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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102New |
$17.4K - $20.5K
|
102
$33.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.74% |
$17K - $20.1K
|
13.6K
$4.51M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
100+ 8.63% |
$17K - $20.1K
|
1.26K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
98+ 1.69% |
$16.7K - $19.7K
|
5.88K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
97+ 2.73% |
$16.5K - $19.5K
|
3.65K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
94+ 61.04% |
$16K - $18.9K
|
248
$82.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
92New |
$15.7K - $18.5K
|
92
$30.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
92+ 0.24% |
$15.7K - $18.5K
|
38K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80New |
$13.6K - $16.1K
|
80
$26.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
73+ 2.39% |
$12.4K - $14.7K
|
3.12K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
73+ 1.71% |
$12.4K - $14.7K
|
4.35K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
72+ 0.44% |
$12.3K - $14.5K
|
16.5K
$5.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
71+ 2.2% |
$12.1K - $14.3K
|
3.29K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
69+ 3.38% |
$11.8K - $13.9K
|
2.11K
$699K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
68+ 0.37% |
$11.6K - $13.7K
|
18.3K
$6.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
67New |
$11.4K - $13.5K
|
67
$22.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
61+ 4.71% |
$10.4K - $12.3K
|
1.36K
$449K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
59+ 4.4% |
$10.1K - $11.9K
|
1.4K
$464K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
58+ 0.67% |
$9.88K - $11.7K
|
8.71K
$2.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
58+ 1.93% |
$9.88K - $11.7K
|
3.06K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
57+ 0.17% |
$9.71K - $11.5K
|
33K
$10.9M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 0.64% |
$9.54K - $11.3K
|
8.8K
$2.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
55+ 2.37% |
$9.37K - $11.1K
|
2.38K
$789K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 0.77% |
$9.03K - $10.7K
|
6.93K
$2.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
51+ 2.22% |
$8.69K - $10.3K
|
2.35K
$779K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
49+ 1.78% |
$8.35K - $9.86K
|
2.8K
$929K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49New |
$8.35K - $9.86K
|
49
$16.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
48+ 2.01% |
$8.18K - $9.66K
|
2.44K
$809K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
48+ 1.88% |
$8.18K - $9.66K
|
2.61K
$864K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
47+ 0.18% |
$8.01K - $9.46K
|
25.9K
$8.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
44+ 0.44% |
$7.5K - $8.85K
|
10K
$3.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
41+ 0.08% |
$6.98K - $8.25K
|
49.9K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40+ 57.97% |
$6.81K - $8.05K
|
109
$36.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
40New |
$6.81K - $8.05K
|
40
$13.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
38+ 7.82% |
$6.47K - $7.65K
|
524
$174K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
37+ 0.5% |
$6.3K - $7.45K
|
7.41K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
36+ 1.17% |
$6.13K - $7.24K
|
3.1K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36New |
$6.13K - $7.24K
|
36
$11.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
36+ 0.8% |
$6.13K - $7.24K
|
4.51K
$1.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
35+ 0.14% |
$5.96K - $7.04K
|
25.9K
$8.59M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
34+ 2.62% |
$5.79K - $6.84K
|
1.33K
$442K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
34+ 485.71% |
$5.79K - $6.84K
|
41
$13.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
33+ 2.72% |
$5.62K - $6.64K
|
1.25K
$414K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
33+ 2.76% |
$5.62K - $6.64K
|
1.23K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33New |
$5.62K - $6.64K
|
33
$10.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
31New |
$5.28K - $6.24K
|
31
$10.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
31+ 1.97% |
$5.28K - $6.24K
|
1.61K
$533K
|
|
|
Feb 09, 2023
Q4 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
28+ 0.7% |
$4.77K - $5.63K
|
4.03K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
27+ 0.01% |
$4.6K - $5.43K
|
216K
$71.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26+ 0.25% |
$4.43K - $5.23K
|
10.5K
$3.48M
|