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 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
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
34New |
$9.47K - $10.7K
|
34
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.7K- 18.93% |
$1.31M - $1.48M
|
20.2K
$6.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-6- 2.03% |
$1.67K - $1.89K
|
289
$96.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
582+ 16.05% |
$162K - $183K
|
4.21K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
87KNew |
$24.2M - $27.4M
|
87K
$29.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
363New |
$101K - $114K
|
363
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-20- 2.74% |
$5.57K - $6.3K
|
711
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.36K+ 2.56% |
$379K - $429K
|
54.5K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.2K+ 12.06% |
$1.45M - $1.64M
|
48.3K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-93- 3.13% |
$25.9K - $29.3K
|
2.88K
$965K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.6K- 22.09% |
$725K - $820K
|
9.18K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 6.84% |
$4.46K - $5.04K
|
250
$83.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
168New |
$46.8K - $52.9K
|
168
$56.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 0.01% |
$10.9K - $12.3K
|
509K
$171M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-10- 0.07% |
$2.78K - $3.15K
|
15.1K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-8.24K- 26.53% |
$2.3M - $2.6M
|
22.8K
$7.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
7.35KNew |
$2.05M - $2.32M
|
7.35K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
97+ 4.47% |
$27K - $30.6K
|
2.27K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
236+ 3.06% |
$65.7K - $74.4K
|
7.96K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.17% |
$557 - $630
|
1.16K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
155New |
$43.2K - $48.8K
|
155
$51.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.58K+ 29.47% |
$717K - $812K
|
11.3K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-685- 17.22% |
$191K - $216K
|
3.29K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-427- 0.62% |
$119K - $135K
|
68.8K
$23M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
290+ 12.96% |
$80.8K - $91.4K
|
2.53K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-92- 32.51% |
$25.6K - $29K
|
191
$64K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-362- 4.8% |
$101K - $114K
|
7.19K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
56+ 6.93% |
$15.6K - $17.6K
|
864
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 31.25% |
$1.39K - $1.58K
|
21
$7.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
29+ 69.05% |
$8.08K - $9.14K
|
71
$23.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
32+ 0.71% |
$8.91K - $10.1K
|
4.57K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
5+ 0.22% |
$1.39K - $1.58K
|
2.33K
$779K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
716New |
$199K - $226K
|
716
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
80+ 7.72% |
$22.3K - $25.2K
|
1.12K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 16.0% |
$3.34K - $3.78K
|
87
$29.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
129+ 5.82% |
$35.9K - $40.7K
|
2.34K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-700- 45.93% |
$195K - $221K
|
824
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 4.92% |
$1.67K - $1.89K
|
128
$42.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
949+ 11.6% |
$264K - $299K
|
9.13K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
58+ 7.26% |
$16.2K - $18.3K
|
857
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$557 - $630
|
2
$670
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.2% |
$278 - $315
|
500
$167K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
150+ 123.97% |
$41.8K - $47.3K
|
271
$90.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.07KNew |
$576K - $651K
|
2.07K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
296+ 5.62% |
$82.4K - $93.3K
|
5.56K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
10.6KNew |
$2.95M - $3.34M
|
10.6K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-73- 31.06% |
$20.3K - $23K
|
162
$54.2K
|