Purchases and Sales Made in Q3 2023 in Gartner Inc (IT)
This table provides information about the institutional ownership of Gartner Inc (IT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 14.02% |
$9.81K - $11.2K
|
244
$129K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30+ 2.59% |
$9.81K - $11.2K
|
1.19K
$629K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
30+ 1.78% |
$9.81K - $11.2K
|
1.72K
$910K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 27.36% |
$9.48K - $10.8K
|
135
$71.5K
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
27+ 3.9% |
$8.82K - $10.1K
|
720
$381K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27+ 69.23% |
$8.82K - $10.1K
|
66
$34.9K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
27+ 2.64% |
$8.82K - $10.1K
|
1.05K
$556K
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
24+ 3.51% |
$7.84K - $8.98K
|
708
$375K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
23+ 3.36% |
$7.52K - $8.6K
|
708
$375K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
22+ 0.72% |
$7.19K - $8.23K
|
3.08K
$1.63M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$6.54K - $7.48K
|
20
$10.6K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.68% |
$6.21K - $7.11K
|
2.82K
$1.49M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
18+ 2.04% |
$5.88K - $6.73K
|
902
$477K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
18+ 85.71% |
$5.88K - $6.73K
|
39
$20.6K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
18+ 0.93% |
$5.88K - $6.73K
|
1.95K
$1.03M
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
16New |
$5.23K - $5.98K
|
16
$8.47K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16+ 1.75% |
$5.23K - $5.98K
|
931
$493K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
15+ 100.0% |
$4.9K - $5.61K
|
30
$15.9K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
15+ 93.75% |
$4.9K - $5.61K
|
31
$16.4K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14+ 2.22% |
$4.58K - $5.24K
|
645
$341K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 1.28% |
$4.58K - $5.24K
|
1.11K
$586K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 14.77% |
$4.25K - $4.86K
|
101
$53.5K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13+ 0.6% |
$4.25K - $4.86K
|
2.18K
$1.15M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 1.1% |
$3.92K - $4.49K
|
1.1K
$582K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 11.43% |
$3.92K - $4.49K
|
117
$61.9K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11+ 1.05% |
$3.6K - $4.11K
|
1.06K
$559K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 25.58% |
$3.6K - $4.11K
|
54
$28.6K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11+ 0.37% |
$3.6K - $4.11K
|
2.99K
$1.58M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.6% |
$3.27K - $3.74K
|
1.69K
$895K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$2.94K - $3.37K
|
9
$4.76K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$2.94K - $3.37K
|
9
$4.76K
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
9+ 0.31% |
$2.94K - $3.37K
|
2.88K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.61% |
$2.61K - $2.99K
|
1.31K
$695K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 8.57% |
$1.96K - $2.24K
|
76
$40.2K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$1.63K - $1.87K
|
5
$2.65K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 7.81% |
$1.63K - $1.87K
|
69
$36.5K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.33% |
$1.31K - $1.5K
|
1.2K
$635K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 14.29% |
$1.31K - $1.5K
|
32
$16.9K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 2.5% |
$981 - $1.12K
|
123
$65.1K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 13.04% |
$981 - $1.12K
|
26
$13.8K
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$981 - $1.12K
|
3
$1.59K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 4.11% |
$981 - $1.12K
|
76
$40.2K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2New |
$654 - $748
|
2
$1.06K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
2+ 1.87% |
$654 - $748
|
109
$57.7K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 16.67% |
$654 - $748
|
14
$7.41K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 3.92% |
$654 - $748
|
53
$28.1K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 200.0% |
$654 - $748
|
3
$1.59K
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 50.0% |
$654 - $748
|
6
$3.18K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 3.08% |
$654 - $748
|
67
$35.5K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1+ 2.7% |
$327 - $374
|
38
$20.1K
|