Purchases and Sales Made in Q1 2024 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$851 - $966
|
2
$747
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$851 - $966
|
2
$747
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 16.67% |
$851 - $966
|
14
$5.23K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$851 - $966
|
798
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.13% |
$851 - $966
|
1.51K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$851 - $966
|
2.11K
$789K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 50.0% |
$425 - $483
|
3
$1.12K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.41% |
$425 - $483
|
247
$92.2K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$425 - $483
|
1.2K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$425 - $483
|
1
$373
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 5.56% |
$425 - $483
|
19
$7.09K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$425 - $483
|
3
$1.12K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$425 - $483
|
1.06K
$394K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$425 - $483
|
1
$373
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$425 - $483
|
631
$236K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 1.67% |
$425 - $483
|
61
$22.8K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1New |
$425 - $483
|
1
$373
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 25.0% |
$425 - $483
|
5
$1.87K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1- 0.11% |
$425 - $483
|
926
$346K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1- 0.53% |
$425 - $483
|
188
$70.2K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$425 - $483
|
2
$747
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1- 20.0% |
$425 - $483
|
4
$1.49K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2- 0.36% |
$851 - $966
|
558
$208K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2- 4.55% |
$851 - $966
|
42
$15.7K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 42.86% |
$1.28K - $1.45K
|
4
$1.49K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4- 0.34% |
$1.7K - $1.93K
|
1.18K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-5- 0.8% |
$2.13K - $2.42K
|
620
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5- 5.38% |
$2.13K - $2.42K
|
88
$32.8K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5- 0.47% |
$2.13K - $2.42K
|
1.06K
$397K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 1.12% |
$2.13K - $2.42K
|
443
$165K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 26.32% |
$2.13K - $2.42K
|
14
$5.23K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-6- 1.11% |
$2.55K - $2.9K
|
534
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-7- 9.33% |
$2.98K - $3.38K
|
68
$25.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 5.07% |
$2.98K - $3.38K
|
131
$48.9K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-8- 0.71% |
$3.4K - $3.86K
|
1.11K
$415K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-8- 38.1% |
$3.4K - $3.86K
|
13
$4.85K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9- 9.68% |
$3.83K - $4.35K
|
84
$31.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-10- 0.18% |
$4.25K - $4.83K
|
5.53K
$2.06M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-10- 1.66% |
$4.25K - $4.83K
|
591
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.23% |
$4.25K - $4.83K
|
4.37K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11- 1.45% |
$4.68K - $5.31K
|
748
$279K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 21.57% |
$4.68K - $5.31K
|
40
$14.9K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 0.41% |
$5.1K - $5.8K
|
2.9K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-12- 5.26% |
$5.1K - $5.8K
|
216
$80.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12- 1.49% |
$5.1K - $5.8K
|
796
$297K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-13- 2.38% |
$5.53K - $6.28K
|
534
$199K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-14- 3.46% |
$5.96K - $6.76K
|
391
$146K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-14- 0.56% |
$5.96K - $6.76K
|
2.48K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15- 0.87% |
$6.38K - $7.25K
|
1.7K
$635K
|