Purchases and Sales Made in Q3 2023 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.29% |
$638 - $707
|
1.04K
$299K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$638 - $707
|
1.1K
$317K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 7.89% |
$638 - $707
|
41
$11.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$638 - $707
|
5.5K
$1.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.75% |
$425 - $472
|
116
$33.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.06% |
$425 - $472
|
3.27K
$942K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$425 - $472
|
2
$577
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.77% |
$425 - $472
|
55
$15.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 9.52% |
$425 - $472
|
23
$6.63K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.07% |
$213 - $236
|
1.39K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 3.7% |
$213 - $236
|
28
$8.07K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.09% |
$213 - $236
|
1.15K
$333K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.85% |
$213 - $236
|
118
$34K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.67% |
$213 - $236
|
61
$17.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.86% |
$213 - $236
|
117
$33.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 3.03% |
$213 - $236
|
34
$9.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1+ 0.04% |
$213 - $236
|
2.57K
$741K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.35% |
$213 - $236
|
75
$21.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.52% |
$213 - $236
|
193
$55.7K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.57% |
$213 - $236
|
176
$50.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.57% |
$213 - $236
|
176
$50.7K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 0.04% |
$213 - $236
|
2.25K
$650K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 1.72% |
$213 - $236
|
57
$16.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.74% |
$213 - $236
|
135
$38.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 1.89% |
$213 - $236
|
52
$15K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2- 0.19% |
$425 - $472
|
1.03K
$296K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-3- 0.29% |
$638 - $707
|
1.02K
$294K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3- 0.1% |
$638 - $707
|
2.93K
$845K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.34% |
$851 - $943
|
1.17K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-4- 0.23% |
$851 - $943
|
1.72K
$497K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-5- 0.18% |
$1.06K - $1.18K
|
2.8K
$806K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6- 0.18% |
$1.28K - $1.41K
|
3.34K
$962K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6- 0.54% |
$1.28K - $1.41K
|
1.11K
$320K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6- 31.58% |
$1.28K - $1.41K
|
13
$3.75K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6- 0.55% |
$1.28K - $1.41K
|
1.08K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6- 0.29% |
$1.28K - $1.41K
|
2.06K
$595K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 0.18% |
$1.49K - $1.65K
|
3.91K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8- 22.86% |
$1.7K - $1.89K
|
27
$7.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9- 0.81% |
$1.91K - $2.12K
|
1.1K
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10- 0.33% |
$2.13K - $2.36K
|
3.02K
$872K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10- 0.38% |
$2.13K - $2.36K
|
2.6K
$750K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 21.57% |
$2.34K - $2.59K
|
40
$11.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-11- 0.17% |
$2.34K - $2.59K
|
6.28K
$1.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-12- 0.21% |
$2.55K - $2.83K
|
5.69K
$1.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12- 0.65% |
$2.55K - $2.83K
|
1.85K
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13- 0.9% |
$2.77K - $3.07K
|
1.43K
$413K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-13- 0.3% |
$2.77K - $3.07K
|
4.32K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-14- 0.33% |
$2.98K - $3.3K
|
4.21K
$1.21M
|