Arthur J. Gallagher Ownership 2024 | Who Owns Arthur J. Gallagher Now?
Institutional Ownership
86.53%
Insider Ownership
1.14%
Retail Ownership
12.34%
Institutional Holders
1.11K
Arthur J. Gallagher Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 11.78% | 0.13% | 25,629,324 | 213,806 | 0.84% | 6,645,940,006 | Jun 30, 2024 |
BLACKROCK INC. | 7.92% | 0.10% | 17,227,693 | -51,642 | -0.30% | 4,467,313,165 | Jun 30, 2024 |
FMR LLC | 5.39% | 0.19% | 11,725,344 | 1,624,469 | 16.08% | 3,040,499,068 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 4.69% | 0.54% | 10,192,975 | -857,966 | -7.76% | 2,643,188,698 | Jun 30, 2024 |
STATE STREET CORP | 4.08% | 0.10% | 8,884,351 | -36,881 | -0.41% | 2,303,801,058,000 | Jun 30, 2024 |
MORGAN STANLEY | 3.23% | 0.14% | 7,036,078 | 772,772 | 12.34% | 1,824,526,263 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 2.67% | 0.25% | 5,805,084 | 973,024 | 20.14% | 1,505,316,332 | Jun 30, 2024 |
NORGES BANK | 2.67% | 0.22% | 5,801,745 | 5,801,745 | 100.00% | 1,504,450,496 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.49% | 0.12% | 5,411,299 | 169,321 | 3.23% | 1,400,736,514 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.16% | 0.10% | 4,704,155 | 168,644 | 3.72% | 1,219,834,709 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.29% | 0.22% | 2,813,862 | -135,457 | -4.59% | 729,662,557 | Jun 30, 2024 |
BROWN ADVISORY INC | 1.26% | 0.93% | 2,748,252 | 425,430 | 18.32% | 712,649,343 | Jun 30, 2024 |
WCM INVESTMENT MANAGEMENT, LLC | 1.20% | 1.60% | 2,604,048 | -20,399 | -0.78% | 677,391,082 | Jun 30, 2024 |
BAILLIE GIFFORD & CO | 1.14% | 0.50% | 2,489,266 | -64,765 | -2.54% | 645,491,567 | Jun 30, 2024 |
INVESCO LTD. | 0.97% | 0.12% | 2,118,552 | -161,769 | -7.09% | 549,361,597 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.90% | 0.09% | 1,960,394 | 39,440 | 2.05% | 508,349,768,000 | Jun 30, 2024 |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 0.88% | 0.61% | 1,921,635 | 353,768 | 22.56% | 498,299,172 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.85% | 0.09% | 1,854,678 | 9,534 | 0.52% | 480,936,426 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.75% | 0.10% | 1,640,938 | 42,841 | 2.68% | 425,510,650 | Jun 30, 2024 |
BROWN BROTHERS HARRIMAN & CO | 0.67% | 2.86% | 1,464,153 | -27,623 | -1.85% | 379,669,527 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NEWPORT CAPITAL GROUP, LLC | 0.03% | 12.17% | 59,296 | 59,296 | 100.00% | 15,376,045 | Jun 30, 2024 |
D. SCOTT NEAL, INC. | 0.03% | 10.16% | 70,417 | 31,050 | 78.87% | 18,259,795 | Jun 30, 2024 |
RDST CAPITAL LLC | 0.06% | 9.52% | 139,485 | 3,985 | 2.94% | 36,169,855 | Jun 30, 2024 |
PHILOSMITH CAPITAL CORP | 0.05% | 7.79% | 106,725 | - | - | 27,674,860 | Jun 30, 2024 |
11 CAPITAL PARTNERS LP | 0.03% | 7.08% | 70,441 | -4,989 | -6.61% | 18,266,056 | Jun 30, 2024 |
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 0.30% | 4.45% | 642,562 | 642,562 | 100.00% | 166,622,751 | Jun 30, 2024 |
GUOLINE ADVISORY PTE LTD | 0.07% | 4.42% | 159,600 | - | - | 41,385,876 | Jun 30, 2024 |
RENCH WEALTH MANAGEMENT, INC. | 0.02% | 4.30% | 46,175 | 636 | 1.40% | 11,973,576 | Jun 30, 2024 |
CHILTON INVESTMENT CO INC. | 0.27% | 4.22% | 577,012 | 24,560 | 4.45% | 149,624,981 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.23% | 4.13% | 508,920 | 3,047 | 0.60% | 131,967,989 | Jun 30, 2024 |
BECK MACK & OLIVER LLC | 0.35% | 4.10% | 762,433 | 1,034 | 0.14% | 197,706,551 | Jun 30, 2024 |
GUINNESS ASSET MANAGEMENT LTD | 0.35% | 4.09% | 764,259 | 2,726 | 0.36% | 198,191,550 | Jun 30, 2024 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 0.01% | 4.09% | 12,141 | -12,141 | -50.00% | 3,148,283 | Jun 30, 2024 |
FORT PITT CAPITAL GROUP, LLC | 0.23% | 3.91% | 496,498 | 3,801 | 0.77% | 128,746,859 | Jun 30, 2024 |
BALLEW ADVISORS, INC | 0.01% | 3.89% | 21,738 | 999 | 4.82% | 5,879,357 | Jun 30, 2024 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 0.13% | 3.87% | 274,901 | 2,784 | 1.02% | 71,284,579 | Jun 30, 2024 |
AYRSHIRE CAPITAL MANAGEMENT LLC | 0.01% | 3.83% | 28,976 | -62 | -0.21% | 7,513,834 | Jun 30, 2024 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 0.09% | 3.74% | 193,767 | -69,811 | -26.49% | 50,245,721 | Jun 30, 2024 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 0.03% | 3.72% | 74,276 | -2,000 | -2.62% | 19,260,510 | Jun 30, 2024 |
GUNDERSON CAPITAL MANAGEMENT INC. | 0.02% | 3.70% | 33,269 | 19,168 | 135.93% | 8,626,984 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 2.67% | 0.22% | 5,801,745 | 5,801,745 | 100.00% | 1,504,450,496 | Jun 30, 2024 |
FMR LLC | 5.39% | 0.19% | 11,725,344 | 1,624,469 | 16.08% | 3,040,499,068 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 2.67% | 0.25% | 5,805,084 | 973,024 | 20.14% | 1,505,316,332 | Jun 30, 2024 |
MORGAN STANLEY | 3.23% | 0.14% | 7,036,078 | 772,772 | 12.34% | 1,824,526,263 | Jun 30, 2024 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.48% | 0.25% | 1,043,769 | 717,221 | 219.64% | 270,659,739 | Jun 30, 2024 |
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 0.30% | 4.45% | 642,562 | 642,562 | 100.00% | 166,622,751 | Jun 30, 2024 |
BROWN ADVISORY INC | 1.26% | 0.93% | 2,748,252 | 425,430 | 18.32% | 712,649,343 | Jun 30, 2024 |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 0.88% | 0.61% | 1,921,635 | 353,768 | 22.56% | 498,299,172 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 0.13% | 0.02% | 291,351 | 291,351 | 100.00% | 75,550,228 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.78% | 0.13% | 25,629,324 | 213,806 | 0.84% | 6,645,940,006 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.49% | 0.12% | 5,411,299 | 169,321 | 3.23% | 1,400,736,514 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.16% | 0.10% | 4,704,155 | 168,644 | 3.72% | 1,219,834,709 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.56% | 0.09% | 1,224,188 | 165,955 | 15.68% | 317,444,190 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 0.23% | 0.06% | 502,366 | 153,911 | 44.17% | 130,268,528 | Jun 30, 2024 |
ANCHOR CAPITAL ADVISORS LLC | 0.07% | 1.05% | 144,426 | 144,426 | 100.00% | 37,451,189 | Jun 30, 2024 |
CONGRESS ASSET MANAGEMENT CO /MA | 0.20% | 0.83% | 444,499 | 124,326 | 38.83% | 115,263,122 | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.11% | 0.11% | 229,603 | 122,000 | 113.38% | 59,538,354 | Jun 30, 2024 |
BANK OF NOVA SCOTIA | 0.07% | 0.07% | 142,167 | 115,272 | 428.60% | 36,865,328 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.20% | 0.07% | 437,442 | 111,685 | 34.28% | 113,477,700 | Jun 30, 2024 |
CENTRAL SECURITIES CORP | 0.05% | 2.68% | 105,000 | 105,000 | 100.00% | 27,227,550 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CAPITAL INTERNATIONAL INVESTORS | 4.69% | 0.54% | 10,192,975 | -857,966 | -7.76% | 2,643,188,698 | Jun 30, 2024 |
BOSTON PARTNERS | 0.41% | 0.29% | 893,375 | -717,924 | -44.56% | 232,170,724 | Jun 30, 2024 |
