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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-230- 84.87% |
$50.6K - $58.2K
|
41
$11.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-235- 18.4% |
$51.7K - $59.4K
|
1.04K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-249- 13.11% |
$54.8K - $63K
|
1.65K
$471K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-250- 1.74% |
$55K - $63.2K
|
14.1K
$4.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-250- 12.5% |
$55K - $63.2K
|
1.75K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-255- 16.27% |
$56.1K - $64.5K
|
1.31K
$375K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-258- 58.64% |
$56.8K - $65.3K
|
182
$52K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-262- 15.69% |
$57.7K - $66.3K
|
1.41K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-271- 11.8% |
$59.6K - $68.5K
|
2.03K
$578K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-272- 2.45% |
$59.9K - $68.8K
|
10.8K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-282- 14.99% |
$62.1K - $71.3K
|
1.6K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-287- 23.26% |
$63.2K - $72.6K
|
947
$270K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-292- 15.8% |
$64.3K - $73.9K
|
1.56K
$444K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.24% |
$66K - $75.9K
|
13.1K
$3.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 21.91% |
$66K - $75.9K
|
1.07K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-300- 3.33% |
$66K - $75.9K
|
8.7K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-303- 52.42% |
$66.7K - $76.6K
|
275
$78.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-304- 1.62% |
$66.9K - $76.9K
|
18.4K
$5.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-313- 21.06% |
$68.9K - $79.2K
|
1.17K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-315- 5.79% |
$69.3K - $79.7K
|
5.13K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-318- 5.59% |
$70K - $80.4K
|
5.37K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-323- 0.07% |
$71.1K - $81.7K
|
489K
$140M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-337- 13.27% |
$74.2K - $85.2K
|
2.2K
$629K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-346- 8.46% |
$76.2K - $87.5K
|
3.75K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-350- 10.51% |
$77K - $88.5K
|
2.98K
$851K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-400- 1.13% |
$88K - $101K
|
35.1K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-410- 0.42% |
$90.2K - $104K
|
97K
$27.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-417- 3.31% |
$91.8K - $105K
|
12.2K
$3.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-420- 9.42% |
$92.4K - $106K
|
4.04K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-425- 2.2% |
$93.5K - $107K
|
18.9K
$5.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-428- 4.19% |
$94.2K - $108K
|
9.79K
$2.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-443- 12.25% |
$97.5K - $112K
|
3.17K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-485- 1.09% |
$107K - $123K
|
44.1K
$12.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-492- 40.86% |
$108K - $124K
|
712
$203K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-513- 2.96% |
$113K - $130K
|
16.8K
$4.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-518- 3.03% |
$114K - $131K
|
16.6K
$4.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-520- 20.16% |
$114K - $132K
|
2.06K
$588K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-533- 0.44% |
$117K - $135K
|
121K
$34.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-551- 36.35% |
$121K - $139K
|
965
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-556- 2.61% |
$122K - $141K
|
20.7K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-559- 24.82% |
$123K - $141K
|
1.69K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-563- 2.07% |
$124K - $142K
|
26.6K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-563- 71.45% |
$124K - $142K
|
225
$64.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-563- 1.79% |
$124K - $142K
|
30.8K
$8.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-586- 1.85% |
$129K - $148K
|
31K
$8.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-595- 0.62% |
$131K - $150K
|
95.2K
$27.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-605- 1.09% |
$133K - $153K
|
54.8K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-614- 7.57% |
$135K - $155K
|
7.5K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-622- 11.97% |
$137K - $157K
|
4.58K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-636- 22.75% |
$140K - $161K
|
2.16K
$616K
|