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 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
16New |
$3.09K - $3.51K
|
16
$5.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
102New |
$19.7K - $22.4K
|
102
$32.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7- 0.35% |
$1.35K - $1.54K
|
2K
$631K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 5.49% |
$1.93K - $2.2K
|
192
$60.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
287+ 8.92% |
$55.5K - $63K
|
3.51K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 32.88% |
$359K - $408K
|
3.79K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7- 2.34% |
$1.35K - $1.54K
|
292
$92.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
500+ 20.0% |
$96.6K - $110K
|
3K
$946K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.74KNew |
$336K - $381K
|
1.74K
$548K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
975New |
$188K - $214K
|
975
$307K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$4.41K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$4.41K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.1KNew |
$2.34M - $2.66M
|
12.1K
$3.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-18- 1.63% |
$3.48K - $3.95K
|
1.09K
$342K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
6New |
$1.16K - $1.32K
|
6
$1.89K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
37.1KNew |
$6.56M - $7.32M
|
37.1K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
192New |
$34K - $37.9K
|
192
$60.5K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.43KNew |
$253K - $282K
|
1.43K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.46K- 57.5% |
$613K - $684K
|
2.56K
$807K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.78K- 32.27% |
$316K - $352K
|
3.74K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2- 11.76% |
$354 - $395
|
15
$4.73K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
374New |
$66.2K - $73.9K
|
374
$118K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
341+ 155.0% |
$60.4K - $67.3K
|
561
$177K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-1.98K- 75.43% |
$351K - $391K
|
645
$203K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-452- 4.41% |
$80K - $89.3K
|
9.8K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-14- 0.45% |
$2.48K - $2.76K
|
3.11K
$980K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-51- 2.17% |
$9.03K - $10.1K
|
2.3K
$725K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.77MNew |
$314M - $350M
|
1.77M
$559M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.24% |
$177 - $197
|
418
$132K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-47- 16.79% |
$8.32K - $9.28K
|
233
$73.5K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
144New |
$25.5K - $28.4K
|
144
$45.4K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
6.91K+ 202.37% |
$1.22M - $1.37M
|
10.3K
$3.26M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.11KNew |
$196K - $219K
|
1.11K
$350K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
10.7K+ 99.56% |
$1.9M - $2.12M
|
21.5K
$6.78M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$1.06K - $1.18K
|
6
$1.89K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$531 - $592
|
3
$946
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 20.93% |
$3.19K - $3.55K
|
104
$32.8K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
69+ 5.13% |
$12.2K - $13.6K
|
1.42K
$446K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-5- 6.17% |
$885 - $987
|
76
$24K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
74+ 4.65% |
$13.1K - $14.6K
|
1.67K
$525K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.5KNew |
$1.15M - $1.28M
|
6.5K
$2.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
75New |
$13.3K - $14.8K
|
75
$23.6K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
28.6KNew |
$5.07M - $5.65M
|
28.6K
$9.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8New |
$1.42K - $1.58K
|
8
$2.52K
|
|
|
Apr 24, 2023
Q1 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$1.33M - $1.48M
|
7.5K
$2.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
200New |
$35.4K - $39.5K
|
200
$63.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Adelphi Capital LLP
|
BUY
|
- |
4.85KNew |
$858K - $957K
|
4.85K
$1.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$177 - $197
|
1
$315
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-417- 9.25% |
$73.8K - $82.3K
|
4.09K
$1.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-383- 14.4% |
$67.8K - $75.6K
|
2.28K
$718K
|
|