BARCLAYS PLC | 0.28% | 0.05% | 606,360 | -238,273 | -28.21% | 157,234,000 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.03% | 0.03% | 67,632 | -221,044 | -76.57% | 17,537,654 | Jun 30, 2024 |
AXIOM INVESTORS LLC /DE | 0.10% | 0.51% | 225,352 | -213,804 | -48.69% | 58,436,027 | Jun 30, 2024 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.48% | 0.20% | 1,048,816 | -213,594 | -16.92% | 271,968,477 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 0.02% | 52,898 | -192,048 | -78.40% | 13,716,980 | Jun 30, 2024 |
FIL LTD | 0.50% | 0.28% | 1,078,935 | -173,118 | -13.83% | 279,778,635 | Jun 30, 2024 |
INVESCO LTD. | 0.97% | 0.12% | 2,118,552 | -161,769 | -7.09% | 549,361,597 | Jun 30, 2024 |
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.01% | 0.02% | 30,243 | -159,083 | -84.03% | 7,842,000 | Jun 30, 2024 |
UBS GROUP AG | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
OFI INVEST ASSET MANAGEMENT | - | - | - | -138,292 | -100.00% | - | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.29% | 0.22% | 2,813,862 | -135,457 | -4.59% | 729,662,557 | Jun 30, 2024 |
BEACON POINTE ADVISORS, LLC | 0.00% | 0.01% | 2,975 | -126,629 | -97.70% | 771,413 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.10% | 0.05% | 224,938 | -102,386 | -31.28% | 58,328,673 | Jun 30, 2024 |
RATHBONES GROUP PLC | 0.01% | 0.04% | 30,815 | -86,090 | -73.64% | 7,990,637 | Jun 30, 2024 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 0.13% | 0.49% | 285,090 | -81,257 | -22.18% | 73,926,688 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -76,400 | -100.00% | - | Jun 30, 2024 |
MAN GROUP PLC | 0.03% | 0.04% | 55,235 | -74,247 | -57.34% | 14,322,988 | Jun 30, 2024 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | - | - | - | -70,248 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 2.67% | 0.22% | 5,801,745 | 5,801,745 | 100.00% | 1,504,450,496 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 0.13% | 0.02% | 291,351 | 291,351 | 100.00% | 75,550,228 | Jun 30, 2024 |
ANCHOR CAPITAL ADVISORS LLC | 0.07% | 1.05% | 144,426 | 144,426 | 100.00% | 37,451,189 | Jun 30, 2024 |
CENTRAL SECURITIES CORP | 0.05% | 2.68% | 105,000 | 105,000 | 100.00% | 27,227,550 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 0.03% | 0.41% | 75,300 | 75,300 | 100.00% | 19,526,043 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.03% | 0.11% | 71,788 | 71,788 | 100.00% | 18,615,346 | Jun 30, 2024 |
DISTILLATE CAPITAL PARTNERS LLC | 0.03% | 0.92% | 67,147 | 67,147 | 100.00% | 17,411,888 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.09% | 65,300 | 65,300 | 100.00% | 16,932,943 | Jun 30, 2024 |
NEWPORT CAPITAL GROUP, LLC | 0.03% | 12.17% | 59,296 | 59,296 | 100.00% | 15,376,045 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.15% | 52,394 | 52,394 | 100.00% | 13,586,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.02% | 37,531 | 37,531 | 100.00% | 9,732,163 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.01% | 0.12% | 29,269 | 29,269 | 100.00% | 7,589,744 | Jun 30, 2024 |
ZIMMER PARTNERS, LP | 0.01% | 0.13% | 26,700 | 26,700 | 100.00% | 6,923,577 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.10% | 16,851 | 16,851 | 100.00% | 4,369,633 | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | 0.01% | 0.47% | 16,818 | 16,818 | 100.00% | 4,361,076 | Jun 30, 2024 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.01% | 0.02% | 12,885 | 12,885 | 100.00% | 3,341,209 | Jun 30, 2024 |
KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.27% | 9,200 | 9,200 | 100.00% | 2,385,652 | Jun 30, 2024 |
0.00% | 0.06% | 8,658 | 8,658 | 100.00% | 2,245,083 | Jun 30, 2024 | |
OMERS ADMINISTRATION CORP | 0.00% | 0.02% | 7,478 | 7,478 | 100.00% | 1,939,120 | Jun 30, 2024 |
FINANCIAL MANAGEMENT NETWORK INC | 0.00% | 0.44% | 6,849 | 6,849 | 100.00% | 1,812,817 | Jun 30, 2024 |
PRANA CAPITAL MANAGEMENT, LP | 0.00% | 0.08% | 6,151 | 6,151 | 100.00% | 1,595,016 | Jun 30, 2024 |
HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.88% | 6,091 | 6,091 | 100.00% | 1,579,428 | Jun 30, 2024 |
FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.11% | 6,049 | 6,049 | 100.00% | 1,568,566 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.25% | 5,869 | 5,869 | 100.00% | 1,521,790 | Jun 30, 2024 |
C WORLDWIDE GROUP HOLDING A/S | 0.00% | 0.02% | 5,737 | 5,737 | 100.00% | 1,488,000 | Jun 30, 2024 |
0.00% | 0.43% | 5,601 | 5,601 | 100.00% | 1,452,466 | Jun 30, 2024 | |
BATH SAVINGS TRUST CO | 0.00% | 0.15% | 5,358 | 5,358 | 100.00% | 1,389,383 | Jun 30, 2024 |
PARSONS CAPITAL MANAGEMENT INC/RI | 0.00% | 0.07% | 4,050 | 4,050 | 100.00% | 1,050,216 | Jun 30, 2024 |
WENDELL DAVID ASSOCIATES INC | 0.00% | 0.09% | 3,523 | 3,523 | 100.00% | 913,000 | Jun 30, 2024 |
MERIT FINANCIAL GROUP, LLC | 0.00% | 0.02% | 3,480 | 3,480 | 100.00% | 902,416 | Jun 30, 2024 |
INTERVAL PARTNERS, LP | 0.00% | 0.02% | 3,194 | 3,194 | 100.00% | 828,236 | Jun 30, 2024 |
EMPOWER ADVISORY GROUP, LLC | 0.00% | 0.00% | 3,148 | 3,148 | 100.00% | 816,308 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.14% | 3,100 | 3,100 | 100.00% | 803,861 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.00% | 0.00% | 2,800 | 2,800 | 100.00% | 726,068 | Jun 30, 2024 |
EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.18% | 2,757 | 2,757 | 100.00% | 727,655 | Jun 30, 2024 |
LGT FUND MANAGEMENT CO LTD. | 0.00% | 0.08% | 2,400 | 2,400 | 100.00% | 622,344 | Jun 30, 2024 |
QUADCAP WEALTH MANAGEMENT, LLC | 0.00% | 0.10% | 2,056 | 2,056 | 100.00% | 533,185 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.02% | 1,842 | 1,842 | 100.00% | 477,778 | Jun 30, 2024 |
RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.06% | 1,812 | 1,812 | 100.00% | 469,875 | Jun 30, 2024 |
ALLEN INVESTMENT MANAGEMENT LLC | 0.00% | 0.01% | 1,720 | 1,720 | 100.00% | 446,013 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | 0.00% | 1,700 | 1,700 | 100.00% | 440,827 | Jun 30, 2024 |
BANQUE CANTONALE VAUDOISE | 0.00% | 0.02% | 1,694 | 1,694 | 100.00% | 440,000 | Jun 30, 2024 |
JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.01% | 1,290 | 1,290 | 100.00% | 334,468 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | 0.00% | 1,200 | 1,200 | 100.00% | 311,172 | Jun 30, 2024 |
CONSOLIDATED PLANNING CORP | 0.00% | 0.05% | 1,192 | 1,192 | 100.00% | 309,098 | Jun 30, 2024 |
KATHMERE CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 1,153 | 1,153 | 100.00% | 298,933 | Jun 30, 2024 |
GRAHAM CAPITAL MANAGEMENT, L.P. | 0.00% | 0.01% | 1,127 | 1,127 | 100.00% | 292,242 | Jun 30, 2024 |
PROSSIMO ADVISORS, LLC | 0.00% | 0.25% | 1,080 | 1,080 | 100.00% | 280,000 | Jun 30, 2024 |
SIVIA CAPITAL PARTNERS, LLC | 0.00% | 0.18% | 1,061 | 1,061 | 100.00% | 275,147 | Jun 30, 2024 |
CLARITY CAPITAL PARTNERS LLC | 0.00% | 0.16% | 1,036 | 1,036 | 100.00% | 268,645 | Jun 30, 2024 |
STONEGATE INVESTMENT GROUP, LLC | 0.00% | 0.01% | 973 | 973 | 100.00% | 252,309 | Jun 30, 2024 |
