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 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-99- 11.16% |
$21.1K - $23.3K
|
788
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-102- 8.31% |
$21.7K - $24K
|
1.13K
$372K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-105- 15.33% |
$22.3K - $24.8K
|
580
$192K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-107- 7.16% |
$22.8K - $25.2K
|
1.39K
$459K
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-108- 0.48% |
$23K - $25.5K
|
22.2K
$7.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-112- 0.11% |
$23.8K - $26.4K
|
106K
$34.9M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-120- 0.75% |
$25.5K - $28.3K
|
15.9K
$5.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-122- 3.53% |
$26K - $28.8K
|
3.34K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-123- 1.15% |
$26.2K - $29K
|
10.6K
$3.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-124- 16.08% |
$26.4K - $29.2K
|
647
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-128- 0.52% |
$27.2K - $30.2K
|
24.3K
$8.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-129- 11.9% |
$27.4K - $30.4K
|
955
$316K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-130- 0.39% |
$27.7K - $30.7K
|
33.6K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-131- 4.1% |
$27.9K - $30.9K
|
3.07K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-132- 0.4% |
$28.1K - $31.1K
|
33K
$10.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-133- 1.93% |
$28.3K - $31.4K
|
6.76K
$2.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-135- 6.01% |
$28.7K - $31.8K
|
2.11K
$698K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-139- 4.25% |
$29.6K - $32.8K
|
3.13K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-142- 13.35% |
$30.2K - $33.5K
|
922
$305K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-145- 3.79% |
$30.8K - $34.2K
|
3.68K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-145- 65.91% |
$30.8K - $34.2K
|
75
$24.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-146- 0.21% |
$31.1K - $34.4K
|
70K
$23.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-150- 8.33% |
$31.9K - $35.4K
|
1.65K
$546K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-155- 5.71% |
$33K - $36.5K
|
2.56K
$847K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-172- 0.2% |
$36.6K - $40.6K
|
87.2K
$28.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-173- 4.83% |
$36.8K - $40.8K
|
3.41K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-178- 1.65% |
$37.9K - $42K
|
10.6K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-179- 85.24% |
$38.1K - $42.2K
|
31
$10.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-180- 15.65% |
$38.3K - $42.4K
|
970
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-184- 16.28% |
$39.1K - $43.4K
|
946
$313K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-186- 0.71% |
$39.6K - $43.9K
|
25.8K
$8.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-200- 7.42% |
$42.5K - $47.2K
|
2.49K
$825K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-205- 2.43% |
$43.6K - $48.3K
|
8.23K
$2.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-206- 4.54% |
$43.8K - $48.6K
|
4.34K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-209- 92.89% |
$44.5K - $49.3K
|
16
$5.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-216- 3.68% |
$45.9K - $50.9K
|
5.66K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-235- 12.64% |
$50K - $55.4K
|
1.62K
$537K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-236- 16.31% |
$50.2K - $55.6K
|
1.21K
$401K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-237- 15.96% |
$50.4K - $55.9K
|
1.25K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-241- 6.75% |
$51.3K - $56.8K
|
3.33K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-243- 1.04% |
$51.7K - $57.3K
|
23.2K
$7.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-243- 13.81% |
$51.7K - $57.3K
|
1.52K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-248- 1.63% |
$52.8K - $58.5K
|
15K
$4.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-255- 10.13% |
$54.2K - $60.1K
|
2.26K
$748K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-255- 1.18% |
$54.2K - $60.1K
|
21.3K
$7.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-258- 2.98% |
$54.9K - $60.8K
|
8.39K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-275- 8.97% |
$58.5K - $64.8K
|
2.79K
$923K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-284- 13.6% |
$60.4K - $67K
|
1.81K
$597K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-292- 9.24% |
$62.1K - $68.8K
|
2.87K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-292- 4.64% |
$62.1K - $68.8K
|
6.01K
$1.99M
|