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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.51K+ 459.63% |
$1.24M - $1.56M
|
5.49K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-11.4K- 16.74% |
$3.15M - $3.95M
|
56.9K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-47- 2.95% |
$13K - $16.2K
|
1.55K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-485- 2.37% |
$134K - $167K
|
20K
$6.29M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
416+ 23.91% |
$115K - $144K
|
2.16K
$680K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 6.56% |
$15.4K - $19.3K
|
910
$287K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
673New |
$186K - $232K
|
673
$212K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-102K- 18.12% |
$28M - $35M
|
459K
$145M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
CALL |
2.5K+ 138.89% |
$690K - $863K
|
4.3K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.08K+ 19.01% |
$851K - $1.06M
|
19.3K
$6.08M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-25- 2.31% |
$6.9K - $8.63K
|
1.06K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-79- 8.86% |
$21.8K - $27.3K
|
813
$256K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
750New |
$207K - $259K
|
750
$236K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.95K+ 36.98% |
$1.92M - $2.4M
|
25.8K
$8.12M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-352- 29.63% |
$97.1K - $122K
|
836
$264K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-573- 4.22% |
$158K - $198K
|
13K
$4.1M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.17% |
$1.38K - $1.73K
|
3.02K
$953K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-62- 3.44% |
$17.1K - $21.4K
|
1.74K
$549K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
166+ 10.96% |
$45.8K - $57.3K
|
1.68K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-60.9K- 2.08% |
$16.8M - $21M
|
2.87M
$906M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-780- 6.69% |
$215K - $269K
|
10.9K
$3.43M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.09K- 21.95% |
$302K - $377K
|
3.89K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-527- 42.99% |
$145K - $182K
|
699
$220K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
59New |
$16.3K - $20.4K
|
59
$18.6K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.64K+ 5.49% |
$452K - $566K
|
31.5K
$9.93M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-526- 21.36% |
$145K - $182K
|
1.94K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
225+ 23.68% |
$62.1K - $77.7K
|
1.18K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-18.9K- 6.7% |
$5.21M - $6.52M
|
263K
$83M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
264+ 99.25% |
$72.8K - $91.1K
|
530
$167K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.9K+ 9.25% |
$3.02M - $3.78M
|
129K
$40.7M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
691New |
$191K - $239K
|
691
$218K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.5K- 29.1% |
$2.35M - $2.93M
|
20.7K
$6.53M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
821+ 0.77% |
$227K - $283K
|
108K
$34M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 43.75% |
$1.93K - $2.42K
|
23
$7.25K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 5.88% |
$276 - $345
|
18
$5.67K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-506- 23.04% |
$140K - $175K
|
1.69K
$533K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
33+ 2.1% |
$9.1K - $11.4K
|
1.6K
$505K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
924New |
$255K - $319K
|
924
$291K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
377+ 2.38% |
$104K - $130K
|
16.2K
$5.11M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.26K- 0.75% |
$622K - $779K
|
298K
$93.9M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-283- 1.05% |
$78.1K - $97.7K
|
26.6K
$8.39M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
134+ 6.96% |
$37K - $46.3K
|
2.06K
$649K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.75% |
$1.93K - $2.42K
|
939
$296K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
83+ 0.34% |
$22.9K - $28.7K
|
24.7K
$7.8M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
104+ 5.44% |
$28.7K - $35.9K
|
2.02K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
753+ 76.29% |
$208K - $260K
|
1.74K
$549K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
28+ 1.17% |
$7.72K - $9.67K
|
2.42K
$764K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
897+ 91.34% |
$247K - $310K
|
1.88K
$592K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-172- 7.33% |
$47.5K - $59.4K
|
2.18K
$686K
|