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 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
37New |
$7.87K - $8.72K
|
37
$10.9K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
36+ 2.27% |
$7.66K - $8.49K
|
1.62K
$478K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35+ 4.09% |
$7.45K - $8.25K
|
890
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 40.24% |
$7.02K - $7.78K
|
115
$33.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32+ 1.08% |
$6.81K - $7.54K
|
2.99K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
31+ 2.41% |
$6.59K - $7.31K
|
1.32K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
30+ 2.33% |
$6.38K - $7.07K
|
1.32K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
30+ 0.03% |
$6.38K - $7.07K
|
118K
$34.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
29+ 2.27% |
$6.17K - $6.84K
|
1.31K
$384K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 3.6% |
$5.96K - $6.6K
|
806
$237K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
28+ 1.51% |
$5.96K - $6.6K
|
1.88K
$555K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
27+ 12.74% |
$5.74K - $6.37K
|
239
$70.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
26+ 0.26% |
$5.53K - $6.13K
|
10K
$2.96M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26+ 1.69% |
$5.53K - $6.13K
|
1.56K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26+ 32.5% |
$5.53K - $6.13K
|
106
$31.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
25+ 2.35% |
$5.32K - $5.89K
|
1.09K
$320K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
22New |
$4.68K - $5.19K
|
22
$6.48K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
22+ 1.73% |
$4.68K - $5.19K
|
1.3K
$382K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21+ 1.79% |
$4.47K - $4.95K
|
1.19K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
21+ 1.08% |
$4.47K - $4.95K
|
1.96K
$579K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18+ 1.23% |
$3.83K - $4.24K
|
1.48K
$435K
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.04% |
$3.19K - $3.54K
|
39.8K
$11.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
14+ 0.91% |
$2.98K - $3.3K
|
1.55K
$458K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
14New |
$2.98K - $3.3K
|
14
$4.12K
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
13+ 0.05% |
$2.77K - $3.07K
|
28.6K
$8.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
12New |
$2.55K - $2.83K
|
12
$3.53K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$2.55K - $2.83K
|
12
$3.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 50.0% |
$2.34K - $2.59K
|
33
$9.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10New |
$2.13K - $2.36K
|
10
$2.95K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
9+ 0.42% |
$1.91K - $2.12K
|
2.16K
$637K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
9New |
$1.91K - $2.12K
|
9
$2.65K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$1.91K - $2.12K
|
9
$2.65K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 0.07% |
$1.49K - $1.65K
|
9.64K
$2.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
7New |
$1.49K - $1.65K
|
7
$2.06K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 70.0% |
$1.49K - $1.65K
|
17
$5.01K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
7+ 0.22% |
$1.49K - $1.65K
|
3.21K
$944K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7+ 0.26% |
$1.49K - $1.65K
|
2.73K
$805K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 350.0% |
$1.49K - $1.65K
|
9
$2.65K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
6+ 0.57% |
$1.28K - $1.41K
|
1.06K
$312K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
6+ 0.42% |
$1.28K - $1.41K
|
1.45K
$427K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
6New |
$1.28K - $1.41K
|
6
$1.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$1.06K - $1.18K
|
5
$1.47K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.07% |
$1.06K - $1.18K
|
7.11K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$1.06K - $1.18K
|
4.43K
$1.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.04% |
$851 - $943
|
10.5K
$3.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 6.15% |
$851 - $943
|
69
$20.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
4+ 0.17% |
$851 - $943
|
2.35K
$693K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 3.28% |
$851 - $943
|
126
$37.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.36% |
$851 - $943
|
1.1K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.07% |
$638 - $707
|
4.32K
$1.27M
|