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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
10+ 0.13% |
$2.76K - $3.45K
|
7.65K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 12.2% |
$2.76K - $3.45K
|
92
$29K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 1.01% |
$2.48K - $3.11K
|
899
$283K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9+ 0.83% |
$2.48K - $3.11K
|
1.09K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9+ 0.45% |
$2.48K - $3.11K
|
2.01K
$634K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 47.37% |
$2.48K - $3.11K
|
28
$8.83K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.19% |
$2.21K - $2.76K
|
4.16K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 53.33% |
$2.21K - $2.76K
|
23
$7.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 3.03% |
$2.21K - $2.76K
|
272
$85.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.22% |
$2.21K - $2.76K
|
3.58K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
7+ 0.81% |
$1.93K - $2.42K
|
871
$275K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
7+ 0.18% |
$1.93K - $2.42K
|
3.89K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 43.75% |
$1.93K - $2.42K
|
23
$7.25K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.75% |
$1.93K - $2.42K
|
939
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
7+ 28.0% |
$1.93K - $2.42K
|
32
$10.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 233.33% |
$1.93K - $2.42K
|
10
$3.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$1.93K - $2.42K
|
7
$2.21K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 14.58% |
$1.93K - $2.42K
|
55
$17.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 5.08% |
$1.66K - $2.07K
|
124
$39.1K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$1.38K - $1.73K
|
5
$1.58K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5+ 0.32% |
$1.38K - $1.73K
|
1.56K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.17% |
$1.38K - $1.73K
|
3.02K
$953K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 8.77% |
$1.38K - $1.73K
|
62
$19.5K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 1.51% |
$1.38K - $1.73K
|
337
$106K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5New |
$1.38K - $1.73K
|
5
$1.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.38K - $1.73K
|
5
$1.58K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 250.0% |
$1.38K - $1.73K
|
7
$2.21K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5+ 0.1% |
$1.38K - $1.73K
|
5.09K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 83.33% |
$1.38K - $1.73K
|
11
$3.47K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4+ 0.53% |
$1.1K - $1.38K
|
756
$238K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4New |
$1.1K - $1.38K
|
4
$1.26K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 3.23% |
$1.1K - $1.38K
|
128
$40.4K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$1.1K - $1.38K
|
4
$1.26K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 2.9% |
$1.1K - $1.38K
|
142
$44.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4+ 0.44% |
$1.1K - $1.38K
|
911
$287K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3+ 27.27% |
$828 - $1.04K
|
14
$4.41K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 75.0% |
$828 - $1.04K
|
7
$2.21K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3+ 0.09% |
$828 - $1.04K
|
3.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3+ 0.22% |
$828 - $1.04K
|
1.34K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
3+ 0.19% |
$828 - $1.04K
|
1.58K
$497K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.11% |
$552 - $690
|
1.82K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 6.25% |
$552 - $690
|
34
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2+ 0.17% |
$552 - $690
|
1.16K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$552 - $690
|
2.33K
$734K
|