Purchases and Sales Made in Q2 2022 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
97+ 1.49% |
$14.5K - $17.9K
|
6.6K
$1.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
94+ 1.7% |
$14K - $17.3K
|
5.63K
$1.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
92+ 0.31% |
$13.7K - $16.9K
|
29.6K
$8.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
89+ 2.73% |
$13.3K - $16.4K
|
3.35K
$965K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85+ 2.05% |
$12.7K - $15.7K
|
4.24K
$1.22M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
80+ 800.0% |
$11.9K - $14.7K
|
90
$26K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
78+ 1.58% |
$11.6K - $14.4K
|
5K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
76+ 4.02% |
$11.3K - $14K
|
1.97K
$567K
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
73+ 0.19% |
$10.9K - $13.4K
|
38.1K
$11M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
70+ 55.12% |
$10.4K - $12.9K
|
197
$56.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
69New |
$10.3K - $12.7K
|
69
$19.9K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68+ 0.24% |
$10.1K - $12.5K
|
28.8K
$8.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
60New |
$8.94K - $11K
|
60
$17.3K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
58+ 14.91% |
$8.64K - $10.7K
|
447
$129K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
56New |
$8.35K - $10.3K
|
56
$16.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
55+ 0.46% |
$8.2K - $10.1K
|
12.1K
$3.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
53+ 22.18% |
$7.9K - $9.76K
|
292
$84.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
46+ 3.14% |
$6.86K - $8.47K
|
1.51K
$435K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 225.0% |
$6.71K - $8.29K
|
65
$18.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
42+ 30.88% |
$6.26K - $7.73K
|
178
$51.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
42New |
$6.26K - $7.73K
|
42
$12.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
41+ 0.5% |
$6.11K - $7.55K
|
8.21K
$2.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
41New |
$6.11K - $7.55K
|
41
$11.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
40+ 10.47% |
$5.96K - $7.37K
|
422
$122K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39New |
$5.81K - $7.18K
|
39
$11.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
39New |
$5.81K - $7.18K
|
39
$11.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35+ 0.81% |
$5.22K - $6.45K
|
4.38K
$1.26M
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
35+ 0.78% |
$5.22K - $6.45K
|
4.54K
$1.31M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33+ 7.47% |
$4.92K - $6.08K
|
475
$137K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
33+ 0.08% |
$4.92K - $6.08K
|
39.1K
$11.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 17.71% |
$4.62K - $5.71K
|
206
$59.4K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
29New |
$4.32K - $5.34K
|
29
$8.36K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27New |
$4.02K - $4.97K
|
27
$7.79K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
27+ 15.52% |
$4.02K - $4.97K
|
201
$58K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
27+ 55.1% |
$4.02K - $4.97K
|
76
$21.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26+ 0.92% |
$3.88K - $4.79K
|
2.86K
$823K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
24+ 0.44% |
$3.58K - $4.42K
|
5.5K
$1.59M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 32.39% |
$3.43K - $4.24K
|
94
$27.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 1.2% |
$3.28K - $4.05K
|
1.86K
$535K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.21% |
$3.28K - $4.05K
|
10.4K
$3.01M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
21+ 0.69% |
$3.13K - $3.87K
|
3.09K
$890K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 11.3% |
$2.98K - $3.68K
|
197
$56.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 22.22% |
$2.98K - $3.68K
|
110
$31.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20+ 0.3% |
$2.98K - $3.68K
|
6.64K
$1.91M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
18+ 1.4% |
$2.68K - $3.31K
|
1.31K
$376K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
16+ 0.14% |
$2.38K - $2.95K
|
11.1K
$3.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$2.38K - $2.95K
|
16
$4.61K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
15+ 0.91% |
$2.24K - $2.76K
|
1.66K
$478K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$2.09K - $2.58K
|
14
$4.04K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
13+ 25.49% |
$1.94K - $2.39K
|
64
$18.5K
|