Purchases and Sales Made in Q4 2023 in Ryan Specialty Holdings, Inc. (RYAN)
This table provides information about the institutional ownership of Ryan Specialty Holdings, Inc. (RYAN) during Q4 2023. The information is specifically focused on institutions that hold shares of RYAN SPECIALTY HOLDINGS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
581+ 3.12% |
$24.3K - $28.5K
|
19.2K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
567New |
$23.7K - $27.8K
|
567
$35.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
481+ 5.17% |
$20.1K - $23.6K
|
9.79K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
262+ 87.33% |
$11K - $12.9K
|
562
$35.3K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
225+ 15.0% |
$9.42K - $11K
|
1.73K
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
211+ 22.14% |
$8.83K - $10.4K
|
1.16K
$73.1K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
200New |
$8.37K - $9.82K
|
200
$12.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
183+ 1.22% |
$7.66K - $8.98K
|
15.2K
$951K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
169+ 469.44% |
$7.07K - $8.3K
|
205
$12.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
158+ 63.2% |
$6.61K - $7.76K
|
408
$25.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
152New |
$6.36K - $7.46K
|
152
$9.54K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
150+ 2.02% |
$6.28K - $7.36K
|
7.59K
$476K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
111+ 22.61% |
$4.65K - $5.45K
|
602
$37.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.96% |
$4.19K - $4.91K
|
5.2K
$326K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
100+ 1.7% |
$4.19K - $4.91K
|
5.97K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
54+ 900.0% |
$2.26K - $2.65K
|
60
$3.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
48+ 0.84% |
$2.01K - $2.36K
|
5.75K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
48+ 0.12% |
$2.01K - $2.36K
|
39.5K
$2.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37New |
$1.55K - $1.82K
|
37
$2.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28+ 0.55% |
$1.17K - $1.37K
|
5.13K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 1.04% |
$1.05K - $1.23K
|
2.43K
$153K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21New |
$879 - $1.03K
|
21
$1.32K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11+ 0.13% |
$460 - $540
|
8.24K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 3.5% |
$209 - $245
|
148
$9.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$209 - $245
|
5
$314
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$41.9 - $49.1
|
1
$62.8
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.63% |
$41.9 - $49.1
|
159
$9.98K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 11.11% |
$41.9 - $49.1
|
8
$502
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-2- -0.0% |
$83.7 - $98.2
|
4.82M
$302M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 0.14% |
$167 - $196
|
2.91K
$183K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 3.41% |
$293 - $344
|
198
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 1.28% |
$293 - $344
|
542
$34K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 31.82% |
$293 - $344
|
15
$941
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8- 0.5% |
$335 - $393
|
1.6K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-25- 6.51% |
$1.05K - $1.23K
|
359
$22.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27- 0.35% |
$1.13K - $1.33K
|
7.72K
$484K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-33- 24.44% |
$1.38K - $1.62K
|
102
$6.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-106- 10.23% |
$4.44K - $5.2K
|
930
$58.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-115- 1.83% |
$4.81K - $5.65K
|
6.18K
$388K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-135- 0.49% |
$5.65K - $6.63K
|
27.7K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-202- 0.84% |
$8.45K - $9.92K
|
24K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-215- 0.32% |
$9K - $10.6K
|
67.1K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-228- 0.55% |
$9.54K - $11.2K
|
41.5K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-400- 1.32% |
$16.7K - $19.6K
|
29.8K
$1.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-448- 3.41% |
$18.7K - $22K
|
12.7K
$795K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-556- 4.94% |
$23.3K - $27.3K
|
10.7K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-574- 23.08% |
$24K - $28.2K
|
1.91K
$120K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-585- 0.63% |
$24.5K - $28.7K
|
92.9K
$5.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-665- 11.2% |
$27.8K - $32.6K
|
5.27K
$331K
|