A detailed history of Stokes Capital Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Stokes Capital Advisors, LLC holds 37,966 shares of MMC stock, worth $8.31 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
37,966
Previous 37,267 1.88%
Holding current value
$8.31 Million
Previous $8.31 Million 3.01%
% of portfolio
2.12%
Previous 2.17%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$209.89 - $233.24 $146,713 - $163,034
699 Added 1.88%
37,966 $8.06 Million
Q3 2024

Oct 07, 2024

SELL
$210.25 - $231.86 $22,917 - $25,272
-109 Reduced 0.29%
37,267 $8.31 Million
Q2 2024

Jul 19, 2024

BUY
$196.29 - $215.75 $421,827 - $463,646
2,149 Added 6.1%
37,376 $7.88 Million
Q1 2024

Apr 15, 2024

BUY
$190.17 - $207.9 $88,429 - $96,673
465 Added 1.34%
35,227 $7.26 Million
Q4 2023

Jan 12, 2024

BUY
$184.9 - $201.86 $441,911 - $482,445
2,390 Added 7.38%
34,762 $6.59 Million
Q3 2023

Oct 10, 2023

SELL
$183.99 - $198.55 $61,084 - $65,918
-332 Reduced 1.02%
32,372 $6.16 Million
Q2 2023

Jul 11, 2023

SELL
$167.72 - $188.08 $55,347 - $62,066
-330 Reduced 1.0%
32,704 $6.15 Million
Q1 2023

Apr 12, 2023

SELL
$154.08 - $175.66 $32,973 - $37,591
-214 Reduced 0.64%
33,034 $5.5 Million
Q4 2022

Jan 18, 2023

BUY
$151.9 - $173.89 $136,254 - $155,979
897 Added 2.77%
33,248 $0
Q3 2022

Oct 12, 2022

BUY
$148.35 - $173.16 $50,587 - $59,047
341 Added 1.07%
32,351 $4.83 Million
Q2 2022

Jul 13, 2022

BUY
$144.34 - $178.7 $98,151 - $121,515
680 Added 2.17%
32,010 $4.97 Million
Q1 2022

May 10, 2022

BUY
$147.31 - $171.84 $134,494 - $156,889
913 Added 3.0%
31,330 $5.34 Million
Q4 2021

Jan 31, 2022

SELL
$151.74 - $173.89 $140,207 - $160,674
-924 Reduced 2.95%
30,417 $5.29 Million
Q3 2021

Oct 20, 2021

SELL
$139.04 - $160.48 $91,071 - $105,114
-655 Reduced 2.05%
31,341 $4.75 Million
Q2 2021

Jul 14, 2021

BUY
$123.15 - $140.94 $43,718 - $50,033
355 Added 1.12%
31,996 $4.5 Million
Q1 2021

Apr 19, 2021

BUY
$107.6 - $121.88 $120,296 - $136,261
1,118 Added 3.66%
31,641 $3.85 Million
Q4 2020

Jan 19, 2021

BUY
$102.95 - $118.69 $143,306 - $165,216
1,392 Added 4.78%
30,523 $3.57 Million
Q3 2020

Oct 16, 2020

BUY
$107.35 - $118.91 $107,779 - $119,385
1,004 Added 3.57%
29,131 $3.34 Million
Q2 2020

Jul 15, 2020

SELL
$79.9 - $111.49 $4,394 - $6,131
-55 Reduced 0.2%
28,127 $3.02 Million
Q1 2020

Apr 10, 2020

SELL
$76.69 - $119.45 $22,086 - $34,401
-288 Reduced 1.01%
28,182 $2.44 Million
Q4 2019

Jan 23, 2020

SELL
$95.25 - $112.32 $20,478 - $24,148
-215 Reduced 0.75%
28,470 $3.17 Million
Q3 2019

Oct 24, 2019

SELL
$95.66 - $103.13 $21,523 - $23,204
-225 Reduced 0.78%
28,685 $2.87 Million
Q2 2019

Jul 15, 2019

SELL
$92.5 - $99.75 $16,650 - $17,955
-180 Reduced 0.62%
28,910 $2.88 Million
Q1 2019

May 03, 2019

BUY
$78.01 - $93.9 $48,756 - $58,687
625 Added 2.2%
29,090 $2.73 Million
Q4 2018

Jan 15, 2019

BUY
$75.52 - $89.1 $120,454 - $142,114
1,595 Added 5.94%
28,465 $2.27 Million
Q3 2018

Oct 12, 2018

BUY
$82.24 - $87.73 $25,905 - $27,634
315 Added 1.19%
26,870 $2.22 Million
Q2 2018

Jul 13, 2018

BUY
$79.09 - $84.03 $75,135 - $79,828
950 Added 3.71%
26,555 $2.18 Million
Q1 2018

Apr 10, 2018

BUY
$79.31 - $85.87 $66,461 - $71,959
838 Added 3.38%
25,605 $2.12 Million
Q4 2017

Apr 05, 2018

BUY
$80.62 - $85.97 $2 Million - $2.13 Million
24,767
24,767 $2.02 Million

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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