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 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-28- 1.19% |
$7.72K - $9.67K
|
2.32K
$777K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-45- 1.8% |
$12.4K - $15.5K
|
2.46K
$823K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 0.63% |
$6.62K - $8.29K
|
3.83K
$1.28M
|
|
Apr 21, 2025
Q1 2025
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-20K- 20.47% |
$5.52M - $6.9M
|
77.7K
$26M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-183- 18.3% |
$50.5K - $63.2K
|
817
$274K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
142+ 507.14% |
$39.2K - $49K
|
170
$56.9K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
731+ 10.31% |
$202K - $252K
|
7.82K
$2.62M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14New |
$3.86K - $4.83K
|
14
$4.69K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-3- 0.3% |
$828 - $1.04K
|
1K
$335K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.74K- 0.96% |
$481K - $601K
|
180K
$60.1M
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
467New |
$129K - $161K
|
467
$156K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
184+ 0.42% |
$50.8K - $63.5K
|
43.8K
$14.7M
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
128+ 1.97% |
$35.3K - $44.2K
|
6.64K
$2.22M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6- 0.49% |
$1.66K - $2.07K
|
1.21K
$404K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.22% |
$2.21K - $2.76K
|
3.58K
$1.2M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-39- 73.58% |
$10.8K - $13.5K
|
14
$4.69K
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.09% |
$276 - $345
|
1.14K
$381K
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
3.31K+ 28.35% |
$913K - $1.14M
|
15K
$5.01M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-320- 1.5% |
$88.3K - $110K
|
21K
$7.02M
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-167- 15.92% |
$46.1K - $57.7K
|
882
$295K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9- 0.95% |
$2.48K - $3.11K
|
937
$314K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
693New |
$191K - $239K
|
693
$232K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 233.33% |
$1.93K - $2.42K
|
10
$3.35K
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.3K- 96.97% |
$2.83M - $3.55M
|
321
$107K
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-6.1K- 10.61% |
$1.68M - $2.1M
|
51.4K
$17.2M
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
7KNew |
$1.93M - $2.42M
|
7K
$2.34M
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-195- 1.44% |
$53.8K - $67.3K
|
13.4K
$4.48M
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
555+ 16.0% |
$153K - $192K
|
4.02K
$1.35M
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.31% |
$27.6K - $34.5K
|
32.4K
$10.8M
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5K- 5.89% |
$1.38M - $1.73M
|
79.9K
$26.8M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-46- 4.88% |
$12.7K - $15.9K
|
897
$300K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
713New |
$197K - $246K
|
713
$239K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
12+ 1.6% |
$3.31K - $4.14K
|
762
$255K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 2.33% |
$276 - $345
|
42
$14.1K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
46+ 2.85% |
$12.7K - $15.9K
|
1.66K
$556K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73K+ 5.75% |
$476K - $596K
|
31.8K
$10.6M
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$310K - $388K
|
1.12K
$376K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39+ 216.67% |
$10.8K - $13.5K
|
57
$19.1K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
265+ 22.73% |
$73.1K - $91.5K
|
1.43K
$479K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.79KNew |
$494K - $618K
|
1.79K
$599K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
192+ 1.91% |
$53K - $66.3K
|
10.3K
$3.44M
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-8.9K- 4.68% |
$2.46M - $3.07M
|
181K
$60.7M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.19% |
$3.86K - $4.83K
|
7.27K
$2.43M
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-29- 2.9% |
$8K - $10K
|
971
$325K
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
448+ 4.24% |
$124K - $155K
|
11K
$3.68M
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
607New |
$167K - $210K
|
607
$203K
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
640New |
$177K - $221K
|
640
$214K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
2K+ 12.47% |
$553K - $692K
|
18.1K
$6.05M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$1.93K - $2.42K
|
7
$2.34K
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.39K+ 4.33% |
$1.49M - $1.86M
|
130K
$43.5M
|