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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-80Closed |
$11.9K - $13.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7New |
$1.04K - $1.19K
|
7
$2.02K
|
|
Feb 11, 2022
Q4 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-2KClosed |
$298K - $341K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-6.72KClosed |
$1M - $1.14M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.3KClosed |
$493K - $563K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-58Closed |
$8.66K - $9.89K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
1.28KNew |
$191K - $218K
|
1.28K
$369K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-101Closed |
$15.1K - $17.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-143Closed |
$21.3K - $24.4K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
225New |
$33.6K - $38.3K
|
225
$64.9K
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-23- 1.4% |
$3.43K - $3.92K
|
1.62K
$466K
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
3.22KNew |
$480K - $548K
|
3.22K
$928K
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
584+ 31.95% |
$87.2K - $99.5K
|
2.41K
$696K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
200New |
$29.8K - $34.1K
|
200
$57.7K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-7.93KClosed |
$1.08M - $1.22M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-117KClosed |
$16M - $18.1M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-1.52KClosed |
$208K - $235K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-97Closed |
$13.3K - $14.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.13KClosed |
$428K - $482K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
CALL |
-5KClosed |
$683K - $770K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.67KClosed |
$364K - $411K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-19.1KClosed |
$2.61M - $2.94M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-6.41KClosed |
$876K - $987K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-239Closed |
$32.7K - $36.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
47New |
$6.42K - $7.24K
|
47
$13.6K
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-5.1KClosed |
$696K - $785K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-180KClosed |
$24.7M - $27.8M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-240Closed |
$32.8K - $37K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-5.87KClosed |
$802K - $904K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-7Closed |
$956 - $1.08K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.63KClosed |
$223K - $251K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-470KClosed |
$64.3M - $72.4M
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-3.4KClosed |
$465K - $524K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-75Closed |
$10.2K - $11.6K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-465Closed |
$63.5K - $71.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.96KNew |
$267K - $301K
|
1.96K
$564K
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-204Closed |
$27.9K - $31.4K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Syquant Capital Sas
|
SELL
|
- |
-20KClosed |
$2.73M - $3.08M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-108Closed |
$14.8K - $16.6K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-5.35KClosed |
$731K - $824K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
2.1KNew |
$287K - $323K
|
2.1K
$606K
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-30Closed |
$4.1K - $4.62K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-9Closed |
$1.23K - $1.39K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
140New |
$17.7K - $21.2K
|
140
$40.4K
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-147Closed |
$18.6K - $22.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-62Closed |
$7.85K - $9.37K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.59KNew |
$327K - $391K
|
2.59K
$745K
|
|
Aug 16, 2021
Q2 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-13.7KClosed |
$1.74M - $2.07M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-19.5KClosed |
$2.47M - $2.95M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-53Closed |
$6.71K - $8.01K
|
0
$0
|