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
$15.7K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 4.83% |
$9.12K - $13K
|
608
$297K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
27+ 2.58% |
$8.8K - $12.6K
|
1.07K
$525K
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
26+ 1.86% |
$8.47K - $12.1K
|
1.43K
$698K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
25+ 1.48% |
$8.14K - $11.7K
|
1.72K
$839K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 59.52% |
$8.14K - $11.7K
|
67
$32.8K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
25+ 0.29% |
$8.14K - $11.7K
|
8.52K
$4.17M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 36.23% |
$8.14K - $11.7K
|
94
$46K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
25+ 2.82% |
$8.14K - $11.7K
|
910
$445K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
24New |
$7.82K - $11.2K
|
24
$11.7K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
22+ 3.7% |
$7.17K - $10.3K
|
617
$302K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
22+ 0.45% |
$7.17K - $10.3K
|
4.9K
$2.4M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
22New |
$7.17K - $10.3K
|
22
$10.8K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22New |
$7.17K - $10.3K
|
22
$10.8K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
22+ 2.8% |
$7.17K - $10.3K
|
807
$395K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21+ 91.3% |
$6.84K - $9.79K
|
44
$21.5K
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
20+ 1.02% |
$6.52K - $9.32K
|
1.99K
$973K
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
20+ 0.62% |
$6.52K - $9.32K
|
3.23K
$1.58M
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
20+ 0.62% |
$6.52K - $9.32K
|
3.23K
$1.58M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20+ 1.27% |
$6.52K - $9.32K
|
1.6K
$783K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19New |
$6.19K - $8.85K
|
19
$9.3K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18+ 0.04% |
$5.86K - $8.39K
|
43.7K
$21.4M
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
17+ 3.79% |
$5.54K - $7.92K
|
465
$227K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$5.54K - $7.92K
|
17
$8.32K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
17+ 1.84% |
$5.54K - $7.92K
|
941
$460K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
17New |
$5.54K - $7.92K
|
17
$8.32K
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17+ 2.41% |
$5.54K - $7.92K
|
721
$353K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
17+ 2.46% |
$5.54K - $7.92K
|
707
$346K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16+ 0.81% |
$5.21K - $7.46K
|
1.99K
$974K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$4.89K - $6.99K
|
15
$7.34K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
15+ 0.29% |
$4.89K - $6.99K
|
5.21K
$2.55M
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 1.09% |
$4.23K - $6.06K
|
1.2K
$588K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 27.08% |
$4.23K - $6.06K
|
61
$29.8K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12New |
$3.91K - $5.59K
|
12
$5.87K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 240.0% |
$3.91K - $5.59K
|
17
$8.32K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11New |
$3.58K - $5.13K
|
11
$5.38K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$3.58K - $5.13K
|
11
$5.38K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 500.0% |
$3.26K - $4.66K
|
12
$5.87K
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10+ 0.51% |
$3.26K - $4.66K
|
1.96K
$960K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 333.33% |
$3.26K - $4.66K
|
13
$6.36K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10+ 0.14% |
$3.26K - $4.66K
|
6.92K
$3.39M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10+ 0.46% |
$3.26K - $4.66K
|
2.17K
$1.06M
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
8+ 0.92% |
$2.61K - $3.73K
|
877
$429K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8+ 9.41% |
$2.61K - $3.73K
|
93
$45.5K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7New |
$2.28K - $3.26K
|
7
$3.42K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$1.95K - $2.8K
|
6
$2.94K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6New |
$1.95K - $2.8K
|
6
$2.94K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 5.43% |
$1.63K - $2.33K
|
97
$47.5K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
5New |
$1.63K - $2.33K
|
5
$2.45K
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
5+ 5.75% |
$1.63K - $2.33K
|
92
$45K
|