Purchases and Sales Made in Q1 2023 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q1 2023. 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 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
47+ 3.86% |
$8.32K - $9.28K
|
1.27K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 2.37% |
$7.61K - $8.49K
|
1.86K
$614K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
43+ 430.0% |
$7.61K - $8.49K
|
53
$17.5K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
38+ 0.77% |
$6.73K - $7.5K
|
4.96K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
37+ 1.19% |
$6.55K - $7.31K
|
3.14K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 0.35% |
$6.55K - $7.31K
|
10.5K
$3.49M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
37+ 86.05% |
$6.55K - $7.31K
|
80
$26.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
37+ 1.59% |
$6.55K - $7.31K
|
2.36K
$780K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
36+ 2.22% |
$6.38K - $7.11K
|
1.66K
$547K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
31+ 2.52% |
$5.49K - $6.12K
|
1.26K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 5.89% |
$5.31K - $5.92K
|
539
$178K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 26.79% |
$5.31K - $5.92K
|
142
$47K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29New |
$5.14K - $5.73K
|
29
$9.59K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 112.0% |
$4.96K - $5.53K
|
53
$17.5K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 27.45% |
$4.96K - $5.53K
|
130
$43K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.28% |
$4.43K - $4.94K
|
8.92K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
24+ 2400.0% |
$4.25K - $4.74K
|
25
$8.27K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
22+ 0.08% |
$3.9K - $4.34K
|
25.9K
$8.58M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 1.72% |
$3.36K - $3.75K
|
1.13K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 1.03% |
$3.36K - $3.75K
|
1.86K
$614K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18+ 0.79% |
$3.19K - $3.55K
|
2.3K
$760K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 7.93% |
$3.19K - $3.55K
|
245
$81K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 20.93% |
$3.19K - $3.55K
|
104
$34.4K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 38.64% |
$3.01K - $3.36K
|
61
$20.2K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 10.0% |
$2.83K - $3.16K
|
176
$58.2K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
14+ 0.04% |
$2.48K - $2.76K
|
31.5K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
14+ 21.88% |
$2.48K - $2.76K
|
78
$25.8K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
12+ 0.39% |
$2.13K - $2.37K
|
3.12K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10+ 0.33% |
$1.77K - $1.97K
|
3.04K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10New |
$1.77K - $1.97K
|
10
$3.31K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 0.23% |
$1.77K - $1.97K
|
4.28K
$1.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 9.01% |
$1.77K - $1.97K
|
121
$40K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9+ 150.0% |
$1.59K - $1.78K
|
15
$4.96K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9+ 0.12% |
$1.59K - $1.78K
|
7.55K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.4% |
$1.42K - $1.58K
|
2K
$662K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8New |
$1.42K - $1.58K
|
8
$2.65K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8+ 114.29% |
$1.42K - $1.58K
|
15
$4.96K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.29% |
$1.42K - $1.58K
|
2.81K
$928K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.75% |
$1.42K - $1.58K
|
1.08K
$356K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.24K - $1.38K
|
1.74K
$575K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6New |
$1.06K - $1.18K
|
6
$1.98K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$1.06K - $1.18K
|
6
$1.98K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.19% |
$1.06K - $1.18K
|
3.2K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
6+ 0.26% |
$1.06K - $1.18K
|
2.34K
$775K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 14.29% |
$885 - $987
|
40
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5New |
$885 - $987
|
5
$1.65K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
5+ 0.24% |
$885 - $987
|
2.09K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5+ 0.12% |
$885 - $987
|
4.27K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$885 - $987
|
5
$1.65K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.11% |
$885 - $987
|
4.48K
$1.48M
|