Purchases and Sales Made in Q4 2024 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q4 2024. 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 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
249+ 56.46% |
$120K - $137K
|
690
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
221+ 9.6% |
$106K - $122K
|
2.52K
$1.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
168+ 15.98% |
$80.8K - $92.7K
|
1.22K
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
165+ 2.61% |
$79.4K - $91K
|
6.49K
$3.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154+ 0.51% |
$74.1K - $85K
|
30.2K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
145+ 15.12% |
$69.8K - $80K
|
1.1K
$599K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
123+ 15.17% |
$59.2K - $67.9K
|
934
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
122+ 1.77% |
$58.7K - $67.3K
|
7.03K
$3.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
122+ 0.41% |
$58.7K - $67.3K
|
29.5K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
121+ 16.22% |
$58.2K - $66.8K
|
867
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
108+ 23.63% |
$52K - $59.6K
|
565
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
89+ 0.64% |
$42.8K - $49.1K
|
14K
$7.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
76+ 4.49% |
$36.6K - $41.9K
|
1.77K
$960K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
73+ 2.63% |
$35.1K - $40.3K
|
2.85K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
60New |
$28.9K - $33.1K
|
60
$32.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
56+ 2.4% |
$26.9K - $30.9K
|
2.39K
$1.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
55+ 13.75% |
$26.5K - $30.3K
|
455
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55+ 5.42% |
$26.5K - $30.3K
|
1.07K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51+ 7.39% |
$24.5K - $28.1K
|
741
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
49New |
$23.6K - $27K
|
49
$26.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
46+ 10.77% |
$22.1K - $25.4K
|
473
$257K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
42+ 10.61% |
$20.2K - $23.2K
|
438
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
38+ 1.46% |
$18.3K - $21K
|
2.64K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
35New |
$16.8K - $19.3K
|
35
$19K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
35+ 1.54% |
$16.8K - $19.3K
|
2.31K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 14.05% |
$16.4K - $18.8K
|
276
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
32+ 2.0% |
$15.4K - $17.7K
|
1.64K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 5.94% |
$14.9K - $17.1K
|
553
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
31+ 206.67% |
$14.9K - $17.1K
|
46
$25K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
29+ 2.62% |
$14K - $16K
|
1.14K
$617K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26+ 2.11% |
$12.5K - $14.3K
|
1.26K
$682K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
26+ 2.71% |
$12.5K - $14.3K
|
984
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24+ 1.06% |
$11.5K - $13.2K
|
2.29K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
23+ 1.03% |
$11.1K - $12.7K
|
2.26K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 2.46% |
$10.6K - $12.1K
|
917
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
20+ 1.49% |
$9.62K - $11K
|
1.36K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
18+ 3.29% |
$8.66K - $9.93K
|
565
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14+ 2.17% |
$6.74K - $7.73K
|
660
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
11+ 2.21% |
$5.29K - $6.07K
|
508
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
11+ 10.89% |
$5.29K - $6.07K
|
112
$60.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 10.38% |
$5.29K - $6.07K
|
117
$63.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 3.97% |
$4.81K - $5.52K
|
262
$142K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
10+ 0.03% |
$4.81K - $5.52K
|
34.7K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
9+ 1.1% |
$4.33K - $4.97K
|
826
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8+ 2.17% |
$3.85K - $4.41K
|
376
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 10.67% |
$3.85K - $4.41K
|
83
$45.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.89% |
$3.85K - $4.41K
|
907
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 87.5% |
$3.37K - $3.86K
|
15
$8.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
7+ 0.58% |
$3.37K - $3.86K
|
1.2K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6+ 0.46% |
$2.89K - $3.31K
|
1.31K
$709K
|