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
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25+ 0.32% |
$4.26K - $5.03K
|
7.74K
$2.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
24+ 0.11% |
$4.09K - $4.83K
|
21.8K
$6.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
23+ 0.15% |
$3.92K - $4.63K
|
15.6K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 1.21% |
$3.75K - $4.43K
|
1.84K
$569K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
21+ 1.33% |
$3.58K - $4.23K
|
1.6K
$494K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
21New |
$3.58K - $4.23K
|
21
$6.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
20New |
$3.41K - $4.02K
|
20
$6.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
19New |
$3.24K - $3.82K
|
19
$5.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19+ 475.0% |
$3.24K - $3.82K
|
23
$7.13K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 0.84% |
$3.24K - $3.82K
|
2.28K
$707K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
18+ 9.14% |
$3.07K - $3.62K
|
215
$66.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18+ 0.52% |
$3.07K - $3.62K
|
3.48K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
17New |
$2.9K - $3.42K
|
17
$5.27K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17+ 0.97% |
$2.9K - $3.42K
|
1.78K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16New |
$2.73K - $3.22K
|
16
$4.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
16+ 8.79% |
$2.73K - $3.22K
|
198
$61.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 75.0% |
$2.56K - $3.02K
|
35
$10.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
14+ 1.18% |
$2.39K - $2.82K
|
1.2K
$371K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 46.67% |
$2.39K - $2.82K
|
44
$13.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
14+ 0.3% |
$2.39K - $2.82K
|
4.63K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14+ 0.89% |
$2.39K - $2.82K
|
1.59K
$493K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
13+ 0.18% |
$2.21K - $2.62K
|
7.11K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11+ 0.33% |
$1.87K - $2.21K
|
3.31K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 5.09% |
$1.87K - $2.21K
|
227
$70.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 2.22% |
$1.87K - $2.21K
|
507
$157K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 122.22% |
$1.87K - $2.21K
|
20
$6.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
11New |
$1.87K - $2.21K
|
11
$3.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 3.47% |
$1.87K - $2.21K
|
328
$102K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10+ 0.6% |
$1.7K - $2.01K
|
1.68K
$520K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10New |
$1.7K - $2.01K
|
10
$3.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$1.53K - $1.81K
|
9
$2.79K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9New |
$1.53K - $1.81K
|
9
$2.79K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
9New |
$1.53K - $1.81K
|
9
$2.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
8+ 0.39% |
$1.36K - $1.61K
|
2.05K
$634K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.02% |
$1.36K - $1.61K
|
33.7K
$10.4M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
7New |
$1.19K - $1.41K
|
7
$2.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.44% |
$1.02K - $1.21K
|
1.37K
$424K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 150.0% |
$1.02K - $1.21K
|
10
$3.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
6+ 0.16% |
$1.02K - $1.21K
|
3.78K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.14% |
$681 - $805
|
2.96K
$917K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4+ 3.25% |
$681 - $805
|
127
$39.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.12% |
$681 - $805
|
3.46K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.12% |
$681 - $805
|
3.4K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 3.74% |
$681 - $805
|
111
$34.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 80.0% |
$681 - $805
|
9
$2.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4+ 0.09% |
$681 - $805
|
4.58K
$1.42M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.14% |
$681 - $805
|
2.8K
$867K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
4+ 0.17% |
$681 - $805
|
2.34K
$724K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$511 - $604
|
3
$929
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3New |
$511 - $604
|
3
$929
|