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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
35+ 2.95% |
$8.07K - $9.28K
|
1.22K
$350K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 14.29% |
$461 - $530
|
16
$4.58K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
470+ 4.74% |
$108K - $125K
|
10.4K
$2.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-22- 12.5% |
$5.07K - $5.83K
|
154
$44.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-830- 5.86% |
$191K - $220K
|
13.3K
$3.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
48+ 0.76% |
$11.1K - $12.7K
|
6.33K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
25New |
$5.76K - $6.63K
|
25
$7.16K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
520New |
$120K - $138K
|
520
$149K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$2.87K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.73K- 95.12% |
$629K - $723K
|
140
$40.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$4.61K - $5.3K
|
20
$5.73K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$692 - $796
|
3
$860
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.08KNew |
$249K - $286K
|
1.08K
$309K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-55- 0.22% |
$12.7K - $14.6K
|
24.7K
$7.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-36.2K- 74.5% |
$8.35M - $9.6M
|
12.4K
$3.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 7.69% |
$692 - $796
|
36
$10.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.77K- 2.77% |
$408K - $470K
|
62.3K
$17.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
468New |
$108K - $124K
|
468
$134K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-197- 2.7% |
$45.4K - $52.2K
|
7.09K
$2.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1+ 0.06% |
$231 - $265
|
1.8K
$515K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36New |
$8.3K - $9.55K
|
36
$10.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-154- 8.54% |
$35.5K - $40.8K
|
1.65K
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.81KNew |
$418K - $481K
|
1.81K
$519K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.16KNew |
$267K - $307K
|
1.16K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-200- 2.98% |
$46.1K - $53K
|
6.51K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-512- 44.72% |
$118K - $136K
|
633
$181K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.76% |
$11.3K - $13K
|
6.47K
$1.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 11.04% |
$34.6K - $39.8K
|
1.51K
$432K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$2.87K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.89% |
$231 - $265
|
113
$32.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-42- 2.35% |
$9.68K - $11.1K
|
1.75K
$501K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-796- 28.22% |
$183K - $211K
|
2.03K
$580K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-962- 81.53% |
$222K - $255K
|
218
$62.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-20- 13.61% |
$4.61K - $5.3K
|
127
$36.4K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-54.6K- 7.1% |
$12.3M - $14M
|
715K
$205M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
821New |
$185K - $210K
|
821
$235K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$730K - $830K
|
3.24K
$929K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$225 - $256
|
2
$573
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-819- 84.52% |
$184K - $210K
|
150
$43K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-45- 1.56% |
$10.1K - $11.5K
|
2.84K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
21.2K+ 84.8% |
$4.77M - $5.42M
|
46.2K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-61- 80.26% |
$13.7K - $15.6K
|
15
$4.3K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
15KNew |
$3.38M - $3.84M
|
15K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-12.5K- 35.71% |
$2.81M - $3.2M
|
22.5K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
800New |
$180K - $205K
|
800
$229K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14.6K- 96.3% |
$3.28M - $3.72M
|
560
$160K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.52K+ 79.69% |
$341K - $388K
|
3.42K
$979K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13- 1.43% |
$2.93K - $3.33K
|
898
$257K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22New |
$4.95K - $5.63K
|
22
$6.3K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-250- 16.6% |
$56.3K - $64K
|
1.26K
$360K
|
|