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 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
431+ 2.11% |
$94.9K - $109K
|
20.9K
$6.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
422+ 413.73% |
$92.9K - $107K
|
524
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
409+ 19.3% |
$90K - $103K
|
2.53K
$847K
|
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
BUY
|
- |
382+ 4.71% |
$84.1K - $96.6K
|
8.5K
$2.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
362+ 5.49% |
$79.7K - $91.6K
|
6.96K
$2.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
355+ 12.21% |
$78.1K - $89.8K
|
3.26K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
350+ 11.71% |
$77K - $88.5K
|
3.34K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
344+ 2.43% |
$75.7K - $87K
|
14.5K
$4.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
335+ 1.7% |
$73.7K - $84.7K
|
20K
$6.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
324+ 4.91% |
$71.3K - $81.9K
|
6.92K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
315+ 10.62% |
$69.3K - $79.7K
|
3.28K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
315+ 16.6% |
$69.3K - $79.7K
|
2.21K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
315New |
$69.3K - $79.7K
|
315
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
309+ 10.82% |
$68K - $78.2K
|
3.17K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
309+ 1.91% |
$68K - $78.2K
|
16.5K
$5.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
302New |
$66.5K - $76.4K
|
302
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
301+ 11.01% |
$66.3K - $76.1K
|
3.03K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300+ 16.62% |
$66K - $75.9K
|
2.11K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.82% |
$66K - $75.9K
|
36.7K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
296+ 20.89% |
$65.2K - $74.9K
|
1.71K
$574K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
291+ 8.46% |
$64.1K - $73.6K
|
3.73K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
288+ 7.18% |
$63.4K - $72.8K
|
4.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
284+ 157.78% |
$62.5K - $71.8K
|
464
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
280+ 0.28% |
$61.6K - $70.8K
|
101K
$33.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
280+ 2.9% |
$61.6K - $70.8K
|
9.92K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
278+ 3.24% |
$61.2K - $70.3K
|
8.87K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
276+ 8.32% |
$60.8K - $69.8K
|
3.6K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
276+ 17.25% |
$60.8K - $69.8K
|
1.88K
$628K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
274+ 234.19% |
$60.3K - $69.3K
|
391
$131K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
270+ 3.26% |
$59.4K - $68.3K
|
8.55K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
267+ 0.3% |
$58.8K - $67.5K
|
89.8K
$30.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
265+ 132.5% |
$58.3K - $67K
|
465
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
261+ 12.86% |
$57.4K - $66K
|
2.29K
$767K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
259+ 5.04% |
$57K - $65.5K
|
5.4K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
255+ 27.33% |
$56.1K - $64.5K
|
1.19K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
254New |
$55.9K - $64.2K
|
254
$85.1K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
253+ 8.31% |
$55.7K - $64K
|
3.3K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
252+ 6.84% |
$55.5K - $63.7K
|
3.94K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
252+ 3.7% |
$55.5K - $63.7K
|
7.06K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
251+ 21.75% |
$55.2K - $63.5K
|
1.41K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
243+ 0.73% |
$53.5K - $61.5K
|
33.7K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
237+ 15.6% |
$52.2K - $59.9K
|
1.76K
$588K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
233+ 1.12% |
$51.3K - $58.9K
|
21K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
223+ 5.86% |
$49.1K - $56.4K
|
4.03K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
212+ 2.93% |
$46.7K - $53.6K
|
7.46K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
200+ 20.62% |
$44K - $50.6K
|
1.17K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
200New |
$44K - $50.6K
|
200
$67K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
200+ 9.93% |
$44K - $50.6K
|
2.22K
$742K
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
200+ 4.44% |
$44K - $50.6K
|
4.7K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
197+ 21.62% |
$43.4K - $49.8K
|
1.11K
$371K
|