Purchases and Sales Made in Q1 2023 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-16- 1.36% |
$2.83K - $3.16K
|
1.16K
$335K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 21.69% |
$3.19K - $3.55K
|
65
$18.8K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-25- 0.46% |
$4.43K - $4.94K
|
5.44K
$1.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-26- 2.06% |
$4.6K - $5.13K
|
1.23K
$357K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27- 1.33% |
$4.78K - $5.33K
|
2K
$580K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-28- 0.47% |
$4.96K - $5.53K
|
5.87K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-30- 1.96% |
$5.31K - $5.92K
|
1.5K
$434K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 1.56% |
$5.31K - $5.92K
|
1.89K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-31- 12.5% |
$5.49K - $6.12K
|
217
$62.8K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-32- 1.48% |
$5.67K - $6.32K
|
2.13K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-33- 0.88% |
$5.84K - $6.52K
|
3.71K
$1.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-37- 0.04% |
$6.55K - $7.31K
|
88.3K
$25.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-39- 0.09% |
$6.91K - $7.7K
|
45.5K
$13.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 36.7% |
$7.08K - $7.9K
|
69
$20K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-41- 1.24% |
$7.26K - $8.1K
|
3.28K
$948K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-42- 1.63% |
$7.44K - $8.29K
|
2.54K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-44- 1.88% |
$7.79K - $8.69K
|
2.29K
$664K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-44- 2.73% |
$7.79K - $8.69K
|
1.57K
$454K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-47- 1.65% |
$8.32K - $9.28K
|
2.8K
$809K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-47- 2.54% |
$8.32K - $9.28K
|
1.8K
$521K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-47- 16.79% |
$8.32K - $9.28K
|
233
$67.5K
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 0.82% |
$8.85K - $9.87K
|
6.01K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-50- 3.19% |
$8.85K - $9.87K
|
1.52K
$440K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-51- 2.17% |
$9.03K - $10.1K
|
2.3K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-55- 0.93% |
$9.74K - $10.9K
|
5.88K
$1.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-55- 1.47% |
$9.74K - $10.9K
|
3.68K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-55- 1.86% |
$9.74K - $10.9K
|
2.9K
$840K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-56- 4.83% |
$9.92K - $11.1K
|
1.1K
$320K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-61- 0.69% |
$10.8K - $12K
|
8.72K
$2.52M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-61- 0.23% |
$10.8K - $12K
|
26.7K
$7.73M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-63- 0.4% |
$11.2K - $12.4K
|
15.7K
$4.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-68- 4.1% |
$12K - $13.4K
|
1.59K
$461K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 4.34% |
$12.8K - $14.2K
|
1.59K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-73- 0.68% |
$12.9K - $14.4K
|
10.6K
$3.07M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-80- 3.34% |
$14.2K - $15.8K
|
2.32K
$671K
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-80- 0.66% |
$14.2K - $15.8K
|
12K
$3.47M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-81- 6.47% |
$14.3K - $16K
|
1.17K
$339K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-82- 2.81% |
$14.5K - $16.2K
|
2.84K
$822K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-85- 0.25% |
$15.1K - $16.8K
|
33.5K
$9.71M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-86- 1.5% |
$15.2K - $17K
|
5.65K
$1.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-87- 2.66% |
$15.4K - $17.2K
|
3.18K
$921K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-88- 17.53% |
$15.6K - $17.4K
|
414
$120K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-88- 3.14% |
$15.6K - $17.4K
|
2.71K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-89- 3.41% |
$15.8K - $17.6K
|
2.52K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-90- 0.01% |
$15.9K - $17.8K
|
614K
$178M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-91- 2.39% |
$16.1K - $18K
|
3.71K
$1.07M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-91- 6.32% |
$16.1K - $18K
|
1.35K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-94- 6.45% |
$16.6K - $18.6K
|
1.36K
$395K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 2.03% |
$17.4K - $19.4K
|
4.72K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-117- 0.4% |
$20.7K - $23.1K
|
29.2K
$8.46M
|