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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
100+ 11.56% |
$23.1K - $26.5K
|
965
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$231 - $265
|
3
$946
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-45- 1.93% |
$10.4K - $11.9K
|
2.29K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
9.2KNew |
$2.12M - $2.44M
|
9.2K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 1.73% |
$692 - $796
|
170
$53.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
16.8KNew |
$3.88M - $4.46M
|
16.8K
$5.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-183- 0.19% |
$42.2K - $48.5K
|
94K
$29.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
795New |
$183K - $211K
|
795
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
7New |
$1.61K - $1.86K
|
7
$2.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12- 0.79% |
$2.77K - $3.18K
|
1.5K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.94K- 91.62% |
$678K - $780K
|
269
$84.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11New |
$2.54K - $2.92K
|
11
$3.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-4K- 26.67% |
$922K - $1.06M
|
11K
$3.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.4K- 90.2% |
$2.17M - $2.49M
|
1.02K
$322K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$1.15K - $1.33K
|
5
$1.58K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-7- 0.12% |
$1.61K - $1.86K
|
5.62K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
98+ 4.66% |
$22.6K - $26K
|
2.2K
$694K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20+ 285.71% |
$4.61K - $5.3K
|
27
$8.51K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-86- 0.19% |
$19.8K - $22.8K
|
45K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
SELL
|
- |
-2K- 16.67% |
$461K - $530K
|
10K
$3.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-73- 0.5% |
$16.8K - $19.4K
|
14.4K
$4.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 23.3% |
$9.45K - $10.9K
|
135
$42.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
SELL
|
- |
-301- 5.77% |
$69.4K - $79.8K
|
4.92K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
24New |
$5.53K - $6.36K
|
24
$7.57K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
52.4KNew |
$12.1M - $13.9M
|
52.4K
$16.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15+ 0.71% |
$3.46K - $3.98K
|
2.12K
$669K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 300.0% |
$10.4K - $11.9K
|
60
$18.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 38.1% |
$1.84K - $2.12K
|
29
$9.14K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.04KNew |
$239K - $275K
|
1.04K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-472- 7.19% |
$109K - $125K
|
6.09K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.13% |
$922 - $1.06K
|
3.09K
$973K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
52+ 89.66% |
$12K - $13.8K
|
110
$34.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-430- 56.95% |
$99.1K - $114K
|
325
$102K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 150.0% |
$692 - $796
|
5
$1.58K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
470+ 4.74% |
$108K - $125K
|
10.4K
$3.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-22- 12.5% |
$5.07K - $5.83K
|
154
$48.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-830- 5.86% |
$191K - $220K
|
13.3K
$4.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
48+ 0.76% |
$11.1K - $12.7K
|
6.33K
$2M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
25New |
$5.76K - $6.63K
|
25
$7.88K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$3.15K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.73K- 95.12% |
$629K - $723K
|
140
$44.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$4.61K - $5.3K
|
20
$6.31K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$692 - $796
|
3
$946
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.08KNew |
$249K - $286K
|
1.08K
$340K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.77K- 2.77% |
$408K - $470K
|
62.3K
$19.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
468New |
$108K - $124K
|
468
$148K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.81KNew |
$418K - $481K
|
1.81K
$571K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.76% |
$11.3K - $13K
|
6.47K
$2.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$3.15K
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-42- 2.35% |
$9.68K - $11.1K
|
1.75K
$551K
|