NICOLET ADVISORY SERVICES, LLC | 0.00% | 0.02% | 922 | 922 | 100.00% | 246,912 | Jun 30, 2024 |
SAVVY ADVISORS, INC. | 0.00% | 0.08% | 894 | 894 | 100.00% | 231,752 | Jun 30, 2024 |
WESBANCO BANK INC | 0.00% | 0.01% | 885 | 885 | 100.00% | 229,489 | Jun 30, 2024 |
CERTUITY, LLC | 0.00% | 0.02% | 883 | 883 | 100.00% | 228,963 | Jun 30, 2024 |
M HOLDINGS SECURITIES, INC. | 0.00% | 0.03% | 871 | 871 | 100.00% | 226,000 | Jun 30, 2024 |
DIAMETRIC CAPITAL, LP | 0.00% | 0.12% | 871 | 871 | 100.00% | 225,859 | Jun 30, 2024 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 0.00% | 0.01% | 824 | 824 | 100.00% | 214,000 | Jun 30, 2024 |
L2 ASSET MANAGEMENT, LLC | 0.00% | 0.06% | 821 | 821 | 100.00% | 212,894 | Jun 30, 2024 |
PDS PLANNING, INC | 0.00% | 0.02% | 814 | 814 | 100.00% | 211,078 | Jun 30, 2024 |
BRIGHTON JONES LLC | 0.00% | 0.01% | 811 | 811 | 100.00% | 210,327 | Jun 30, 2024 |
CATALYST FINANCIAL PARTNERS LLC | 0.00% | 0.05% | 805 | 805 | 100.00% | 208,745 | Jun 30, 2024 |
LGL PARTNERS, LLC | 0.00% | 0.03% | 802 | 802 | 100.00% | 207,967 | Jun 30, 2024 |
SUMMIT TRAIL ADVISORS, LLC | 0.00% | 0.01% | 801 | 801 | 100.00% | 207,711 | Jun 30, 2024 |
LEVEL FOUR ADVISORY SERVICES, LLC | 0.00% | 0.01% | 795 | 795 | 100.00% | 206,151 | Jun 30, 2024 |
HIBERNIA WEALTH PARTNERS, LLC | 0.00% | 0.07% | 772 | 772 | 100.00% | 200,414 | Jun 30, 2024 |
0.00% | 0.08% | 493 | 493 | 100.00% | 127,840 | Jun 30, 2024 | |
TRUNORTH CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 468 | 468 | 100.00% | 121,357 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.08% | 391 | 391 | 100.00% | 101,601 | Jun 30, 2024 |
GILLILAND JETER WEALTH MANAGEMENT LLC | 0.00% | 0.03% | 310 | 310 | 100.00% | 80,386 | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.00% | 300 | 300 | 100.00% | 77,793 | Jun 30, 2024 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 0.00% | 0.70% | 300 | 300 | 100.00% | 7,779,300 | Jun 30, 2024 |
ENRICH FINANCIAL PARTNERS LLC | 0.00% | 0.02% | 239 | 239 | 100.00% | 61,975 | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 51,862 | Jun 30, 2024 |
FOSTER DYKEMA CABOT & PARTNERS, LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 51,862 | Jun 30, 2024 |
HOBBS GROUP ADVISORS, LLC | 0.00% | 0.02% | 155 | 155 | 100.00% | 40,269 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 151 | 151 | 100.00% | 39,156 | Jun 30, 2024 |
Y.D. MORE INVESTMENTS LTD | 0.00% | - | 115 | 115 | 100.00% | 79 | Jun 30, 2024 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | - | 0.01% | 100 | 100 | 100.00% | 25,931 | Jun 30, 2024 |
CAPE INVESTMENT ADVISORY, INC. | - | 0.00% | 38 | 38 | 100.00% | 9,854 | Jun 30, 2024 |
ORG PARTNERS LLC | - | 0.00% | 36 | 36 | 100.00% | 9,335,000 | Jun 30, 2024 |
FAMILY FIRM, INC. | - | 0.00% | 25 | 25 | 100.00% | 6,483 | Jun 30, 2024 |
ADDISON ADVISORS LLC | - | 0.00% | 24 | 24 | 100.00% | 6,224 | Jun 30, 2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 21 | 21 | 100.00% | 5,480 | Jun 30, 2024 |
GODSEY & GIBB, INC | - | 0.00% | 20 | 20 | 100.00% | 5,187 | Jun 30, 2024 |
JOHNSON FINANCIAL GROUP, INC. | - | 0.00% | 15 | 15 | 100.00% | 3,890 | Jun 30, 2024 |
FAIRWAY WEALTH LLC | - | 0.00% | 11 | 11 | 100.00% | 2,852 | Jun 30, 2024 |
UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 10 | 10 | 100.00% | 2,500 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 7 | 7 | 100.00% | 1,815 | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | - | 0.00% | 5 | 5 | 100.00% | 1,297 | Jun 30, 2024 |
STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 3 | 3 | 100.00% | 1,000 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS GROUP AG | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
OFI INVEST ASSET MANAGEMENT | - | - | - | -138,292 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -76,400 | -100.00% | - | Jun 30, 2024 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | - | - | - | -70,248 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -69,563 | -100.00% | - | Jun 30, 2024 |
KOSS-OLINGER CONSULTING, LLC | - | - | - | -29,038 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -26,100 | -100.00% | - | Jun 30, 2024 |
MIURA GLOBAL MANAGEMENT, LLC | - | - | - | -22,500 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -19,297 | -100.00% | - | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -11,516 | -100.00% | - | Jun 30, 2024 |
WINTON GROUP LTD | - | - | - | -10,768 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -8,744 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -8,588 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -8,543 | -100.00% | - | Jun 30, 2024 |
INCEPTIONR LLC | - | - | - | -8,329 | -100.00% | - | Jun 30, 2024 |
PARAGON ADVISORS, LLC | - | - | - | -8,240 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -6,948 | -100.00% | - | Jun 30, 2024 |
WILLIAMSON LEGACY GROUP, LLC | - | - | - | -5,672 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -5,566 | -100.00% | - | Jun 30, 2024 |
QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -5,442 | -100.00% | - | Jun 30, 2024 |
F/M INVESTMENTS LLC | - | - | - | -5,167 | -100.00% | - | Jun 30, 2024 |
MEADOW CREEK WEALTH ADVISORS LLC | - | - | - | -5,119 | -100.00% | - | Jun 30, 2024 |
BFSG, LLC | - | - | - | -5,100 | -100.00% | - | Jun 30, 2024 |
UNIGESTION HOLDING SA | - | - | - | -4,726 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -3,963 | -100.00% | - | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -3,416 | -100.00% | - | Jun 30, 2024 |
INTACT INVESTMENT MANAGEMENT INC. | - | - | - | -3,200 | -100.00% | - | Jun 30, 2024 |
CITIZENS FINANCIAL GROUP INC/RI | - | - | - | -3,131 | -100.00% | - | Jun 30, 2024 |
ARGUS INVESTORS' COUNSEL, INC. | - | - | - | -3,049 | -100.00% | - | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -2,913 | -100.00% | - | Jun 30, 2024 |
ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -2,787 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -2,680 | -100.00% | - | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | - | - | - | -2,416 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -1,710 | -100.00% | - | Jun 30, 2024 |
CUSTOM INDEX SYSTEMS, LLC | - | - | - | -1,612 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -1,464 | -100.00% | - | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | - | - | - | -1,433 | -100.00% | - | Jun 30, 2024 |
PGGM INVESTMENTS | - | - | - | -1,420 | -100.00% | - | Jun 30, 2024 |
ONEASCENT WEALTH MANAGEMENT LLC | - | - | - | -1,380 | -100.00% | - | Jun 30, 2024 |
TRUST POINT INC. | - | - | - | -1,324 | -100.00% | - | Jun 30, 2024 |
MCADAM, LLC | - | - | - | -1,234 | -100.00% | - | Jun 30, 2024 |
RENASANT BANK | - | - | - | -1,206 | -100.00% | - | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -1,194 | -100.00% | - | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -1,183 | -100.00% | - | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | - | - | - | -1,171 | -100.00% | - | Jun 30, 2024 |
