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 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-24- 1.37% |
$3.58K - $4.19K
|
1.72K
$489K
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 2.96% |
$3.73K - $4.37K
|
821
$233K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25Closed |
$3.73K - $4.37K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-34- 2.75% |
$5.08K - $5.94K
|
1.2K
$341K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-34- 18.09% |
$5.08K - $5.94K
|
154
$43.7K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 51.47% |
$5.23K - $6.11K
|
33
$9.36K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-41Closed |
$6.12K - $7.16K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-43- 2.1% |
$6.42K - $7.51K
|
2K
$567K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-45- 0.95% |
$6.72K - $7.86K
|
4.7K
$1.33M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48- 15.24% |
$7.17K - $8.38K
|
267
$75.7K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-49Closed |
$7.32K - $8.56K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$7.47K - $8.73K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-54- 3.05% |
$8.06K - $9.43K
|
1.72K
$486K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-60Closed |
$8.96K - $10.5K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-68- 0.63% |
$10.2K - $11.9K
|
10.7K
$3.04M
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-68- 3.47% |
$10.2K - $11.9K
|
1.89K
$537K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-69- 49.29% |
$10.3K - $12K
|
71
$20.1K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-69Closed |
$10.3K - $12K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-71- 4.36% |
$10.6K - $12.4K
|
1.56K
$442K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-72- 0.59% |
$10.8K - $12.6K
|
12.1K
$3.42M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-72Closed |
$10.8K - $12.6K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-74- 3.3% |
$11.1K - $12.9K
|
2.17K
$615K
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-76Closed |
$11.3K - $13.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-86- 2.37% |
$12.8K - $15K
|
3.55K
$1.01M
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-89- 4.67% |
$13.3K - $15.5K
|
1.82K
$515K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-92Closed |
$13.7K - $16.1K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-97- 3.49% |
$14.5K - $16.9K
|
2.69K
$761K
|
|
May 10, 2022
Q1 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-100- 4.52% |
$14.9K - $17.5K
|
2.11K
$598K
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-100Closed |
$14.9K - $17.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-106- 7.29% |
$15.8K - $18.5K
|
1.35K
$383K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 5.51% |
$16K - $18.7K
|
1.84K
$520K
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-108- 2.08% |
$16.1K - $18.9K
|
5.09K
$1.44M
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-108- 2.92% |
$16.1K - $18.9K
|
3.59K
$1.02M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-111- 8.64% |
$16.6K - $19.4K
|
1.17K
$333K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-116- 1.1% |
$17.3K - $20.3K
|
10.4K
$2.95M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-120- 41.52% |
$17.9K - $21K
|
169
$47.9K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-120- 7.08% |
$17.9K - $21K
|
1.58K
$447K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-128Closed |
$19.1K - $22.3K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-128Closed |
$19.1K - $22.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-130Closed |
$19.4K - $22.7K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-132- 0.25% |
$19.7K - $23K
|
53K
$15M
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-134- 3.94% |
$20K - $23.4K
|
3.27K
$927K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-135- 9.93% |
$20.2K - $23.6K
|
1.23K
$347K
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-139- 0.47% |
$20.8K - $24.3K
|
29.6K
$8.38M
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-142- 6.83% |
$21.2K - $24.8K
|
1.94K
$550K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-142- 6.84% |
$21.2K - $24.8K
|
1.93K
$548K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-150- 5.34% |
$22.4K - $26.2K
|
2.66K
$754K
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-150- 2.18% |
$22.4K - $26.2K
|
6.73K
$1.91M
|
|
May 16, 2022
Q1 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-150- 10.43% |
$22.4K - $26.2K
|
1.29K
$365K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-150- 0.39% |
$22.4K - $26.2K
|
38.6K
$10.9M
|