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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
64+ 6400.0% |
$12.4K - $14.1K
|
65
$20.1K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
62+ 89.86% |
$12K - $13.6K
|
131
$40.6K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61+ 1.87% |
$11.8K - $13.4K
|
3.32K
$1.03M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
60+ 0.6% |
$11.6K - $13.2K
|
10K
$3.1M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
58New |
$11.2K - $12.7K
|
58
$18K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58+ 1.29% |
$11.2K - $12.7K
|
4.54K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
57+ 1.81% |
$11K - $12.5K
|
3.2K
$991K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
55+ 0.78% |
$10.6K - $12.1K
|
7.1K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
54New |
$10.4K - $11.9K
|
54
$16.7K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
51+ 1.75% |
$9.86K - $11.2K
|
2.97K
$921K
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
50+ 4.07% |
$9.66K - $11K
|
1.28K
$396K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 2.36% |
$9.66K - $11K
|
2.17K
$671K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
49+ 2.08% |
$9.47K - $10.8K
|
2.41K
$746K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
48+ 3.81% |
$9.28K - $10.5K
|
1.31K
$405K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
45+ 2.72% |
$8.7K - $9.88K
|
1.7K
$527K
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
45+ 3.62% |
$8.7K - $9.88K
|
1.29K
$399K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
43+ 2.95% |
$8.31K - $9.44K
|
1.5K
$466K
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
43New |
$8.31K - $9.44K
|
43
$13.3K
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
39+ 0.09% |
$7.54K - $8.56K
|
45.5K
$14.1M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 1.16% |
$7.15K - $8.12K
|
3.22K
$997K
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
36+ 0.66% |
$6.96K - $7.9K
|
5.48K
$1.7M
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
36+ 0.67% |
$6.96K - $7.9K
|
5.44K
$1.69M
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
36+ 0.13% |
$6.96K - $7.9K
|
26.8K
$8.29M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
35+ 0.12% |
$6.76K - $7.68K
|
29.2K
$9.06M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 3.89% |
$6.18K - $7.03K
|
855
$265K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
30+ 1.51% |
$5.8K - $6.59K
|
2.02K
$626K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
30+ 5.63% |
$5.8K - $6.59K
|
563
$174K
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
29+ 1.68% |
$5.6K - $6.37K
|
1.76K
$545K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29+ 15.18% |
$5.6K - $6.37K
|
220
$68.2K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 0.96% |
$5.41K - $6.15K
|
2.94K
$911K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
28+ 2.49% |
$5.41K - $6.15K
|
1.15K
$357K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27+ 2.06% |
$5.22K - $5.93K
|
1.34K
$415K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 1.12% |
$4.83K - $5.49K
|
2.26K
$699K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 1.58% |
$4.83K - $5.49K
|
1.61K
$499K
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
25+ 0.93% |
$4.83K - $5.49K
|
2.72K
$841K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
24+ 0.13% |
$4.64K - $5.27K
|
17.8K
$5.52M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.57% |
$4.64K - $5.27K
|
4.22K
$1.31M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 1.38% |
$4.06K - $4.61K
|
1.54K
$477K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20+ 1.73% |
$3.87K - $4.39K
|
1.18K
$364K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20+ 1.86% |
$3.87K - $4.39K
|
1.1K
$340K
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
20+ 0.38% |
$3.87K - $4.39K
|
5.31K
$1.64M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$3.67K - $4.17K
|
19
$5.89K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18New |
$3.48K - $3.95K
|
18
$5.58K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 12.31% |
$3.09K - $3.51K
|
146
$45.2K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 0.17% |
$3.09K - $3.51K
|
9.64K
$2.99M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 12.31% |
$3.09K - $3.51K
|
146
$45.2K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
16New |
$3.09K - $3.51K
|
16
$4.96K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
16+ 0.56% |
$3.09K - $3.51K
|
2.89K
$895K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
16New |
$3.09K - $3.51K
|
16
$4.96K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
15New |
$2.9K - $3.29K
|
15
$4.65K
|