Purchases and Sales Made in Q1 2025 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q1 2025. 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 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$837 - $1.1K
|
5.19K
$1.94M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 1.2% |
$837 - $1.1K
|
169
$63.1K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2New |
$837 - $1.1K
|
2
$747
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 22.22% |
$837 - $1.1K
|
11
$4.11K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 10.0% |
$418 - $548
|
11
$4.11K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$418 - $548
|
497
$186K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1New |
$418 - $548
|
1
$373
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.55% |
$418 - $548
|
23
$8.59K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1New |
$418 - $548
|
1
$373
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 2.17% |
$418 - $548
|
47
$17.5K
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1+ 0.1% |
$418 - $548
|
966
$361K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$418 - $548
|
1
$373
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.3% |
$418 - $548
|
330
$123K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.35% |
$418 - $548
|
283
$106K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$418 - $548
|
1
$373
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$418 - $548
|
1
$373
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.24% |
$418 - $548
|
423
$158K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.99% |
$418 - $548
|
100
$37.3K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1- 0.19% |
$418 - $548
|
515
$192K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 10.0% |
$837 - $1.1K
|
18
$6.72K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.37% |
$837 - $1.1K
|
535
$200K
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-2- 4.55% |
$837 - $1.1K
|
42
$15.7K
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 0.33% |
$837 - $1.1K
|
609
$227K
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2- 0.41% |
$837 - $1.1K
|
488
$182K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 1.73% |
$1.25K - $1.65K
|
170
$63.5K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3- 0.33% |
$1.25K - $1.65K
|
904
$337K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.27% |
$1.25K - $1.65K
|
1.12K
$419K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3- 10.34% |
$1.25K - $1.65K
|
26
$9.71K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 0.11% |
$1.25K - $1.65K
|
2.73K
$1.02M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3Closed |
$1.25K - $1.65K
|
0
$0
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-4- 0.42% |
$1.67K - $2.19K
|
950
$355K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 9.3% |
$1.67K - $2.19K
|
39
$14.6K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4- 0.77% |
$1.67K - $2.19K
|
518
$193K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-5- 0.03% |
$2.09K - $2.74K
|
14.8K
$5.51M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 7.35% |
$2.09K - $2.74K
|
63
$23.5K
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5- 20.0% |
$2.09K - $2.74K
|
20
$7.47K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.91% |
$2.09K - $2.74K
|
257
$95.9K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5- 0.32% |
$2.09K - $2.74K
|
1.55K
$578K
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.11% |
$2.51K - $3.29K
|
5.36K
$2M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-6- 0.24% |
$2.51K - $3.29K
|
2.44K
$912K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 13.04% |
$2.51K - $3.29K
|
40
$14.9K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 46.67% |
$2.93K - $3.84K
|
8
$2.99K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7- 22.58% |
$2.93K - $3.84K
|
24
$8.96K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 29.17% |
$2.93K - $3.84K
|
17
$6.35K
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-8- 0.35% |
$3.35K - $4.39K
|
2.25K
$840K
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-8- 0.53% |
$3.35K - $4.39K
|
1.5K
$560K
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-8- 0.35% |
$3.35K - $4.39K
|
2.26K
$842K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-8- 42.11% |
$3.35K - $4.39K
|
11
$4.11K
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-8- 9.64% |
$3.35K - $4.39K
|
75
$28K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.06% |
$3.35K - $4.39K
|
13.9K
$5.2M
|