Purchases and Sales Made in Q4 2022 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
13+ 6.19% |
$3.62K - $4.63K
|
223
$93.6K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13+ 6.19% |
$3.62K - $4.63K
|
223
$93.6K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
12+ 17.65% |
$3.34K - $4.28K
|
80
$33.6K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
11New |
$3.06K - $3.92K
|
11
$4.62K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
10New |
$2.78K - $3.56K
|
10
$4.2K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$2.23K - $2.85K
|
8
$3.36K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 66.67% |
$1.67K - $2.14K
|
15
$6.3K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4New |
$1.11K - $1.43K
|
4
$1.68K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.13% |
$1.11K - $1.43K
|
3.04K
$1.28M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$1.11K - $1.43K
|
5.39K
$2.26M
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4+ 0.39% |
$1.11K - $1.43K
|
1.04K
$435K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$1.11K - $1.43K
|
4
$1.68K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 5.8% |
$1.11K - $1.43K
|
73
$30.6K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4+ 0.12% |
$1.11K - $1.43K
|
3.26K
$1.37M
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$835 - $1.07K
|
3
$1.26K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3New |
$835 - $1.07K
|
3
$1.26K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 60.0% |
$835 - $1.07K
|
8
$3.36K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3New |
$835 - $1.07K
|
3
$1.26K
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$835 - $1.07K
|
16.8K
$7.05M
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.2% |
$557 - $713
|
1.03K
$431K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2New |
$557 - $713
|
2
$839
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.87% |
$557 - $713
|
233
$97.8K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2+ 0.24% |
$557 - $713
|
853
$358K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$557 - $713
|
2
$839
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.74% |
$278 - $356
|
137
$57.5K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$278 - $356
|
1
$420
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1New |
$278 - $356
|
1
$420
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 10.0% |
$278 - $356
|
11
$4.62K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 1.35% |
$278 - $356
|
75
$31.5K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$278 - $356
|
1
$420
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$278 - $356
|
3.09K
$1.3M
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.21% |
$278 - $356
|
482
$202K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2- 1.27% |
$557 - $713
|
156
$65.5K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 15.38% |
$557 - $713
|
11
$4.62K
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2- 0.21% |
$557 - $713
|
969
$407K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2- 0.07% |
$557 - $713
|
2.7K
$1.13M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 3.17% |
$557 - $713
|
61
$25.6K
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4- 0.39% |
$1.11K - $1.43K
|
1.03K
$431K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5- 0.27% |
$1.39K - $1.78K
|
1.86K
$780K
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
SELL
|
- |
-9- 0.02% |
$2.5K - $3.21K
|
38K
$15.9M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 0.75% |
$2.5K - $3.21K
|
1.19K
$498K
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-10- 18.18% |
$2.78K - $3.56K
|
45
$18.9K
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-11- 0.25% |
$3.06K - $3.92K
|
4.41K
$1.85M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-11- 0.47% |
$3.06K - $3.92K
|
2.33K
$979K
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-12- 1.51% |
$3.34K - $4.28K
|
782
$328K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12- 1.04% |
$3.34K - $4.28K
|
1.15K
$481K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12- 1.28% |
$3.34K - $4.28K
|
922
$387K
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-13- 11.5% |
$3.62K - $4.63K
|
100
$42K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-14- 1.15% |
$3.9K - $4.99K
|
1.21K
$507K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 35.56% |
$4.45K - $5.7K
|
29
$12.2K
|