Latest Institutional Purchases of Arthur J. Gallagher & Co. (AJG)
This list provides information on the latest institutional transactions involving Arthur J. Gallagher & Co. (AJG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
3.19KNew |
$736K - $847K
|
3.19K
$941K
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.1KNew |
$715K - $822K
|
3.1K
$913K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.85KNew |
$658K - $757K
|
2.85K
$841K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.81KNew |
$418K - $481K
|
1.81K
$534K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.69KNew |
$391K - $449K
|
1.69K
$499K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.68K+ 90.54% |
$386K - $444K
|
3.53K
$1.04M
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.5K+ 166.37% |
$346K - $398K
|
2.4K
$707K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.43K+ 82.5% |
$329K - $379K
|
3.16K
$931K
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.19KNew |
$275K - $316K
|
1.19K
$351K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.18K+ 4082.76% |
$273K - $314K
|
1.21K
$357K
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.16KNew |
$267K - $307K
|
1.16K
$341K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.13K+ 13.46% |
$260K - $299K
|
9.52K
$2.8M
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.13KNew |
$260K - $299K
|
1.13K
$332K
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.08KNew |
$249K - $286K
|
1.08K
$318K
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.04KNew |
$239K - $275K
|
1.04K
$305K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.01K+ 5.74% |
$234K - $269K
|
18.7K
$5.5M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
871New |
$201K - $231K
|
871
$257K
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
871New |
$201K - $231K
|
871
$257K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
828+ 12.04% |
$191K - $220K
|
7.71K
$2.27M
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
809+ 2.24% |
$186K - $215K
|
36.9K
$10.9M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
798+ 24.94% |
$184K - $212K
|
4K
$1.18M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
795New |
$183K - $211K
|
795
$234K
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
775New |
$179K - $206K
|
775
$228K
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
615+ 16.06% |
$142K - $163K
|
4.44K
$1.31M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
520New |
$120K - $138K
|
520
$153K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
493New |
$114K - $131K
|
493
$145K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
470+ 4.74% |
$108K - $125K
|
10.4K
$3.06M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
468New |
$108K - $124K
|
468
$138K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
300New |
$69.2K - $79.6K
|
300
$88.4K
|
|
Aug 13, 2024
Q2 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
300New |
$69.2K - $79.6K
|
300
$88.4K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
269+ 3.39% |
$62K - $71.3K
|
8.2K
$2.42M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
239New |
$55.1K - $63.4K
|
239
$70.4K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
220+ 16.18% |
$50.7K - $58.3K
|
1.58K
$465K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
202+ 1.62% |
$46.6K - $53.6K
|
12.7K
$3.73M
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
200New |
$46.1K - $53K
|
200
$58.9K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
185New |
$42.6K - $49.1K
|
185
$54.5K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
164+ 16.6% |
$37.8K - $43.5K
|
1.15K
$339K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
160+ 4.59% |
$36.9K - $42.4K
|
3.65K
$1.07M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
151New |
$34.8K - $40K
|
151
$44.5K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 11.04% |
$34.6K - $39.8K
|
1.51K
$445K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
113+ 13.29% |
$26K - $30K
|
963
$284K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
108+ 56.25% |
$24.9K - $28.6K
|
300
$88.4K
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
100+ 11.56% |
$23.1K - $26.5K
|
965
$284K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$23.1K - $26.5K
|
100
$29.5K
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
98+ 4.66% |
$22.6K - $26K
|
2.2K
$648K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
94+ 3.24% |
$21.7K - $24.9K
|
3K
$883K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76+ 6.7% |
$17.5K - $20.2K
|
1.21K
$357K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
71New |
$16.4K - $18.8K
|
71
$20.9K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
52+ 89.66% |
$12K - $13.8K
|
110
$32.4K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.76% |
$11.3K - $13K
|
6.47K
$1.91M
|