OAK HILL WEALTH ADVISORS, LLC | - | - | - | -1,159 | -100.00% | - | Jun 30, 2024 |
WOODMONT INVESTMENT COUNSEL LLC | - | - | - | -944 | -100.00% | - | Jun 30, 2024 |
MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -941 | -100.00% | - | Jun 30, 2024 |
CLARET ASSET MANAGEMENT CORP | - | - | - | -939 | -100.00% | - | Jun 30, 2024 |
NATIXIS INVESTMENT MANAGERS INTERNATIONAL | - | - | - | -925 | -100.00% | - | Jun 30, 2024 |
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | - | - | - | -920 | -100.00% | - | Jun 30, 2024 |
PGIM CUSTOM HARVEST LLC | - | - | - | -898 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -880 | -100.00% | - | Jun 30, 2024 |
KOSHINSKI ASSET MANAGEMENT, INC. | - | - | - | -852 | -100.00% | - | Jun 30, 2024 |
WASHINGTON TRUST BANK | - | - | - | -833 | -100.00% | - | Jun 30, 2024 |
PATTON FUND MANAGEMENT, INC. | - | - | - | -815 | -100.00% | - | Jun 30, 2024 |
VICUS CAPITAL | - | - | - | -814 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -560 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -435 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -415 | -100.00% | - | Jun 30, 2024 |
GROUPAMA ASSET MANAGMENT | - | - | - | -315 | -100.00% | - | Jun 30, 2024 |
LIDO ADVISORS, LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -272 | -100.00% | - | Jun 30, 2024 |
COMPAGNIE LOMBARD ODIER SCMA | - | - | - | -154 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -57 | -100.00% | - | Jun 30, 2024 |
WETZEL INVESTMENT ADVISORS, INC. | - | - | - | -27 | -100.00% | - | Jun 30, 2024 |
NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -26 | -100.00% | - | Jun 30, 2024 |
SOUTHSTATE CORP | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
CHILTON CAPITAL MANAGEMENT LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
AMERICAN CAPITAL ADVISORY, LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
COREFIRST BANK & TRUST | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
CLEAR STREET MARKETS LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
FIRST PACIFIC FINANCIAL | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Arthur J. Gallagher Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
NORTHQUEST CAPITAL FUND INC | 6.15% | 1,900 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
FIRST TRUST ENHANCED EQUITY INCOME FUND | 0.83% | 31,500 | - | - | Mar 31, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.49% | 3,228 | - | - | Mar 31, 2021 |
Federated Hermes Equity Income Fund, Inc. | 0.48% | 71,269 | - | - | Feb 29, 2024 |
MFS INTERMEDIATE INCOME TRUST | 0.46% | 1,626,000 | 665,000 | 69.20% | Jan 31, 2024 |
LORD ABBETT AFFILIATED FUND INC | 0.45% | 631,400 | - | - | Jan 31, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.40% | 2,000,000 | - | - | Mar 28, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.38% | 440,000 | - | - | Mar 28, 2024 |
HSBC FUNDS | 0.36% | 11,670 | - | - | Jan 31, 2024 |
Capital Group Core Equity ETF | 0.34% | 74,924 | 17,797 | 31.15% | Feb 29, 2024 |
MFS SERIES TRUST II | 0.33% | 1,058,279 | -40,390 | -3.68% | Feb 29, 2024 |
MFS SERIES TRUST IV | 0.32% | 1,092,789 | -655,130 | -37.48% | Feb 29, 2024 |
Kelly Strategic ETF Trust | 0.31% | 8,290 | 3,310 | 66.47% | Feb 29, 2024 |
Capital Group U.S. Equity Fund | 0.30% | 10,300 | -1,511 | -12.79% | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.29% | 149,658 | - | - | Mar 31, 2024 |
FIDELITY MAGELLAN FUND | 0.22% | 1,750,042 | -14,640 | -0.83% | Mar 31, 2024 |
COPLEY FUND INC /NV/ | 0.22% | 3,000 | - | - | Nov 30, 2022 |
SIT MID CAP GROWTH FUND INC | 0.21% | 11,600 | - | - | Mar 28, 2024 |
NICHOLAS EQUITY INCOME FUND, INC. | 0.21% | 58,000 | - | - | Dec 31, 2023 |
LORD ABBETT RESEARCH FUND INC | 0.21% | 201,811 | -4,849 | -2.35% | Feb 29, 2024 |
Zacks Trust | 0.20% | 18,620 | 18,620 | - | Feb 29, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
BlackRock Enhanced Equity Dividend Trust | 0.20% | 155,349 | - | - | Mar 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.19% | 5,688 | - | - | Mar 31, 2024 |
LORD ABBETT MID CAP STOCK FUND INC | 0.18% | 49,980 | -7,991 | -13.78% | Mar 31, 2024 |
DELAWARE GROUP INCOME FUNDS | 0.18% | 5,720,000 | 915,000 | 19.04% | Jan 31, 2024 |
FENIMORE ASSET MANAGEMENT TRUST | 0.17% | 208,500 | - | - | Dec 31, 2023 |
BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.16% | 1,170,000 | - | - | Feb 29, 2024 |
MFS SERIES TRUST XI | 0.16% | 763,348 | - | - | Mar 31, 2024 |
FIDELITY TREND FUND | 0.16% | 98,200 | - | - | Mar 31, 2024 |
INVESTMENT CO OF AMERICA | 0.16% | 2,431,669 | -26,016 | -1.06% | Mar 31, 2024 |
BULLFINCH FUND INC | 0.15% | 2,450 | - | - | Jan 31, 2024 |
Voya VARIABLE PRODUCTS TRUST | 0.15% | 54,172 | -1,786 | -3.19% | Mar 31, 2024 |
Invesco Bond Fund | 0.15% | 277,000 | - | - | Feb 29, 2024 |
DELAWARE VIP TRUST | 0.15% | 525,000 | - | - | Mar 28, 2024 |
Nuveen Core Equity Alpha Fund | 0.14% | 9,987 | - | - | Mar 31, 2024 |
Voya VARIABLE FUNDS | 0.14% | 116,900 | 28,961 | 32.93% | Mar 31, 2024 |
WASHINGTON MUTUAL INVESTORS FUND | 0.13% | 2,765,482 | 339,175 | 13.98% | Jan 31, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.12% | 47,054 | - | - | Mar 31, 2024 |
DELAWARE GROUP ADVISER FUNDS | 0.12% | 4,819,000 | - | - | Jan 31, 2024 |
BLACKROCK EQUITY DIVIDEND FUND | 0.11% | 1,277,159 | - | - | Jan 31, 2024 |
Value Line Select Growth Fund, Inc. | 0.11% | 12,400 | - | - | Mar 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.11% | 37,400 | -45,300 | -54.78% | Mar 31, 2024 |
Invesco Bond Fund | 0.10% | 193,000 | - | - | Feb 29, 2024 |
VOLUMETRIC FUND INC | 0.10% | 3,100 | - | - | Mar 31, 2024 |
PROSPECTOR FUNDS, INC. | 0.09% | 26,615 | -4,215 | -13.67% | Mar 31, 2024 |
American Funds Global Insight Fund | 0.09% | 188,539 | - | - | Jan 31, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.09% | 438,000 | 438,000 | - | Mar 28, 2024 |
Invesco Bond Fund | 0.08% | 156,000 | - | - | Feb 29, 2024 |
Invesco Bond Fund | 0.08% | 152,000 | -16,000 | -9.52% | Feb 29, 2024 |
JOHN HANCOCK INVESTMENT TRUST II | 0.08% | 34,111 | 1,668 | 5.14% | Jan 31, 2024 |
BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.08% | 580,000 | - | - | Feb 29, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.08% | 236,889 | - | - | Jan 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.08% | 61,000 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.08% | 62,000 | - | - | Dec 31, 2023 |
Invesco Bond Fund | 0.07% | 134,000 | -23,000 | -14.65% | Feb 29, 2024 |
Gateway Trust | 0.07% | 147,374 | - | - | Mar 31, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.07% | 6,500 | - | - | Feb 29, 2024 |
Index Funds | 0.07% | 562 | -8 | -1.40% | Mar 31, 2024 |
SPDR S&P 500 ETF TRUST | 0.07% | 2,619,038 | -54,987 | -2.06% | Mar 31, 2024 |
NEW PERSPECTIVE FUND | 0.07% | 1,970,617 | 904,777 | 84.89% | Mar 31, 2024 |
