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 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 2.03% |
$1.04K - $1.2K
|
201
$57.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.61% |
$1.81K - $2.1K
|
1.13K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-113- 1.86% |
$29.3K - $33.9K
|
5.98K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$1.3K - $1.5K
|
5
$1.43K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
737New |
$191K - $221K
|
737
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-205- 0.25% |
$53.1K - $61.4K
|
83.2K
$23.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.5K- 6.7% |
$388K - $448K
|
20.8K
$5.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-938- 7.21% |
$243K - $281K
|
12.1K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6+ 0.62% |
$1.56K - $1.8K
|
980
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$518 - $600
|
2
$573
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-100- 0.62% |
$25.9K - $30K
|
16.1K
$4.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-32- 0.94% |
$8.3K - $9.59K
|
3.37K
$965K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.22K- 18.86% |
$317K - $367K
|
5.27K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.17KNew |
$304K - $351K
|
1.17K
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.5KNew |
$907K - $1.05M
|
3.5K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600+ 0.12% |
$156K - $180K
|
510K
$146M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
73+ 6.54% |
$18.9K - $21.9K
|
1.19K
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-44- 3.92% |
$11.4K - $13.2K
|
1.08K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-145- 2.06% |
$37.6K - $43.5K
|
6.89K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
799New |
$207K - $240K
|
799
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
726New |
$188K - $218K
|
726
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.64K+ 62.72% |
$1.2M - $1.39M
|
12K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.5KNew |
$389K - $450K
|
1.5K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
5+ 0.02% |
$1.3K - $1.5K
|
22.7K
$6.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10+ 0.87% |
$2.59K - $3K
|
1.16K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21- 1.87% |
$5.44K - $6.29K
|
1.1K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-200- 0.16% |
$51.8K - $60K
|
124K
$35.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.22K- 1.64% |
$316K - $365K
|
73.1K
$20.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
243+ 24.08% |
$63K - $72.8K
|
1.25K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
546+ 0.6% |
$142K - $164K
|
92K
$26.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-38- 15.77% |
$9.85K - $11.4K
|
203
$58.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.6% |
$1.04K - $1.2K
|
667
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 66.67% |
$2.59K - $3K
|
25
$7.16K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
515+ 18.51% |
$133K - $154K
|
3.3K
$945K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
219+ 11.74% |
$56.8K - $65.6K
|
2.09K
$597K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-136- 8.35% |
$35.3K - $40.8K
|
1.49K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 3.81% |
$3.63K - $4.2K
|
353
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.77K- 30.79% |
$459K - $531K
|
3.98K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.68% |
$2.59K - $3K
|
1.47K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.5KNew |
$388K - $448K
|
1.5K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 25.0% |
$13K - $15K
|
150
$43K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.22% |
$1.3K - $1.5K
|
2.33K
$667K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5- 0.62% |
$1.3K - $1.5K
|
800
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.92K- 9.48% |
$497K - $574K
|
18.3K
$5.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-7.04K- 26.55% |
$1.82M - $2.11M
|
19.5K
$5.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-40- 0.74% |
$10.4K - $12K
|
5.34K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8- 0.03% |
$2.07K - $2.4K
|
30.8K
$8.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.77K+ 5.1% |
$978K - $1.13M
|
77.8K
$22.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
52+ 0.52% |
$13.5K - $15.6K
|
10.1K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.45K+ 6.2% |
$376K - $435K
|
24.9K
$7.12M
|