Purchases and Sales Made in Q3 2023 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
94+ 12.13% |
$30.7K - $35.2K
|
869
$314K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
92New |
$30.1K - $34.4K
|
92
$33.2K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
92+ 204.44% |
$30.1K - $34.4K
|
137
$49.5K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
92+ 2.43% |
$30.1K - $34.4K
|
3.89K
$1.4M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90+ 8.36% |
$29.4K - $33.7K
|
1.17K
$421K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
89+ 12.24% |
$29.1K - $33.3K
|
816
$295K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
89+ 4.75% |
$29.1K - $33.3K
|
1.96K
$709K
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
87New |
$28.4K - $32.5K
|
87
$31.4K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
84+ 0.55% |
$27.5K - $31.4K
|
15.3K
$5.52M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
84+ 8.55% |
$27.5K - $31.4K
|
1.07K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
81+ 0.82% |
$26.5K - $30.3K
|
10K
$3.62M
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
80+ 1.24% |
$26.1K - $29.9K
|
6.55K
$2.37M
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
77+ 1.66% |
$25.2K - $28.8K
|
4.72K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
77+ 53.85% |
$25.2K - $28.8K
|
220
$79.5K
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
77New |
$25.2K - $28.8K
|
77
$27.8K
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
76+ 7.84% |
$24.8K - $28.4K
|
1.05K
$378K
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
75+ 2.39% |
$24.5K - $28.1K
|
3.21K
$1.16M
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
75+ 2.39% |
$24.5K - $28.1K
|
3.21K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
73+ 1.26% |
$23.9K - $27.3K
|
5.88K
$2.12M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69+ 2.63% |
$22.6K - $25.8K
|
2.69K
$972K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
68+ 357.89% |
$22.2K - $25.4K
|
87
$31.4K
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
65+ 0.02% |
$21.2K - $24.3K
|
382K
$138M
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
65+ 10.91% |
$21.2K - $24.3K
|
661
$239K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
63+ 0.88% |
$20.6K - $23.6K
|
7.19K
$2.6M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
61+ 254.17% |
$19.9K - $22.8K
|
85
$30.7K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
60+ 3.93% |
$19.6K - $22.4K
|
1.59K
$574K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58+ 55.24% |
$19K - $21.7K
|
163
$58.9K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
56+ 5.27% |
$18.3K - $20.9K
|
1.12K
$404K
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
55+ 1.16% |
$18K - $20.6K
|
4.81K
$1.74M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
55+ 3.85% |
$18K - $20.6K
|
1.48K
$536K
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
55+ 0.17% |
$18K - $20.6K
|
32.1K
$11.6M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
54New |
$17.6K - $20.2K
|
54
$19.5K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50+ 7.03% |
$16.3K - $18.7K
|
761
$275K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
50+ 1.41% |
$16.3K - $18.7K
|
3.58K
$1.3M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
50+ 32.89% |
$16.3K - $18.7K
|
202
$73K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
50+ 12.79% |
$16.3K - $18.7K
|
441
$159K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
47+ 7.5% |
$15.4K - $17.6K
|
674
$244K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
44+ 2.92% |
$14.4K - $16.5K
|
1.55K
$560K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44+ 8.21% |
$14.4K - $16.5K
|
580
$210K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
42New |
$13.7K - $15.7K
|
42
$15.2K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
41+ 0.75% |
$13.4K - $15.3K
|
5.54K
$2M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
41+ 13.62% |
$13.4K - $15.3K
|
342
$124K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37+ 3.9% |
$12.1K - $13.8K
|
986
$356K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 6.55% |
$11.8K - $13.5K
|
586
$212K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
36+ 5.63% |
$11.8K - $13.5K
|
676
$244K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 6.55% |
$11.8K - $13.5K
|
586
$212K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
34New |
$11.1K - $12.7K
|
34
$12.3K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
34+ 2.77% |
$11.1K - $12.7K
|
1.26K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32+ 0.64% |
$10.5K - $12K
|
5.02K
$1.81M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 182.35% |
$10.1K - $11.6K
|
48
$17.3K
|