Purchases and Sales Made in Q1 2022 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q1 2022. The information is specifically focused on institutions that hold shares of Arthur J. Gallagher & Co..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
191+ 62.01% |
$28.5K - $33.3K
|
499
$144K
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
190+ 1.03% |
$28.4K - $33.2K
|
18.7K
$5.4M
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
187+ 0.64% |
$27.9K - $32.7K
|
29.5K
$8.52M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
184+ 10.0% |
$27.5K - $32.1K
|
2.02K
$584K
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
178+ 6.2% |
$26.6K - $31.1K
|
3.05K
$880K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
176+ 6.96% |
$26.3K - $30.7K
|
2.71K
$780K
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
173+ 14.43% |
$25.8K - $30.2K
|
1.37K
$396K
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
166+ 76.85% |
$24.8K - $29K
|
382
$110K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
165+ 222.97% |
$24.6K - $28.8K
|
239
$68.9K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
163+ 3.13% |
$24.3K - $28.5K
|
5.37K
$1.55M
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
161+ 1.8% |
$24K - $28.1K
|
9.1K
$2.62M
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
159+ 12.34% |
$23.7K - $27.8K
|
1.45K
$417K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
150+ 11.66% |
$22.4K - $26.2K
|
1.44K
$414K
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
144+ 3.7% |
$21.5K - $25.1K
|
4.03K
$1.16M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
143New |
$21.4K - $25K
|
143
$41.2K
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
134+ 4.57% |
$20K - $23.4K
|
3.06K
$884K
|
|
Apr 11, 2022
Q1 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
129+ 1.23% |
$19.3K - $22.5K
|
10.6K
$3.06M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
128New |
$19.1K - $22.3K
|
128
$36.9K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
124+ 0.56% |
$18.5K - $21.7K
|
22.2K
$6.4M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
120+ 8.29% |
$17.9K - $21K
|
1.57K
$452K
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
118+ 0.31% |
$17.6K - $20.6K
|
38K
$11M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
111+ 12.89% |
$16.6K - $19.4K
|
972
$280K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
110+ 3.29% |
$16.4K - $19.2K
|
3.45K
$996K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
109New |
$16.3K - $19K
|
109
$31.4K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
105+ 4.11% |
$15.7K - $18.3K
|
2.66K
$767K
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
101+ 3.0% |
$15.1K - $17.6K
|
3.47K
$999K
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
95+ 4.91% |
$14.2K - $16.6K
|
2.03K
$585K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
91New |
$13.6K - $15.9K
|
91
$26.2K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
90+ 1.4% |
$13.4K - $15.7K
|
6.5K
$1.88M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
90+ 7.52% |
$13.4K - $15.7K
|
1.29K
$371K
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
86New |
$12.8K - $15K
|
86
$24.8K
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
85+ 2.08% |
$12.7K - $14.8K
|
4.18K
$1.21M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
83+ 1.52% |
$12.4K - $14.5K
|
5.54K
$1.6M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
83+ 3.76% |
$12.4K - $14.5K
|
2.29K
$660K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
82+ 2.18% |
$12.2K - $14.3K
|
3.85K
$1.11M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
81+ 1.0% |
$12.1K - $14.1K
|
8.17K
$2.36M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
81+ 6.27% |
$12.1K - $14.1K
|
1.37K
$396K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80+ 0.11% |
$11.9K - $14K
|
74.3K
$21.4M
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
78+ 0.04% |
$11.6K - $13.6K
|
174K
$50.1M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
76+ 14.79% |
$11.3K - $13.3K
|
590
$170K
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
74+ 0.16% |
$11.1K - $12.9K
|
45.2K
$13M
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
73+ 0.3% |
$10.9K - $12.7K
|
24.1K
$6.94M
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
71New |
$10.6K - $12.4K
|
71
$20.5K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
70+ 2.2% |
$10.5K - $12.2K
|
3.26K
$940K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
67New |
$10K - $11.7K
|
67
$19.3K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
66+ 3.28% |
$9.86K - $11.5K
|
2.08K
$599K
|
|
May 06, 2022
Q1 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
66+ 0.03% |
$9.86K - $11.5K
|
214K
$61.7M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
64+ 1.86% |
$9.56K - $11.2K
|
3.5K
$1.01M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
60+ 33.15% |
$8.96K - $10.5K
|
241
$69.5K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
58+ 14.91% |
$8.66K - $10.1K
|
447
$129K
|