A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 5,866 shares of MMC stock, worth $1.28 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,866
Previous 5,982 1.94%
Holding current value
$1.28 Million
Previous $1.26 Million 3.81%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Nov 13, 2024

SELL
$210.25 - $231.86 $24,389 - $26,895
-116 Reduced 1.94%
5,866 $1.31 Million
Q2 2024

Aug 09, 2024

SELL
$196.29 - $215.75 $19,825 - $21,790
-101 Reduced 1.66%
5,982 $1.26 Million
Q1 2024

May 09, 2024

SELL
$190.17 - $207.9 $5,324 - $5,821
-28 Reduced 0.46%
6,083 $1.25 Million
Q4 2023

Feb 07, 2024

SELL
$184.9 - $201.86 $12,018 - $13,120
-65 Reduced 1.05%
6,111 $1.16 Million
Q3 2023

Nov 07, 2023

SELL
$183.99 - $198.55 $24,286 - $26,208
-132 Reduced 2.09%
6,176 $1.18 Million
Q2 2023

Aug 07, 2023

BUY
$167.72 - $188.08 $335 - $376
2 Added 0.03%
6,308 $1.19 Million
Q1 2023

May 03, 2023

BUY
$154.08 - $175.66 $51,616 - $58,846
335 Added 5.61%
6,306 $1.05 Million
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $187,292 - $214,406
1,233 Added 26.02%
5,971 $988,000
Q3 2022

Nov 09, 2022

SELL
$148.35 - $173.16 $2,373 - $2,770
-16 Reduced 0.34%
4,738 $707,000
Q2 2022

Aug 03, 2022

BUY
$144.34 - $178.7 $25,115 - $31,093
174 Added 3.8%
4,754 $738,000
Q1 2022

Apr 20, 2022

BUY
$147.31 - $171.84 $145,542 - $169,777
988 Added 27.51%
4,580 $781,000
Q4 2021

Jan 21, 2022

BUY
$151.74 - $173.89 $16,994 - $19,475
112 Added 3.22%
3,592 $625,000
Q3 2021

Oct 29, 2021

BUY
$139.04 - $160.48 $10,567 - $12,196
76 Added 2.23%
3,480 $527,000
Q2 2021

Aug 02, 2021

BUY
$123.15 - $140.94 $12,561 - $14,375
102 Added 3.09%
3,404 $478,000
Q1 2021

Apr 29, 2021

BUY
$107.6 - $121.88 $38,843 - $43,998
361 Added 12.27%
3,302 $402,000
Q4 2020

Feb 12, 2021

SELL
$102.95 - $118.69 $4,015 - $4,628
-39 Reduced 1.31%
2,941 $344,000
Q3 2020

Nov 03, 2020

SELL
$107.35 - $118.91 $2,361 - $2,616
-22 Reduced 0.73%
2,980 $341,000
Q2 2020

Jul 27, 2020

BUY
$79.9 - $111.49 $48,019 - $67,005
601 Added 25.03%
3,002 $322,000
Q1 2020

May 11, 2020

BUY
$76.69 - $119.45 $23,850 - $37,148
311 Added 14.88%
2,401 $206,000
Q4 2019

Feb 07, 2020

SELL
$95.25 - $112.32 $10,668 - $12,579
-112 Reduced 5.09%
2,090 $232,000
Q3 2019

Oct 31, 2019

BUY
$95.66 - $103.13 $210,643 - $227,092
2,202 New
2,202 $220,000
Q4 2018

Mar 01, 2019

SELL
$75.52 - $89.1 $335,988 - $396,405
-4,449 Closed
0 $0
Q3 2018

Feb 28, 2019

BUY
$82.24 - $87.73 $4,029 - $4,298
49 Added 1.11%
4,449 $369,000
Q2 2018

Feb 28, 2019

BUY
$79.09 - $84.03 $6,880 - $7,310
87 Added 2.02%
4,400 $361,000
Q1 2018

Feb 28, 2019

BUY
$79.31 - $85.87 $274,174 - $296,852
3,457 Added 403.86%
4,313 $357,000
Q4 2017

Feb 12, 2018

BUY
$80.62 - $85.97 $69,010 - $73,590
856
856 $69,000

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 $109B
  • 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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