Clearstead Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 8,266 shares of MMC stock, worth $1.77 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,266

Previous 8,051 2.67%

Holding current value

$1.77 Million

Previous $1.7 Million 8.73%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$210.25 - $231.86 $45,203 - $49,849	215 Added 2.67%	8,266 $1.84 Million
Q2 2024 Aug 09, 2024	BUY	$196.29 - $215.75 $107,566 - $118,231	548 Added 7.3%	8,051 $1.7 Million
Q1 2024 May 14, 2024	BUY	$190.17 - $207.9 $9,128 - $9,979	48 Added 0.64%	7,503 $1.55 Million
Q4 2023 Feb 12, 2024	BUY	$184.9 - $201.86 $9,245 - $10,093	50 Added 0.68%	7,455 $1.41 Million
Q3 2023 Nov 07, 2023	SELL	$183.99 - $198.55 $1,103 - $1,191	-6 Reduced 0.08%	7,405 $1.41 Million
Q2 2023 Aug 07, 2023	SELL	$167.72 - $188.08 $32,705 - $36,675	-195 Reduced 2.56%	7,411 $1.39 Million
Q1 2023 May 09, 2023	BUY	$154.08 - $175.66 $109,088 - $124,367	708 Added 10.26%	7,606 $1.27 Million
Q4 2022 Feb 14, 2023	BUY	$151.9 - $173.89 $17,924 - $20,519	118 Added 1.74%	6,898 $1.14 Million
Q3 2022 Nov 14, 2022	BUY	$148.35 - $173.16 $9,939 - $11,601	67 Added 1.0%	6,780 $1.01 Million
Q2 2022 Aug 12, 2022	BUY	$144.34 - $178.7 $9,670 - $11,972	67 Added 1.01%	6,713 $1.04 Million
Q1 2022 May 04, 2022	BUY	$147.31 - $171.84 $38,889 - $45,365	264 Added 4.14%	6,646 $1.13 Million
Q4 2021 Feb 14, 2022	SELL	$151.74 - $173.89 $63,579 - $72,859	-419 Reduced 6.16%	6,382 $1.11 Million
Q3 2021 Nov 12, 2021	BUY	$139.04 - $160.48 $7,508 - $8,665	54 Added 0.8%	6,801 $1.03 Million
Q2 2021 Aug 12, 2021	BUY	$123.15 - $140.94 $59,974 - $68,637	487 Added 7.78%	6,747 $949,000
Q1 2021 May 14, 2021	BUY	$107.6 - $121.88 $482,478 - $546,509	4,484 Added 252.48%	6,260 $762,000
Q4 2020 Feb 11, 2021	BUY	$102.95 - $118.69 $14,515 - $16,735	141 Added 8.62%	1,776 $208,000
Q1 2020 May 14, 2020	BUY	$76.69 - $119.45 $125,388 - $195,300	1,635 New	1,635 $141,000

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...

More about MMC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Marsh & Mclennan Companies, Inc. Transaction History