nov 09, 2021

BUY
$139.04 - $160.48 $14,460 - $16,689
104 Added 0.57%
18,269 $2.77 Million
Q2 2021

Aug 13, 2021

BUY
$123.15 - $140.94 $19,704 - $22,550
160 Added 0.89%
18,165 $2.56 Million
Q1 2021

Apr 30, 2021

BUY
$107.6 - $121.88 $200,996 - $227,671
1,868 Added 11.58%
18,005 $2.19 Million
Q4 2020

Feb 04, 2021

SELL
$102.95 - $118.69 $326,042 - $375,891
-3,167 Reduced 16.41%
16,137 $1.89 Million
Q3 2020

Nov 12, 2020

SELL
$107.35 - $118.91 $4,938 - $5,469
-46 Reduced 0.24%
19,304 $2.21 Million
Q2 2020

Aug 06, 2020

BUY
$79.9 - $111.49 $596,613 - $832,495
7,467 Added 62.84%
19,350 $2.08 Million
Q1 2020

May 11, 2020

SELL
$76.69 - $119.45 $26,304 - $40,971
-343 Reduced 2.81%
11,883 $1.03 Million
Q4 2019

Feb 03, 2020

BUY
$95.25 - $112.32 $77,628 - $91,540
815 Added 7.14%
12,226 $1.36 Million
Q3 2019

Nov 05, 2019

SELL
$95.66 - $103.13 $52,230 - $56,308
-546 Reduced 4.57%
11,411 $1.14 Million
Q2 2019

Aug 09, 2019

BUY
$92.5 - $99.75 $3,052 - $3,291
33 Added 0.28%
11,957 $1.19 Million
Q1 2019

May 14, 2019

BUY
$78.01 - $93.9 $468 - $563
6 Added 0.05%
11,924 $1.12 Million
Q4 2018

Feb 13, 2019

SELL
$75.52 - $89.1 $175,281 - $206,801
-2,321 Reduced 16.3%
11,918 $950,000
Q3 2018

Nov 14, 2018

BUY
$82.24 - $87.73 $597,309 - $637,182
7,263 Added 104.11%
14,239 $1.18 Million
Q2 2018

Aug 08, 2018

BUY
$79.09 - $84.03 $551,731 - $586,193
6,976 New
6,976 $572,000

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 $104B
  • 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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