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 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
109+ 3.02% |
$23.2K - $25.7K
|
3.72K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
109+ 6.63% |
$23.2K - $25.7K
|
1.75K
$517K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
107+ 10.22% |
$22.8K - $25.2K
|
1.15K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
107+ 111.46% |
$22.8K - $25.2K
|
203
$59.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
101+ 4.36% |
$21.5K - $23.8K
|
2.42K
$712K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
100+ 0.3% |
$21.3K - $23.6K
|
33.4K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.28% |
$21.3K - $23.6K
|
36.4K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.75% |
$21.3K - $23.6K
|
13.4K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
100+ 6.67% |
$21.3K - $23.6K
|
1.6K
$471K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
100+ 1.76% |
$21.3K - $23.6K
|
5.79K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
98+ 10.07% |
$20.8K - $23.1K
|
1.07K
$315K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
94+ 1.23% |
$20K - $22.2K
|
7.75K
$2.28M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
93+ 13.34% |
$19.8K - $21.9K
|
790
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
91+ 0.15% |
$19.4K - $21.5K
|
59.4K
$17.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
89+ 4.54% |
$18.9K - $21K
|
2.05K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
87+ 3.3% |
$18.5K - $20.5K
|
2.73K
$803K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
87+ 3.3% |
$18.5K - $20.5K
|
2.73K
$803K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
86+ 1.07% |
$18.3K - $20.3K
|
8.11K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
81+ 32.14% |
$17.2K - $19.1K
|
333
$98.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
78+ 5.83% |
$16.6K - $18.4K
|
1.42K
$417K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
75+ 1.62% |
$16K - $17.7K
|
4.7K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
74+ 4.58% |
$15.7K - $17.4K
|
1.69K
$498K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
72+ 175.61% |
$15.3K - $17K
|
113
$33.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
66+ 5.31% |
$14K - $15.6K
|
1.31K
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
66+ 1.74% |
$14K - $15.6K
|
3.85K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 1.96% |
$13.8K - $15.3K
|
3.39K
$997K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
65+ 3.22% |
$13.8K - $15.3K
|
2.09K
$614K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61+ 0.25% |
$13K - $14.4K
|
24.7K
$7.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
60New |
$12.8K - $14.1K
|
60
$17.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
59New |
$12.6K - $13.9K
|
59
$17.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
58New |
$12.3K - $13.7K
|
58
$17.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
58+ 0.62% |
$12.3K - $13.7K
|
9.39K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
55New |
$11.7K - $13K
|
55
$16.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
54+ 1.14% |
$11.5K - $12.7K
|
4.81K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
54+ 3.72% |
$11.5K - $12.7K
|
1.51K
$444K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
53+ 1.62% |
$11.3K - $12.5K
|
3.33K
$979K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
53+ 0.77% |
$11.3K - $12.5K
|
6.97K
$2.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
51+ 0.6% |
$10.8K - $12K
|
8.55K
$2.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
50+ 0.26% |
$10.6K - $11.8K
|
19.3K
$5.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
48+ 1.69% |
$10.2K - $11.3K
|
2.89K
$850K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 7.92% |
$10.2K - $11.3K
|
654
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
47+ 0.7% |
$10K - $11.1K
|
6.8K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
47+ 3.68% |
$10K - $11.1K
|
1.33K
$390K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
46+ 0.02% |
$9.79K - $10.8K
|
216K
$63.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46+ 3.89% |
$9.79K - $10.8K
|
1.23K
$362K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43+ 0.99% |
$9.15K - $10.1K
|
4.4K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 1.44% |
$8.93K - $9.9K
|
2.97K
$874K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
41+ 3.53% |
$8.72K - $9.67K
|
1.2K
$354K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
37+ 3.95% |
$7.87K - $8.72K
|
974
$287K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37+ 0.26% |
$7.87K - $8.72K
|
14.2K
$4.19M
|