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 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
6+ 30.0% |
$896 - $1.05K
|
26
$7.5K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 2.91% |
$747 - $873
|
177
$51K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4+ 4.35% |
$597 - $698
|
96
$27.7K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4+ 0.08% |
$597 - $698
|
5.27K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 7.41% |
$597 - $698
|
58
$16.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 30.77% |
$597 - $698
|
17
$4.9K
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
4+ 0.13% |
$597 - $698
|
3.17K
$913K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 5.45% |
$448 - $524
|
58
$16.7K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$448 - $524
|
3
$865
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$448 - $524
|
3
$865
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 100.0% |
$299 - $349
|
4
$1.15K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$299 - $349
|
2
$577
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1+ 0.02% |
$149 - $175
|
4.92K
$1.42M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1+ 5.0% |
$149 - $175
|
21
$6.06K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1+ 2.27% |
$149 - $175
|
45
$13K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$149 - $175
|
115
$33.2K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$149 - $175
|
4.16K
$1.2M
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1- 0.04% |
$149 - $175
|
2.53K
$728K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2Closed |
$299 - $349
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-2- 3.17% |
$299 - $349
|
61
$17.6K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3- 0.23% |
$448 - $524
|
1.29K
$373K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5- 0.93% |
$747 - $873
|
535
$154K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.4% |
$747 - $873
|
1.24K
$358K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-6- 0.18% |
$896 - $1.05K
|
3.24K
$935K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 0.07% |
$896 - $1.05K
|
8.3K
$2.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6Closed |
$896 - $1.05K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-7- 15.91% |
$1.05K - $1.22K
|
37
$10.7K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$1.05K - $1.22K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-7Closed |
$1.05K - $1.22K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7- 14.58% |
$1.05K - $1.22K
|
41
$11.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-9- 0.48% |
$1.34K - $1.57K
|
1.85K
$533K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10- 0.03% |
$1.49K - $1.75K
|
37.1K
$10.7M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10- 0.37% |
$1.49K - $1.75K
|
2.67K
$768K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11- 0.66% |
$1.64K - $1.92K
|
1.66K
$479K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-11Closed |
$1.64K - $1.92K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-12- 0.11% |
$1.79K - $2.1K
|
11.1K
$3.19M
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-12- 0.65% |
$1.79K - $2.1K
|
1.84K
$529K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12Closed |
$1.79K - $2.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14Closed |
$2.09K - $2.44K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-14- 73.68% |
$2.09K - $2.44K
|
5
$1.44K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 8.77% |
$2.24K - $2.62K
|
156
$45K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-16- 0.76% |
$2.39K - $2.79K
|
2.08K
$601K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-16- 1.1% |
$2.39K - $2.79K
|
1.44K
$415K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17- 0.1% |
$2.54K - $2.97K
|
16.2K
$4.69M
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-18- 0.06% |
$2.69K - $3.14K
|
28.1K
$8.11M
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-18Closed |
$2.69K - $3.14K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-19- 0.86% |
$2.84K - $3.32K
|
2.2K
$634K
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-19- 0.57% |
$2.84K - $3.32K
|
3.31K
$954K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-24- 1.37% |
$3.58K - $4.19K
|
1.72K
$497K
|