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 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-2.75K- 2.26% |
$713K - $824K
|
119K
$34.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-32- 0.66% |
$8.3K - $9.59K
|
4.82K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-27- 3.05% |
$7K - $8.09K
|
858
$246K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.54K+ 4.44% |
$658K - $760K
|
59.7K
$17.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
23+ 1.11% |
$5.96K - $6.89K
|
2.1K
$601K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1- 0.09% |
$259 - $300
|
1.06K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
731+ 47.41% |
$189K - $219K
|
2.27K
$651K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-29- 6.11% |
$7.52K - $8.69K
|
446
$128K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
112+ 3.92% |
$29K - $33.6K
|
2.97K
$851K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.34K+ 288.39% |
$348K - $402K
|
1.81K
$517K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 11.43% |
$2.07K - $2.4K
|
78
$22.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6+ 0.0% |
$1.56K - $1.8K
|
187K
$53.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39+ 0.45% |
$10.1K - $11.7K
|
8.79K
$2.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-30- 3.53% |
$7.78K - $8.99K
|
821
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.59% |
$2.07K - $2.4K
|
1.37K
$392K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
1.16KNew |
$300K - $347K
|
1.16K
$332K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$5.18K - $6K
|
20
$5.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-5.5K- 42.35% |
$1.43M - $1.65M
|
7.49K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
35K+ 4.58% |
$9.07M - $10.5M
|
799K
$229M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-130- 3.48% |
$33.7K - $39K
|
3.61K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
297+ 12.99% |
$77K - $89K
|
2.58K
$740K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.64K+ 5.15% |
$424K - $490K
|
33.4K
$9.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-8- 0.03% |
$2.07K - $2.4K
|
29K
$8.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
92+ 3.63% |
$23.8K - $27.6K
|
2.63K
$753K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.81K- 8.3% |
$468K - $541K
|
19.9K
$5.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
190+ 2.6% |
$49.3K - $57K
|
7.51K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 1.53% |
$4.41K - $5.1K
|
1.13K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
781New |
$202K - $234K
|
781
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.93K+ 10.56% |
$1.02M - $1.18M
|
41.1K
$11.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-106- 2.66% |
$27.5K - $31.8K
|
3.88K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-578- 7.43% |
$150K - $173K
|
7.2K
$2.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-356- 18.73% |
$92.3K - $107K
|
1.55K
$443K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.2% |
$518 - $600
|
1K
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-58- 5.79% |
$15K - $17.4K
|
943
$270K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.14KNew |
$294K - $340K
|
1.14K
$325K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
300+ 6.38% |
$77.8K - $89.9K
|
5K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-48- 1.26% |
$12.4K - $14.4K
|
3.75K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-455- 7.28% |
$118K - $136K
|
5.8K
$1.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.16% |
$518 - $600
|
1.24K
$356K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$259 - $300
|
1
$287
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-32- 0.68% |
$8.3K - $9.59K
|
4.67K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
309+ 30.56% |
$80.1K - $92.6K
|
1.32K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-234- 16.22% |
$60.7K - $70.1K
|
1.21K
$346K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-35- 1.62% |
$9.07K - $10.5K
|
2.12K
$609K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-154- 6.37% |
$39.9K - $46.2K
|
2.26K
$649K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 2.26% |
$1.04K - $1.2K
|
181
$51.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
240+ 7.81% |
$62.2K - $71.9K
|
3.31K
$949K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
268+ 0.8% |
$69.5K - $80.3K
|
33.9K
$9.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.68K+ 21.6% |
$954K - $1.1M
|
20.7K
$5.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.86K+ 8.51% |
$481K - $557K
|
23.7K
$6.79M
|