Purchases and Sales Made in Q1 2023 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q1 2023. The information is specifically focused on institutions that hold shares of GARTNER INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
12+ 1.32% |
$3.63K - $4.23K
|
923
$364K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$3.63K - $4.23K
|
12
$4.73K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 366.67% |
$3.33K - $3.88K
|
14
$5.52K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.25% |
$3.02K - $3.53K
|
4.05K
$1.6M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.73% |
$2.72K - $3.18K
|
530
$209K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
9+ 2.01% |
$2.72K - $3.18K
|
457
$180K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 16.33% |
$2.42K - $2.82K
|
57
$22.5K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$2.42K - $2.82K
|
8
$3.16K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 3.43% |
$2.42K - $2.82K
|
241
$95.1K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$2.42K - $2.82K
|
8
$3.16K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7New |
$2.12K - $2.47K
|
7
$2.76K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
7+ 0.36% |
$2.12K - $2.47K
|
1.95K
$767K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6New |
$1.81K - $2.12K
|
6
$2.37K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.24% |
$1.81K - $2.12K
|
2.48K
$979K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 13.33% |
$1.81K - $2.12K
|
51
$20.1K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5+ 0.85% |
$1.51K - $1.76K
|
591
$233K
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5+ 0.51% |
$1.51K - $1.76K
|
991
$391K
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
5+ 0.01% |
$1.51K - $1.76K
|
50.7K
$20M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
5New |
$1.51K - $1.76K
|
5
$1.97K
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
5+ 0.01% |
$1.51K - $1.76K
|
50.7K
$20M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4+ 0.07% |
$1.21K - $1.41K
|
5.5K
$2.17M
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 2.92% |
$1.21K - $1.41K
|
141
$55.6K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 1.69% |
$1.21K - $1.41K
|
241
$95.1K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 75.0% |
$907 - $1.06K
|
7
$2.76K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3New |
$907 - $1.06K
|
3
$1.18K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3+ 10.0% |
$907 - $1.06K
|
33
$13K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2New |
$605 - $706
|
2
$789
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$605 - $706
|
2
$789
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$605 - $706
|
12.4K
$4.87M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$605 - $706
|
2
$789
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$605 - $706
|
2
$789
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2+ 0.1% |
$605 - $706
|
1.94K
$767K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 9.09% |
$302 - $353
|
12
$4.73K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$302 - $353
|
1
$394
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$302 - $353
|
5.03K
$1.99M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.64% |
$302 - $353
|
62
$24.5K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 9.09% |
$302 - $353
|
10
$3.94K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2- 0.3% |
$605 - $706
|
673
$265K
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-2- 0.17% |
$605 - $706
|
1.21K
$475K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2- 0.3% |
$605 - $706
|
672
$265K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.61% |
$605 - $706
|
122
$48.1K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 10.0% |
$907 - $1.06K
|
27
$10.6K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 2.56% |
$1.21K - $1.41K
|
152
$60K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-4- 0.34% |
$1.21K - $1.41K
|
1.19K
$467K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5- 11.11% |
$1.51K - $1.76K
|
40
$15.8K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 8.11% |
$1.81K - $2.12K
|
68
$26.8K
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-6- 0.89% |
$1.81K - $2.12K
|
665
$262K
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-6- 1.14% |
$1.81K - $2.12K
|
520
$205K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 1.12% |
$2.12K - $2.47K
|
616
$243K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-8- 80.0% |
$2.42K - $2.82K
|
2
$789
|