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 |
---|---|---|---|---|---|---|---|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
237+ 578.05% |
$42K - $46.8K
|
278
$91.9K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
236+ 0.65% |
$41.8K - $46.6K
|
36.3K
$12M
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
233+ 1.41% |
$41.3K - $46K
|
16.8K
$5.55M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
231New |
$40.9K - $45.6K
|
231
$76.4K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
229+ 0.76% |
$40.6K - $45.2K
|
30.3K
$10M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
223+ 17.27% |
$39.5K - $44K
|
1.51K
$501K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
221+ 3.72% |
$39.1K - $43.6K
|
6.16K
$2.04M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
220+ 6.67% |
$39K - $43.4K
|
3.52K
$1.16M
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
216+ 2.24% |
$38.3K - $42.7K
|
9.84K
$3.25M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
216+ 1.28% |
$38.3K - $42.7K
|
17.1K
$5.65M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
215+ 12.11% |
$38.1K - $42.5K
|
1.99K
$659K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
215+ 16.45% |
$38.1K - $42.5K
|
1.52K
$503K
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
203+ 8.53% |
$35.9K - $40.1K
|
2.58K
$854K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
203+ 1.07% |
$35.9K - $40.1K
|
19.2K
$6.35M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
203+ 95.75% |
$35.9K - $40.1K
|
415
$137K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
201+ 8.81% |
$35.6K - $39.7K
|
2.48K
$821K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
201+ 3.17% |
$35.6K - $39.7K
|
6.55K
$2.17M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.47% |
$35.4K - $39.5K
|
13.8K
$4.56M
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
200New |
$35.4K - $39.5K
|
200
$66.2K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
200New |
$35.4K - $39.5K
|
200
$66.2K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
197New |
$34.9K - $38.9K
|
197
$65.2K
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
192New |
$34K - $37.9K
|
192
$63.5K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
189+ 4.44% |
$33.5K - $37.3K
|
4.44K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
188+ 7.7% |
$33.3K - $37.1K
|
2.63K
$869K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
188+ 13.87% |
$33.3K - $37.1K
|
1.54K
$510K
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
186+ 6.29% |
$32.9K - $36.7K
|
3.14K
$1.04M
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
185+ 7.07% |
$32.8K - $36.5K
|
2.8K
$926K
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
184+ 10.97% |
$32.6K - $36.3K
|
1.86K
$616K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
183+ 20.54% |
$32.4K - $36.1K
|
1.07K
$355K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
181+ 0.55% |
$32.1K - $35.7K
|
33.2K
$11M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
180New |
$31.9K - $35.5K
|
180
$59.5K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
177+ 4.27% |
$31.3K - $35K
|
4.32K
$1.43M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
169+ 6.14% |
$29.9K - $33.4K
|
2.92K
$966K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
168+ 5.07% |
$29.8K - $33.2K
|
3.48K
$1.15M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
162+ 7.6% |
$28.7K - $32K
|
2.29K
$758K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
160+ 11.95% |
$28.3K - $31.6K
|
1.5K
$496K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
158+ 8.21% |
$28K - $31.2K
|
2.08K
$689K
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
154New |
$27.3K - $30.4K
|
154
$50.9K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
151New |
$26.7K - $29.8K
|
151
$49.9K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
151+ 60.64% |
$26.7K - $29.8K
|
400
$132K
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
146+ 0.7% |
$25.9K - $28.8K
|
21.1K
$6.97M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
146+ 12.4% |
$25.9K - $28.8K
|
1.32K
$438K
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
146+ 3.87% |
$25.9K - $28.8K
|
3.92K
$1.3M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
144New |
$25.5K - $28.4K
|
144
$47.6K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
143New |
$25.3K - $28.2K
|
143
$47.3K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
141+ 7.54% |
$25K - $27.8K
|
2.01K
$665K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
141+ 0.8% |
$25K - $27.8K
|
17.8K
$5.89M
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
140+ 8.03% |
$24.8K - $27.6K
|
1.88K
$623K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
140+ 1.07% |
$24.8K - $27.6K
|
13.2K
$4.37M
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
139+ 448.39% |
$24.6K - $27.4K
|
170
$56.2K
|