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 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-16- 0.77% |
$3.52K - $4.05K
|
2.06K
$575K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-17- 18.28% |
$3.74K - $4.3K
|
76
$21.2K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 0.26% |
$3.74K - $4.3K
|
6.49K
$1.81M
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-17- 0.91% |
$3.74K - $4.3K
|
1.84K
$515K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-20- 1.26% |
$4.4K - $5.06K
|
1.57K
$438K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-20- 3.55% |
$4.4K - $5.06K
|
543
$152K
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-20- 0.38% |
$4.4K - $5.06K
|
5.29K
$1.48M
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-22- 0.31% |
$4.84K - $5.56K
|
7.03K
$1.96M
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-24- 2.16% |
$5.28K - $6.07K
|
1.09K
$303K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24- 0.05% |
$5.28K - $6.07K
|
50.4K
$14.1M
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-25- 0.96% |
$5.5K - $6.32K
|
2.58K
$720K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-25- 1.85% |
$5.5K - $6.32K
|
1.33K
$372K
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 1.33% |
$5.5K - $6.32K
|
1.86K
$519K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-26- 0.26% |
$5.72K - $6.58K
|
9.95K
$2.78M
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-30- 36.14% |
$6.6K - $7.59K
|
53
$14.8K
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-32- 1.86% |
$7.04K - $8.09K
|
1.69K
$471K
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-37- 0.24% |
$8.14K - $9.36K
|
15.1K
$4.21M
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-38- 15.9% |
$8.36K - $9.61K
|
201
$56.2K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-41- 3.41% |
$9.02K - $10.4K
|
1.16K
$325K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-45- 1.77% |
$9.9K - $11.4K
|
2.5K
$699K
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-46- 3.49% |
$10.1K - $11.6K
|
1.27K
$356K
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-47- 2.89% |
$10.3K - $11.9K
|
1.58K
$441K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-50- 1.41% |
$11K - $12.6K
|
3.5K
$978K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 1.07% |
$11K - $12.6K
|
4.61K
$1.29M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-53- 5.34% |
$11.7K - $13.4K
|
939
$262K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-54- 5.0% |
$11.9K - $13.7K
|
1.03K
$287K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-55- 2.27% |
$12.1K - $13.9K
|
2.36K
$660K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-57- 1.46% |
$12.5K - $14.4K
|
3.84K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-58- 1.3% |
$12.8K - $14.7K
|
4.39K
$1.23M
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-61- 2.53% |
$13.4K - $15.4K
|
2.35K
$656K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-61Closed |
$13.4K - $15.4K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-63- 1.73% |
$13.9K - $15.9K
|
3.59K
$1M
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-71- 42.51% |
$15.6K - $18K
|
96
$26.8K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-77- 8.17% |
$16.9K - $19.5K
|
865
$242K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-78- 6.55% |
$17.2K - $19.7K
|
1.11K
$311K
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-80- 6.12% |
$17.6K - $20.2K
|
1.23K
$343K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 2.97% |
$17.8K - $20.5K
|
2.65K
$739K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-82- 5.59% |
$18K - $20.7K
|
1.39K
$387K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 0.77% |
$18K - $20.7K
|
10.5K
$2.94M
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-82- 1.9% |
$18K - $20.7K
|
4.23K
$1.18M
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-83- 2.44% |
$18.3K - $21K
|
3.32K
$929K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-88- 2.91% |
$19.4K - $22.3K
|
2.93K
$819K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-88- 0.83% |
$19.4K - $22.3K
|
10.5K
$2.93M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-88- 5.66% |
$19.4K - $22.3K
|
1.47K
$410K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-88- 3.54% |
$19.4K - $22.3K
|
2.4K
$670K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-89- 8.85% |
$19.6K - $22.5K
|
917
$256K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-91- 0.13% |
$20K - $23K
|
70.1K
$19.6M
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-95- 21.64% |
$20.9K - $24K
|
344
$96.1K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-95- 9.44% |
$20.9K - $24K
|
911
$255K
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-97- 7.12% |
$21.4K - $24.5K
|
1.27K
$354K
|