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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.83KNew |
$324K - $361K
|
1.83K
$525K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.82K+ 8.33% |
$322K - $359K
|
23.6K
$6.79M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.82K+ 93.51% |
$321K - $358K
|
3.76K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.81KNew |
$321K - $357K
|
1.81K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.73KNew |
$306K - $342K
|
1.73K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.73KNew |
$306K - $342K
|
1.73K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.72K+ 3.5% |
$305K - $340K
|
51K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.72KNew |
$304K - $339K
|
1.72K
$492K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.71K+ 59.49% |
$303K - $338K
|
4.59K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.66KNew |
$293K - $327K
|
1.66K
$476K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.66K+ 40.2% |
$293K - $327K
|
5.78K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.65KNew |
$293K - $326K
|
1.65K
$474K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.6K+ 4.84% |
$284K - $317K
|
34.7K
$9.97M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.59K+ 54.27% |
$282K - $314K
|
4.52K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$279K - $311K
|
1.58K
$452K
|
|
|
Oct 02, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.56K+ 189.08% |
$276K - $308K
|
2.38K
$684K
|
|
|
Sep 30, 2024
Q1 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.56K+ 189.08% |
$276K - $308K
|
2.38K
$684K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.51KNew |
$268K - $299K
|
1.51K
$434K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.44KNew |
$255K - $284K
|
1.44K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.43KNew |
$253K - $282K
|
1.43K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.42KNew |
$252K - $281K
|
1.42K
$408K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.39KNew |
$245K - $273K
|
1.39K
$398K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.38KNew |
$245K - $273K
|
1.38K
$397K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.38KNew |
$244K - $272K
|
1.38K
$396K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.37KNew |
$242K - $270K
|
1.37K
$393K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.35K+ 43.09% |
$238K - $266K
|
4.47K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.33KNew |
$236K - $263K
|
1.33K
$382K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.31KNew |
$232K - $259K
|
1.31K
$377K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.3K+ 19.67% |
$229K - $256K
|
7.88K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.27K+ 99.53% |
$224K - $250K
|
2.54K
$728K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.24KNew |
$220K - $245K
|
1.24K
$357K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.24KNew |
$219K - $244K
|
1.24K
$354K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$217K - $242K
|
1.23K
$352K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
1.21KNew |
$215K - $240K
|
1.21K
$348K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.2K+ 25.99% |
$213K - $237K
|
5.83K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.2K+ 3.42% |
$213K - $237K
|
36.2K
$10.4M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.16KNew |
$205K - $228K
|
1.16K
$331K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.15K+ 13.11% |
$204K - $228K
|
9.96K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.15KNew |
$203K - $226K
|
1.15K
$329K
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
1.14K+ 1.2% |
$203K - $226K
|
96.6K
$27.7M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.12KNew |
$198K - $221K
|
1.12K
$321K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.11KNew |
$196K - $219K
|
1.11K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.1K+ 2.9% |
$195K - $217K
|
39.1K
$11.2M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.1K+ 16.92% |
$195K - $217K
|
7.6K
$2.18M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.08KNew |
$191K - $213K
|
1.08K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.08K+ 141.45% |
$190K - $212K
|
1.84K
$527K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.07K+ 10.82% |
$190K - $212K
|
11K
$3.16M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.07KNew |
$190K - $212K
|
1.07K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.07K+ 23.36% |
$190K - $211K
|
5.66K
$1.62M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.07KNew |
$189K - $211K
|
1.07K
$307K
|