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 |
|---|---|---|---|---|---|---|---|
|
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
$169K
|
|
|
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
$122K
|
|
|
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
$946
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
324New |
$48.4K - $56.6K
|
324
$102K
|
|
|
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
$376K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.63KNew |
$243K - $278K
|
1.63K
$514K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.57KNew |
$383K - $437K
|
2.57K
$809K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
150New |
$22.4K - $25.6K
|
150
$47.3K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
125+ 7.44% |
$18.7K - $21.3K
|
1.8K
$569K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
30New |
$4.48K - $5.11K
|
30
$9.46K
|
|
|
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
$725K
|
|
|
Feb 14, 2022
Q4 2021
|
Islet Management, LP
New York, NY |
SELL
|
- |
-145KClosed |
$21.6M - $24.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-671Closed |
$100K - $114K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-200Closed |
$29.8K - $34.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.66KClosed |
$397K - $453K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-4.95KClosed |
$739K - $844K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-57Closed |
$8.51K - $9.72K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Srb Corp
Boston, MA |
SELL
|
- |
-11.9KClosed |
$1.78M - $2.03M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-116KClosed |
$17.4M - $19.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-10KClosed |
$1.49M - $1.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-2.76KClosed |
$412K - $470K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-3.02KClosed |
$450K - $514K
|
0
$0
|
|
|
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
$2.21K
|
|
|
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
$404K
|
|
|
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
$70.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-23- 1.4% |
$3.43K - $3.92K
|
1.62K
$510K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
3.22KNew |
$480K - $548K
|
3.22K
$1.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
584+ 31.95% |
$87.2K - $99.5K
|
2.41K
$760K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
200New |
$29.8K - $34.1K
|
200
$63.1K
|
|
| 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
|
|