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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-11Closed |
$1.64K - $2.03K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
1KNew |
$149K - $175K
|
1K
$321K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1+ 5.0% |
$149 - $175
|
21
$6.73K
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.66KClosed |
$696K - $814K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25Closed |
$3.73K - $4.37K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-1.83KClosed |
$273K - $320K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-2.33KClosed |
$348K - $407K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
5.35KNew |
$799K - $934K
|
5.35K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.34KClosed |
$200K - $234K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-29.3KClosed |
$4.38M - $5.12M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-1.39KClosed |
$207K - $242K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-4.66KClosed |
$695K - $813K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-1.42KClosed |
$212K - $248K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-1.07MClosed |
$159M - $186M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-130Closed |
$19.4K - $22.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-16.9KClosed |
$2.52M - $2.94M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-527- 15.28% |
$78.7K - $92K
|
2.92K
$937K
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-191K- 99.82% |
$28.6M - $33.4M
|
348
$112K
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-6.87KClosed |
$1.03M - $1.2M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-650Closed |
$97.1K - $113K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-7Closed |
$1.05K - $1.22K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2Closed |
$299 - $349
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.24KClosed |
$335K - $392K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-316- 33.83% |
$47.2K - $55.2K
|
618
$198K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-72Closed |
$10.8K - $12.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1KClosed |
$150K - $175K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$7.47K - $8.73K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-13KClosed |
$1.94M - $2.27M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5- 0.93% |
$747 - $873
|
535
$172K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-128Closed |
$19.1K - $22.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-330Closed |
$49.3K - $57.6K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-18Closed |
$2.69K - $3.14K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.75KClosed |
$261K - $306K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-5.74KClosed |
$857K - $1M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6Closed |
$896 - $1.05K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
36+ 10.29% |
$5.38K - $6.29K
|
386
$124K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-12Closed |
$1.79K - $2.1K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$448 - $524
|
3
$962
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
324New |
$48.4K - $56.6K
|
324
$104K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.36KClosed |
$203K - $237K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-3.5KClosed |
$523K - $611K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.19KNew |
$178K - $203K
|
1.19K
$383K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.63KNew |
$243K - $278K
|
1.63K
$523K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.57KNew |
$383K - $437K
|
2.57K
$823K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
150New |
$22.4K - $25.6K
|
150
$48.1K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
125+ 7.44% |
$18.7K - $21.3K
|
1.8K
$579K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
30New |
$4.48K - $5.11K
|
30
$9.62K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-466Closed |
$69.5K - $79.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
PUT |
-9.4K- 80.34% |
$1.4M - $1.6M
|
2.3K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
Islet Management, LP
New York, NY |
SELL
|
- |
-145KClosed |
$21.6M - $24.7M
|
0
$0
|
|