A detailed history of Venturi Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 6,532 shares of MMC stock, worth $1.38 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,532
Previous 5,099 28.1%
Holding current value
$1.38 Million
Previous $966,000 39.23%
% of portfolio
0.09%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$190.17 - $207.9 $272,513 - $297,920
1,433 Added 28.1%
6,532 $1.35 Million
Q4 2023

Jan 23, 2024

SELL
$184.9 - $201.86 $57,134 - $62,374
-309 Reduced 5.71%
5,099 $966,000
Q3 2023

Nov 02, 2023

SELL
$183.99 - $198.55 $28,518 - $30,775
-155 Reduced 2.79%
5,408 $1.03 Million
Q2 2023

Jul 24, 2023

BUY
$167.72 - $188.08 $35,053 - $39,308
209 Added 3.9%
5,563 $1.05 Million
Q1 2023

May 02, 2023

SELL
$154.08 - $175.66 $43,296 - $49,360
-281 Reduced 4.99%
5,354 $891,000
Q4 2022

Jan 31, 2023

SELL
$151.9 - $173.89 $8,810 - $10,085
-58 Reduced 1.02%
5,635 $932,000
Q3 2022

Nov 14, 2022

SELL
$148.35 - $173.16 $18,988 - $22,164
-128 Reduced 2.2%
5,693 $850,000
Q2 2022

Aug 12, 2022

SELL
$144.34 - $178.7 $15,877 - $19,657
-110 Reduced 1.85%
5,821 $904,000
Q1 2022

May 13, 2022

BUY
$147.31 - $171.84 $19,002 - $22,167
129 Added 2.22%
5,931 $1.01 Million
Q4 2021

Feb 08, 2022

SELL
$151.74 - $173.89 $56,902 - $65,208
-375 Reduced 6.07%
5,802 $1.01 Million
Q3 2021

Oct 19, 2021

BUY
$139.04 - $160.48 $1,390 - $1,604
10 Added 0.16%
6,177 $935,000
Q2 2021

Aug 02, 2021

BUY
$123.15 - $140.94 $8,004 - $9,161
65 Added 1.07%
6,167 $868,000
Q1 2021

Apr 22, 2021

SELL
$107.6 - $121.88 $9,146 - $10,359
-85 Reduced 1.37%
6,102 $743,000
Q4 2020

Jan 28, 2021

BUY
$102.95 - $118.69 $108,715 - $125,336
1,056 Added 20.58%
6,187 $724,000
Q3 2020

Nov 03, 2020

BUY
$107.35 - $118.91 $535,998 - $593,717
4,993 Added 3618.12%
5,131 $589,000
Q3 2019

Oct 29, 2019

BUY
$95.66 - $103.13 $13,201 - $14,231
138 New
138 $14,000

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 $105B
  • 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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