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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
35New |
$7.7K - $8.85K
|
35
$9.99K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
35+ 2.16% |
$7.7K - $8.85K
|
1.66K
$473K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 9.09% |
$7.7K - $8.85K
|
420
$120K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
34New |
$7.48K - $8.6K
|
34
$9.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
32+ 7.22% |
$7.04K - $8.09K
|
475
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.44% |
$6.6K - $7.59K
|
6.83K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
30New |
$6.6K - $7.59K
|
30
$8.57K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 8.71% |
$6.38K - $7.33K
|
362
$103K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
29New |
$6.38K - $7.33K
|
29
$8.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
28+ 2.55% |
$6.16K - $7.08K
|
1.13K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$6.16K - $7.08K
|
28
$7.99K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
25+ 1.01% |
$5.5K - $6.32K
|
2.5K
$712K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25New |
$5.5K - $6.32K
|
25
$7.14K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
25+ 0.77% |
$5.5K - $6.32K
|
3.29K
$939K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
25+ 277.78% |
$5.5K - $6.32K
|
34
$9.71K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
24New |
$5.28K - $6.07K
|
24
$6.85K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23New |
$5.06K - $5.82K
|
23
$6.57K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23+ 20.35% |
$5.06K - $5.82K
|
136
$38.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23New |
$5.06K - $5.82K
|
23
$6.57K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
23+ 1.98% |
$5.06K - $5.82K
|
1.19K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
22+ 2.02% |
$4.84K - $5.56K
|
1.11K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
20New |
$4.4K - $5.06K
|
20
$5.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 0.64% |
$4.4K - $5.06K
|
3.15K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19+ 1.11% |
$4.18K - $4.81K
|
1.73K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
19+ 0.34% |
$4.18K - $4.81K
|
5.68K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19+ 16.1% |
$4.18K - $4.81K
|
137
$39.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
17+ 1.13% |
$3.74K - $4.3K
|
1.52K
$433K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16New |
$3.52K - $4.05K
|
16
$4.57K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16New |
$3.52K - $4.05K
|
16
$4.57K
|
|
|
Feb 12, 2024
Q4 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
16+ 0.56% |
$3.52K - $4.05K
|
2.89K
$824K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15New |
$3.3K - $3.79K
|
15
$4.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
15+ 1.08% |
$3.3K - $3.79K
|
1.4K
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13New |
$2.86K - $3.29K
|
13
$3.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 11.21% |
$2.86K - $3.29K
|
129
$36.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
13New |
$2.86K - $3.29K
|
13
$3.71K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11New |
$2.42K - $2.78K
|
11
$3.14K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11+ 0.85% |
$2.42K - $2.78K
|
1.31K
$373K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
11New |
$2.42K - $2.78K
|
11
$3.14K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10+ 0.91% |
$2.2K - $2.53K
|
1.11K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.2K - $2.53K
|
10
$2.86K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
9+ 0.01% |
$1.98K - $2.28K
|
177K
$50.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
9+ 0.62% |
$1.98K - $2.28K
|
1.47K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9+ 1.0% |
$1.98K - $2.28K
|
911
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
8New |
$1.76K - $2.02K
|
8
$2.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
8+ 0.82% |
$1.76K - $2.02K
|
989
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$1.54K - $1.77K
|
7
$2K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7+ 0.34% |
$1.54K - $1.77K
|
2.09K
$598K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$1.54K - $1.77K
|
7
$2K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6+ 0.03% |
$1.32K - $1.52K
|
17.3K
$4.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6+ 0.42% |
$1.32K - $1.52K
|
1.44K
$410K
|