Purchases and Sales Made in Q2 2023 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.09% |
$193 - $220
|
1.16K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.45% |
$387 - $439
|
136
$39.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-2- 0.03% |
$387 - $439
|
6.01K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3- 0.16% |
$580 - $659
|
1.86K
$538K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3- 0.15% |
$580 - $659
|
2K
$579K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4- 0.12% |
$773 - $878
|
3.27K
$947K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 2.56% |
$773 - $878
|
152
$44K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 10.81% |
$773 - $878
|
33
$9.55K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5- 33.33% |
$966 - $1.1K
|
10
$2.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7- 2.34% |
$1.35K - $1.54K
|
292
$84.5K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7- 2.52% |
$1.35K - $1.54K
|
271
$78.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7- 0.35% |
$1.35K - $1.54K
|
2K
$579K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-7- 1.33% |
$1.35K - $1.54K
|
518
$150K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8- 0.51% |
$1.55K - $1.76K
|
1.57K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9- 60.0% |
$1.74K - $1.98K
|
6
$1.74K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 5.0% |
$1.93K - $2.2K
|
190
$55K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-13- 1.69% |
$2.51K - $2.85K
|
758
$219K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-14- 0.45% |
$2.71K - $3.07K
|
3.09K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-14- 0.85% |
$2.71K - $3.07K
|
1.64K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-14- 0.04% |
$2.71K - $3.07K
|
39.1K
$11.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-16- 8.74% |
$3.09K - $3.51K
|
167
$48.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-16- 1.4% |
$3.09K - $3.51K
|
1.13K
$327K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16- 1.08% |
$3.09K - $3.51K
|
1.46K
$422K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-17- 0.66% |
$3.29K - $3.73K
|
2.57K
$743K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-18- 0.18% |
$3.48K - $3.95K
|
10K
$2.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-18- 1.63% |
$3.48K - $3.95K
|
1.09K
$314K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-18- 0.02% |
$3.48K - $3.95K
|
106K
$30.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-19- 8.23% |
$3.67K - $4.17K
|
212
$61.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-20- 0.79% |
$3.87K - $4.39K
|
2.52K
$729K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-21- 2.0% |
$4.06K - $4.61K
|
1.03K
$298K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-22- 26.51% |
$4.25K - $4.83K
|
61
$17.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-25- 0.44% |
$4.83K - $5.49K
|
5.61K
$1.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-27- 0.02% |
$5.22K - $5.93K
|
123K
$35.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-28- 40.58% |
$5.41K - $6.15K
|
41
$11.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 20.28% |
$5.6K - $6.37K
|
114
$33K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-31- 1.64% |
$5.99K - $6.81K
|
1.86K
$538K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32- 1.39% |
$6.18K - $7.03K
|
2.27K
$657K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-37- 2.05% |
$7.15K - $8.12K
|
1.76K
$511K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-37- 46.25% |
$7.15K - $8.12K
|
43
$12.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-41- 1.44% |
$7.92K - $9K
|
2.8K
$811K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-43- 97.73% |
$8.31K - $9.44K
|
1
$290
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-43- 0.76% |
$8.31K - $9.44K
|
5.61K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-44- 0.37% |
$8.5K - $9.66K
|
12K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45- 0.57% |
$8.7K - $9.88K
|
7.83K
$2.27M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-46- 3.45% |
$8.89K - $10.1K
|
1.29K
$373K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-47- 3.81% |
$9.08K - $10.3K
|
1.19K
$344K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-48- 2.76% |
$9.28K - $10.5K
|
1.69K
$489K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48- 0.61% |
$9.28K - $10.5K
|
7.83K
$2.27M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-49- 6.57% |
$9.47K - $10.8K
|
697
$202K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-50- 1.88% |
$9.66K - $11K
|
2.61K
$756K
|