Purchases and Sales Made in Q4 2023 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q4 2023. 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 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
84+ 4.96% |
$18.5K - $21.2K
|
1.78K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
82+ 1.37% |
$18K - $20.7K
|
6.09K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
82+ 0.03% |
$18K - $20.7K
|
252K
$74.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
82+ 5.56% |
$18K - $20.7K
|
1.56K
$458K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
79+ 5.25% |
$17.4K - $20K
|
1.59K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78+ 6.04% |
$17.2K - $19.7K
|
1.37K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
77+ 4.46% |
$16.9K - $19.5K
|
1.8K
$531K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
74New |
$16.3K - $18.7K
|
74
$21.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
74+ 4.22% |
$16.3K - $18.7K
|
1.83K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
72+ 0.96% |
$15.8K - $18.2K
|
7.61K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
70+ 6.92% |
$15.4K - $17.7K
|
1.08K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
70+ 7.87% |
$15.4K - $17.7K
|
960
$283K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
70New |
$15.4K - $17.7K
|
70
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
67+ 1.22% |
$14.7K - $16.9K
|
5.57K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
65+ 1.68% |
$14.3K - $16.4K
|
3.93K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
65New |
$14.3K - $16.4K
|
65
$19.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
61+ 0.88% |
$13.4K - $15.4K
|
7.03K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
59New |
$13K - $14.9K
|
59
$17.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 1.67% |
$12.5K - $14.4K
|
3.47K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
55+ 4.17% |
$12.1K - $13.9K
|
1.37K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54+ 3.66% |
$11.9K - $13.7K
|
1.53K
$451K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
53New |
$11.7K - $13.4K
|
53
$15.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
53New |
$11.7K - $13.4K
|
53
$15.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
52+ 3.03% |
$11.4K - $13.2K
|
1.77K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
52+ 4.51% |
$11.4K - $13.2K
|
1.21K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
52+ 0.2% |
$11.4K - $13.2K
|
25.5K
$7.53M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
51+ 36.17% |
$11.2K - $12.9K
|
192
$56.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
51+ 0.57% |
$11.2K - $12.9K
|
9.05K
$2.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
50+ 1.56% |
$11K - $12.6K
|
3.26K
$959K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49New |
$10.8K - $12.4K
|
49
$14.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
49New |
$10.8K - $12.4K
|
49
$14.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
47+ 5.1% |
$10.3K - $11.9K
|
969
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
45+ 3.24% |
$9.9K - $11.4K
|
1.44K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
44+ 1.87% |
$9.68K - $11.1K
|
2.4K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
44+ 2.04% |
$9.68K - $11.1K
|
2.21K
$650K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
43+ 14.33% |
$9.46K - $10.9K
|
343
$101K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
42+ 0.7% |
$9.24K - $10.6K
|
6.04K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
42+ 0.15% |
$9.24K - $10.6K
|
28.8K
$8.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
40+ 333.33% |
$8.8K - $10.1K
|
52
$15.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
40New |
$8.8K - $10.1K
|
40
$11.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
39+ 0.48% |
$8.58K - $9.86K
|
8.15K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39+ 0.2% |
$8.58K - $9.86K
|
19.6K
$5.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
38+ 0.79% |
$8.36K - $9.61K
|
4.88K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 2.02% |
$8.14K - $9.36K
|
1.87K
$551K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
37+ 0.48% |
$8.14K - $9.36K
|
7.69K
$2.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37New |
$8.14K - $9.36K
|
37
$10.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37+ 370.0% |
$8.14K - $9.36K
|
47
$13.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
36+ 720.0% |
$7.92K - $9.11K
|
41
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
35New |
$7.7K - $8.85K
|
35
$10.3K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
35+ 2.16% |
$7.7K - $8.85K
|
1.66K
$488K
|