Purchases and Sales Made in Q2 2023 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
501+ 1.79% |
$96.8K - $110K
|
28.5K
$9.56M
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 12.5% |
$96.6K - $110K
|
4.5K
$1.51M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
500+ 6.58% |
$96.6K - $110K
|
8.1K
$2.71M
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
500+ 20.0% |
$96.6K - $110K
|
3K
$1M
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
476+ 9.48% |
$92K - $105K
|
5.5K
$1.84M
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
475New |
$91.8K - $104K
|
475
$159K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
457+ 1.51% |
$88.3K - $100K
|
30.8K
$10.3M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
452+ 2.7% |
$87.4K - $99.2K
|
17.2K
$5.77M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
435+ 31.45% |
$84.1K - $95.5K
|
1.82K
$609K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
435+ 3.97% |
$84.1K - $95.5K
|
11.4K
$3.81M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
431+ 10.33% |
$83.3K - $94.6K
|
4.6K
$1.54M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
412+ 10.56% |
$79.6K - $90.5K
|
4.31K
$1.44M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
401+ 1.17% |
$77.5K - $88K
|
34.6K
$11.6M
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
390+ 12.46% |
$75.4K - $85.6K
|
3.52K
$1.18M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
388+ 13.14% |
$75K - $85.2K
|
3.34K
$1.12M
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
376+ 11.3% |
$72.7K - $82.6K
|
3.7K
$1.24M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
372+ 1.49% |
$71.9K - $81.7K
|
25.4K
$8.49M
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
364+ 3.58% |
$70.3K - $79.9K
|
10.5K
$3.53M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
353+ 15.39% |
$68.2K - $77.5K
|
2.65K
$886K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
352+ 2.42% |
$68K - $77.3K
|
14.9K
$4.98M
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
345+ 1.64% |
$66.7K - $75.8K
|
21.4K
$7.18M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
343+ 14.35% |
$66.3K - $75.3K
|
2.73K
$916K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
341+ 3.95% |
$65.9K - $74.9K
|
8.97K
$3M
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
317+ 12.49% |
$61.3K - $69.6K
|
2.86K
$956K
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
309+ 7.02% |
$59.7K - $67.8K
|
4.71K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
308+ 5.72% |
$59.5K - $67.6K
|
5.69K
$1.91M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
307+ 11.58% |
$59.3K - $67.4K
|
2.96K
$990K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
298+ 7.6% |
$57.6K - $65.4K
|
4.22K
$1.41M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
298+ 10.42% |
$57.6K - $65.4K
|
3.16K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
294+ 4.9% |
$56.8K - $64.6K
|
6.29K
$2.11M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
287+ 8.92% |
$55.5K - $63K
|
3.51K
$1.17M
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
278+ 8.83% |
$53.7K - $61K
|
3.43K
$1.15M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
277New |
$53.5K - $60.8K
|
277
$92.8K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
270+ 0.82% |
$52.2K - $59.3K
|
33.1K
$11.1M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
270+ 5.34% |
$52.2K - $59.3K
|
5.32K
$1.78M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
270+ 8.13% |
$52.2K - $59.3K
|
3.59K
$1.2M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
258New |
$49.9K - $56.6K
|
258
$86.4K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
257+ 6.93% |
$49.7K - $56.4K
|
3.96K
$1.33M
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
253+ 11.26% |
$48.9K - $55.6K
|
2.5K
$837K
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
250+ 19.9% |
$48.3K - $54.9K
|
1.51K
$504K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
249+ 0.29% |
$48.1K - $54.7K
|
85.5K
$28.6M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
245+ 11.82% |
$47.3K - $53.8K
|
2.32K
$776K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
227+ 0.74% |
$43.9K - $49.8K
|
31K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
226+ 5.38% |
$43.7K - $49.6K
|
4.43K
$1.48M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
224New |
$43.3K - $49.2K
|
224
$75K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
216+ 8.39% |
$41.7K - $47.4K
|
2.79K
$934K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
210New |
$40.6K - $46.1K
|
210
$70.3K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
209+ 1306.25% |
$40.4K - $45.9K
|
225
$75.3K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
205+ 6.02% |
$39.6K - $45K
|
3.61K
$1.21M
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
202+ 4.9% |
$39K - $44.4K
|
4.33K
$1.45M
|