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 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-13- 2.08% |
$2.86K - $3.29K
|
611
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-13- 0.36% |
$2.86K - $3.29K
|
3.61K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-14- 12.17% |
$3.08K - $3.54K
|
101
$28.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-15- 40.54% |
$3.3K - $3.79K
|
22
$6.28K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-15- 1.26% |
$3.3K - $3.79K
|
1.18K
$336K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-16- 0.77% |
$3.52K - $4.05K
|
2.06K
$587K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16- 1.15% |
$3.52K - $4.05K
|
1.38K
$393K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 0.26% |
$3.74K - $4.3K
|
6.49K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-17- 18.28% |
$3.74K - $4.3K
|
76
$21.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-17- 0.91% |
$3.74K - $4.3K
|
1.84K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-20- 3.55% |
$4.4K - $5.06K
|
543
$155K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-20- 1.26% |
$4.4K - $5.06K
|
1.57K
$448K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-20- 0.38% |
$4.4K - $5.06K
|
5.29K
$1.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-22- 0.31% |
$4.84K - $5.56K
|
7.03K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24- 0.05% |
$5.28K - $6.07K
|
50.4K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-24- 2.16% |
$5.28K - $6.07K
|
1.09K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-25- 1.85% |
$5.5K - $6.32K
|
1.33K
$380K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 1.33% |
$5.5K - $6.32K
|
1.86K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-25- 0.96% |
$5.5K - $6.32K
|
2.58K
$736K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-26- 0.26% |
$5.72K - $6.58K
|
9.95K
$2.84M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-30- 36.14% |
$6.6K - $7.59K
|
53
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-32- 1.86% |
$7.04K - $8.09K
|
1.69K
$482K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-37- 0.24% |
$8.14K - $9.36K
|
15.1K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-38- 15.9% |
$8.36K - $9.61K
|
201
$57.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-41- 3.41% |
$9.02K - $10.4K
|
1.16K
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-45- 1.77% |
$9.9K - $11.4K
|
2.5K
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-46- 3.49% |
$10.1K - $11.6K
|
1.27K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-47- 2.89% |
$10.3K - $11.9K
|
1.58K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 1.07% |
$11K - $12.6K
|
4.61K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-50- 1.41% |
$11K - $12.6K
|
3.5K
$999K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-53- 5.34% |
$11.7K - $13.4K
|
939
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-54- 5.0% |
$11.9K - $13.7K
|
1.03K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-55- 2.27% |
$12.1K - $13.9K
|
2.36K
$675K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-57- 1.46% |
$12.5K - $14.4K
|
3.84K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-58- 1.3% |
$12.8K - $14.7K
|
4.39K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-61Closed |
$13.4K - $15.4K
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-61- 2.53% |
$13.4K - $15.4K
|
2.35K
$670K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-63- 1.73% |
$13.9K - $15.9K
|
3.59K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-71- 42.51% |
$15.6K - $18K
|
96
$27.4K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-77- 8.17% |
$16.9K - $19.5K
|
865
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-78- 6.55% |
$17.2K - $19.7K
|
1.11K
$318K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-80- 6.12% |
$17.6K - $20.2K
|
1.23K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 2.97% |
$17.8K - $20.5K
|
2.65K
$755K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-82- 5.59% |
$18K - $20.7K
|
1.39K
$396K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-82- 1.9% |
$18K - $20.7K
|
4.23K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 0.77% |
$18K - $20.7K
|
10.5K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-83- 2.44% |
$18.3K - $21K
|
3.32K
$949K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-88- 5.66% |
$19.4K - $22.3K
|
1.47K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-88- 0.83% |
$19.4K - $22.3K
|
10.5K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-88- 3.54% |
$19.4K - $22.3K
|
2.4K
$685K
|