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 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 6.17% |
$809 - $958
|
86
$24.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 20.0% |
$809 - $958
|
30
$8.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4+ 0.11% |
$648 - $766
|
3.75K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4New |
$648 - $766
|
4
$1.12K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
4New |
$648 - $766
|
4
$1.12K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 2.25% |
$648 - $766
|
182
$50.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.06% |
$648 - $766
|
7.1K
$1.99M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
3+ 0.02% |
$486 - $575
|
17K
$4.75M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.23% |
$486 - $575
|
1.29K
$362K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3+ 0.19% |
$486 - $575
|
1.58K
$441K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$486 - $575
|
3
$839
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$162 - $192
|
3
$839
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$162 - $192
|
119K
$33.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2- 0.07% |
$324 - $383
|
2.84K
$795K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2- 0.08% |
$324 - $383
|
2.52K
$706K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 0.59% |
$486 - $575
|
502
$140K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3- 0.17% |
$486 - $575
|
1.72K
$481K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-3- 0.2% |
$486 - $575
|
1.47K
$412K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5- 0.38% |
$809 - $958
|
1.3K
$364K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8- 0.33% |
$1.3K - $1.53K
|
2.41K
$674K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 42.86% |
$1.46K - $1.72K
|
12
$3.36K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9- 32.14% |
$1.46K - $1.72K
|
19
$5.32K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9- 0.63% |
$1.46K - $1.72K
|
1.42K
$398K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-9- 0.28% |
$1.46K - $1.72K
|
3.21K
$899K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.3% |
$1.46K - $1.72K
|
3K
$840K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-9- 28.13% |
$1.46K - $1.72K
|
23
$6.43K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-10- 0.56% |
$1.62K - $1.92K
|
1.78K
$498K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 16.95% |
$1.62K - $1.92K
|
49
$13.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 68.75% |
$1.78K - $2.11K
|
5
$1.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 5.58% |
$1.78K - $2.11K
|
186
$52K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 41.38% |
$1.94K - $2.3K
|
17
$4.76K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-13- 2.04% |
$2.1K - $2.49K
|
624
$175K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14- 0.09% |
$2.27K - $2.68K
|
14.8K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14- 0.08% |
$2.27K - $2.68K
|
17.7K
$4.95M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 0.63% |
$3.08K - $3.64K
|
3.02K
$844K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-19- 0.42% |
$3.08K - $3.64K
|
4.5K
$1.26M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-22- 1.19% |
$3.56K - $4.21K
|
1.83K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-23- 1.03% |
$3.72K - $4.4K
|
2.21K
$617K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-24- 0.52% |
$3.89K - $4.6K
|
4.61K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-24- 0.52% |
$3.89K - $4.6K
|
4.61K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-28- 0.47% |
$4.53K - $5.36K
|
5.9K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-29- 1.02% |
$4.69K - $5.55K
|
2.82K
$788K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.6% |
$4.86K - $5.75K
|
4.99K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-30- 1.06% |
$4.86K - $5.75K
|
2.8K
$782K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-33- 2.73% |
$5.34K - $6.32K
|
1.18K
$329K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-35- 1.12% |
$5.67K - $6.7K
|
3.1K
$868K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-36- 1.98% |
$5.83K - $6.89K
|
1.78K
$498K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-36- 3.98% |
$5.83K - $6.89K
|
868
$243K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-37- 0.79% |
$5.99K - $7.09K
|
4.65K
$1.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-38- 0.13% |
$6.15K - $7.28K
|
29.1K
$8.15M
|