Purchases and Sales Made in Q3 2023 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-295- 0.66% |
$62.8K - $69.6K
|
44.2K
$14.6M
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-295- 0.93% |
$62.8K - $69.6K
|
31.4K
$10.4M
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-297- 0.16% |
$63.2K - $70K
|
187K
$62.1M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-303- 10.66% |
$64.5K - $71.4K
|
2.54K
$842K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-306- 10.26% |
$65.1K - $72.1K
|
2.68K
$887K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-310- 25.06% |
$65.9K - $73.1K
|
927
$307K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-322- 0.67% |
$68.5K - $75.9K
|
47.8K
$15.8M
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-332- 2.2% |
$70.6K - $78.3K
|
14.8K
$4.89M
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-337- 19.82% |
$71.7K - $79.5K
|
1.36K
$452K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-347- 8.75% |
$73.8K - $81.8K
|
3.62K
$1.2M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-354- 8.84% |
$75.3K - $83.5K
|
3.65K
$1.21M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-355- 0.99% |
$75.5K - $83.7K
|
35.5K
$11.8M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-365- 1.18% |
$77.6K - $86.1K
|
30.6K
$10.2M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-376- 67.99% |
$80K - $88.7K
|
177
$58.7K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-393- 1.66% |
$83.6K - $92.7K
|
23.2K
$7.7M
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-400- 6.64% |
$85.1K - $94.3K
|
5.62K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-418- 4.48% |
$88.9K - $98.6K
|
8.92K
$2.96M
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-428- 26.23% |
$91K - $101K
|
1.2K
$399K
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-433- 24.97% |
$92.1K - $102K
|
1.3K
$431K
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-451- 1.0% |
$95.9K - $106K
|
44.5K
$14.8M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-485- 3.32% |
$103K - $114K
|
14.1K
$4.69M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-490- 14.79% |
$104K - $116K
|
2.82K
$936K
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-490- 1.37% |
$104K - $116K
|
35.4K
$11.7M
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-496- 2.34% |
$106K - $117K
|
20.7K
$6.87M
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-506- 10.21% |
$108K - $119K
|
4.45K
$1.48M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-540- 16.79% |
$115K - $127K
|
2.68K
$887K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-542- 0.87% |
$115K - $128K
|
62K
$20.6M
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-549- 0.9% |
$117K - $129K
|
60.6K
$20.1M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-556- 1.61% |
$118K - $131K
|
34K
$11.3M
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-556- 19.47% |
$118K - $131K
|
2.3K
$762K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-581- 3.01% |
$124K - $137K
|
18.7K
$6.21M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-600- 1.85% |
$128K - $141K
|
31.8K
$10.5M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-604- 3.37% |
$128K - $142K
|
17.3K
$5.74M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-614- 7.81% |
$131K - $145K
|
7.25K
$2.4M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-620- 6.35% |
$132K - $146K
|
9.15K
$3.03M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-630- 4.39% |
$134K - $149K
|
13.7K
$4.55M
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-656- 2.13% |
$140K - $155K
|
30.1K
$9.99M
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-664- 5.74% |
$141K - $157K
|
10.9K
$3.61M
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-684- 1.51% |
$146K - $161K
|
44.5K
$14.8M
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-689- 1.51% |
$147K - $162K
|
45K
$14.9M
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-707- 1.41% |
$150K - $167K
|
49.5K
$16.4M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-711- 0.26% |
$151K - $168K
|
273K
$90.4M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-713- 1.46% |
$152K - $168K
|
48.2K
$16M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-724- 29.79% |
$154K - $171K
|
1.71K
$566K
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-769- 6.03% |
$164K - $181K
|
12K
$3.97M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-773- 16.8% |
$164K - $182K
|
3.83K
$1.27M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-796- 21.49% |
$169K - $188K
|
2.91K
$964K
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-809- 1.14% |
$172K - $191K
|
70.2K
$23.3M
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-835- 1.73% |
$178K - $197K
|
47.5K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-836- 0.63% |
$178K - $197K
|
132K
$43.8M
|