Purchases and Sales Made in Q4 2022 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q4 2022. 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 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$511 - $604
|
3
$995
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.07% |
$341 - $402
|
2.84K
$942K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.03% |
$170 - $201
|
2.95K
$979K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.85% |
$170 - $201
|
118
$39.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.87% |
$170 - $201
|
116
$38.5K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 16.67% |
$341 - $402
|
10
$3.32K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 2.41% |
$341 - $402
|
81
$26.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 6.9% |
$341 - $402
|
27
$8.95K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 1.71% |
$341 - $402
|
115
$38.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3- 0.11% |
$511 - $604
|
2.66K
$883K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.16% |
$511 - $604
|
1.82K
$604K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3- 0.19% |
$511 - $604
|
1.57K
$520K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4- 0.11% |
$681 - $805
|
3.75K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 5.56% |
$852 - $1.01K
|
85
$28.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-6- 0.51% |
$1.02K - $1.21K
|
1.17K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7- 0.31% |
$1.19K - $1.41K
|
2.28K
$756K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-10- 0.42% |
$1.7K - $2.01K
|
2.4K
$795K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 1.04% |
$1.7K - $2.01K
|
950
$315K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12- 63.16% |
$2.04K - $2.41K
|
7
$2.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12- 0.77% |
$2.04K - $2.41K
|
1.54K
$511K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-14- 1.93% |
$2.39K - $2.82K
|
713
$236K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-14- 1.19% |
$2.39K - $2.82K
|
1.16K
$385K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-15- 0.81% |
$2.56K - $3.02K
|
1.85K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16- 0.42% |
$2.73K - $3.22K
|
3.83K
$1.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-16- 0.85% |
$2.73K - $3.22K
|
1.87K
$620K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-17- 0.96% |
$2.9K - $3.42K
|
1.76K
$584K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 0.98% |
$3.07K - $3.62K
|
1.81K
$601K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-22- 15.38% |
$3.75K - $4.43K
|
121
$40.1K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-22- 1.02% |
$3.75K - $4.43K
|
2.13K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-24- 0.06% |
$4.09K - $4.83K
|
41.2K
$13.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 1.43% |
$4.09K - $4.83K
|
1.66K
$550K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-25- 1.18% |
$4.26K - $5.03K
|
2.09K
$691K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-25- 1.89% |
$4.26K - $5.03K
|
1.3K
$430K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26- 13.98% |
$4.43K - $5.23K
|
160
$53K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-26- 0.13% |
$4.43K - $5.23K
|
20K
$6.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-27- 0.66% |
$4.6K - $5.43K
|
4.07K
$1.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-32- 0.13% |
$5.45K - $6.44K
|
24.6K
$8.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-34- 70.83% |
$5.79K - $6.84K
|
14
$4.64K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-34- 1.06% |
$5.79K - $6.84K
|
3.18K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-34- 2.37% |
$5.79K - $6.84K
|
1.4K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-35- 1.3% |
$5.96K - $7.04K
|
2.66K
$882K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-37- 1.34% |
$6.3K - $7.45K
|
2.72K
$902K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-42- 2.8% |
$7.16K - $8.45K
|
1.46K
$483K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-43- 2.19% |
$7.33K - $8.65K
|
1.92K
$637K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-43- 51.81% |
$7.33K - $8.65K
|
40
$13.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-44- 0.66% |
$7.5K - $8.85K
|
6.6K
$2.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-45- 2.04% |
$7.67K - $9.06K
|
2.16K
$717K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-46- 1.95% |
$7.84K - $9.26K
|
2.32K
$767K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-47- 0.09% |
$8.01K - $9.46K
|
54.8K
$18.2M
|