AMERICAN MUTUAL FUND | 0.07% | 607,273 | - | - | Jan 31, 2024 |
Voya EQUITY TRUST | 0.06% | 94,070 | -3,385 | -3.47% | Feb 29, 2024 |
IDX Funds | 0.06% | 2,426 | - | - | Dec 31, 2021 |
MASTER LARGE CAP SERIES LLC | 0.06% | 55,930 | - | - | Mar 31, 2022 |
John Hancock Funds III | 0.06% | 938,526 | 14,316 | 1.55% | Mar 31, 2024 |
FIDELITY DEVONSHIRE TRUST | 0.06% | 620,479 | -54,228 | -8.04% | Jan 31, 2024 |
Western Asset Investment Grade Defined Opportunity Trust Inc. | 0.06% | 120,000 | - | - | Feb 29, 2024 |
Principal Exchange-Traded Funds | 0.06% | 709,000 | 20,000 | 2.90% | Mar 31, 2024 |
AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.06% | 1,189,742 | -1,006 | -0.08% | Mar 31, 2024 |
UNIFIED SERIES TRUST | 0.06% | 900,000 | - | - | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.06% | 150,000 | 150,000 | - | Mar 31, 2024 |
Western Asset Investment Grade Income Fund Inc. | 0.05% | 70,000 | - | - | Mar 28, 2024 |
NEW ECONOMY FUND | 0.05% | 245,375 | -258 | -0.11% | Feb 29, 2024 |
MFS SERIES TRUST IX | 0.05% | 12,108,000 | 3,753,000 | 44.92% | Jan 31, 2024 |
Principal Exchange-Traded Funds | 0.05% | 637,000 | 18,000 | 2.91% | Mar 31, 2024 |
MFS SERIES TRUST IX | 0.05% | 11,784,000 | 2,591,000 | 28.18% | Jan 31, 2024 |
BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 0.05% | 34,891 | - | - | Mar 28, 2024 |
Engine No. 1 ETF Trust | 0.05% | 3,096 | -87 | -2.73% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.05% | 1,559,979 | -13,318 | -0.85% | Mar 31, 2024 |
Nuveen S&P 500 BuyWrite Income Fund | 0.05% | 34,937 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.05% | 20,559,538 | -37,351 | -0.18% | Mar 31, 2024 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.05% | 4,015,000 | - | - | Feb 29, 2024 |
AlphaMark Investment Trust | 0.05% | 1,047 | - | - | May 31, 2023 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.04% | 519,481 | -10,940 | -2.06% | Mar 31, 2024 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.04% | 562,507 | -57,836 | -9.32% | Jan 31, 2024 |
OPTIMUM FUND TRUST | 0.04% | 1,834,000 | - | - | Mar 28, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.04% | 199,000 | 199,000 | - | Mar 28, 2024 |
Voya BALANCED PORTFOLIO INC | 0.04% | 60,000 | 60,000 | - | Mar 31, 2024 |
SELECT SECTOR SPDR TRUST | 0.04% | 1,435,444 | 24,112 | 1.71% | Mar 31, 2024 |
SPARROW FUNDS | 0.04% | 140 | 140 | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND IV | 0.04% | 8,725,000 | 3,075,000 | 54.42% | Jan 31, 2024 |
FINANCIAL INVESTORS TRUST | 0.04% | 3,000,000 | - | - | Jan 31, 2024 |
Voya INTERMEDIATE BOND PORTFOLIO | 0.04% | 1,556,000 | 1,556,000 | - | Mar 31, 2024 |
Arthur J. Gallagher Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 1,112 | -2.37% |
31 Mar, 24 | 1,139 | 4.30% |
31 Dec, 23 | 1,092 | 8.66% |
30 Sep, 23 | 1,005 | 2.03% |
30 Jun, 23 | 985 | 3.14% |
31 Mar, 23 | 955 | 2.80% |
31 Dec, 22 | 929 | 6.29% |
30 Sep, 22 | 874 | 5.81% |
30 Jun, 22 | 826 | -0.36% |
31 Mar, 22 | 829 | -4.27% |
31 Dec, 21 | 866 | 10.60% |
30 Sep, 21 | 783 | - |
30 Jun, 21 | 783 | 6.82% |
31 Mar, 21 | 733 | 0.55% |
31 Dec, 20 | 729 | 3.99% |
30 Sep, 20 | 701 | 4.78% |
30 Jun, 20 | 669 | 2.61% |
31 Mar, 20 | 652 | -3.69% |
31 Dec, 19 | 677 | 3.68% |
30 Sep, 19 | 653 | 0.62% |
30 Jun, 19 | 649 | -3.57% |
31 Mar, 19 | 673 | 11.06% |
31 Dec, 18 | 606 | 1.85% |
30 Sep, 18 | 595 | 2.23% |
30 Jun, 18 | 582 | -3.48% |
31 Mar, 18 | 603 | 4.15% |
31 Dec, 17 | 579 | 12.87% |
30 Sep, 17 | 513 | 0.39% |
30 Jun, 17 | 511 | 3.86% |
31 Mar, 17 | 492 | -0.20% |
31 Dec, 16 | 493 | 4.89% |
30 Sep, 16 | 470 | -2.89% |
30 Jun, 16 | 484 | 11.52% |
31 Mar, 16 | 434 | -1.14% |
31 Dec, 15 | 439 | 6.04% |
30 Sep, 15 | 414 | 1.47% |
30 Jun, 15 | 408 | 7.09% |
31 Mar, 15 | 381 | 1.87% |
31 Dec, 14 | 374 | 2.75% |
30 Sep, 14 | 364 | 0.28% |
30 Jun, 14 | 363 | 8.68% |
31 Mar, 14 | 334 | -4.84% |
31 Dec, 13 | 351 | 3.54% |
30 Sep, 13 | 339 | 5.61% |
30 Jun, 13 | 321 | 141.35% |
31 Mar, 13 | 133 | 4.72% |
31 Dec, 12 | 127 | 14.41% |
30 Sep, 12 | 111 | -0.89% |
30 Jun, 12 | 112 | 3.70% |
31 Mar, 12 | 108 | 18.68% |
31 Dec, 11 | 91 | 3.41% |
30 Sep, 11 | 88 | - |
30 Jun, 11 | 88 | 4.76% |
31 Mar, 11 | 84 | 21.74% |
31 Dec, 10 | 69 | -5.48% |
30 Sep, 10 | 73 | 8.96% |
30 Jun, 10 | 67 | -4.29% |
31 Mar, 10 | 70 | 6.06% |
31 Dec, 09 | 66 | -12.00% |
30 Sep, 09 | 75 | -8.54% |
30 Jun, 09 | 82 | 3.80% |
31 Mar, 09 | 79 | -1.25% |
31 Dec, 08 | 80 | 9.59% |
30 Sep, 08 | 73 | 2.82% |
30 Jun, 08 | 71 | - |
31 Mar, 08 | 71 | 10.94% |
31 Dec, 07 | 64 | - |
30 Sep, 07 | 64 | 8.47% |
30 Jun, 07 | 59 | -1.67% |
31 Mar, 07 | 60 | -3.23% |
31 Dec, 06 | 62 | 10.71% |
30 Sep, 06 | 56 | -5.08% |
30 Jun, 06 | 59 | -10.61% |
31 Mar, 06 | 66 | 15.79% |
31 Dec, 05 | 57 | 3.64% |
30 Sep, 05 | 55 | - |
30 Jun, 05 | 55 | 3.77% |
31 Mar, 05 | 53 | 3.92% |
31 Dec, 04 | 51 | 2.00% |
30 Sep, 04 | 50 | - |
30 Jun, 04 | 50 | -3.85% |
31 Mar, 04 | 52 | 13.04% |
31 Dec, 03 | 46 | 2.22% |
30 Sep, 03 | 45 | 28.57% |
30 Jun, 03 | 35 | 6.06% |
31 Mar, 03 | 33 | -2.94% |
31 Dec, 02 | 34 | 6.25% |
30 Sep, 02 | 32 | -20.00% |
30 Jun, 02 | 40 | 5.26% |
31 Mar, 02 | 38 | 35.71% |
31 Dec, 01 | 28 | 3.70% |
30 Sep, 01 | 27 | 8.00% |
30 Jun, 01 | 25 | 4.17% |
31 Mar, 01 | 24 | 4.35% |
31 Dec, 00 | 23 | 4.55% |
30 Sep, 00 | 22 | - |
30 Jun, 00 | 22 | 29.41% |
31 Mar, 00 | 17 | -5.56% |
31 Dec, 99 | 18 | 28.57% |
30 Sep, 99 | 14 | -12.50% |
30 Jun, 99 | 16 | 14.29% |
31 Mar, 99 | 14 | 1300.00% |
31 Dec, 98 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 188,192,661 | 4.66% |
31 Mar, 24 | 179,813,918 | -3.33% |
31 Dec, 23 | 186,007,984 | 4.69% |
30 Sep, 23 | 177,667,634 | -2.40% |
30 Jun, 23 | 182,032,339 | -21.38% |
31 Mar, 23 | 231,528,254 | 28.21% |
31 Dec, 22 | 180,582,031 | -0.30% |
30 Sep, 22 | 181,119,405 | 1.95% |
30 Jun, 22 | 177,651,292 | 0.34% |
31 Mar, 22 | 177,054,810 | 0.32% |
31 Dec, 21 | 176,488,126 | 0.05% |
30 Sep, 21 | 176,408,368 | 0.79% |
30 Jun, 21 | 175,027,639 | 6.30% |
31 Mar, 21 | 164,655,844 | 0.96% |
31 Dec, 20 | 163,087,557 | 2.42% |
30 Sep, 20 | 159,232,172 | 0.61% |
30 Jun, 20 | 158,261,740 | 1.32% |
31 Mar, 20 | 156,198,386 | -0.20% |
31 Dec, 19 | 156,507,921 | 0.14% |
30 Sep, 19 | 156,290,542 | 1.28% |
30 Jun, 19 | 154,317,691 | 1.55% |
31 Mar, 19 | 151,968,247 | -0.67% |
31 Dec, 18 | 152,995,656 | 1.41% |
30 Sep, 18 | 150,864,419 | -0.36% |
30 Jun, 18 | 151,408,603 | 0.77% |
31 Mar, 18 | 150,252,231 | -1.87% |
31 Dec, 17 | 153,118,662 | 1.81% |
30 Sep, 17 | 150,394,799 | 1.81% |
30 Jun, 17 | 147,722,309 | -0.68% |
31 Mar, 17 | 148,739,889 | 1.79% |
31 Dec, 16 | 146,121,871 | -0.41% |
30 Sep, 16 | 146,729,810 | 0.85% |
30 Jun, 16 | 145,498,878 | -0.66% |
31 Mar, 16 | 146,469,839 | 2.16% |
31 Dec, 15 | 143,370,624 | 0.55% |
30 Sep, 15 | 142,585,515 | 0.49% |
30 Jun, 15 | 141,890,100 | 5.66% |
31 Mar, 15 | 134,291,732 | 0.99% |
31 Dec, 14 | 132,970,764 | 3.00% |
30 Sep, 14 | 129,093,430 | 2.25% |
30 Jun, 14 | 126,256,320 | 21.02% |
