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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.27K+ 1.67% |
$270K - $299K
|
77.1K
$22.2M
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.26K+ 44.68% |
$269K - $298K
|
4.09K
$1.18M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$268K - $297K
|
1.26K
$363K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.23KNew |
$262K - $291K
|
1.23K
$356K
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.19K+ 3.01% |
$254K - $281K
|
40.8K
$11.8M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.18K+ 4.85% |
$251K - $278K
|
25.5K
$7.35M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 792.47% |
$246K - $273K
|
1.3K
$376K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.16KNew |
$246K - $272K
|
1.16K
$333K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.15KNew |
$245K - $271K
|
1.15K
$332K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.14K+ 4.28% |
$243K - $269K
|
27.8K
$8.01M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.12K+ 0.78% |
$239K - $265K
|
145K
$41.9M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09KNew |
$231K - $257K
|
1.09K
$314K
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.08K+ 1.15% |
$229K - $254K
|
94.9K
$27.4M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.07K+ 58.59% |
$228K - $253K
|
2.91K
$838K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.07K+ 0.42% |
$228K - $253K
|
256K
$73.7M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.07K+ 9.38% |
$227K - $252K
|
12.5K
$3.59M
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.07KNew |
$227K - $251K
|
1.07K
$307K
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.04K+ 0.6% |
$222K - $246K
|
174K
$50.2M
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.04KNew |
$221K - $245K
|
1.04K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.01KNew |
$214K - $237K
|
1.01K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1K+ 0.4% |
$213K - $236K
|
253K
$73M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
996+ 18.71% |
$212K - $235K
|
6.32K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
972New |
$207K - $229K
|
972
$280K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
968New |
$206K - $228K
|
968
$279K
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
965+ 41.97% |
$205K - $228K
|
3.26K
$941K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
963New |
$205K - $227K
|
963
$278K
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
960+ 5.96% |
$204K - $226K
|
17.1K
$4.92M
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
955+ 27.13% |
$203K - $225K
|
4.48K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
948New |
$202K - $224K
|
948
$273K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
946+ 2.56% |
$201K - $223K
|
37.9K
$10.9M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
933New |
$198K - $220K
|
933
$269K
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
916New |
$195K - $216K
|
916
$264K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
914+ 40.25% |
$194K - $216K
|
3.19K
$918K
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
911New |
$194K - $215K
|
911
$263K
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
902New |
$192K - $213K
|
902
$260K
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
901New |
$192K - $212K
|
901
$260K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
900New |
$191K - $212K
|
900
$260K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
900+ 11.11% |
$191K - $212K
|
9K
$2.6M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
895New |
$190K - $211K
|
895
$258K
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
893New |
$190K - $211K
|
893
$257K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
891+ 75.83% |
$190K - $210K
|
2.07K
$596K
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
882New |
$188K - $208K
|
882
$254K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 7.73% |
$170K - $189K
|
11.2K
$3.22M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
789+ 3.56% |
$168K - $186K
|
22.9K
$6.62M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
778+ 2.07% |
$165K - $183K
|
38.4K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
737+ 60.11% |
$157K - $174K
|
1.96K
$566K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
716+ 3.79% |
$152K - $169K
|
19.6K
$5.65M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
715New |
$152K - $169K
|
715
$206K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
705+ 20.09% |
$150K - $166K
|
4.22K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
675+ 9.38% |
$144K - $159K
|
7.87K
$2.27M
|