Kestra Private Wealth Services, LLC Arthur J. Gallagher & Co. Transaction History

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 2,612 shares of AJG stock, worth $830,877. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,612
Previous 2,787 6.28%
Holding current value
$830,877
Previous $791,000 13.91%
% of portfolio
0.02%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$275.89 - $345.24 $48,280 - $60,417
-175 Reduced 6.28%
2,612 $901,000
Q4 2024

Jan 28, 2025
BUY
$278.49 - $315.16 $116,130 - $131,421
417 Added 17.59%
2,787 $791,000
Q3 2024

Nov 13, 2024
SELL
$259.22 - $299.75 $407,753 - $471,506
-1,573 Reduced 39.89%
2,370 $666,000
Q2 2024

Aug 12, 2024
SELL
$230.52 - $265.19 $162,286 - $186,693
-704 Reduced 15.15%
3,943 $1.02 Million
Q1 2024

May 02, 2024
SELL
$225.0 - $255.87 $63,000 - $71,643
-280 Reduced 5.68%
4,647 $1.16 Million
Q4 2023

Feb 05, 2024
BUY
$220.11 - $252.92 $495,467 - $569,322
2,251 Added 84.12%
4,927 $1.11 Million
Q3 2023

Nov 07, 2023
SELL
$212.72 - $235.78 $65,092 - $72,148
-306 Reduced 10.26%
2,676 $609,000
Q2 2023

Aug 08, 2023
BUY
$193.26 - $219.57 $283,705 - $322,328
1,468 Added 96.96%
2,982 $654,000
Q1 2023

May 12, 2023
BUY
$177.09 - $197.47 $39,491 - $44,035
223 Added 17.27%
1,514 $289,000
Q4 2022

Jan 31, 2023
SELL
$170.36 - $201.24 $98,808 - $116,719
-580 Reduced 31.0%
1,291 $243,000
Q3 2022

Nov 14, 2022
BUY
$161.88 - $191.52 $6,637 - $7,852
41 Added 2.24%
1,871 $320,000
Q2 2022

Aug 12, 2022
BUY
$149.05 - $184.15 $26,381 - $32,594
177 Added 10.71%
1,830 $298,000
Q1 2022

May 26, 2022
SELL
$149.33 - $174.6 $51,668 - $60,411
-346 Reduced 17.31%
1,653 $288,000
Q4 2021

Jan 21, 2022
SELL
$149.24 - $170.44 $80,888 - $92,378
-542 Reduced 21.33%
1,999 $339,000
Q3 2021

Oct 21, 2021
SELL
$136.64 - $154.04 $15,440 - $17,406
-113 Reduced 4.26%
2,541 $377,000
Q2 2021

Jul 30, 2021
SELL
$126.61 - $151.16 $118,633 - $141,636
-937 Reduced 26.09%
2,654 $371,000
Q1 2021

May 11, 2021
BUY
$113.11 - $128.43 $73,747 - $83,736
652 Added 22.18%
3,591 $448,000
Q4 2020

Jan 21, 2021
BUY
$103.0 - $128.19 $55,929 - $69,607
543 Added 22.66%
2,939 $358 Million
Q3 2020

Nov 09, 2020
BUY
$96.88 - $107.49 $232,124 - $257,546
2,396 New
2,396 $252,000

Others Institutions Holding AJG

# of Institutions
1,483
Shares Held
210M
Call Options Held
442K
Put Options Held
173K
View Full List

About Arthur J. Gallagher & Co.

AJG Quotes by TradingView
  • Ticker AJG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 210,336,000
  • Market Cap $66.9B
  • Description
  • Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance brokerage, consulting, third-party claims settlement, and administration services in the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. It operates through Brokerage and Risk Management segments. The Brokerage ...
More about AJG
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