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 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
470+ 4.74% |
$108K - $125K
|
10.4K
$3.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-22- 12.5% |
$5.07K - $5.83K
|
154
$51.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-830- 5.86% |
$191K - $220K
|
13.3K
$4.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
48+ 0.76% |
$11.1K - $12.7K
|
6.33K
$2.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
25New |
$5.76K - $6.63K
|
25
$8.37K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$3.35K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.73K- 95.12% |
$629K - $723K
|
140
$46.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$4.61K - $5.3K
|
20
$6.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$692 - $796
|
3
$1K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.08KNew |
$249K - $286K
|
1.08K
$362K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.77K- 2.77% |
$408K - $470K
|
62.3K
$20.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
468New |
$108K - $124K
|
468
$157K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.81KNew |
$418K - $481K
|
1.81K
$607K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.76% |
$11.3K - $13K
|
6.47K
$2.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$3.35K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.89% |
$231 - $265
|
113
$37.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-42- 2.35% |
$9.68K - $11.1K
|
1.75K
$585K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
42New |
$9.45K - $10.7K
|
42
$14.1K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$730K - $830K
|
3.24K
$1.09M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$225 - $256
|
2
$670
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-819- 84.52% |
$184K - $210K
|
150
$50.2K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
15KNew |
$3.38M - $3.84M
|
15K
$5.02M
|
|
|
May 15, 2024
Q1 2024
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-12.5K- 35.71% |
$2.81M - $3.2M
|
22.5K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14.6K- 96.3% |
$3.28M - $3.72M
|
560
$188K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.52K+ 79.69% |
$341K - $388K
|
3.42K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13- 1.43% |
$2.93K - $3.33K
|
898
$301K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22New |
$4.95K - $5.63K
|
22
$7.37K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-250- 16.6% |
$56.3K - $64K
|
1.26K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$544K - $618K
|
2.42K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-605- 13.24% |
$136K - $155K
|
3.96K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-4.1K- 13.58% |
$923K - $1.05M
|
26.1K
$8.74M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.91KNew |
$655K - $745K
|
2.91K
$975K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
61+ 2.58% |
$13.7K - $15.6K
|
2.42K
$811K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.62K+ 38.84% |
$365K - $415K
|
5.79K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-44- 0.5% |
$9.9K - $11.3K
|
8.74K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
968New |
$218K - $248K
|
968
$324K
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.48K- 55.35% |
$333K - $379K
|
1.19K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.61KNew |
$363K - $412K
|
1.61K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 83.33% |
$3.38K - $3.84K
|
33
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.8K+ 29.38% |
$1.31M - $1.49M
|
25.6K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.42K+ 113.88% |
$1.67M - $1.9M
|
13.9K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.2K+ 263.66% |
$269K - $306K
|
1.65K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
PUT |
150KNew |
$33.8M - $38.4M
|
150K
$50.2M
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
41+ 24.85% |
$9.23K - $10.5K
|
206
$69K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
808New |
$182K - $207K
|
808
$271K
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.15KNew |
$259K - $295K
|
1.15K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$2.25K - $2.56K
|
10
$3.35K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.59KNew |
$1.93M - $2.2M
|
8.59K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-40- 4.15% |
$9K - $10.2K
|
925
$310K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
810New |
$182K - $207K
|
810
$271K
|
|