A detailed history of Crewe Advisors LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 164 shares of MMC stock, worth $37,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares
164
Previous 160 2.5%
Holding current value
$37,362
Previous $33,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$210.25 - $231.86 $841 - $927
4 Added 2.5%
164 $36,000
Q2 2024

Jul 29, 2024

BUY
$196.29 - $215.75 $15,703 - $17,260
80 Added 100.0%
160 $33,000
Q1 2024

May 13, 2024

BUY
$190.17 - $207.9 $15,213 - $16,632
80 New
80 $16,000
Q2 2023

Jul 28, 2023

SELL
$167.72 - $188.08 $23,816 - $26,707
-142 Reduced 99.3%
1 $0
Q1 2023

May 12, 2023

SELL
$154.08 - $175.66 $6,779 - $7,729
-44 Reduced 23.53%
143 $23,000
Q4 2022

Feb 07, 2023

SELL
$151.9 - $173.89 $27,190 - $31,126
-179 Reduced 48.91%
187 $30,000
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $9,494 - $11,082
64 Added 21.19%
366 $55,000
Q2 2022

Aug 02, 2022

BUY
$144.34 - $178.7 $43,590 - $53,967
302 New
302 $47,000
Q4 2020

Jan 27, 2021

SELL
$102.95 - $118.69 $5,250 - $6,053
-51 Closed
0 $0
Q3 2020

Oct 13, 2020

BUY
$107.35 - $118.91 $5,474 - $6,064
51 New
51 $6,000

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 $113B
  • 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

Track Crewe Advisors LLC Portfolio

Follow Crewe Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Crewe Advisors LLC with notifications on news.