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 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
192+ 10.19% |
$37.1K - $42.2K
|
2.08K
$596K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
190+ 15.38% |
$36.7K - $41.7K
|
1.43K
$409K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
188+ 1.34% |
$36.3K - $41.3K
|
14.2K
$4.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
187+ 14.78% |
$36.1K - $41.1K
|
1.45K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
176+ 29.24% |
$34K - $38.6K
|
778
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
174+ 0.17% |
$33.6K - $38.2K
|
104K
$29.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
173+ 11.55% |
$33.4K - $38K
|
1.67K
$480K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
163+ 15.11% |
$31.5K - $35.8K
|
1.24K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
158+ 6.37% |
$30.5K - $34.7K
|
2.64K
$758K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
158+ 6.37% |
$30.5K - $34.7K
|
2.64K
$758K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
151+ 2.14% |
$29.2K - $33.2K
|
7.19K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
145+ 0.44% |
$28K - $31.8K
|
33.3K
$9.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
142+ 7.06% |
$27.4K - $31.2K
|
2.15K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
142+ 1.88% |
$27.4K - $31.2K
|
7.69K
$2.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
141+ 13.28% |
$27.2K - $31K
|
1.2K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
141+ 0.31% |
$27.2K - $31K
|
45K
$12.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
138New |
$26.7K - $30.3K
|
138
$39.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
135+ 6.24% |
$26.1K - $29.6K
|
2.3K
$660K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
129+ 6.89% |
$24.9K - $28.3K
|
2K
$574K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
123+ 8.08% |
$23.8K - $27K
|
1.65K
$472K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
121+ 9.15% |
$23.4K - $26.6K
|
1.44K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
116+ 4.87% |
$22.4K - $25.5K
|
2.5K
$716K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
114+ 17.35% |
$22K - $25K
|
771
$221K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
113+ 235.42% |
$21.8K - $24.8K
|
161
$46.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
110+ 8.26% |
$21.3K - $24.2K
|
1.44K
$414K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
110+ 0.6% |
$21.3K - $24.2K
|
18.4K
$5.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
109+ 4.01% |
$21.1K - $23.9K
|
2.83K
$811K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
108+ 3.77% |
$20.9K - $23.7K
|
2.97K
$852K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
104+ 0.31% |
$20.1K - $22.8K
|
33.6K
$9.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
103+ 0.41% |
$19.9K - $22.6K
|
25K
$7.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
102+ 6.33% |
$19.7K - $22.4K
|
1.71K
$492K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
102New |
$19.7K - $22.4K
|
102
$29.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
93+ 1.36% |
$18K - $20.4K
|
6.92K
$1.99M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
92New |
$17.8K - $20.2K
|
92
$26.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
91+ 1.08% |
$17.6K - $20K
|
8.5K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
89+ 1.33% |
$17.2K - $19.5K
|
6.76K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88+ 0.24% |
$17K - $19.3K
|
36.9K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
87+ 4.69% |
$16.8K - $19.1K
|
1.94K
$558K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
87+ 1.61% |
$16.8K - $19.1K
|
5.5K
$1.58M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
86+ 3.01% |
$16.6K - $18.9K
|
2.94K
$844K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
85+ 1.12% |
$16.4K - $18.7K
|
7.66K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
82+ 1.2% |
$15.8K - $18K
|
6.91K
$1.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 1.87% |
$15.5K - $17.6K
|
4.36K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
75New |
$14.5K - $16.5K
|
75
$21.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
72+ 1.94% |
$13.9K - $15.8K
|
3.78K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
72+ 2.06% |
$13.9K - $15.8K
|
3.58K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
71+ 4.9% |
$13.7K - $15.6K
|
1.52K
$436K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
71+ 4.74% |
$13.7K - $15.6K
|
1.57K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
70+ 0.24% |
$13.5K - $15.4K
|
29K
$8.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
66+ 0.61% |
$12.8K - $14.5K
|
10.9K
$3.12M
|