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 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
202+ 18.53% |
$55.7K - $69.7K
|
1.29K
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$276 - $345
|
1.65K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.6K+ 37.83% |
$3.75M - $4.69M
|
49.5K
$15.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-125- 29.34% |
$34.5K - $43.2K
|
301
$94.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
75+ 78.13% |
$20.7K - $25.9K
|
171
$53.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-154- 4.55% |
$42.5K - $53.2K
|
3.23K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
82+ 0.73% |
$22.6K - $28.3K
|
11.3K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
180+ 10.24% |
$49.7K - $62.1K
|
1.94K
$611K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
7.29KNew |
$2.01M - $2.52M
|
7.29K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-110- 96.49% |
$30.3K - $38K
|
4
$1.26K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 250.0% |
$1.38K - $1.73K
|
7
$2.21K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-24- 0.82% |
$6.62K - $8.29K
|
2.89K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
10.2K+ 10.43% |
$2.82M - $3.53M
|
108K
$34.1M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26+ 21.14% |
$7.17K - $8.98K
|
149
$47K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.74K- 7.67% |
$479K - $599K
|
20.9K
$6.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.32K+ 1.77% |
$640K - $801K
|
133K
$42.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-186- 8.27% |
$51.3K - $64.2K
|
2.06K
$651K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
164+ 18.57% |
$45.2K - $56.6K
|
1.05K
$330K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
80+ 11.27% |
$22.1K - $27.6K
|
790
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
56+ 3.01% |
$15.4K - $19.3K
|
1.92K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14+ 0.78% |
$3.86K - $4.83K
|
1.81K
$572K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 53.33% |
$2.21K - $2.76K
|
23
$7.25K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
611New |
$169K - $211K
|
611
$193K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
470+ 19.8% |
$130K - $162K
|
2.84K
$897K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
518+ 0.08% |
$143K - $179K
|
627K
$198M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5- 0.43% |
$1.38K - $1.73K
|
1.17K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.35% |
$1.38K - $1.73K
|
1.42K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
677New |
$187K - $234K
|
677
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.1K+ 44.76% |
$9.96M - $12.5M
|
117K
$36.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
11+ 0.11% |
$3.03K - $3.8K
|
10.2K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.34K- 33.32% |
$1.75M - $2.19M
|
12.7K
$4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-22- 1.44% |
$6.07K - $7.6K
|
1.51K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-55- 0.22% |
$15.2K - $19K
|
24.6K
$7.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-140- 2.63% |
$38.6K - $48.3K
|
5.18K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.03KNew |
$285K - $356K
|
1.03K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
145+ 16.15% |
$40K - $50.1K
|
1.04K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
128+ 0.26% |
$35.3K - $44.2K
|
48.5K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
2K+ 16.68% |
$552K - $691K
|
14K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-235- 15.72% |
$64.8K - $81.1K
|
1.26K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
10+ 0.13% |
$2.76K - $3.45K
|
7.65K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
195+ 6.27% |
$53.8K - $67.3K
|
3.31K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
120+ 0.63% |
$33.1K - $41.4K
|
19.2K
$6.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.14K+ 113.9% |
$314K - $393K
|
2.14K
$674K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
518+ 20.43% |
$143K - $179K
|
3.05K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$276 - $345
|
4.35K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
683New |
$188K - $236K
|
683
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
365+ 0.53% |
$101K - $126K
|
69K
$21.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.73K+ 11.48% |
$477K - $597K
|
16.8K
$5.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.15KNew |
$1.97M - $2.47M
|
7.15K
$2.25M
|