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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
788New |
$204K - $236K
|
788
$227K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
736New |
$191K - $221K
|
736
$212K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.82K+ 30.66% |
$1.51M - $1.75M
|
24.8K
$7.16M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-49- 14.24% |
$12.7K - $14.7K
|
295
$85.1K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
618K+ 231.22% |
$160M - $185M
|
886K
$255M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
23+ 17.29% |
$5.96K - $6.89K
|
156
$45K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-88- 2.18% |
$22.8K - $26.4K
|
3.94K
$1.14M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
998+ 1.19% |
$259K - $299K
|
84.7K
$24.4M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-748- 4.22% |
$194K - $224K
|
17K
$4.89M
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-52- 6.64% |
$13.5K - $15.6K
|
731
$211K
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3K- 3.48% |
$778K - $899K
|
83.2K
$24M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-578- 1.83% |
$150K - $173K
|
31K
$8.93M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-294- 11.46% |
$76.2K - $88.1K
|
2.27K
$655K
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.79K+ 18.1% |
$724K - $837K
|
18.2K
$5.26M
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.25K+ 23.74% |
$582K - $674K
|
11.7K
$3.38M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-201- 3.97% |
$52.1K - $60.2K
|
4.86K
$1.4M
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
107+ 11.44% |
$27.7K - $32.1K
|
1.04K
$300K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.02K- 2.3% |
$263K - $304K
|
43.1K
$12.4M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8+ 0.76% |
$2.07K - $2.4K
|
1.06K
$305K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-122- 1.58% |
$31.6K - $36.6K
|
7.62K
$2.2M
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.52K- 4.73% |
$393K - $454K
|
30.5K
$8.81M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
102+ 3.15% |
$26.4K - $30.6K
|
3.35K
$965K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-700- 2.11% |
$181K - $210K
|
32.5K
$9.37M
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
12+ 0.27% |
$3.11K - $3.6K
|
4.54K
$1.31M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
28+ 1.53% |
$7.26K - $8.39K
|
1.85K
$535K
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-562- 0.44% |
$146K - $168K
|
126K
$36.5M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.47K- 67.62% |
$641K - $741K
|
1.18K
$341K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-37- 4.27% |
$9.59K - $11.1K
|
830
$239K
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
41.5K+ 10.16% |
$10.8M - $12.4M
|
450K
$130M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
829New |
$215K - $248K
|
829
$239K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
187New |
$48.5K - $56.1K
|
187
$53.9K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-53- 9.76% |
$13.7K - $15.9K
|
490
$141K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-601- 2.17% |
$156K - $180K
|
27.1K
$7.81M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 0.71% |
$6.22K - $7.19K
|
3.41K
$984K
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
40+ 2.9% |
$10.4K - $12K
|
1.42K
$409K
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.02KNew |
$264K - $305K
|
1.02K
$294K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
772New |
$200K - $231K
|
772
$223K
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5- 0.37% |
$1.3K - $1.5K
|
1.33K
$385K
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-7.47K- 11.21% |
$1.94M - $2.24M
|
59.1K
$17.1M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.17% |
$1.04K - $1.2K
|
2.34K
$676K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 6.67% |
$259 - $300
|
16
$4.61K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
847New |
$220K - $254K
|
847
$244K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-18- 0.45% |
$4.67K - $5.4K
|
4K
$1.15M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.07% |
$5.18K - $6K
|
30.3K
$8.75M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-7.24K- 1.46% |
$1.88M - $2.17M
|
489K
$141M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
61+ 7.49% |
$15.8K - $18.3K
|
875
$252K
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
303+ 3.83% |
$78.5K - $90.8K
|
8.22K
$2.37M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.44K+ 16.4% |
$374K - $433K
|
10.2K
$2.95M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
115+ 4.02% |
$29.8K - $34.5K
|
2.98K
$858K
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
6.63K+ 1.49% |
$1.72M - $1.99M
|
451K
$130M
|