Purchases and Sales Made in Q3 2022 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48+ 3.49% |
$7.77K - $9.19K
|
1.42K
$398K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 14.57% |
$7.12K - $8.43K
|
346
$96.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
44New |
$7.12K - $8.43K
|
44
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
42+ 0.14% |
$6.8K - $8.04K
|
30.9K
$8.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
42New |
$6.8K - $8.04K
|
42
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41+ 2.24% |
$6.64K - $7.85K
|
1.87K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40New |
$6.48K - $7.66K
|
40
$11.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40+ 1.23% |
$6.48K - $7.66K
|
3.3K
$924K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
36+ 2.46% |
$5.83K - $6.89K
|
1.5K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36New |
$5.83K - $6.89K
|
36
$10.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
36+ 0.34% |
$5.83K - $6.89K
|
10.5K
$2.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
35+ 72.92% |
$5.67K - $6.7K
|
83
$23.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
34+ 2.66% |
$5.5K - $6.51K
|
1.31K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
33New |
$5.34K - $6.32K
|
33
$9.23K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30+ 0.78% |
$4.86K - $5.75K
|
3.86K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.85% |
$4.86K - $5.75K
|
3.56K
$997K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30New |
$4.86K - $5.75K
|
30
$8.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
29+ 23.2% |
$4.69K - $5.55K
|
154
$43.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
28+ 0.12% |
$4.53K - $5.36K
|
23.6K
$6.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28+ 29.47% |
$4.53K - $5.36K
|
123
$34.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
28New |
$4.53K - $5.36K
|
28
$7.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26+ 2.66% |
$4.21K - $4.98K
|
1K
$281K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 8.56% |
$4.05K - $4.79K
|
317
$88.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 10.67% |
$3.89K - $4.6K
|
249
$69.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 4.42% |
$3.4K - $4.02K
|
496
$139K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21+ 0.19% |
$3.4K - $4.02K
|
11.1K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20+ 2000.0% |
$3.24K - $3.83K
|
21
$5.88K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
20New |
$3.24K - $3.83K
|
20
$5.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
20+ 12.99% |
$3.24K - $3.83K
|
174
$48.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16+ 0.24% |
$2.59K - $3.06K
|
6.62K
$1.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
15New |
$2.43K - $2.87K
|
15
$4.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
14+ 0.75% |
$2.27K - $2.68K
|
1.89K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14+ 1.04% |
$2.27K - $2.68K
|
1.36K
$381K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 13.83% |
$2.1K - $2.49K
|
107
$29.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$2.1K - $2.49K
|
3.55K
$993K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.56% |
$1.94K - $2.3K
|
2.15K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
11+ 0.66% |
$1.78K - $2.11K
|
1.67K
$467K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
11New |
$1.78K - $2.11K
|
11
$3.08K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 4.85% |
$1.62K - $1.92K
|
216
$60.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
9New |
$1.46K - $1.72K
|
9
$2.52K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
7+ 0.35% |
$1.13K - $1.34K
|
2.01K
$561K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 6.36% |
$1.13K - $1.34K
|
117
$32.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
7+ 9.21% |
$1.13K - $1.34K
|
83
$23.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 200.0% |
$971 - $1.15K
|
9
$2.52K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 13.33% |
$971 - $1.15K
|
51
$14.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6+ 23.08% |
$971 - $1.15K
|
32
$8.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 0.28% |
$971 - $1.15K
|
2.12K
$592K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
6New |
$971 - $1.15K
|
6
$1.68K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 31.25% |
$809 - $958
|
21
$5.88K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.15% |
$809 - $958
|
3.45K
$966K
|