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 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.2K+ 11.48% |
$331K - $414K
|
11.7K
$3.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
90+ 2.09% |
$24.8K - $31.1K
|
4.4K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
127+ 1.43% |
$35K - $43.8K
|
9.02K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
1.42KNew |
$393K - $492K
|
1.42K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-57- 3.56% |
$15.7K - $19.7K
|
1.54K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.38K - $1.73K
|
5
$1.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
228+ 6.15% |
$62.9K - $78.7K
|
3.94K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-135- 4.48% |
$37.2K - $46.6K
|
2.88K
$907K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.82K+ 15.59% |
$1.33M - $1.67M
|
35.8K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 1.77% |
$331K - $414K
|
69K
$21.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5- 0.34% |
$1.38K - $1.73K
|
1.47K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.87K+ 5.25% |
$516K - $646K
|
37.5K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.94% |
$4.69K - $5.87K
|
1.82K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 2.43% |
$3.31K - $4.14K
|
505
$159K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 9.38% |
$1.66K - $2.07K
|
58
$18.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-9- 60.0% |
$2.48K - $3.11K
|
6
$1.89K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.25KNew |
$897K - $1.12M
|
3.25K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-482- 30.3% |
$133K - $166K
|
1.11K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-350- 4.39% |
$96.6K - $121K
|
7.63K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
39+ 2.18% |
$10.8K - $13.5K
|
1.83K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
772+ 2.53% |
$213K - $267K
|
31.3K
$9.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
324+ 53.03% |
$89.4K - $112K
|
935
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
146+ 8.56% |
$40.3K - $50.4K
|
1.85K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.7K- 16.76% |
$6.27M - $7.84M
|
113K
$35.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
10KNew |
$2.76M - $3.45M
|
10K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-205- 13.61% |
$56.6K - $70.8K
|
1.3K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
234+ 22.94% |
$64.6K - $80.8K
|
1.25K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-226- 18.04% |
$62.4K - $78K
|
1.03K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-922- 34.53% |
$254K - $318K
|
1.75K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29+ 3.26% |
$8K - $10K
|
919
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-671- 2.5% |
$185K - $232K
|
26.2K
$8.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
51+ 20.73% |
$14.1K - $17.6K
|
297
$93.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.1K- 3.52% |
$14.4M - $18M
|
1.43M
$450M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
111New |
$30.6K - $38.3K
|
111
$35K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-113- 6.93% |
$31.2K - $39K
|
1.52K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.04K+ 257.42% |
$1.12M - $1.4M
|
5.62K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-24- 0.77% |
$6.62K - $8.29K
|
3.11K
$979K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-75- 1.1% |
$20.7K - $25.9K
|
6.74K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.38K- 43.02% |
$382K - $478K
|
1.83K
$578K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-6- 0.59% |
$1.66K - $2.07K
|
1.01K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-188- 0.95% |
$51.9K - $64.9K
|
19.5K
$6.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-861- 2.64% |
$238K - $297K
|
31.8K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
825New |
$228K - $285K
|
825
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
9K+ 54.88% |
$2.48M - $3.11M
|
25.4K
$8.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-441- 3.01% |
$122K - $152K
|
14.2K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-168K- 5.67% |
$46.3M - $57.9M
|
2.79M
$880M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
37+ 5.02% |
$10.2K - $12.8K
|
774
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.14KNew |
$315K - $394K
|
1.14K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
59+ 8.75% |
$16.3K - $20.4K
|
733
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.78K+ 44.22% |
$491K - $615K
|
5.81K
$1.83M
|