Purchases and Sales Made in Q4 2023 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
32New |
$10.4K - $14.9K
|
32
$13.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 4.83% |
$9.12K - $13K
|
608
$255K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
27+ 2.58% |
$8.8K - $12.6K
|
1.07K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
26+ 1.86% |
$8.47K - $12.1K
|
1.43K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
25+ 0.29% |
$8.14K - $11.7K
|
8.52K
$3.58M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
25+ 2.82% |
$8.14K - $11.7K
|
910
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
25+ 1.48% |
$8.14K - $11.7K
|
1.72K
$720K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 36.23% |
$8.14K - $11.7K
|
94
$39.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 59.52% |
$8.14K - $11.7K
|
67
$28.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
24New |
$7.82K - $11.2K
|
24
$10.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
22+ 3.7% |
$7.17K - $10.3K
|
617
$259K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
22+ 2.8% |
$7.17K - $10.3K
|
807
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22New |
$7.17K - $10.3K
|
22
$9.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
22New |
$7.17K - $10.3K
|
22
$9.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
22+ 0.45% |
$7.17K - $10.3K
|
4.9K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21+ 91.3% |
$6.84K - $9.79K
|
44
$18.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20+ 1.27% |
$6.52K - $9.32K
|
1.6K
$672K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
20+ 0.62% |
$6.52K - $9.32K
|
3.23K
$1.36M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
20+ 0.62% |
$6.52K - $9.32K
|
3.23K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
20+ 1.02% |
$6.52K - $9.32K
|
1.99K
$834K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19New |
$6.19K - $8.85K
|
19
$7.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18+ 0.04% |
$5.86K - $8.39K
|
43.7K
$18.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17+ 2.41% |
$5.54K - $7.92K
|
721
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$5.54K - $7.92K
|
17
$7.14K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
17New |
$5.54K - $7.92K
|
17
$7.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
17+ 2.46% |
$5.54K - $7.92K
|
707
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
17+ 1.84% |
$5.54K - $7.92K
|
941
$395K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
17+ 3.79% |
$5.54K - $7.92K
|
465
$195K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16+ 0.81% |
$5.21K - $7.46K
|
1.99K
$835K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$4.89K - $6.99K
|
15
$6.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
15+ 0.29% |
$4.89K - $6.99K
|
5.21K
$2.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 27.08% |
$4.23K - $6.06K
|
61
$25.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 1.09% |
$4.23K - $6.06K
|
1.2K
$504K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 240.0% |
$3.91K - $5.59K
|
17
$7.14K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12New |
$3.91K - $5.59K
|
12
$5.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11New |
$3.58K - $5.13K
|
11
$4.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$3.58K - $5.13K
|
11
$4.62K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10+ 0.14% |
$3.26K - $4.66K
|
6.92K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10+ 0.51% |
$3.26K - $4.66K
|
1.96K
$824K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 500.0% |
$3.26K - $4.66K
|
12
$5.04K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10+ 0.46% |
$3.26K - $4.66K
|
2.17K
$910K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 333.33% |
$3.26K - $4.66K
|
13
$5.46K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8+ 9.41% |
$2.61K - $3.73K
|
93
$39K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
8+ 0.92% |
$2.61K - $3.73K
|
877
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7New |
$2.28K - $3.26K
|
7
$2.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$1.95K - $2.8K
|
6
$2.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6New |
$1.95K - $2.8K
|
6
$2.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 5.43% |
$1.63K - $2.33K
|
97
$40.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5New |
$1.63K - $2.33K
|
5
$2.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 33.33% |
$1.63K - $2.33K
|
20
$8.39K
|