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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
301+ 21.97% |
$67.7K - $77K
|
1.67K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-580- 99.49% |
$131K - $148K
|
3
$1K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18.3K- 4.97% |
$4.12M - $4.68M
|
350K
$117M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.39KNew |
$764K - $868K
|
3.39K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-400- 28.57% |
$90K - $102K
|
1K
$335K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 1.12% |
$3.83K - $4.35K
|
1.5K
$502K
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
815New |
$183K - $209K
|
815
$273K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5New |
$1.13K - $1.28K
|
5
$1.67K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$225 - $256
|
1
$335
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
24+ 1.39% |
$5.4K - $6.14K
|
1.75K
$586K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
808New |
$182K - $207K
|
808
$271K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.3K- 94.21% |
$293K - $333K
|
80
$26.8K
|
|
|
May 06, 2024
Q1 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-8.76K- 11.09% |
$1.97M - $2.24M
|
70.2K
$23.5M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
24New |
$5.4K - $6.14K
|
24
$8.04K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.4KNew |
$315K - $358K
|
1.4K
$469K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.43KNew |
$322K - $367K
|
1.43K
$480K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
16.5KNew |
$3.72M - $4.23M
|
16.5K
$5.53M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23+ 2.56% |
$5.18K - $5.89K
|
920
$308K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
880New |
$198K - $225K
|
880
$295K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.88K+ 36.96% |
$422K - $480K
|
6.95K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-6.8K- 21.54% |
$1.53M - $1.74M
|
24.8K
$8.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 20.0% |
$225 - $256
|
6
$2.01K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-800- 13.56% |
$180K - $205K
|
5.1K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.3K- 50.0% |
$518K - $589K
|
2.3K
$770K
|
|
|
Apr 29, 2024
Q1 2024
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-124K- 39.39% |
$27.9M - $31.7M
|
191K
$63.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 5.06% |
$11.3K - $12.8K
|
939
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
2.19K+ 36.27% |
$493K - $561K
|
8.24K
$2.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
294+ 25.13% |
$66.2K - $75.2K
|
1.46K
$490K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
415New |
$93.4K - $106K
|
415
$139K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37+ 4.09% |
$8.33K - $9.47K
|
941
$315K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-8.05K- 94.87% |
$1.81M - $2.06M
|
435
$146K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16New |
$3.6K - $4.09K
|
16
$5.36K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
66+ 2.21% |
$14.9K - $16.9K
|
3.05K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.23KNew |
$278K - $316K
|
1.23K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-204- 9.25% |
$45.9K - $52.2K
|
2K
$670K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 27.03% |
$2.25K - $2.56K
|
27
$9.04K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-33- 0.63% |
$7.43K - $8.44K
|
5.17K
$1.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
1.2KNew |
$270K - $307K
|
1.2K
$402K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-983- 15.31% |
$221K - $252K
|
5.44K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-400- 80.0% |
$90K - $102K
|
100
$33.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$3.38K - $3.84K
|
15
$5.02K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 30.0% |
$675 - $768
|
13
$4.35K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.12KNew |
$1.15M - $1.31M
|
5.12K
$1.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
944New |
$212K - $242K
|
944
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
814New |
$183K - $208K
|
814
$273K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
29KNew |
$6.53M - $7.43M
|
29K
$9.72M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31New |
$6.98K - $7.93K
|
31
$10.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
231+ 563.41% |
$52K - $59.1K
|
272
$91.1K
|
|
| Q4 2023 | |||||||
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.19KNew |
$263K - $302K
|
1.19K
$399K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
883+ 181.69% |
$194K - $223K
|
1.37K
$458K
|
|