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 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
129+ 1.3% |
$22.8K - $25.5K
|
10.1K
$2.97M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
129+ 4.12% |
$22.8K - $25.5K
|
3.26K
$960K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
125+ 3.51% |
$22.1K - $24.7K
|
3.68K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
119+ 1.0% |
$21.1K - $23.5K
|
12K
$3.54M
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
118+ 2.25% |
$20.9K - $23.3K
|
5.37K
$1.58M
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
111New |
$19.7K - $21.9K
|
111
$32.7K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
109+ 1.05% |
$19.3K - $21.5K
|
10.5K
$3.09M
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
109+ 2.06% |
$19.3K - $21.5K
|
5.4K
$1.59M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
108+ 7.9% |
$19.1K - $21.3K
|
1.48K
$435K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
108+ 1.23% |
$19.1K - $21.3K
|
8.85K
$2.61M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
105+ 4.94% |
$18.6K - $20.7K
|
2.23K
$657K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
103+ 4.06% |
$18.2K - $20.3K
|
2.64K
$779K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.27% |
$17.7K - $19.7K
|
37K
$10.9M
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 11.59% |
$17.7K - $19.7K
|
963
$284K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95+ 18.74% |
$16.8K - $18.8K
|
602
$177K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
93New |
$16.5K - $18.4K
|
93
$27.4K
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
91+ 0.93% |
$16.1K - $18K
|
9.89K
$2.91M
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
91+ 0.93% |
$16.1K - $18K
|
9.89K
$2.91M
|
|
May 12, 2023
Q1 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
90+ 0.15% |
$15.9K - $17.8K
|
58.2K
$17.2M
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
88+ 3.59% |
$15.6K - $17.4K
|
2.54K
$748K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
86+ 16.93% |
$15.2K - $17K
|
594
$175K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
85+ 5.81% |
$15.1K - $16.8K
|
1.55K
$456K
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
85+ 6.07% |
$15.1K - $16.8K
|
1.49K
$437K
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
84+ 0.29% |
$14.9K - $16.6K
|
28.9K
$8.53M
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
84+ 1.21% |
$14.9K - $16.6K
|
7.04K
$2.07M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
83+ 1.24% |
$14.7K - $16.4K
|
6.79K
$2M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
81+ 10.87% |
$14.3K - $16K
|
826
$243K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
80+ 1.96% |
$14.2K - $15.8K
|
4.15K
$1.22M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
80+ 3.69% |
$14.2K - $15.8K
|
2.25K
$662K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
75New |
$13.3K - $14.8K
|
75
$22.1K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
74+ 4.56% |
$13.1K - $14.6K
|
1.7K
$500K
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
74+ 4.65% |
$13.1K - $14.6K
|
1.67K
$491K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71+ 9.44% |
$12.6K - $14K
|
823
$242K
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
69+ 5.13% |
$12.2K - $13.6K
|
1.42K
$417K
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
67+ 2.2% |
$11.9K - $13.2K
|
3.11K
$916K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
65+ 722.22% |
$11.5K - $12.8K
|
74
$21.8K
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
65+ 0.3% |
$11.5K - $12.8K
|
22.1K
$6.5M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60New |
$10.6K - $11.8K
|
60
$17.7K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
59+ 1.45% |
$10.4K - $11.7K
|
4.13K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
59+ 0.89% |
$10.4K - $11.7K
|
6.67K
$1.96M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
57+ 0.49% |
$10.1K - $11.3K
|
11.8K
$3.46M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57+ 1.64% |
$10.1K - $11.3K
|
3.54K
$1.04M
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
55+ 1.26% |
$9.74K - $10.9K
|
4.4K
$1.3M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
54+ 2.3% |
$9.56K - $10.7K
|
2.4K
$708K
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50+ 0.32% |
$8.85K - $9.87K
|
15.7K
$4.61M
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
49+ 1.2% |
$8.68K - $9.68K
|
4.12K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48+ 0.69% |
$8.5K - $9.48K
|
6.98K
$2.06M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
48New |
$8.5K - $9.48K
|
48
$14.1K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
47+ 2.94% |
$8.32K - $9.28K
|
1.64K
$484K
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
47+ 3.86% |
$8.32K - $9.28K
|
1.27K
$373K
|