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 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
182+ 2.09% |
$40.1K - $46K
|
8.91K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
180+ 13.48% |
$39.6K - $45.5K
|
1.52K
$446K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
173New |
$38.1K - $43.8K
|
173
$51K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
165New |
$36.3K - $41.7K
|
165
$48.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
163+ 1.89% |
$35.9K - $41.2K
|
8.8K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
162+ 3.68% |
$35.7K - $41K
|
4.56K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
160+ 8.0% |
$35.2K - $40.5K
|
2.16K
$636K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
155New |
$34.1K - $39.2K
|
155
$45.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
151+ 0.81% |
$33.2K - $38.2K
|
18.8K
$5.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
148+ 1.47% |
$32.6K - $37.4K
|
10.2K
$3.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
148+ 0.51% |
$32.6K - $37.4K
|
29.3K
$8.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
146+ 1.72% |
$32.1K - $36.9K
|
8.64K
$2.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
146+ 0.39% |
$32.1K - $36.9K
|
37.8K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
145New |
$31.9K - $36.7K
|
145
$42.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
145New |
$31.9K - $36.7K
|
145
$42.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
144+ 13.45% |
$31.7K - $36.4K
|
1.22K
$358K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
142+ 4.27% |
$31.3K - $35.9K
|
3.47K
$1.02M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
140New |
$30.8K - $35.4K
|
140
$41.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
137+ 3.09% |
$30.2K - $34.7K
|
4.57K
$1.35M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
135+ 17.09% |
$29.7K - $34.1K
|
925
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
135+ 2.33% |
$29.7K - $34.1K
|
5.93K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
129+ 90.85% |
$28.4K - $32.6K
|
271
$79.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
128+ 0.75% |
$28.2K - $32.4K
|
17.3K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
125+ 10.32% |
$27.5K - $31.6K
|
1.34K
$394K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
123+ 8.49% |
$27.1K - $31.1K
|
1.57K
$463K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
120+ 0.33% |
$26.4K - $30.4K
|
37K
$10.9M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
120New |
$26.4K - $30.4K
|
120
$35.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
120+ 7.45% |
$26.4K - $30.4K
|
1.73K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
119+ 6.05% |
$26.2K - $30.1K
|
2.09K
$614K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
118+ 2.66% |
$26K - $29.8K
|
4.56K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
116+ 1.95% |
$25.5K - $29.3K
|
6.08K
$1.79M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
112+ 13.9% |
$24.7K - $28.3K
|
918
$270K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
110+ 9.56% |
$24.2K - $27.8K
|
1.26K
$371K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
110+ 1.29% |
$24.2K - $27.8K
|
8.66K
$2.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 2.57% |
$24.2K - $27.8K
|
4.38K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106+ 21.5% |
$23.3K - $26.8K
|
599
$176K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
106+ 460.87% |
$23.3K - $26.8K
|
129
$38K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
101+ 7.62% |
$22.2K - $25.5K
|
1.43K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
100+ 3.59% |
$22K - $25.3K
|
2.89K
$850K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
96+ 3.73% |
$21.1K - $24.3K
|
2.67K
$787K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
96+ 4.55% |
$21.1K - $24.3K
|
2.21K
$650K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
96New |
$21.1K - $24.3K
|
96
$28.3K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
96+ 7.45% |
$21.1K - $24.3K
|
1.38K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
94New |
$20.7K - $23.8K
|
94
$27.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
92+ 2.84% |
$20.3K - $23.3K
|
3.33K
$981K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92+ 18.0% |
$20.3K - $23.3K
|
603
$178K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
91+ 4.27% |
$20K - $23K
|
2.22K
$654K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
89+ 13.61% |
$19.6K - $22.5K
|
743
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
88+ 4.0% |
$19.4K - $22.3K
|
2.29K
$673K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
86+ 2.54% |
$18.9K - $21.8K
|
3.47K
$1.02M
|