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 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-49- 19.6% |
$12.7K - $14.7K
|
201
$57.6K
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
3.7K+ 11.12% |
$959K - $1.11M
|
37K
$10.6M
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
198+ 2.06% |
$51.3K - $59.4K
|
9.8K
$2.81M
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1K- 12.47% |
$259K - $300K
|
7.02K
$2.01M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
270+ 14.78% |
$70K - $80.9K
|
2.1K
$601K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1- 0.06% |
$259 - $300
|
1.55K
$445K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
74New |
$19.2K - $22.2K
|
74
$21.2K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-82- 0.91% |
$21.3K - $24.6K
|
8.98K
$2.57M
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.31K- 0.68% |
$340K - $393K
|
192K
$55.1M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
750New |
$194K - $225K
|
750
$215K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
38+ 0.84% |
$9.85K - $11.4K
|
4.58K
$1.31M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-897- 28.65% |
$233K - $269K
|
2.23K
$640K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
53+ 0.58% |
$13.7K - $15.9K
|
9.16K
$2.63M
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
3+ 0.67% |
$778 - $899
|
454
$130K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.09% |
$259 - $300
|
1.17K
$336K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 0.67% |
$2.85K - $3.3K
|
1.65K
$473K
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
6.95K+ 129.64% |
$1.8M - $2.08M
|
12.3K
$3.53M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
34+ 2.95% |
$8.81K - $10.2K
|
1.19K
$340K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-254- 9.71% |
$65.8K - $76.1K
|
2.36K
$677K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 41.86% |
$4.67K - $5.4K
|
61
$17.5K
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
243+ 3.34% |
$63K - $72.8K
|
7.51K
$2.15M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
503+ 0.82% |
$130K - $151K
|
62.1K
$17.8M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8- 5.03% |
$2.07K - $2.4K
|
151
$43.3K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.1KNew |
$285K - $330K
|
1.1K
$315K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
193+ 214.44% |
$50K - $57.9K
|
283
$81.1K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-201- 9.67% |
$52.1K - $60.2K
|
1.88K
$538K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-52- 0.25% |
$13.5K - $15.6K
|
20.4K
$5.85M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
870+ 34.31% |
$226K - $261K
|
3.41K
$976K
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3K+ 7.2% |
$777K - $898K
|
44.6K
$12.8M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
259+ 3.39% |
$67.1K - $77.6K
|
7.9K
$2.26M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-14.8K- 65.09% |
$3.84M - $4.44M
|
7.94K
$2.27M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.22K- 13.28% |
$1.09M - $1.27M
|
27.6K
$7.9M
|
|
Oct 03, 2024
Q3 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
SELL
|
- |
-44.2K- 27.69% |
$11.5M - $13.2M
|
115K
$33.1M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
46+ 0.34% |
$11.9K - $13.8K
|
13.7K
$3.94M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-162- 8.53% |
$42K - $48.6K
|
1.74K
$498K
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-43- 15.69% |
$11.1K - $12.9K
|
231
$66.2K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 1.2% |
$3.11K - $3.6K
|
1.01K
$289K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.55K- 3.09% |
$401K - $464K
|
48.5K
$13.9M
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-10- 0.33% |
$2.59K - $3K
|
3.01K
$862K
|
|
Q2 2024 | |||||||
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
164+ 16.6% |
$37.8K - $43.5K
|
1.15K
$330K
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-9- 0.02% |
$2.07K - $2.39K
|
40.2K
$11.5M
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-100- 11.11% |
$23.1K - $26.5K
|
800
$229K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 21.43% |
$692 - $796
|
11
$3.15K
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
11.3K+ 8.45% |
$2.6M - $3M
|
145K
$41.5M
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.85KNew |
$658K - $757K
|
2.85K
$818K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
185New |
$42.6K - $49.1K
|
185
$53K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
71New |
$16.4K - $18.8K
|
71
$20.3K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 2.44% |
$231 - $265
|
40
$11.5K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.05% |
$231 - $265
|
2.11K
$605K
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
200New |
$46.1K - $53K
|
200
$57.3K
|