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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-50- 1.39% |
$9.66K - $11K
|
3.55K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-51- 1.61% |
$9.86K - $11.2K
|
3.13K
$905K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-55- 21.57% |
$10.6K - $12.1K
|
200
$57.9K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-56- 3.41% |
$10.8K - $12.3K
|
1.59K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-58- 0.29% |
$11.2K - $12.7K
|
20.2K
$5.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-60- 0.57% |
$11.6K - $13.2K
|
10.5K
$3.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-62- 2.21% |
$12K - $13.6K
|
2.74K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-63- 1.73% |
$12.2K - $13.8K
|
3.58K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-65- 6.21% |
$12.6K - $14.3K
|
981
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-65- 4.49% |
$12.6K - $14.3K
|
1.38K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-67- 3.72% |
$12.9K - $14.7K
|
1.73K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-67- 1.02% |
$12.9K - $14.7K
|
6.48K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-68- 10.86% |
$13.1K - $14.9K
|
558
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-70- 1.85% |
$13.5K - $15.4K
|
3.72K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-72- 4.24% |
$13.9K - $15.8K
|
1.63K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-73- 0.33% |
$14.1K - $16K
|
22.2K
$6.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-75- 0.75% |
$14.5K - $16.5K
|
9.98K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-77- 1.33% |
$14.9K - $16.9K
|
5.7K
$1.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-80- 0.07% |
$15.5K - $17.6K
|
118K
$34.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-80- 2.39% |
$15.5K - $17.6K
|
3.27K
$947K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-83- 3.53% |
$16K - $18.2K
|
2.27K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-84- 1.65% |
$16.2K - $18.4K
|
5.01K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-86- 3.42% |
$16.6K - $18.9K
|
2.43K
$704K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-87- 1.77% |
$16.8K - $19.1K
|
4.84K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-89- 1.28% |
$17.2K - $19.5K
|
6.89K
$1.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-93- 0.19% |
$18K - $20.4K
|
48.9K
$14.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-94- 5.16% |
$18.2K - $20.6K
|
1.73K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-95- 9.84% |
$18.4K - $20.9K
|
870
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-96- 9.15% |
$18.6K - $21.1K
|
953
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-96- 2.03% |
$18.6K - $21.1K
|
4.62K
$1.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-100- 7.94% |
$19.3K - $22K
|
1.16K
$336K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-100- 2.36% |
$19.3K - $22K
|
4.13K
$1.2M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-100- 7.94% |
$19.3K - $22K
|
1.16K
$336K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-102- 21.21% |
$19.7K - $22.4K
|
379
$110K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-109- 8.48% |
$21.1K - $23.9K
|
1.18K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-112- 0.2% |
$21.6K - $24.6K
|
55.3K
$16M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-114- 0.35% |
$22K - $25K
|
32.4K
$9.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-119- 3.91% |
$23K - $26.1K
|
2.93K
$847K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-120- 0.92% |
$23.2K - $26.3K
|
13K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-127- 6.53% |
$24.5K - $27.9K
|
1.82K
$527K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-130- 1.92% |
$25.1K - $28.5K
|
6.66K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-131- 12.2% |
$25.3K - $28.8K
|
943
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-132- 9.71% |
$25.5K - $29K
|
1.23K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-135- 32.53% |
$26.1K - $29.6K
|
280
$81.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-137- 0.69% |
$26.5K - $30.1K
|
19.8K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-137- 4.6% |
$26.5K - $30.1K
|
2.84K
$822K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-144- 11.44% |
$27.8K - $31.6K
|
1.12K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-145- 0.71% |
$28K - $31.8K
|
20.4K
$5.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-148- 3.56% |
$28.6K - $32.5K
|
4K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-150- 2.49% |
$29K - $32.9K
|
5.87K
$1.7M
|