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 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.39K- 53.31% |
$297K - $329K
|
1.22K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
58New |
$12.3K - $13.7K
|
58
$18.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-15.3K- 64.39% |
$3.26M - $3.61M
|
8.48K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
43.8KNew |
$9.32M - $10.3M
|
43.8K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-219K- 32.01% |
$46.7M - $51.7M
|
466K
$147M
|
|
|
Nov 09, 2023
Q3 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
3.22KNew |
$685K - $759K
|
3.22K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 50.0% |
$2.34K - $2.59K
|
33
$10.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
197New |
$41.9K - $46.4K
|
197
$62.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
195+ 19.5% |
$41.5K - $46K
|
1.2K
$377K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 350.0% |
$1.49K - $1.65K
|
9
$2.84K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.15K+ 10.1% |
$1.09M - $1.21M
|
56.1K
$17.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-796- 21.49% |
$169K - $188K
|
2.91K
$917K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.07KNew |
$227K - $251K
|
1.07K
$336K
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-2.74K- 74.9% |
$583K - $646K
|
918
$289K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
895New |
$190K - $211K
|
895
$282K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.13KNew |
$454K - $503K
|
2.13K
$672K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 50.0% |
$213K - $236K
|
1K
$315K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-105- 15.33% |
$22.3K - $24.8K
|
580
$183K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-354- 8.84% |
$75.3K - $83.5K
|
3.65K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-58- 6.15% |
$12.3K - $13.7K
|
885
$279K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
453+ 4.52% |
$96.4K - $107K
|
10.5K
$3.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-713- 1.46% |
$152K - $168K
|
48.2K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-124- 16.08% |
$26.4K - $29.2K
|
647
$204K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.4KNew |
$723K - $802K
|
3.4K
$1.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 1.72% |
$213 - $236
|
57
$18K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6- 0.18% |
$1.28K - $1.41K
|
3.34K
$1.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2- 0.19% |
$425 - $472
|
1.03K
$323K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6- 0.55% |
$1.28K - $1.41K
|
1.08K
$340K
|
|
| Q2 2023 | |||||||
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-361- 6.75% |
$69.8K - $79.3K
|
4.99K
$1.57M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.67K- 49.91% |
$1.1M - $1.24M
|
5.69K
$1.79M
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
475New |
$91.8K - $104K
|
475
$150K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
9.8KNew |
$1.89M - $2.15M
|
9.8K
$3.09M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
92New |
$17.8K - $20.2K
|
92
$29K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.29KNew |
$443K - $503K
|
2.29K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-9.85K- 45.88% |
$1.9M - $2.16M
|
11.6K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.54KNew |
$1.07M - $1.22M
|
5.54K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$193K - $220K
|
1K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-68- 10.86% |
$13.1K - $14.9K
|
558
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-57.8K- 81.78% |
$11.2M - $12.7M
|
12.9K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.43KNew |
$470K - $534K
|
2.43K
$766K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.66K+ 32.77% |
$513K - $583K
|
10.8K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.03KNew |
$199K - $226K
|
1.03K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.96K+ 11.13% |
$958K - $1.09M
|
49.5K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-22.4K- 88.85% |
$4.33M - $4.92M
|
2.81K
$886K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-200- 5.22% |
$38.7K - $43.9K
|
3.63K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-9.01K- 8.85% |
$1.74M - $1.98M
|
92.8K
$29.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-43- 0.76% |
$8.31K - $9.44K
|
5.61K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-96- 9.15% |
$18.6K - $21.1K
|
953
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-43- 97.73% |
$8.31K - $9.44K
|
1
$315
|
|