31 Mar, 14 | 104,322,564 | 1.88% |
31 Dec, 13 | 102,399,622 | 1.50% |
30 Sep, 13 | 100,883,296 | 5.91% |
30 Jun, 13 | 95,252,358 | 240.20% |
31 Mar, 13 | 27,998,930 | -12.28% |
31 Dec, 12 | 31,918,808 | 4.06% |
30 Sep, 12 | 30,672,410 | -8.54% |
30 Jun, 12 | 33,537,737 | 2.91% |
31 Mar, 12 | 32,588,014 | 6.08% |
31 Dec, 11 | 30,719,744 | 28.95% |
30 Sep, 11 | 23,823,059 | -20.02% |
30 Jun, 11 | 29,784,849 | -78.22% |
31 Mar, 11 | 136,728,876 | 647.46% |
31 Dec, 10 | 18,292,373 | -0.37% |
30 Sep, 10 | 18,360,912 | -1.01% |
30 Jun, 10 | 18,548,632 | -2.76% |
31 Mar, 10 | 19,074,252 | -1.03% |
31 Dec, 09 | 19,272,031 | 3.98% |
30 Sep, 09 | 18,534,329 | 0.49% |
30 Jun, 09 | 18,443,103 | -5.57% |
31 Mar, 09 | 19,531,937 | -18.37% |
31 Dec, 08 | 23,928,661 | 49.38% |
30 Sep, 08 | 16,018,584 | 49.65% |
30 Jun, 08 | 10,704,149 | -17.71% |
31 Mar, 08 | 13,007,597 | -10.24% |
31 Dec, 07 | 14,491,369 | -11.98% |
30 Sep, 07 | 16,463,415 | -1.74% |
30 Jun, 07 | 16,755,464 | 30.41% |
31 Mar, 07 | 12,848,306 | 5.87% |
31 Dec, 06 | 12,136,063 | 10.90% |
30 Sep, 06 | 10,942,999 | 5.44% |
30 Jun, 06 | 10,378,225 | 23.76% |
31 Mar, 06 | 8,385,790 | 19.80% |
31 Dec, 05 | 6,999,631 | -16.82% |
30 Sep, 05 | 8,414,829 | 2.84% |
30 Jun, 05 | 8,182,104 | 3.92% |
31 Mar, 05 | 7,873,508 | 9.66% |
31 Dec, 04 | 7,180,076 | 7.12% |
30 Sep, 04 | 6,702,634 | 10.92% |
30 Jun, 04 | 6,043,016 | -7.90% |
31 Mar, 04 | 6,561,388 | 20.26% |
31 Dec, 03 | 5,456,226 | -25.37% |
30 Sep, 03 | 7,310,991 | 51.16% |
30 Jun, 03 | 4,836,748 | -22.67% |
31 Mar, 03 | 6,255,006 | -29.60% |
31 Dec, 02 | 8,884,357 | 64.97% |
30 Sep, 02 | 5,385,377 | -13.65% |
30 Jun, 02 | 6,236,432 | -0.16% |
31 Mar, 02 | 6,246,382 | 5.77% |
31 Dec, 01 | 5,905,556 | -16.09% |
30 Sep, 01 | 7,038,266 | 0.05% |
30 Jun, 01 | 7,035,091 | 11.89% |
31 Mar, 01 | 6,287,639 | 99.02% |
31 Dec, 00 | 3,159,259 | 48.54% |
30 Sep, 00 | 2,126,941 | -19.65% |
30 Jun, 00 | 2,647,240 | 43.10% |
31 Mar, 00 | 1,849,887 | 20.04% |
31 Dec, 99 | 1,541,023 | 6.14% |
30 Sep, 99 | 1,451,897 | -4.75% |
30 Jun, 99 | 1,524,243 | 3.98% |
31 Mar, 99 | 1,465,884 | 40371.67% |
31 Dec, 98 | 3,622 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 86.53% | 1.27% |
31 Mar, 24 | 82.67% | 1.10% |
31 Dec, 23 | 86.56% | 1.28% |
30 Sep, 23 | 82.37% | 1.15% |
30 Jun, 23 | 84.71% | 0.72% |
31 Mar, 23 | 108.80% | 1.48% |
31 Dec, 22 | 85.87% | 1.16% |
30 Sep, 22 | 85.96% | 1.20% |
30 Jun, 22 | 84.52% | 1.18% |
31 Mar, 22 | 84.72% | 1.12% |
31 Dec, 21 | 87.07% | 1.20% |
30 Sep, 21 | 85.22% | 1.13% |
30 Jun, 21 | 86.95% | 1.21% |
31 Mar, 21 | 84.61% | 1.16% |
31 Dec, 20 | 85.39% | 1.24% |
30 Sep, 20 | 82.98% | 1.20% |
30 Jun, 20 | 83.08% | 1.21% |
31 Mar, 20 | 82.78% | 1.17% |
31 Dec, 19 | 84.14% | 1.20% |
30 Sep, 19 | 83.89% | 1.22% |
30 Jun, 19 | 83.07% | 1.22% |
31 Mar, 19 | 82.36% | 1.19% |
31 Dec, 18 | 83.22% | 1.23% |
30 Sep, 18 | 82.31% | 1.20% |
30 Jun, 18 | 82.91% | 1.22% |
31 Mar, 18 | 82.51% | 1.14% |
31 Dec, 17 | 85.03% | 1.22% |
30 Sep, 17 | 83.32% | 1.24% |
30 Jun, 17 | 82.13% | 1.19% |
31 Mar, 17 | 83.15% | 1.23% |
31 Dec, 16 | 82.29% | 1.21% |
30 Sep, 16 | 82.61% | 1.23% |
30 Jun, 16 | 82.01% | 1.20% |
31 Mar, 16 | 82.73% | 1.19% |
31 Dec, 15 | 83.24% | 1.27% |
30 Sep, 15 | 81.03% | 1.17% |
30 Jun, 15 | 83.16% | 1.26% |
31 Mar, 15 | 81.11% | 1.07% |
31 Dec, 14 | 86.99% | 1.34% |
30 Sep, 14 | 80.57% | 1.20% |
30 Jun, 14 | 81.85% | 1.35% |
31 Mar, 14 | 77.74% | 1.23% |
31 Dec, 13 | 79.44% | 1.32% |
30 Sep, 13 | 77.71% | 1.39% |
30 Jun, 13 | 74.85% | 15.20% |
31 Mar, 13 | 22.19% | 3.19% |
31 Dec, 12 | 26.38% | 4.24% |
30 Sep, 12 | 24.93% | 3.18% |
30 Jun, 12 | 28.02% | 3.57% |
31 Mar, 12 | 28.00% | 3.70% |
31 Dec, 11 | 27.51% | 6.15% |
30 Sep, 11 | 21.15% | 2.89% |
30 Jun, 11 | 27.04% | 0.17% |
31 Mar, 11 | 125.14% | 44.65% |
31 Dec, 10 | 16.74% | 5.53% |
30 Sep, 10 | 17.40% | 5.34% |
30 Jun, 10 | 18.06% | 5.24% |
31 Mar, 10 | 18.57% | 5.28% |
31 Dec, 09 | 18.76% | 5.61% |
30 Sep, 09 | 18.29% | 5.44% |
30 Jun, 09 | 18.33% | 4.61% |
31 Mar, 09 | 19.93% | 3.18% |
31 Dec, 08 | 25.03% | 8.64% |
30 Sep, 08 | 17.02% | 12.85% |
30 Jun, 08 | 11.51% | 5.80% |
31 Mar, 08 | 14.09% | 4.93% |
31 Dec, 07 | 16.91% | 5.53% |
30 Sep, 07 | 17.48% | 5.90% |
30 Jun, 07 | 17.21% | 10.22% |
31 Mar, 07 | 12.98% | 8.48% |
31 Dec, 06 | 12.37% | 9.63% |
30 Sep, 06 | 11.34% | 9.76% |
30 Jun, 06 | 10.78% | 13.83% |
31 Mar, 06 | 8.83% | 16.03% |
31 Dec, 05 | 7.42% | 9.51% |
30 Sep, 05 | 8.83% | 11.70% |
30 Jun, 05 | 8.69% | 10.56% |
31 Mar, 05 | 9.07% | 14.60% |
31 Dec, 04 | 7.88% | 14.91% |
30 Sep, 04 | 7.27% | 16.27% |
30 Jun, 04 | 6.69% | 12.71% |
31 Mar, 04 | 7.25% | 19.94% |
31 Dec, 03 | 6.03% | 9.25% |
30 Sep, 03 | 8.07% | 28.26% |
30 Jun, 03 | 5.34% | 11.64% |
31 Mar, 03 | 6.78% | 7.31% |
31 Dec, 02 | 9.62% | 25.76% |
30 Sep, 02 | 6.11% | 12.27% |
30 Jun, 02 | 7.06% | 13.19% |
31 Mar, 02 | 7.31% | 15.00% |
31 Dec, 01 | 6.98% | 10.13% |
30 Sep, 01 | 8.30% | 12.01% |
30 Jun, 01 | 8.31% | 13.69% |
31 Mar, 01 | 7.79% | 54.76% |
31 Dec, 00 | 3.77% | 58.84% |
30 Sep, 00 | 2.53% | 24.85% |
30 Jun, 00 | 3.19% | 57.22% |
31 Mar, 00 | 2.36% | 81.42% |
31 Dec, 99 | 1.70% | 44.32% |
30 Sep, 99 | 1.96% | 45.88% |
30 Jun, 99 | 2.07% | 48.39% |
31 Mar, 99 | 2.07% | 7681365.38% |
31 Dec, 98 | 0.01% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 539 | -3.92% |
31 Mar, 24 | 561 | -1.41% |
31 Dec, 23 | 569 | 23.43% |
30 Sep, 23 | 461 | 6.22% |
30 Jun, 23 | 434 | -11.07% |
31 Mar, 23 | 488 | 9.91% |
31 Dec, 22 | 444 | 8.82% |
30 Sep, 22 | 408 | 11.17% |
30 Jun, 22 | 367 | 1.10% |
31 Mar, 22 | 363 | -17.31% |
31 Dec, 21 | 439 | 20.60% |
30 Sep, 21 | 364 | -5.21% |
30 Jun, 21 | 384 | 19.63% |
31 Mar, 21 | 321 | -2.73% |
31 Dec, 20 | 330 | 11.49% |
30 Sep, 20 | 296 | -4.52% |
30 Jun, 20 | 310 | 8.39% |
31 Mar, 20 | 286 | -10.63% |
31 Dec, 19 | 320 | 11.89% |
30 Sep, 19 | 286 | -11.18% |
30 Jun, 19 | 322 | -5.29% |
31 Mar, 19 | 340 | 31.27% |
31 Dec, 18 | 259 | 3.19% |
30 Sep, 18 | 251 | - |
30 Jun, 18 | 251 | -7.72% |
31 Mar, 18 | 272 | -4.90% |
31 Dec, 17 | 286 | 31.19% |
30 Sep, 17 | 218 | -14.51% |
30 Jun, 17 | 255 | 6.69% |
31 Mar, 17 | 239 | -5.53% |
31 Dec, 16 | 253 | 17.13% |
30 Sep, 16 | 216 | -15.63% |
30 Jun, 16 | 256 | 5.79% |
31 Mar, 16 | 242 | 7.56% |
31 Dec, 15 | 225 | 0.45% |
30 Sep, 15 | 224 | -2.18% |
30 Jun, 15 | 229 | 5.53% |
31 Mar, 15 | 217 | 10.71% |
31 Dec, 14 | 196 | 15.29% |
30 Sep, 14 | 170 | -22.37% |
30 Jun, 14 | 219 | 37.74% |
31 Mar, 14 | 159 | -5.36% |
31 Dec, 13 | 168 | -8.70% |
30 Sep, 13 | 184 | -28.13% |
30 Jun, 13 | 256 | 212.20% |
31 Mar, 13 | 82 | 15.49% |
31 Dec, 12 | 71 | 16.39% |
30 Sep, 12 | 61 | -4.69% |
30 Jun, 12 | 64 | -18.99% |
31 Mar, 12 | 79 | 31.67% |
31 Dec, 11 | 60 | 9.09% |
30 Sep, 11 | 55 | 7.84% |
30 Jun, 11 | 51 | -13.56% |
31 Mar, 11 | 59 | 51.28% |
31 Dec, 10 | 39 | 14.71% |
30 Sep, 10 | 34 | - |
30 Jun, 10 | 34 | -8.11% |
31 Mar, 10 | 37 | 15.63% |
