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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.47KNew |
$1.42M - $1.64M
|
5.47K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
848New |
$220K - $254K
|
848
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
126+ 12.88% |
$32.7K - $37.8K
|
1.1K
$285K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.63KNew |
$421K - $487K
|
1.63K
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5New |
$1.3K - $1.5K
|
5
$1.29K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-76- 1.85% |
$19.7K - $22.8K
|
4.04K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10New |
$2.59K - $3K
|
10
$2.59K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-639- 0.97% |
$166K - $192K
|
65.1K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
14New |
$3.63K - $4.2K
|
14
$3.62K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-354- 5.86% |
$91.8K - $106K
|
5.69K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$4.15K - $4.8K
|
16
$4.14K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-7.24K- 1.46% |
$1.88M - $2.17M
|
489K
$126M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$778 - $899
|
3
$776
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.27K+ 20.01% |
$329K - $381K
|
7.62K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$518 - $600
|
2
$517
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-543- 7.93% |
$141K - $163K
|
6.31K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 1.34% |
$518 - $600
|
147
$38K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.04K - $1.2K
|
4
$1.03K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30New |
$7.78K - $8.99K
|
30
$7.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.6K+ 0.44% |
$414K - $479K
|
361K
$93.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 9.71% |
$2.89M - $3.34M
|
104K
$26.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 43.18% |
$4.93K - $5.7K
|
25
$6.46K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
310New |
$80.4K - $92.9K
|
310
$80.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
2.7KNew |
$699K - $809K
|
2.7K
$697K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$518 - $600
|
2
$517
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.17KNew |
$304K - $351K
|
1.17K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.5KNew |
$907K - $1.05M
|
3.5K
$905K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-44- 3.92% |
$11.4K - $13.2K
|
1.08K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.5KNew |
$389K - $450K
|
1.5K
$388K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-29- 6.11% |
$7.52K - $8.69K
|
446
$115K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.34K+ 288.39% |
$348K - $402K
|
1.81K
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-30- 3.53% |
$7.78K - $8.99K
|
821
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
1.16KNew |
$300K - $347K
|
1.16K
$300K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
781New |
$202K - $234K
|
781
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
300+ 6.38% |
$77.8K - $89.9K
|
5K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$259 - $300
|
1
$259
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
74New |
$19.2K - $22.2K
|
74
$19.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
53+ 0.58% |
$13.7K - $15.9K
|
9.16K
$2.37M
|
|
| Q2 2024 | |||||||
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
11.3K+ 8.45% |
$2.6M - $3M
|
145K
$37.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.85KNew |
$658K - $757K
|
2.85K
$738K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
185New |
$42.6K - $49.1K
|
185
$47.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 2.44% |
$231 - $265
|
40
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.05% |
$231 - $265
|
2.11K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
200New |
$46.1K - $53K
|
200
$51.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
300New |
$69.2K - $79.6K
|
300
$77.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
6.15KNew |
$1.42M - $1.63M
|
6.15K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.1KNew |
$715K - $822K
|
3.1K
$801K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21New |
$4.84K - $5.57K
|
21
$5.43K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
871New |
$201K - $231K
|
871
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Central Securities Corp
New York, NY |
BUY
|
- |
105KNew |
$24.2M - $27.8M
|
105K
$27.1M
|
|