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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
30New |
$8.35K - $9.45K
|
30
$10K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-14- 1.9% |
$3.9K - $4.41K
|
724
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$278 - $315
|
3.2K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
185K+ 10.03% |
$51.5M - $58.3M
|
2.03M
$680M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.86K- 5.68% |
$517K - $585K
|
30.8K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.26K- 1.66% |
$352K - $398K
|
75K
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11+ 0.63% |
$3.06K - $3.47K
|
1.75K
$585K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-10- 0.96% |
$2.78K - $3.15K
|
1.04K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-961- 22.64% |
$268K - $303K
|
3.28K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-376- 6.09% |
$105K - $119K
|
5.8K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
575KNew |
$160M - $181M
|
575K
$192M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
786+ 6.4% |
$219K - $248K
|
13.1K
$4.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$1.67K - $1.89K
|
6
$2.01K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-460- 5.46% |
$128K - $145K
|
7.97K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.76K- 7.53% |
$489K - $553K
|
21.6K
$7.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3+ 0.24% |
$835 - $945
|
1.27K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.16KNew |
$323K - $365K
|
1.16K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.34K+ 97.7% |
$2.04M - $2.31M
|
14.9K
$4.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.71KNew |
$755K - $854K
|
2.71K
$908K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.7K+ 10.02% |
$473K - $535K
|
18.7K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.46K+ 8.48% |
$406K - $460K
|
18.7K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
57+ 2.22% |
$15.9K - $18K
|
2.63K
$880K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.07K- 5.07% |
$1.97M - $2.23M
|
133K
$44.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
100+ 12.5% |
$27.8K - $31.5K
|
900
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.81KNew |
$2.45M - $2.78M
|
8.81K
$2.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.25K+ 19.63% |
$1.18M - $1.34M
|
25.9K
$8.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21+ 20.39% |
$5.85K - $6.62K
|
124
$41.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
755New |
$210K - $238K
|
755
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
420+ 700.0% |
$117K - $132K
|
480
$161K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 10.53% |
$1.11K - $1.26K
|
42
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
433+ 27.86% |
$121K - $136K
|
1.99K
$665K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$557 - $630
|
2
$670
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.5K+ 337.65% |
$697K - $789K
|
3.24K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
10.1K+ 19.58% |
$2.81M - $3.18M
|
61.7K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
BUY
|
- |
812+ 14.15% |
$226K - $256K
|
6.55K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-33.3K- 96.43% |
$9.29M - $10.5M
|
1.24K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.06K- 86.37% |
$574K - $649K
|
325
$109K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1K- 10.22% |
$278K - $315K
|
8.79K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
783+ 99.62% |
$218K - $247K
|
1.57K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
95+ 11.92% |
$26.5K - $29.9K
|
892
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
69+ 6.55% |
$19.2K - $21.7K
|
1.12K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-355- 2.02% |
$98.9K - $112K
|
17.2K
$5.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.9K- 75.31% |
$3.04M - $3.44M
|
3.58K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
416+ 3.19% |
$116K - $131K
|
13.5K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-4.25K- 0.94% |
$1.18M - $1.34M
|
446K
$149M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-394- 0.42% |
$110K - $124K
|
93K
$31.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
247+ 2.24% |
$68.8K - $77.8K
|
11.3K
$3.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
859+ 0.88% |
$239K - $271K
|
98.1K
$32.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-24- 2.81% |
$6.68K - $7.56K
|
831
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 16.67% |
$1.11K - $1.26K
|
20
$6.7K
|