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 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.46KNew |
$322K - $370K
|
1.46K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.44K+ 56.33% |
$317K - $364K
|
3.99K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.39K+ 22.02% |
$306K - $352K
|
7.71K
$2.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.39K+ 1.25% |
$306K - $351K
|
113K
$31.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$304K - $349K
|
1.38K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.35K+ 36.3% |
$297K - $342K
|
5.07K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.35K+ 5.01% |
$296K - $341K
|
28.2K
$7.9M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.32KNew |
$290K - $333K
|
1.32K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.31K+ 13.78% |
$288K - $331K
|
10.8K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.31KNew |
$287K - $330K
|
1.31K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.3K+ 25.01% |
$287K - $330K
|
6.51K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.3KNew |
$285K - $328K
|
1.3K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.28KNew |
$282K - $324K
|
1.28K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.28K+ 91.41% |
$281K - $323K
|
2.67K
$748K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.27K+ 3.31% |
$280K - $322K
|
39.7K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.27K+ 33.12% |
$279K - $321K
|
5.1K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.26KNew |
$276K - $317K
|
1.26K
$351K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
1.23K+ 4.41% |
$270K - $310K
|
29K
$8.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.21K+ 38.55% |
$267K - $307K
|
4.36K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
1.21KNew |
$265K - $305K
|
1.21K
$337K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.21K+ 22.74% |
$265K - $305K
|
6.51K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.2KNew |
$264K - $304K
|
1.2K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.2K+ 861.15% |
$263K - $303K
|
1.34K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.19KNew |
$263K - $302K
|
1.19K
$334K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.19KNew |
$263K - $302K
|
1.19K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.19KNew |
$262K - $301K
|
1.19K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.18K+ 4.4% |
$260K - $298K
|
28K
$7.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.18KNew |
$259K - $297K
|
1.18K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.14KNew |
$250K - $287K
|
1.14K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.11K+ 30.52% |
$244K - $280K
|
4.74K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.1KNew |
$241K - $277K
|
1.1K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.07K+ 1.33% |
$234K - $269K
|
81.1K
$22.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.06KNew |
$232K - $267K
|
1.06K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.06K+ 1.11% |
$232K - $267K
|
95.9K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.03K+ 10.16% |
$227K - $261K
|
11.2K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.02KNew |
$224K - $257K
|
1.02K
$285K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
1K+ 18.18% |
$220K - $253K
|
6.5K
$1.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1KNew |
$220K - $253K
|
1K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
971+ 6.85% |
$214K - $246K
|
15.1K
$4.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
969New |
$213K - $245K
|
969
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
967+ 4.51% |
$213K - $245K
|
22.4K
$6.27M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
965+ 73.61% |
$212K - $244K
|
2.28K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
963+ 14.66% |
$212K - $244K
|
7.53K
$2.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
951New |
$209K - $241K
|
951
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
945+ 7.26% |
$208K - $239K
|
14K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
927+ 3.81% |
$204K - $234K
|
25.3K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
925New |
$204K - $234K
|
925
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
920+ 19.9% |
$203K - $233K
|
5.54K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
910+ 0.95% |
$200K - $230K
|
96.7K
$27M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
907+ 33.31% |
$200K - $229K
|
3.63K
$1.02M
|