31 Dec, 09 | 32 | -20.00% |
30 Sep, 09 | 40 | -16.67% |
30 Jun, 09 | 48 | 6.67% |
31 Mar, 09 | 45 | -11.76% |
31 Dec, 08 | 51 | 30.77% |
30 Sep, 08 | 39 | 8.33% |
30 Jun, 08 | 36 | 28.57% |
31 Mar, 08 | 28 | 3.70% |
31 Dec, 07 | 27 | -25.00% |
30 Sep, 07 | 36 | 20.00% |
30 Jun, 07 | 30 | -21.05% |
31 Mar, 07 | 38 | - |
31 Dec, 06 | 38 | 31.03% |
30 Sep, 06 | 29 | -3.33% |
30 Jun, 06 | 30 | -14.29% |
31 Mar, 06 | 35 | 2.94% |
31 Dec, 05 | 34 | -2.86% |
30 Sep, 05 | 35 | 9.38% |
30 Jun, 05 | 32 | -15.79% |
31 Mar, 05 | 38 | 11.76% |
31 Dec, 04 | 34 | 13.33% |
30 Sep, 04 | 30 | - |
30 Jun, 04 | 30 | 7.14% |
31 Mar, 04 | 28 | 21.74% |
31 Dec, 03 | 23 | -17.86% |
30 Sep, 03 | 28 | - |
30 Jun, 03 | 28 | 40.00% |
31 Mar, 03 | 20 | -31.03% |
31 Dec, 02 | 29 | 26.09% |
30 Sep, 02 | 23 | 4.55% |
30 Jun, 02 | 22 | -18.52% |
31 Mar, 02 | 27 | 58.82% |
31 Dec, 01 | 17 | -22.73% |
30 Sep, 01 | 22 | 22.22% |
30 Jun, 01 | 18 | -18.18% |
31 Mar, 01 | 22 | 22.22% |
31 Dec, 00 | 18 | 28.57% |
30 Sep, 00 | 14 | -22.22% |
30 Jun, 00 | 18 | 12.50% |
31 Mar, 00 | 16 | 45.45% |
31 Dec, 99 | 11 | 22.22% |
30 Sep, 99 | 9 | - |
30 Jun, 99 | 9 | -30.77% |
31 Mar, 99 | 13 | 1200.00% |
31 Dec, 98 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 368 | -6.36% |
31 Mar, 24 | 393 | 11.97% |
31 Dec, 23 | 351 | 0.86% |
30 Sep, 23 | 348 | -5.18% |
30 Jun, 23 | 367 | 21.52% |
31 Mar, 23 | 302 | -0.98% |
31 Dec, 22 | 305 | 7.02% |
30 Sep, 22 | 285 | -0.35% |
30 Jun, 22 | 286 | -3.38% |
31 Mar, 22 | 296 | 12.98% |
31 Dec, 21 | 262 | 7.38% |
30 Sep, 21 | 244 | -0.81% |
30 Jun, 21 | 246 | -7.17% |
31 Mar, 21 | 265 | 0.38% |
31 Dec, 20 | 264 | 1.93% |
30 Sep, 20 | 259 | 8.37% |
30 Jun, 20 | 239 | -3.63% |
31 Mar, 20 | 248 | 12.73% |
31 Dec, 19 | 220 | -11.65% |
30 Sep, 19 | 249 | 15.28% |
30 Jun, 19 | 216 | - |
31 Mar, 19 | 216 | -6.90% |
31 Dec, 18 | 232 | 7.91% |
30 Sep, 18 | 215 | 1.42% |
30 Jun, 18 | 212 | -3.20% |
31 Mar, 18 | 219 | 11.17% |
31 Dec, 17 | 197 | 0.51% |
30 Sep, 17 | 196 | 24.84% |
30 Jun, 17 | 157 | -7.65% |
31 Mar, 17 | 170 | 3.66% |
31 Dec, 16 | 164 | 0.61% |
30 Sep, 16 | 163 | 8.67% |
30 Jun, 16 | 150 | 33.93% |
31 Mar, 16 | 112 | -25.33% |
31 Dec, 15 | 150 | 20.97% |
30 Sep, 15 | 124 | 4.20% |
30 Jun, 15 | 119 | 19.00% |
31 Mar, 15 | 100 | -10.71% |
31 Dec, 14 | 112 | -5.08% |
30 Sep, 14 | 118 | 59.46% |
30 Jun, 14 | 74 | -35.65% |
31 Mar, 14 | 115 | -5.74% |
31 Dec, 13 | 122 | 22.00% |
30 Sep, 13 | 100 | 127.27% |
30 Jun, 13 | 44 | 51.72% |
31 Mar, 13 | 29 | -12.12% |
31 Dec, 12 | 33 | 6.45% |
30 Sep, 12 | 31 | -3.13% |
30 Jun, 12 | 32 | 113.33% |
31 Mar, 12 | 15 | -11.76% |
31 Dec, 11 | 17 | -22.73% |
30 Sep, 11 | 22 | 4.76% |
30 Jun, 11 | 21 | 50.00% |
31 Mar, 11 | 14 | -12.50% |
31 Dec, 10 | 16 | -33.33% |
30 Sep, 10 | 24 | 4.35% |
30 Jun, 10 | 23 | 4.55% |
31 Mar, 10 | 22 | -12.00% |
31 Dec, 09 | 25 | 13.64% |
30 Sep, 09 | 22 | - |
30 Jun, 09 | 22 | -12.00% |
31 Mar, 09 | 25 | 19.05% |
31 Dec, 08 | 21 | 10.53% |
30 Sep, 08 | 19 | 5.56% |
30 Jun, 08 | 18 | -43.75% |
31 Mar, 08 | 32 | 28.00% |
31 Dec, 07 | 25 | 38.89% |
30 Sep, 07 | 18 | 5.88% |
30 Jun, 07 | 17 | 112.50% |
31 Mar, 07 | 8 | -46.67% |
31 Dec, 06 | 15 | -6.25% |
30 Sep, 06 | 16 | 14.29% |
30 Jun, 06 | 14 | -17.65% |
31 Mar, 06 | 17 | 13.33% |
31 Dec, 05 | 15 | 36.36% |
30 Sep, 05 | 11 | -8.33% |
30 Jun, 05 | 12 | 9.09% |
31 Mar, 05 | 11 | -8.33% |
31 Dec, 04 | 12 | -7.69% |
30 Sep, 04 | 13 | 44.44% |
30 Jun, 04 | 9 | -40.00% |
31 Mar, 04 | 15 | - |
31 Dec, 03 | 15 | 87.50% |
30 Sep, 03 | 8 | 100.00% |
30 Jun, 03 | 4 | -60.00% |
31 Mar, 03 | 10 | 150.00% |
31 Dec, 02 | 4 | -50.00% |
30 Sep, 02 | 8 | -11.11% |
30 Jun, 02 | 9 | 12.50% |
31 Mar, 02 | 8 | - |
31 Dec, 01 | 8 | 100.00% |
30 Sep, 01 | 4 | 33.33% |
30 Jun, 01 | 3 | 50.00% |
31 Mar, 01 | 2 | - |
31 Dec, 00 | 2 | -60.00% |
30 Sep, 00 | 5 | 150.00% |
30 Jun, 00 | 2 | 100.00% |
31 Mar, 00 | 1 | -80.00% |
31 Dec, 99 | 5 | 150.00% |
30 Sep, 99 | 2 | -66.67% |
30 Jun, 99 | 6 | - |
31 Mar, 99 | - | - |
31 Dec, 98 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 1,112 | -2.37% | 188,192,661 | 4.66% | 86.53% | 1.27% | 539 | -3.92% | 368 | -6.36% |
31 Mar, 24 | 1,139 | 4.30% | 179,813,918 | -3.33% | 82.67% | 1.10% | 561 | -1.41% | 393 | 11.97% |
31 Dec, 23 | 1,092 | 8.66% | 186,007,984 | 4.69% | 86.56% | 1.28% | 569 | 23.43% | 351 | 0.86% |
30 Sep, 23 | 1,005 | 2.03% | 177,667,634 | -2.40% | 82.37% | 1.15% | 461 | 6.22% | 348 | -5.18% |
30 Jun, 23 | 985 | 3.14% | 182,032,339 | -21.38% | 84.71% | 0.72% | 434 | -11.07% | 367 | 21.52% |
31 Mar, 23 | 955 | 2.80% | 231,528,254 | 28.21% | 108.80% | 1.48% | 488 | 9.91% | 302 | -0.98% |
31 Dec, 22 | 929 | 6.29% | 180,582,031 | -0.30% | 85.87% | 1.16% | 444 | 8.82% | 305 | 7.02% |
30 Sep, 22 | 874 | 5.81% | 181,119,405 | 1.95% | 85.96% | 1.20% | 408 | 11.17% | 285 | -0.35% |
30 Jun, 22 | 826 | -0.36% | 177,651,292 | 0.34% | 84.52% | 1.18% | 367 | 1.10% | 286 | -3.38% |
31 Mar, 22 | 829 | -4.27% | 177,054,810 | 0.32% | 84.72% | 1.12% | 363 | -17.31% | 296 | 12.98% |
31 Dec, 21 | 866 | 10.60% | 176,488,126 | 0.05% | 87.07% | 1.20% | 439 | 20.60% | 262 | 7.38% |
30 Sep, 21 | 783 | - | 176,408,368 | 0.79% | 85.22% | 1.13% | 364 | -5.21% | 244 | -0.81% |
30 Jun, 21 | 783 | 6.82% | 175,027,639 | 6.30% | 86.95% | 1.21% | 384 | 19.63% | 246 | -7.17% |
31 Mar, 21 | 733 | 0.55% | 164,655,844 | 0.96% | 84.61% | 1.16% | 321 | -2.73% | 265 | 0.38% |
31 Dec, 20 | 729 | 3.99% | 163,087,557 | 2.42% | 85.39% | 1.24% | 330 | 11.49% | 264 | 1.93% |
30 Sep, 20 | 701 | 4.78% | 159,232,172 | 0.61% | 82.98% | 1.20% | 296 | -4.52% | 259 | 8.37% |
30 Jun, 20 | 669 | 2.61% | 158,261,740 | 1.32% | 83.08% | 1.21% | 310 | 8.39% | 239 | -3.63% |
31 Mar, 20 | 652 | -3.69% | 156,198,386 | -0.20% | 82.78% | 1.17% | 286 | -10.63% | 248 | 12.73% |
31 Dec, 19 | 677 | 3.68% | 156,507,921 | 0.14% | 84.14% | 1.20% | 320 | 11.89% | 220 | -11.65% |
30 Sep, 19 | 653 | 0.62% | 156,290,542 | 1.28% | 83.89% | 1.22% | 286 | -11.18% | 249 | 15.28% |
30 Jun, 19 | 649 | -3.57% | 154,317,691 | 1.55% | 83.07% | 1.22% | 322 | -5.29% | 216 | - |
31 Mar, 19 | 673 | 11.06% | 151,968,247 | -0.67% | 82.36% | 1.19% | 340 | 31.27% | 216 | -6.90% |
31 Dec, 18 | 606 | 1.85% | 152,995,656 | 1.41% | 83.22% | 1.23% | 259 | 3.19% | 232 | 7.91% |
30 Sep, 18 | 595 | 2.23% | 150,864,419 | -0.36% | 82.31% | 1.20% | 251 | - | 215 | 1.42% |
30 Jun, 18 | 582 | -3.48% | 151,408,603 | 0.77% | 82.91% | 1.22% | 251 | -7.72% | 212 | -3.20% |
31 Mar, 18 | 603 | 4.15% | 150,252,231 | -1.87% | 82.51% | 1.14% | 272 | -4.90% | 219 | 11.17% |
31 Dec, 17 | 579 | 12.87% | 153,118,662 | 1.81% | 85.03% | 1.22% | 286 | 31.19% | 197 | 0.51% |
30 Sep, 17 | 513 | 0.39% | 150,394,799 | 1.81% | 83.32% | 1.24% | 218 | -14.51% | 196 | 24.84% |
30 Jun, 17 | 511 | 3.86% | 147,722,309 | -0.68% | 82.13% | 1.19% | 255 | 6.69% | 157 | -7.65% |
31 Mar, 17 | 492 | -0.20% | 148,739,889 | 1.79% | 83.15% | 1.23% | 239 | -5.53% | 170 | 3.66% |
