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 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-262- 15.69% |
$57.7K - $66.3K
|
1.41K
$393K
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-271- 11.8% |
$59.6K - $68.5K
|
2.03K
$566K
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-272- 2.45% |
$59.9K - $68.8K
|
10.8K
$3.02M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-282- 14.99% |
$62.1K - $71.3K
|
1.6K
$447K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-287- 23.26% |
$63.2K - $72.6K
|
947
$265K
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-292- 15.8% |
$64.3K - $73.9K
|
1.56K
$435K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.24% |
$66K - $75.9K
|
13.1K
$3.66M
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-300- 3.33% |
$66K - $75.9K
|
8.7K
$2.43M
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 21.91% |
$66K - $75.9K
|
1.07K
$299K
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-303- 52.42% |
$66.7K - $76.6K
|
275
$76.8K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-304- 1.62% |
$66.9K - $76.9K
|
18.4K
$5.15M
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-313- 21.06% |
$68.9K - $79.2K
|
1.17K
$328K
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-315- 5.79% |
$69.3K - $79.7K
|
5.13K
$1.43M
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-318- 5.59% |
$70K - $80.4K
|
5.37K
$1.5M
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-323- 0.07% |
$71.1K - $81.7K
|
489K
$137M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-337- 13.27% |
$74.2K - $85.2K
|
2.2K
$616K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-346- 8.46% |
$76.2K - $87.5K
|
3.75K
$1.05M
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-350- 10.51% |
$77K - $88.5K
|
2.98K
$832K
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-400- 1.13% |
$88K - $101K
|
35.1K
$9.8M
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-410- 0.42% |
$90.2K - $104K
|
97K
$27.1M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-417- 3.31% |
$91.8K - $105K
|
12.2K
$3.4M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-420- 9.42% |
$92.4K - $106K
|
4.04K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-425- 2.2% |
$93.5K - $107K
|
18.9K
$5.27M
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-428- 4.19% |
$94.2K - $108K
|
9.79K
$2.73M
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-443- 12.25% |
$97.5K - $112K
|
3.17K
$887K
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-485- 1.09% |
$107K - $123K
|
44.1K
$12.3M
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-492- 40.86% |
$108K - $124K
|
712
$199K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-513- 2.96% |
$113K - $130K
|
16.8K
$4.69M
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-518- 3.03% |
$114K - $131K
|
16.6K
$4.63M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-520- 20.16% |
$114K - $132K
|
2.06K
$575K
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-533- 0.44% |
$117K - $135K
|
121K
$33.7M
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-551- 36.35% |
$121K - $139K
|
965
$270K
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-556- 2.61% |
$122K - $141K
|
20.7K
$5.79M
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-559- 24.82% |
$123K - $141K
|
1.69K
$473K
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-563- 2.07% |
$124K - $142K
|
26.6K
$7.44M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-563- 71.45% |
$124K - $142K
|
225
$62.9K
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-563- 1.79% |
$124K - $142K
|
30.8K
$8.61M
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-586- 1.85% |
$129K - $148K
|
31K
$8.67M
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-595- 0.62% |
$131K - $150K
|
95.2K
$26.6M
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-605- 1.09% |
$133K - $153K
|
54.8K
$15.3M
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-614- 7.57% |
$135K - $155K
|
7.5K
$2.1M
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-622- 11.97% |
$137K - $157K
|
4.58K
$1.28M
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-636- 22.75% |
$140K - $161K
|
2.16K
$603K
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-646- 3.39% |
$142K - $163K
|
18.4K
$5.14M
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-655- 1.47% |
$144K - $166K
|
43.8K
$12.3M
|
|
Feb 14, 2024
Q4 2023
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-667- 9.49% |
$147K - $169K
|
6.36K
$1.78M
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-691- 26.89% |
$152K - $175K
|
1.88K
$525K
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-712- 3.33% |
$157K - $180K
|
20.7K
$5.78M
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-725- 10.26% |
$160K - $183K
|
6.34K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-733- 0.27% |
$161K - $185K
|
268K
$74.8M
|