Purchases and Sales Made in Q4 2021 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
97+ 0.47% |
$14.5K - $16.5K
|
20.7K
$5.81M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
96+ 6.24% |
$14.3K - $16.4K
|
1.63K
$459K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
96+ 6.09% |
$14.3K - $16.4K
|
1.67K
$470K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
95+ 4.67% |
$14.2K - $16.2K
|
2.13K
$598K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
93+ 0.16% |
$13.9K - $15.9K
|
58.1K
$16.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
93+ 193.75% |
$13.9K - $15.9K
|
141
$39.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
92+ 1.96% |
$13.7K - $15.7K
|
4.78K
$1.34M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
92+ 23.65% |
$13.7K - $15.7K
|
481
$135K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
92New |
$13.7K - $15.7K
|
92
$25.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
82+ 3.16% |
$12.2K - $14K
|
2.68K
$754K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
79+ 3.45% |
$11.8K - $13.5K
|
2.37K
$667K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
78+ 0.27% |
$11.6K - $13.3K
|
29.4K
$8.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
78+ 2.79% |
$11.6K - $13.3K
|
2.87K
$808K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
76+ 3.1% |
$11.3K - $13K
|
2.53K
$711K
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
76New |
$11.3K - $13K
|
76
$21.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
74New |
$11K - $12.6K
|
74
$20.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
73+ 1.19% |
$10.9K - $12.4K
|
6.23K
$1.75M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
72New |
$10.7K - $12.3K
|
72
$20.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
71+ 2.46% |
$10.6K - $12.1K
|
2.96K
$831K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
69New |
$10.3K - $11.8K
|
69
$19.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
66+ 30.84% |
$9.85K - $11.2K
|
280
$78.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
59New |
$8.81K - $10.1K
|
59
$16.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
55New |
$8.21K - $9.37K
|
55
$15.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
52+ 98.11% |
$7.76K - $8.86K
|
105
$29.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
52+ 6.43% |
$7.76K - $8.86K
|
861
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
51+ 1.51% |
$7.61K - $8.69K
|
3.44K
$967K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50New |
$7.46K - $8.52K
|
50
$14.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 7.63% |
$7.46K - $8.52K
|
705
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
49New |
$7.31K - $8.35K
|
49
$13.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
49+ 8.89% |
$7.31K - $8.35K
|
600
$169K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
45+ 1.59% |
$6.72K - $7.67K
|
2.88K
$808K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
44New |
$6.57K - $7.5K
|
44
$12.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43+ 0.65% |
$6.42K - $7.33K
|
6.68K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
38+ 1.45% |
$5.67K - $6.48K
|
2.66K
$747K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
36+ 1.29% |
$5.37K - $6.14K
|
2.82K
$792K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
32+ 1.88% |
$4.78K - $5.45K
|
1.73K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
32+ 0.77% |
$4.78K - $5.45K
|
4.16K
$1.17M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
30New |
$4.48K - $5.11K
|
30
$8.44K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
27+ 0.79% |
$4.03K - $4.6K
|
3.45K
$970K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
26+ 3.39% |
$3.88K - $4.43K
|
793
$223K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 86.21% |
$3.73K - $4.26K
|
54
$15.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 6.56% |
$3.73K - $4.26K
|
406
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
25+ 1.57% |
$3.73K - $4.26K
|
1.62K
$456K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
24+ 0.14% |
$3.58K - $4.09K
|
16.9K
$4.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24New |
$3.58K - $4.09K
|
24
$6.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
23New |
$3.43K - $3.92K
|
23
$6.47K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 52.38% |
$3.28K - $3.75K
|
64
$18K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21+ 0.59% |
$3.13K - $3.58K
|
3.57K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
20+ 0.02% |
$2.98K - $3.41K
|
92.1K
$25.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 117.65% |
$2.98K - $3.41K
|
37
$10.4K
|