A detailed history of Aprio Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 1,751 shares of MMC stock, worth $388,371. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,751
Previous 1,994 12.19%
Holding current value
$388,371
Previous $410,000 10.24%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

SELL
$196.29 - $215.75 $47,698 - $52,427
-243 Reduced 12.19%
1,751 $368,000
Q1 2024

Apr 10, 2024

BUY
$190.17 - $207.9 $20,158 - $22,037
106 Added 5.61%
1,994 $410,000
Q4 2023

Jan 17, 2024

BUY
$184.9 - $201.86 $93,189 - $101,737
504 Added 36.42%
1,888 $357,000
Q3 2023

Oct 10, 2023

BUY
$183.99 - $198.55 $254,642 - $274,793
1,384 New
1,384 $263,000

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 $110B
  • 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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