Purchases and Sales Made in Q2 2023 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q2 2023. The information is specifically focused on institutions that hold shares of GARTNER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$294 - $357
|
11
$5.77K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2- 8.0% |
$589 - $713
|
23
$12.1K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 42.86% |
$883 - $1.07K
|
4
$2.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3- 0.17% |
$883 - $1.07K
|
1.77K
$931K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4- 0.13% |
$1.18K - $1.43K
|
3.13K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4- 0.19% |
$1.18K - $1.43K
|
2.05K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4- 0.37% |
$1.18K - $1.43K
|
1.06K
$558K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5- 0.61% |
$1.47K - $1.78K
|
810
$425K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 10.53% |
$1.77K - $2.14K
|
51
$26.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 25.0% |
$2.06K - $2.5K
|
21
$11K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-9- 1.3% |
$2.65K - $3.21K
|
681
$357K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 6.38% |
$2.65K - $3.21K
|
132
$69.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-9- 1.3% |
$2.65K - $3.21K
|
681
$357K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-9- 1.07% |
$2.65K - $3.21K
|
836
$439K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10- 7.75% |
$2.94K - $3.57K
|
119
$62.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 13.33% |
$2.94K - $3.57K
|
65
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 21.28% |
$2.94K - $3.57K
|
37
$19.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 34.48% |
$2.94K - $3.57K
|
19
$9.97K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 12.64% |
$3.24K - $3.92K
|
76
$39.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-11- 1.42% |
$3.24K - $3.92K
|
761
$399K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-12- 2.44% |
$3.53K - $4.28K
|
480
$252K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13- 0.46% |
$3.83K - $4.64K
|
2.8K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14- 0.84% |
$4.12K - $4.99K
|
1.66K
$869K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-14- 0.87% |
$4.12K - $4.99K
|
1.6K
$840K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-15- 2.44% |
$4.42K - $5.35K
|
601
$315K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.97% |
$4.42K - $5.35K
|
1.53K
$802K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-16- 1.6% |
$4.71K - $5.7K
|
984
$516K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-16- 0.65% |
$4.71K - $5.7K
|
2.46K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-17- 21.25% |
$5.01K - $6.06K
|
63
$33.1K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 1.72% |
$5.59K - $6.77K
|
1.09K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-20- 2.62% |
$5.89K - $7.13K
|
743
$390K
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.04% |
$5.89K - $7.13K
|
50.7K
$26.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-20- 1.42% |
$5.89K - $7.13K
|
1.39K
$727K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.04% |
$5.89K - $7.13K
|
50.7K
$26.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-20- 0.56% |
$5.89K - $7.13K
|
3.53K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-21- 3.21% |
$6.18K - $7.49K
|
634
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-26- 5.91% |
$7.65K - $9.27K
|
414
$217K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-27- 11.2% |
$7.95K - $9.63K
|
214
$112K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-29- 0.93% |
$8.54K - $10.3K
|
3.09K
$1.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-29- 1.06% |
$8.54K - $10.3K
|
2.72K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-30- 2.68% |
$8.83K - $10.7K
|
1.09K
$572K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 16.76% |
$8.83K - $10.7K
|
149
$78.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-30- 0.64% |
$8.83K - $10.7K
|
4.68K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-31- 3.3% |
$9.13K - $11.1K
|
909
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-32- 2.32% |
$9.42K - $11.4K
|
1.35K
$707K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-32- 0.15% |
$9.42K - $11.4K
|
21.9K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-33- 3.86% |
$9.72K - $11.8K
|
821
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-35- 20.59% |
$10.3K - $12.5K
|
135
$70.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.81% |
$10.3K - $12.5K
|
4.29K
$2.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-37- 1.65% |
$10.9K - $13.2K
|
2.21K
$1.16M
|