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 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
15+ 0.72% |
$2.9K - $3.29K
|
2.1K
$703K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
15New |
$2.9K - $3.29K
|
15
$5.02K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
15+ 19.23% |
$2.9K - $3.29K
|
93
$31.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$4.69K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$4.69K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13+ 0.02% |
$2.51K - $2.85K
|
53.3K
$17.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 2.02% |
$2.32K - $2.63K
|
606
$203K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12+ 0.44% |
$2.32K - $2.63K
|
2.73K
$913K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10+ 0.83% |
$1.93K - $2.2K
|
1.22K
$407K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 5.49% |
$1.93K - $2.2K
|
192
$64.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.4% |
$1.93K - $2.2K
|
2.53K
$846K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10New |
$1.93K - $2.2K
|
10
$3.35K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10+ 0.45% |
$1.93K - $2.2K
|
2.25K
$752K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$1.74K - $1.98K
|
9
$3.01K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9+ 0.63% |
$1.74K - $1.98K
|
1.45K
$485K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 31.03% |
$1.74K - $1.98K
|
38
$12.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
8+ 0.22% |
$1.55K - $1.76K
|
3.73K
$1.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8+ 0.75% |
$1.55K - $1.76K
|
1.08K
$362K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8+ 0.45% |
$1.55K - $1.76K
|
1.79K
$600K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 160.0% |
$1.55K - $1.76K
|
13
$4.35K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 25.0% |
$1.35K - $1.54K
|
35
$11.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 2.86% |
$1.35K - $1.54K
|
252
$84.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
6New |
$1.16K - $1.32K
|
6
$2.01K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
6+ 0.04% |
$1.16K - $1.32K
|
15.5K
$5.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 22.73% |
$966 - $1.1K
|
27
$9.04K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5+ 0.45% |
$966 - $1.1K
|
1.11K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
4+ 0.19% |
$773 - $878
|
2.13K
$715K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4+ 0.22% |
$773 - $878
|
1.83K
$614K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
4+ 0.17% |
$773 - $878
|
2.35K
$786K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.13% |
$773 - $878
|
2.97K
$994K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.2% |
$580 - $659
|
1.5K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 6.25% |
$580 - $659
|
51
$17.1K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.11% |
$580 - $659
|
2.81K
$941K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3New |
$580 - $659
|
3
$1K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 66.67% |
$387 - $439
|
5
$1.67K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2+ 0.07% |
$387 - $439
|
2.69K
$902K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 10.53% |
$387 - $439
|
21
$7.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 1.74% |
$387 - $439
|
117
$39.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.05% |
$387 - $439
|
192
$64.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.83% |
$193 - $220
|
122
$40.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$193 - $220
|
1.86K
$622K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.04% |
$193 - $220
|
2.34K
$783K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.03% |
$193 - $220
|
3.46K
$1.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.03% |
$193 - $220
|
3.51K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$193 - $220
|
7.11K
$2.38M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 33.33% |
$193 - $220
|
2
$670
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.57% |
$193 - $220
|
175
$58.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.03% |
$193 - $220
|
96
$32.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1- 0.02% |
$193 - $220
|
6.07K
$2.03M
|