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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-15- 1.15% |
$3.19K - $3.54K
|
1.29K
$427K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-15- 0.92% |
$3.19K - $3.54K
|
1.61K
$533K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-15- 1.46% |
$3.19K - $3.54K
|
1.01K
$335K
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-16- 0.11% |
$3.4K - $3.77K
|
14.4K
$4.78M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-18- 14.88% |
$3.83K - $4.24K
|
103
$34.1K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19- 1.88% |
$4.04K - $4.48K
|
992
$328K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 1.12% |
$4.04K - $4.48K
|
1.67K
$552K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-20- 12.42% |
$4.25K - $4.72K
|
141
$46.6K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21- 1.49% |
$4.47K - $4.95K
|
1.39K
$460K
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-23- 0.74% |
$4.89K - $5.42K
|
3.1K
$1.03M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-25- 1.19% |
$5.32K - $5.89K
|
2.07K
$686K
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-25- 0.12% |
$5.32K - $5.89K
|
21.4K
$7.08M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-27- 0.42% |
$5.74K - $6.37K
|
6.46K
$2.14M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-28- 0.88% |
$5.96K - $6.6K
|
3.17K
$1.05M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 5.19% |
$5.96K - $6.6K
|
511
$169K
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-29- 1.16% |
$6.17K - $6.84K
|
2.47K
$817K
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-32- 0.45% |
$6.81K - $7.54K
|
7.06K
$2.34M
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-32- 0.58% |
$6.81K - $7.54K
|
5.47K
$1.81M
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-32- 1.11% |
$6.81K - $7.54K
|
2.86K
$945K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-33- 8.71% |
$7.02K - $7.78K
|
346
$114K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-34- 0.44% |
$7.23K - $8.02K
|
7.66K
$2.53M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-35- 2.33% |
$7.45K - $8.25K
|
1.47K
$486K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 4.62% |
$7.45K - $8.25K
|
723
$239K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-36- 26.09% |
$7.66K - $8.49K
|
102
$33.7K
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37- 3.78% |
$7.87K - $8.72K
|
942
$312K
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-38- 0.92% |
$8.08K - $8.96K
|
4.09K
$1.35M
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-45- 2.55% |
$9.57K - $10.6K
|
1.72K
$569K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-49- 2.77% |
$10.4K - $11.6K
|
1.72K
$568K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-49- 0.17% |
$10.4K - $11.6K
|
29.2K
$9.66M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 2.31% |
$10.6K - $11.8K
|
2.12K
$700K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-50- 3.71% |
$10.6K - $11.8K
|
1.3K
$429K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-54- 0.37% |
$11.5K - $12.7K
|
14.3K
$4.75M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-58- 6.15% |
$12.3K - $13.7K
|
885
$293K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-58- 1.56% |
$12.3K - $13.7K
|
3.67K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-58- 3.17% |
$12.3K - $13.7K
|
1.77K
$586K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-58- 2.28% |
$12.3K - $13.7K
|
2.49K
$823K
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-59- 0.56% |
$12.6K - $13.9K
|
10.5K
$3.46M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-60- 1.94% |
$12.8K - $14.1K
|
3.03K
$1M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-62- 47.33% |
$13.2K - $14.6K
|
69
$22.8K
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-73- 0.11% |
$15.5K - $17.2K
|
65.9K
$21.8M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-74- 3.9% |
$15.7K - $17.4K
|
1.82K
$603K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-76- 0.44% |
$16.2K - $17.9K
|
17.1K
$5.67M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-78- 1.28% |
$16.6K - $18.4K
|
6K
$1.98M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-79- 15.25% |
$16.8K - $18.6K
|
439
$145K
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-85- 2.15% |
$18.1K - $20K
|
3.87K
$1.28M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-87- 0.35% |
$18.5K - $20.5K
|
24.9K
$8.23M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-95- 6.87% |
$20.2K - $22.4K
|
1.29K
$426K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-96- 4.4% |
$20.4K - $22.6K
|
2.09K
$690K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-98- 3.82% |
$20.8K - $23.1K
|
2.47K
$816K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-99- 5.53% |
$21.1K - $23.3K
|
1.69K
$560K
|