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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
666+ 17.65% |
$142K - $157K
|
4.44K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
653+ 0.68% |
$139K - $154K
|
96.6K
$28.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
646+ 23.99% |
$137K - $152K
|
3.34K
$984K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
644+ 4.96% |
$137K - $152K
|
13.6K
$4.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
640+ 1.26% |
$136K - $151K
|
51.5K
$15.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
631+ 23.05% |
$134K - $149K
|
3.37K
$992K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
626+ 12.49% |
$133K - $148K
|
5.64K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
568+ 13.46% |
$121K - $134K
|
4.79K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
566+ 5.87% |
$120K - $133K
|
10.2K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
558+ 4.48% |
$119K - $132K
|
13K
$3.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
544+ 2.07% |
$116K - $128K
|
26.9K
$7.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
530New |
$113K - $125K
|
530
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
525+ 4.44% |
$112K - $124K
|
12.4K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
500+ 7.14% |
$106K - $118K
|
7.5K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
500+ 0.52% |
$106K - $118K
|
95.8K
$28.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
497+ 35.91% |
$106K - $117K
|
1.88K
$554K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
495New |
$105K - $117K
|
495
$146K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
486+ 0.54% |
$103K - $115K
|
89.7K
$26.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
480+ 27.63% |
$102K - $113K
|
2.22K
$653K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
480+ 4.75% |
$102K - $113K
|
10.6K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
479+ 4.33% |
$102K - $113K
|
11.5K
$3.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
459+ 27.47% |
$97.6K - $108K
|
2.13K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
459+ 14.47% |
$97.6K - $108K
|
3.63K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
453+ 4.52% |
$96.4K - $107K
|
10.5K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
430+ 55.13% |
$91.5K - $101K
|
1.21K
$356K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
430+ 14.48% |
$91.5K - $101K
|
3.4K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
427+ 9.06% |
$90.8K - $101K
|
5.14K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
423+ 0.27% |
$90K - $99.7K
|
155K
$45.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
422+ 11.76% |
$89.8K - $99.5K
|
4.01K
$1.18M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
421+ 473.03% |
$89.6K - $99.3K
|
510
$150K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
410+ 15.0% |
$87.2K - $96.7K
|
3.14K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
406+ 22.33% |
$86.4K - $95.7K
|
2.22K
$655K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
396+ 0.17% |
$84.2K - $93.4K
|
228K
$67.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
396+ 16.36% |
$84.2K - $93.4K
|
2.82K
$830K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
389+ 374.04% |
$82.7K - $91.7K
|
493
$145K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
378+ 11.03% |
$80.4K - $89.1K
|
3.81K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
375+ 0.38% |
$79.8K - $88.4K
|
100K
$29.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
373+ 14.1% |
$79.3K - $87.9K
|
3.02K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
369+ 4.46% |
$78.5K - $87K
|
8.64K
$2.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
368+ 0.94% |
$78.3K - $86.8K
|
39.4K
$11.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
365New |
$77.6K - $86.1K
|
365
$108K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
356+ 12.0% |
$75.7K - $83.9K
|
3.32K
$979K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
353+ 0.26% |
$75.1K - $83.2K
|
138K
$40.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
352+ 0.39% |
$74.9K - $83K
|
89.6K
$26.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
348+ 0.84% |
$74K - $82.1K
|
41.6K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
348+ 22.19% |
$74K - $82.1K
|
1.92K
$564K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
340+ 4.28% |
$72.3K - $80.2K
|
8.28K
$2.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
326+ 9.12% |
$69.3K - $76.9K
|
3.9K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
315+ 1.79% |
$67K - $74.3K
|
17.9K
$5.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
309+ 13.61% |
$65.7K - $72.9K
|
2.58K
$760K
|