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 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.98KNew |
$657K - $754K
|
2.98K
$835K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.97K+ 235.56% |
$653K - $751K
|
4.23K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.83K+ 67.3% |
$623K - $716K
|
7.04K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2.82K+ 3.16% |
$621K - $713K
|
92.1K
$25.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.81KNew |
$619K - $711K
|
2.81K
$787K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
2.79K+ 6.25% |
$614K - $705K
|
47.4K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
2.75KNew |
$604K - $694K
|
2.75K
$768K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.7KNew |
$593K - $682K
|
2.7K
$754K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.6KNew |
$572K - $658K
|
2.6K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.49KNew |
$549K - $631K
|
2.49K
$698K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.45K+ 43.49% |
$540K - $620K
|
8.09K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.45KNew |
$540K - $620K
|
2.45K
$686K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
2.44K+ 45.13% |
$537K - $617K
|
7.85K
$2.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.42KNew |
$532K - $611K
|
2.42K
$676K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.42KNew |
$532K - $611K
|
2.42K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$531K - $610K
|
2.41K
$675K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.41K+ 471.57% |
$529K - $608K
|
2.92K
$816K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.38K+ 12.86% |
$523K - $601K
|
20.9K
$5.84M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.36KNew |
$520K - $597K
|
2.36K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 7.14% |
$518K - $595K
|
35.3K
$9.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.25K+ 84.12% |
$495K - $569K
|
4.93K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.24K+ 2.55% |
$493K - $566K
|
90K
$25.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.2KNew |
$484K - $556K
|
2.2K
$615K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.12KNew |
$467K - $536K
|
2.12K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.1K+ 6.1% |
$462K - $531K
|
36.6K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.02K+ 1.46% |
$444K - $510K
|
140K
$39.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.01K+ 8.66% |
$442K - $508K
|
25.2K
$7.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.01K+ 28.24% |
$442K - $508K
|
9.12K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2K+ 19.05% |
$440K - $506K
|
12.5K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.99KNew |
$437K - $502K
|
1.99K
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.98KNew |
$437K - $502K
|
1.98K
$555K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 3.11% |
$425K - $488K
|
63.9K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.9KNew |
$418K - $481K
|
1.9K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.89K+ 187.88% |
$416K - $479K
|
2.9K
$811K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.87KNew |
$412K - $474K
|
1.87K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.84K+ 4.21% |
$405K - $465K
|
45.5K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.83K+ 64.86% |
$402K - $462K
|
4.64K
$1.3M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.81KNew |
$398K - $457K
|
1.81K
$505K
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.73KNew |
$381K - $437K
|
1.73K
$484K
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.73KNew |
$380K - $437K
|
1.73K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.73K+ 6.77% |
$380K - $436K
|
27.2K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.64K+ 6.12% |
$361K - $414K
|
28.4K
$7.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.62KNew |
$357K - $410K
|
1.62K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.56KNew |
$344K - $395K
|
1.56K
$437K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.56K+ 9.76% |
$344K - $395K
|
17.6K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.56K+ 27.59% |
$343K - $395K
|
7.22K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.56K+ 0.3% |
$343K - $394K
|
514K
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.55K+ 82.63% |
$341K - $392K
|
3.43K
$959K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.48KNew |
$326K - $375K
|
1.48K
$415K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 33.91% |
$324K - $372K
|
5.81K
$1.62M
|