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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$63.8K - $70.7K
|
300
$86.5K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
300+ 1.49% |
$63.8K - $70.7K
|
20.4K
$5.9M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
300+ 8.95% |
$63.8K - $70.7K
|
3.65K
$1.05M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
300New |
$63.8K - $70.7K
|
300
$86.5K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
298+ 10.14% |
$63.4K - $70.3K
|
3.24K
$933K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
293+ 10.51% |
$62.3K - $69.1K
|
3.08K
$889K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
284+ 6.8% |
$60.4K - $67K
|
4.46K
$1.29M
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
268+ 7.35% |
$57K - $63.2K
|
3.91K
$1.13M
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
262+ 0.35% |
$55.7K - $61.8K
|
74.2K
$21.4M
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
261+ 15.92% |
$55.5K - $61.5K
|
1.9K
$548K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
244+ 2.79% |
$51.9K - $57.5K
|
8.99K
$2.59M
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
233+ 2.15% |
$49.6K - $54.9K
|
11.1K
$3.2M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
227+ 9.09% |
$48.3K - $53.5K
|
2.72K
$785K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
223+ 14.84% |
$47.4K - $52.6K
|
1.73K
$498K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
219+ 97.77% |
$46.6K - $51.6K
|
443
$128K
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
215+ 20.24% |
$45.7K - $50.7K
|
1.28K
$368K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
212+ 3.19% |
$45.1K - $50K
|
6.87K
$1.98M
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
202+ 0.23% |
$43K - $47.6K
|
87.1K
$25.1M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200+ 6.33% |
$42.5K - $47.2K
|
3.36K
$969K
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.34% |
$42.5K - $47.2K
|
59.1K
$17M
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
199+ 20.06% |
$42.3K - $46.9K
|
1.19K
$343K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
197New |
$41.9K - $46.4K
|
197
$56.8K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
195+ 19.5% |
$41.5K - $46K
|
1.2K
$345K
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
195+ 14.55% |
$41.5K - $46K
|
1.54K
$443K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
192+ 5.97% |
$40.8K - $45.3K
|
3.41K
$983K
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
190+ 6.07% |
$40.4K - $44.8K
|
3.32K
$957K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
189+ 1.03% |
$40.2K - $44.6K
|
18.6K
$5.37M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
182+ 70.54% |
$38.7K - $42.9K
|
440
$127K
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
179+ 3.27% |
$38.1K - $42.2K
|
5.66K
$1.63M
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
177+ 1.07% |
$37.7K - $41.7K
|
16.7K
$4.8M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
175+ 14.4% |
$37.2K - $41.3K
|
1.39K
$401K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
172+ 9.26% |
$36.6K - $40.6K
|
2.03K
$585K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
163+ 12.32% |
$34.7K - $38.4K
|
1.49K
$428K
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
155+ 0.19% |
$33K - $36.5K
|
81.4K
$23.5M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
147+ 8.08% |
$31.3K - $34.7K
|
1.97K
$567K
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
147New |
$31.3K - $34.7K
|
147
$42.4K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
147+ 0.54% |
$31.3K - $34.7K
|
27.2K
$7.84M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
140+ 2.1% |
$29.8K - $33K
|
6.81K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
139New |
$29.6K - $32.8K
|
139
$40.1K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
138+ 9.68% |
$29.4K - $32.5K
|
1.56K
$451K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
136+ 4.81% |
$28.9K - $32.1K
|
2.96K
$854K
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
134+ 7.82% |
$28.5K - $31.6K
|
1.85K
$533K
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
132+ 10.97% |
$28.1K - $31.1K
|
1.34K
$385K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
131+ 3.35% |
$27.9K - $30.9K
|
4.04K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
126+ 233.33% |
$26.8K - $29.7K
|
180
$51.9K
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
122+ 5.88% |
$26K - $28.8K
|
2.2K
$634K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
121New |
$25.7K - $28.5K
|
121
$34.9K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 0.02% |
$25.1K - $27.8K
|
512K
$148M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117+ 5.84% |
$24.9K - $27.6K
|
2.12K
$611K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
110+ 3.71% |
$23.4K - $25.9K
|
3.08K
$887K
|