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 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
907+ 33.31% |
$200K - $229K
|
3.63K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
904+ 1.78% |
$199K - $229K
|
51.7K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
904New |
$199K - $229K
|
904
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
902New |
$199K - $228K
|
902
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
897New |
$197K - $227K
|
897
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
897New |
$197K - $227K
|
897
$300K
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
895+ 2.25% |
$197K - $226K
|
40.7K
$13.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
892+ 15.78% |
$196K - $226K
|
6.54K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
891New |
$196K - $225K
|
891
$298K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
883+ 181.69% |
$194K - $223K
|
1.37K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
883+ 4.92% |
$194K - $223K
|
18.8K
$6.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
859+ 7.71% |
$189K - $217K
|
12K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
849New |
$187K - $215K
|
849
$284K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
825+ 3.35% |
$182K - $209K
|
25.4K
$8.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
825+ 36.93% |
$182K - $209K
|
3.06K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
776+ 8.1% |
$171K - $196K
|
10.4K
$3.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
764+ 2.4% |
$168K - $193K
|
32.5K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
758+ 1.72% |
$167K - $192K
|
44.9K
$15M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
747+ 4394.12% |
$164K - $189K
|
764
$256K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
730+ 10.71% |
$161K - $185K
|
7.54K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
704+ 2.3% |
$155K - $178K
|
31.3K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
702+ 6.27% |
$155K - $178K
|
11.9K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
668+ 34.03% |
$147K - $169K
|
2.63K
$881K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
652+ 36.34% |
$144K - $165K
|
2.45K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
651+ 2.83% |
$143K - $165K
|
23.7K
$7.92M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
645+ 28.62% |
$142K - $163K
|
2.9K
$971K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
618+ 4.42% |
$136K - $156K
|
14.6K
$4.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
608+ 51.83% |
$134K - $154K
|
1.78K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
596+ 30.36% |
$131K - $151K
|
2.56K
$857K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
586+ 7.46% |
$129K - $148K
|
8.44K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
580+ 19333.33% |
$128K - $147K
|
583
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
576+ 0.07% |
$127K - $146K
|
772K
$259M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
576+ 1.01% |
$127K - $146K
|
57.7K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
551+ 0.51% |
$121K - $139K
|
109K
$36.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
530+ 12.95% |
$117K - $134K
|
4.62K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
525+ 6.19% |
$116K - $133K
|
9.01K
$3.02M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
525+ 6.19% |
$116K - $133K
|
9.01K
$3.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
514+ 10.74% |
$113K - $130K
|
5.3K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
506+ 224.89% |
$111K - $128K
|
731
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
503+ 11.24% |
$111K - $127K
|
4.98K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
500+ 1.11% |
$110K - $126K
|
45.5K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
490New |
$108K - $124K
|
490
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
483+ 5.22% |
$106K - $122K
|
9.73K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
476+ 5.67% |
$105K - $120K
|
8.87K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
469+ 14.05% |
$103K - $119K
|
3.81K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
455+ 12.47% |
$100K - $115K
|
4.1K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
454New |
$99.9K - $115K
|
454
$152K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
450+ 16.26% |
$99K - $114K
|
3.22K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
442+ 17.92% |
$97.3K - $112K
|
2.91K
$974K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
439+ 1.54% |
$96.6K - $111K
|
29K
$9.71M
|