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Marcus & Millichap shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Marcus & Millichap (MMI) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Marcus & Millichap

Tip: Access up to 7 years of quarterly data

All positions including Marcus & Millichap held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marcus & Millichap by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 524 27.29
2020-12-31 $37k 695 52.63

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Top funds holding Marcus & Millichap

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Royce & Associates
Geode Capital Management
Pzena Investment Management
Tributary Capital Management
Schroder Investment Management Group
Charles Schwab Investment Management
Lord, Abbett & Co
Wellington Management Company
Qube Research & Technologies
Jennison Associates
Jane Street

View all funds holding Marcus & Millichap