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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
37New |
$10.3K - $11.7K
|
37
$12.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
128New |
$35.6K - $40.3K
|
128
$42.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.25K+ 13.73% |
$1.74M - $1.97M
|
51.7K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-10.1K- 14.0% |
$2.8M - $3.17M
|
61.8K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7+ 0.89% |
$1.95K - $2.21K
|
791
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
924New |
$257K - $291K
|
924
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
200+ 0.45% |
$55.7K - $63K
|
44.3K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.54K- 2.96% |
$428K - $485K
|
50.4K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.1KNew |
$1.14M - $1.29M
|
4.1K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13.8KNew |
$3.84M - $4.35M
|
13.8K
$4.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.01K+ 2.28% |
$281K - $318K
|
45.3K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3New |
$835 - $945
|
3
$1K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.38K+ 8.04% |
$385K - $436K
|
18.6K
$6.23M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8New |
$2.23K - $2.52K
|
8
$2.68K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
33.2KNew |
$9.25M - $10.5M
|
33.2K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
308+ 16.61% |
$85.8K - $97.1K
|
2.16K
$724K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2New |
$557 - $630
|
2
$670
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
520+ 13.39% |
$145K - $164K
|
4.4K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 0.59% |
$17.8K - $20.2K
|
10.9K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 11.11% |
$557 - $630
|
16
$5.36K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-175K- 27.47% |
$48.8M - $55.2M
|
462K
$155M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
789New |
$220K - $249K
|
789
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$557 - $630
|
1.05K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
483+ 13.36% |
$135K - $152K
|
4.1K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
22+ 1.45% |
$6.13K - $6.93K
|
1.54K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
285+ 29.41% |
$79.4K - $89.8K
|
1.25K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 3.71% |
$6.96K - $7.88K
|
648
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 5.51% |
$1.95K - $2.21K
|
120
$40.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
109+ 3.24% |
$30.4K - $34.4K
|
3.48K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
706New |
$197K - $223K
|
706
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.05KNew |
$292K - $331K
|
1.05K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 1.84% |
$1.39K - $1.58K
|
277
$92.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-44- 5.5% |
$12.3K - $13.9K
|
756
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$2.51K - $2.84K
|
9
$3.01K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-3.45K- 17.71% |
$961K - $1.09M
|
16K
$5.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
41.8K+ 5.23% |
$11.6M - $13.2M
|
841K
$282M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
845+ 23.42% |
$235K - $266K
|
4.45K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
976+ 1.17% |
$272K - $308K
|
84.2K
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.6K- 12.46% |
$723K - $818K
|
18.2K
$6.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4New |
$1.11K - $1.26K
|
4
$1.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
64+ 4.85% |
$17.8K - $20.2K
|
1.38K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
710New |
$198K - $224K
|
710
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
722New |
$201K - $228K
|
722
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51+ 5.05% |
$14.2K - $16.1K
|
1.06K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-22- 0.47% |
$6.13K - $6.93K
|
4.69K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
386KNew |
$107M - $122M
|
386K
$129M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.16K+ 25.98% |
$1.99M - $2.26M
|
34.7K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
38+ 0.53% |
$10.6K - $12K
|
7.24K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3- 0.68% |
$835 - $945
|
438
$147K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 58.31% |
$55.7K - $63K
|
543
$182K
|