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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
577+ 2.13% |
$159K - $199K
|
27.7K
$8.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
637New |
$176K - $220K
|
637
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-64- 49.61% |
$17.7K - $22.1K
|
65
$20.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 1.07% |
$2.21K - $2.76K
|
743
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.5K- 21.38% |
$414K - $518K
|
5.52K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-60- 1.16% |
$16.6K - $20.7K
|
5.12K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-77- 0.76% |
$21.2K - $26.6K
|
10.1K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.53K+ 5.47% |
$421K - $527K
|
29.4K
$9.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
155+ 0.19% |
$42.8K - $53.5K
|
79.8K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-37.1K- 9.18% |
$10.2M - $12.8M
|
367K
$116M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-13- 1.58% |
$3.59K - $4.49K
|
808
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
77+ 2.74% |
$21.2K - $26.6K
|
2.88K
$909K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
231+ 24.81% |
$63.7K - $79.8K
|
1.16K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
34+ 3.07% |
$9.38K - $11.7K
|
1.14K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
743New |
$205K - $257K
|
743
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
527+ 1.6% |
$145K - $182K
|
33.5K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-788- 24.31% |
$217K - $272K
|
2.45K
$773K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-83- 0.3% |
$22.9K - $28.7K
|
27.7K
$8.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.49M- 99.71% |
$410M - $513M
|
4.32K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
329+ 10.43% |
$90.8K - $114K
|
3.48K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
46+ 0.79% |
$12.7K - $15.9K
|
5.9K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13New |
$3.59K - $4.49K
|
13
$4.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.08K+ 0.24% |
$297K - $371K
|
458K
$144M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-17- 1.37% |
$4.69K - $5.87K
|
1.22K
$385K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 83.33% |
$1.38K - $1.73K
|
11
$3.47K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
61New |
$16.8K - $21.1K
|
61
$19.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
201+ 1.27% |
$55.5K - $69.4K
|
16K
$5.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-2.04K- 36.35% |
$562K - $703K
|
3.57K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-240- 1.56% |
$66.2K - $82.9K
|
15.2K
$4.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-820- 10.3% |
$226K - $283K
|
7.14K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 14.58% |
$1.93K - $2.42K
|
55
$17.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-550- 21.36% |
$152K - $190K
|
2.03K
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$2.86M - $3.58M
|
10.4K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
636New |
$175K - $220K
|
636
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-175- 10.86% |
$48.3K - $60.4K
|
1.44K
$453K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
604New |
$167K - $209K
|
604
$190K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 1.99% |
$1.1K - $1.38K
|
197
$62.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16- 1.09% |
$4.41K - $5.52K
|
1.45K
$456K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-269- 14.18% |
$74.2K - $92.9K
|
1.63K
$513K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-807- 2.39% |
$223K - $279K
|
32.9K
$10.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
13.6K+ 103.35% |
$3.76M - $4.7M
|
26.8K
$8.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-167- 2.24% |
$46.1K - $57.7K
|
7.3K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
537+ 6.76% |
$148K - $185K
|
8.48K
$2.67M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 0.57% |
$6.62K - $8.29K
|
4.2K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-110- 12.28% |
$30.3K - $38K
|
786
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.5% |
$9.93K - $12.4K
|
7.2K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
153+ 17.79% |
$42.2K - $52.8K
|
1.01K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Guo Line Advisory Pte LTD
Singapore, U0 |
SELL
|
- |
-19.9K- 17.24% |
$5.49M - $6.87M
|
95.5K
$30.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-64- 3.55% |
$17.7K - $22.1K
|
1.74K
$549K
|