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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
20New |
$2.98K - $3.41K
|
20
$5.62K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
19New |
$2.84K - $3.24K
|
19
$5.34K
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
18New |
$2.69K - $3.07K
|
18
$5.06K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 64.0% |
$2.39K - $2.73K
|
41
$11.5K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
16+ 0.77% |
$2.39K - $2.73K
|
2.1K
$590K
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
15+ 1.24% |
$2.24K - $2.56K
|
1.23K
$344K
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.2% |
$2.09K - $2.39K
|
7.07K
$1.99M
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 25.0% |
$1.79K - $2.05K
|
60
$16.9K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12New |
$1.79K - $2.05K
|
12
$3.37K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
11New |
$1.64K - $1.87K
|
11
$3.09K
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
11+ 0.3% |
$1.64K - $1.87K
|
3.64K
$1.02M
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 6.21% |
$1.49K - $1.7K
|
171
$48.1K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
10New |
$1.49K - $1.7K
|
10
$2.81K
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.06% |
$1.49K - $1.7K
|
16.2K
$4.55M
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 6.67% |
$1.34K - $1.53K
|
144
$40.5K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9+ 0.27% |
$1.34K - $1.53K
|
3.34K
$940K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7New |
$1.04K - $1.19K
|
7
$1.97K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7+ 17.07% |
$1.04K - $1.19K
|
48
$13.5K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7New |
$1.04K - $1.19K
|
7
$1.97K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.19K
|
7
$1.97K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.07% |
$1.04K - $1.19K
|
10.4K
$2.92M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$1.04K - $1.19K
|
7
$1.97K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 140.0% |
$1.04K - $1.19K
|
12
$3.37K
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6+ 10.53% |
$895 - $1.02K
|
63
$17.7K
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6New |
$895 - $1.02K
|
6
$1.69K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6+ 0.07% |
$895 - $1.02K
|
8.3K
$2.33M
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.93% |
$746 - $852
|
540
$152K
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
4+ 0.19% |
$597 - $682
|
2.06K
$579K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$597 - $682
|
4
$1.12K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.2% |
$448 - $511
|
1.51K
$423K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$448 - $511
|
3
$844
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.12% |
$298 - $341
|
1.63K
$458K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1- 0.02% |
$149 - $170
|
4.07K
$1.14M
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-1- 0.08% |
$149 - $170
|
1.29K
$363K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.19% |
$149 - $170
|
514
$145K
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$149 - $170
|
25.3K
$7.11M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2Closed |
$298 - $341
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 1.15% |
$298 - $341
|
172
$48.4K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3- 0.07% |
$448 - $511
|
4.07K
$1.14M
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-6- 0.18% |
$895 - $1.02K
|
3.25K
$913K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.07% |
$1.19K - $1.36K
|
12.1K
$3.41M
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-9- 0.58% |
$1.34K - $1.53K
|
1.54K
$433K
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11- 0.56% |
$1.64K - $1.87K
|
1.96K
$551K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 52.17% |
$1.79K - $2.05K
|
11
$3.09K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 0.74% |
$1.94K - $2.22K
|
1.74K
$490K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13- 0.55% |
$1.94K - $2.22K
|
2.34K
$657K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$2.24K - $2.56K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18- 0.37% |
$2.69K - $3.07K
|
4.84K
$1.36M
|
|
Feb 14, 2022
Q4 2021
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-18- 1.24% |
$2.69K - $3.07K
|
1.44K
$404K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-20Closed |
$2.98K - $3.41K
|
0
$0
|