Latest Institutional Transactions on Arthur J. Gallagher & Co. (AJG)
This table provides information on the latest institutional transactions involving Arthur J. Gallagher & Co. (AJG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Guo Line Advisory Pte LTD
Singapore, U0 |
SELL
|
- |
-19.9K- 17.24% |
$5.49M - $6.87M
|
95.5K
$33M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
3.05K+ 14.56% |
$840K - $1.05M
|
24K
$8.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 2.06% |
$7.72K - $9.67K
|
1.33K
$460K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.49M+ 28834.21% |
$410M - $513M
|
1.49M
$515M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-42- 26.25% |
$11.6K - $14.5K
|
118
$40.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-366- 0.72% |
$101K - $126K
|
50.7K
$17.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.43K+ 493.31% |
$1.22M - $1.53M
|
5.32K
$1.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-8.39K- 3.58% |
$2.31M - $2.89M
|
226K
$78M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
542+ 14.63% |
$150K - $187K
|
4.25K
$1.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
175+ 265.15% |
$48.3K - $60.4K
|
241
$83.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-121- 1.62% |
$33.4K - $41.8K
|
7.35K
$2.54M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-60- 0.3% |
$16.6K - $20.7K
|
20.1K
$6.93M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-41- 21.03% |
$11.3K - $14.2K
|
154
$53.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 4.2% |
$2.76K - $3.45K
|
248
$85.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-20- 0.71% |
$5.52K - $6.9K
|
2.78K
$960K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-230- 1.58% |
$63.5K - $79.4K
|
14.3K
$4.94M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
373+ 37.53% |
$103K - $129K
|
1.37K
$472K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
40.5KNew |
$11.3M - $12.8M
|
40.5K
$14M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.9KNew |
$8.32M - $9.41M
|
29.9K
$10.3M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
57New |
$15.9K - $18K
|
57
$19.7K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$2.42K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
978+ 1.46% |
$272K - $308K
|
68.1K
$23.5M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-4.66K- 99.79% |
$1.3M - $1.47M
|
10
$3.45K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.71KNew |
$756K - $855K
|
2.71K
$937K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6New |
$1.67K - $1.89K
|
6
$2.07K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.93KNew |
$538K - $609K
|
1.93K
$667K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
6.47KNew |
$1.8M - $2.04M
|
6.47K
$2.23M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3- 0.32% |
$835 - $945
|
943
$326K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
313KNew |
$87.1M - $98.6M
|
313K
$108M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
13+ 0.35% |
$3.62K - $4.1K
|
3.78K
$1.31M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
64New |
$17.8K - $20.2K
|
64
$22.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
71+ 50.0% |
$19.8K - $22.4K
|
213
$73.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-50- 1.68% |
$13.9K - $15.8K
|
2.94K
$1.01M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$4.73K - $5.36K
|
17
$5.87K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
363+ 4033.33% |
$101K - $114K
|
372
$128K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.25KNew |
$627K - $709K
|
2.25K
$777K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
945New |
$263K - $298K
|
945
$326K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.61K- 14.53% |
$448K - $507K
|
9.47K
$3.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
34New |
$9.47K - $10.7K
|
34
$11.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.59K+ 10.76% |
$442K - $500K
|
16.3K
$5.64M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-661- 10.1% |
$184K - $208K
|
5.88K
$2.03M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1.25KNew |
$349K - $395K
|
1.25K
$432K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-256- 5.92% |
$71.3K - $80.7K
|
4.07K
$1.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-18- 2.11% |
$5.01K - $5.67K
|
834
$288K
|
|
|
Feb 18, 2025
Q4 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
22.5K+ 3.88% |
$6.27M - $7.09M
|
602K
$208M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
529+ 69.88% |
$147K - $167K
|
1.29K
$444K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.17K- 25.6% |
$324K - $367K
|
3.39K
$1.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.28K+ 74.2% |
$356K - $402K
|
3K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
84.5KNew |
$23.5M - $26.6M
|
84.5K
$29.2M
|
|