31 Dec, 16 | 493 | 4.89% | 146,121,871 | -0.41% | 82.29% | 1.21% | 253 | 17.13% | 164 | 0.61% |
30 Sep, 16 | 470 | -2.89% | 146,729,810 | 0.85% | 82.61% | 1.23% | 216 | -15.63% | 163 | 8.67% |
30 Jun, 16 | 484 | 11.52% | 145,498,878 | -0.66% | 82.01% | 1.20% | 256 | 5.79% | 150 | 33.93% |
31 Mar, 16 | 434 | -1.14% | 146,469,839 | 2.16% | 82.73% | 1.19% | 242 | 7.56% | 112 | -25.33% |
31 Dec, 15 | 439 | 6.04% | 143,370,624 | 0.55% | 83.24% | 1.27% | 225 | 0.45% | 150 | 20.97% |
30 Sep, 15 | 414 | 1.47% | 142,585,515 | 0.49% | 81.03% | 1.17% | 224 | -2.18% | 124 | 4.20% |
30 Jun, 15 | 408 | 7.09% | 141,890,100 | 5.66% | 83.16% | 1.26% | 229 | 5.53% | 119 | 19.00% |
31 Mar, 15 | 381 | 1.87% | 134,291,732 | 0.99% | 81.11% | 1.07% | 217 | 10.71% | 100 | -10.71% |
31 Dec, 14 | 374 | 2.75% | 132,970,764 | 3.00% | 86.99% | 1.34% | 196 | 15.29% | 112 | -5.08% |
30 Sep, 14 | 364 | 0.28% | 129,093,430 | 2.25% | 80.57% | 1.20% | 170 | -22.37% | 118 | 59.46% |
30 Jun, 14 | 363 | 8.68% | 126,256,320 | 21.02% | 81.85% | 1.35% | 219 | 37.74% | 74 | -35.65% |
31 Mar, 14 | 334 | -4.84% | 104,322,564 | 1.88% | 77.74% | 1.23% | 159 | -5.36% | 115 | -5.74% |
31 Dec, 13 | 351 | 3.54% | 102,399,622 | 1.50% | 79.44% | 1.32% | 168 | -8.70% | 122 | 22.00% |
30 Sep, 13 | 339 | 5.61% | 100,883,296 | 5.91% | 77.71% | 1.39% | 184 | -28.13% | 100 | 127.27% |
30 Jun, 13 | 321 | 141.35% | 95,252,358 | 240.20% | 74.85% | 15.20% | 256 | 212.20% | 44 | 51.72% |
31 Mar, 13 | 133 | 4.72% | 27,998,930 | -12.28% | 22.19% | 3.19% | 82 | 15.49% | 29 | -12.12% |
31 Dec, 12 | 127 | 14.41% | 31,918,808 | 4.06% | 26.38% | 4.24% | 71 | 16.39% | 33 | 6.45% |
30 Sep, 12 | 111 | -0.89% | 30,672,410 | -8.54% | 24.93% | 3.18% | 61 | -4.69% | 31 | -3.13% |
30 Jun, 12 | 112 | 3.70% | 33,537,737 | 2.91% | 28.02% | 3.57% | 64 | -18.99% | 32 | 113.33% |
31 Mar, 12 | 108 | 18.68% | 32,588,014 | 6.08% | 28.00% | 3.70% | 79 | 31.67% | 15 | -11.76% |
31 Dec, 11 | 91 | 3.41% | 30,719,744 | 28.95% | 27.51% | 6.15% | 60 | 9.09% | 17 | -22.73% |
30 Sep, 11 | 88 | - | 23,823,059 | -20.02% | 21.15% | 2.89% | 55 | 7.84% | 22 | 4.76% |
30 Jun, 11 | 88 | 4.76% | 29,784,849 | -78.22% | 27.04% | 0.17% | 51 | -13.56% | 21 | 50.00% |
31 Mar, 11 | 84 | 21.74% | 136,728,876 | 647.46% | 125.14% | 44.65% | 59 | 51.28% | 14 | -12.50% |
31 Dec, 10 | 69 | -5.48% | 18,292,373 | -0.37% | 16.74% | 5.53% | 39 | 14.71% | 16 | -33.33% |
30 Sep, 10 | 73 | 8.96% | 18,360,912 | -1.01% | 17.40% | 5.34% | 34 | - | 24 | 4.35% |
30 Jun, 10 | 67 | -4.29% | 18,548,632 | -2.76% | 18.06% | 5.24% | 34 | -8.11% | 23 | 4.55% |
31 Mar, 10 | 70 | 6.06% | 19,074,252 | -1.03% | 18.57% | 5.28% | 37 | 15.63% | 22 | -12.00% |
31 Dec, 09 | 66 | -12.00% | 19,272,031 | 3.98% | 18.76% | 5.61% | 32 | -20.00% | 25 | 13.64% |
30 Sep, 09 | 75 | -8.54% | 18,534,329 | 0.49% | 18.29% | 5.44% | 40 | -16.67% | 22 | - |
30 Jun, 09 | 82 | 3.80% | 18,443,103 | -5.57% | 18.33% | 4.61% | 48 | 6.67% | 22 | -12.00% |
31 Mar, 09 | 79 | -1.25% | 19,531,937 | -18.37% | 19.93% | 3.18% | 45 | -11.76% | 25 | 19.05% |
31 Dec, 08 | 80 | 9.59% | 23,928,661 | 49.38% | 25.03% | 8.64% | 51 | 30.77% | 21 | 10.53% |
30 Sep, 08 | 73 | 2.82% | 16,018,584 | 49.65% | 17.02% | 12.85% | 39 | 8.33% | 19 | 5.56% |
30 Jun, 08 | 71 | - | 10,704,149 | -17.71% | 11.51% | 5.80% | 36 | 28.57% | 18 | -43.75% |
31 Mar, 08 | 71 | 10.94% | 13,007,597 | -10.24% | 14.09% | 4.93% | 28 | 3.70% | 32 | 28.00% |
31 Dec, 07 | 64 | - | 14,491,369 | -11.98% | 16.91% | 5.53% | 27 | -25.00% | 25 | 38.89% |
30 Sep, 07 | 64 | 8.47% | 16,463,415 | -1.74% | 17.48% | 5.90% | 36 | 20.00% | 18 | 5.88% |
30 Jun, 07 | 59 | -1.67% | 16,755,464 | 30.41% | 17.21% | 10.22% | 30 | -21.05% | 17 | 112.50% |
31 Mar, 07 | 60 | -3.23% | 12,848,306 | 5.87% | 12.98% | 8.48% | 38 | - | 8 | -46.67% |
31 Dec, 06 | 62 | 10.71% | 12,136,063 | 10.90% | 12.37% | 9.63% | 38 | 31.03% | 15 | -6.25% |
30 Sep, 06 | 56 | -5.08% | 10,942,999 | 5.44% | 11.34% | 9.76% | 29 | -3.33% | 16 | 14.29% |
30 Jun, 06 | 59 | -10.61% | 10,378,225 | 23.76% | 10.78% | 13.83% | 30 | -14.29% | 14 | -17.65% |
31 Mar, 06 | 66 | 15.79% | 8,385,790 | 19.80% | 8.83% | 16.03% | 35 | 2.94% | 17 | 13.33% |
31 Dec, 05 | 57 | 3.64% | 6,999,631 | -16.82% | 7.42% | 9.51% | 34 | -2.86% | 15 | 36.36% |
30 Sep, 05 | 55 | - | 8,414,829 | 2.84% | 8.83% | 11.70% | 35 | 9.38% | 11 | -8.33% |
30 Jun, 05 | 55 | 3.77% | 8,182,104 | 3.92% | 8.69% | 10.56% | 32 | -15.79% | 12 | 9.09% |
31 Mar, 05 | 53 | 3.92% | 7,873,508 | 9.66% | 9.07% | 14.60% | 38 | 11.76% | 11 | -8.33% |
31 Dec, 04 | 51 | 2.00% | 7,180,076 | 7.12% | 7.88% | 14.91% | 34 | 13.33% | 12 | -7.69% |
30 Sep, 04 | 50 | - | 6,702,634 | 10.92% | 7.27% | 16.27% | 30 | - | 13 | 44.44% |
30 Jun, 04 | 50 | -3.85% | 6,043,016 | -7.90% | 6.69% | 12.71% | 30 | 7.14% | 9 | -40.00% |
31 Mar, 04 | 52 | 13.04% | 6,561,388 | 20.26% | 7.25% | 19.94% | 28 | 21.74% | 15 | - |
31 Dec, 03 | 46 | 2.22% | 5,456,226 | -25.37% | 6.03% | 9.25% | 23 | -17.86% | 15 | 87.50% |
30 Sep, 03 | 45 | 28.57% | 7,310,991 | 51.16% | 8.07% | 28.26% | 28 | - | 8 | 100.00% |
30 Jun, 03 | 35 | 6.06% | 4,836,748 | -22.67% | 5.34% | 11.64% | 28 | 40.00% | 4 | -60.00% |
31 Mar, 03 | 33 | -2.94% | 6,255,006 | -29.60% | 6.78% | 7.31% | 20 | -31.03% | 10 | 150.00% |
31 Dec, 02 | 34 | 6.25% | 8,884,357 | 64.97% | 9.62% | 25.76% | 29 | 26.09% | 4 | -50.00% |
30 Sep, 02 | 32 | -20.00% | 5,385,377 | -13.65% | 6.11% | 12.27% | 23 | 4.55% | 8 | -11.11% |
30 Jun, 02 | 40 | 5.26% | 6,236,432 | -0.16% | 7.06% | 13.19% | 22 | -18.52% | 9 | 12.50% |
31 Mar, 02 | 38 | 35.71% | 6,246,382 | 5.77% | 7.31% | 15.00% | 27 | 58.82% | 8 | - |
31 Dec, 01 | 28 | 3.70% | 5,905,556 | -16.09% | 6.98% | 10.13% | 17 | -22.73% | 8 | 100.00% |
30 Sep, 01 | 27 | 8.00% | 7,038,266 | 0.05% | 8.30% | 12.01% | 22 | 22.22% | 4 | 33.33% |
30 Jun, 01 | 25 | 4.17% | 7,035,091 | 11.89% | 8.31% | 13.69% | 18 | -18.18% | 3 | 50.00% |
31 Mar, 01 | 24 | 4.35% | 6,287,639 | 99.02% | 7.79% | 54.76% | 22 | 22.22% | 2 | - |
31 Dec, 00 | 23 | 4.55% | 3,159,259 | 48.54% | 3.77% | 58.84% | 18 | 28.57% | 2 | -60.00% |
30 Sep, 00 | 22 | - | 2,126,941 | -19.65% | 2.53% | 24.85% | 14 | -22.22% | 5 | 150.00% |
30 Jun, 00 | 22 | 29.41% | 2,647,240 | 43.10% | 3.19% | 57.22% | 18 | 12.50% | 2 | 100.00% |
31 Mar, 00 | 17 | -5.56% | 1,849,887 | 20.04% | 2.36% | 81.42% | 16 | 45.45% | 1 | -80.00% |
31 Dec, 99 | 18 | 28.57% | 1,541,023 | 6.14% | 1.70% | 44.32% | 11 | 22.22% | 5 | 150.00% |
30 Sep, 99 | 14 | -12.50% | 1,451,897 | -4.75% | 1.96% | 45.88% | 9 | - | 2 | -66.67% |
30 Jun, 99 | 16 | 14.29% | 1,524,243 | 3.98% | 2.07% | 48.39% | 9 | -30.77% | 6 | - |
31 Mar, 99 | 14 | 1300.00% | 1,465,884 | 40371.67% | 2.07% | 7681365.38% | 13 | 1200.00% | - | - |
31 Dec, 98 | 1 | - | 3,622 | - | 0.01% | - | 1 | - | - | - |
Arthur J. Gallagher Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
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