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 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-88- 2.91% |
$19.4K - $22.3K
|
2.93K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-89- 8.85% |
$19.6K - $22.5K
|
917
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-91- 0.13% |
$20K - $23K
|
70.1K
$20M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-95- 9.44% |
$20.9K - $24K
|
911
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-95- 21.64% |
$20.9K - $24K
|
344
$98.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-97- 0.44% |
$21.4K - $24.5K
|
22.1K
$6.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-97- 7.12% |
$21.4K - $24.5K
|
1.27K
$361K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-98- 0.05% |
$21.6K - $24.8K
|
187K
$53.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-99- 2.94% |
$21.8K - $25K
|
3.26K
$932K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-100- 0.69% |
$22K - $25.3K
|
14.3K
$4.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-100- 10.0% |
$22K - $25.3K
|
900
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-104- 1.44% |
$22.9K - $26.3K
|
7.1K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-105- 0.99% |
$23.1K - $26.6K
|
10.5K
$2.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-108- 8.78% |
$23.8K - $27.3K
|
1.12K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-111- 3.34% |
$24.4K - $28.1K
|
3.21K
$917K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-111- 2.84% |
$24.4K - $28.1K
|
3.8K
$1.09M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-113- 0.27% |
$24.9K - $28.6K
|
42.2K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-113- 0.27% |
$24.9K - $28.6K
|
41.4K
$11.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-121- 9.7% |
$26.6K - $30.6K
|
1.13K
$322K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-125- 1.04% |
$27.5K - $31.6K
|
11.9K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-129- 1.45% |
$28.4K - $32.6K
|
8.79K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-130- 7.13% |
$28.6K - $32.9K
|
1.69K
$483K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-136- 1.75% |
$29.9K - $34.4K
|
7.62K
$2.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-138- 6.47% |
$30.4K - $34.9K
|
2K
$570K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-142- 10.94% |
$31.3K - $35.9K
|
1.16K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-144- 3.11% |
$31.7K - $36.4K
|
4.48K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-146- 0.99% |
$32.1K - $36.9K
|
14.6K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-147- 7.67% |
$32.4K - $37.2K
|
1.77K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-149- 0.89% |
$32.8K - $37.7K
|
16.5K
$4.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-149- 4.8% |
$32.8K - $37.7K
|
2.95K
$843K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-150- 5.2% |
$33K - $37.9K
|
2.74K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-151- 0.49% |
$33.2K - $38.2K
|
30.8K
$8.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-153- 3.63% |
$33.7K - $38.7K
|
4.06K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 2.41% |
$35.9K - $41.2K
|
6.59K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-163- 0.36% |
$35.9K - $41.2K
|
44.8K
$12.8M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-163- 10.43% |
$35.9K - $41.2K
|
1.4K
$400K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-167- 4.13% |
$36.8K - $42.2K
|
3.88K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-168- 2.6% |
$37K - $42.5K
|
6.29K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-178- 3.5% |
$39.2K - $45K
|
4.9K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-179- 2.18% |
$39.4K - $45.3K
|
8.04K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-182- 5.57% |
$40.1K - $46K
|
3.08K
$880K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-184- 2.68% |
$40.5K - $46.5K
|
6.68K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-187- 6.18% |
$41.2K - $47.3K
|
2.84K
$810K
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-190- 9.11% |
$41.8K - $48.1K
|
1.9K
$541K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-200- 11.24% |
$44K - $50.6K
|
1.58K
$451K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-207- 21.5% |
$45.6K - $52.4K
|
756
$216K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-208- 3.46% |
$45.8K - $52.6K
|
5.8K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-210- 1.59% |
$46.2K - $53.1K
|
13K
$3.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-221- 15.92% |
$48.6K - $55.9K
|
1.17K
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-222- 6.53% |
$48.9K - $56.1K
|
3.18K
$907K
|