Purchases and Sales Made in Q1 2022 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q1 2022. The information is specifically focused on institutions that hold shares of Arthur J. Gallagher & Co..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
54+ 0.59% |
$8.06K - $9.43K
|
9.28K
$2.61M
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
54+ 5.88% |
$8.06K - $9.43K
|
972
$273K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
50+ 3.08% |
$7.47K - $8.73K
|
1.67K
$470K
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
50+ 0.15% |
$7.47K - $8.73K
|
34.2K
$9.61M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
49+ 11.58% |
$7.32K - $8.56K
|
472
$133K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.46% |
$7.17K - $8.38K
|
10.4K
$2.93M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
45+ 1.8% |
$6.72K - $7.86K
|
2.55K
$716K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
43New |
$6.42K - $7.51K
|
43
$12.1K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
42+ 1.51% |
$6.27K - $7.33K
|
2.83K
$795K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
41+ 14.64% |
$6.12K - $7.16K
|
321
$90.3K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
39+ 0.86% |
$5.82K - $6.81K
|
4.59K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
38+ 345.45% |
$5.67K - $6.63K
|
49
$13.8K
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
36+ 2.97% |
$5.38K - $6.29K
|
1.25K
$351K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
36+ 10.29% |
$5.38K - $6.29K
|
386
$109K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 8.87% |
$5.38K - $6.29K
|
442
$124K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
34+ 2.98% |
$5.08K - $5.94K
|
1.17K
$330K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
33New |
$4.93K - $5.76K
|
33
$9.28K
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
33New |
$4.93K - $5.76K
|
33
$9.28K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31+ 44.93% |
$4.63K - $5.41K
|
100
$28.1K
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
31+ 0.18% |
$4.63K - $5.41K
|
16.9K
$4.76M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 21.53% |
$4.63K - $5.41K
|
175
$49.2K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31+ 1.08% |
$4.63K - $5.41K
|
2.91K
$818K
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
30+ 0.42% |
$4.48K - $5.24K
|
7.1K
$2M
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
28+ 121.74% |
$4.18K - $4.89K
|
51
$14.3K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 40.63% |
$3.88K - $4.54K
|
90
$25.3K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$3.88K - $4.54K
|
26
$7.31K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24New |
$3.58K - $4.19K
|
24
$6.75K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
23+ 0.98% |
$3.43K - $4.02K
|
2.36K
$664K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
21New |
$3.14K - $3.67K
|
21
$5.9K
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
17New |
$2.54K - $2.97K
|
17
$4.78K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
17+ 16.19% |
$2.54K - $2.97K
|
122
$34.3K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16New |
$2.39K - $2.79K
|
16
$4.5K
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16New |
$2.39K - $2.79K
|
16
$4.5K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
16New |
$2.39K - $2.79K
|
16
$4.5K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 300.0% |
$2.24K - $2.62K
|
20
$5.62K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
14+ 11.48% |
$2.09K - $2.44K
|
136
$38.2K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 144.44% |
$1.94K - $2.27K
|
22
$6.19K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 108.33% |
$1.94K - $2.27K
|
25
$7.03K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11+ 0.23% |
$1.64K - $1.92K
|
4.85K
$1.36M
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 18.33% |
$1.64K - $1.92K
|
71
$20K
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
9+ 0.74% |
$1.34K - $1.57K
|
1.23K
$347K
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
9+ 0.08% |
$1.34K - $1.57K
|
11.1K
$3.11M
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 6.72% |
$1.19K - $1.4K
|
127
$35.7K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8+ 0.49% |
$1.19K - $1.4K
|
1.64K
$462K
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
7+ 0.2% |
$1.05K - $1.22K
|
3.58K
$1.01M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
7+ 0.58% |
$1.05K - $1.22K
|
1.21K
$341K
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
7+ 0.04% |
$1.05K - $1.22K
|
17.3K
$4.85M
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 53.85% |
$1.05K - $1.22K
|
20
$5.62K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 200.0% |
$896 - $1.05K
|
9
$2.53K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
6+ 0.0% |
$896 - $1.05K
|
130K
$36.5M
|