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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
32+ 0.71% |
$8.91K - $10.1K
|
4.57K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32New |
$8.91K - $10.1K
|
32
$10.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
30New |
$8.35K - $9.45K
|
30
$9.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 23.39% |
$8.08K - $9.14K
|
153
$50.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 2.8% |
$7.52K - $8.51K
|
990
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
22+ 1.45% |
$6.13K - $6.93K
|
1.54K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
21+ 2.16% |
$5.85K - $6.62K
|
994
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21+ 20.39% |
$5.85K - $6.62K
|
124
$41.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$5.29K - $5.99K
|
19
$6.29K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19New |
$5.29K - $5.99K
|
19
$6.29K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
17+ 0.74% |
$4.73K - $5.36K
|
2.32K
$768K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 6.84% |
$4.46K - $5.04K
|
250
$82.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 1.48% |
$3.62K - $4.1K
|
890
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13New |
$3.62K - $4.1K
|
13
$4.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 16.0% |
$3.34K - $3.78K
|
87
$28.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11New |
$3.06K - $3.47K
|
11
$3.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11+ 0.63% |
$3.06K - $3.47K
|
1.75K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9+ 0.34% |
$2.51K - $2.84K
|
2.64K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.51% |
$2.51K - $2.84K
|
1.76K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$2.51K - $2.84K
|
9
$2.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
8New |
$2.23K - $2.52K
|
8
$2.65K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8New |
$2.23K - $2.52K
|
8
$2.65K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$2.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$2.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$2.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$2.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.95K - $2.21K
|
7
$2.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7+ 0.89% |
$1.95K - $2.21K
|
791
$262K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6New |
$1.67K - $1.89K
|
6
$1.99K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$1.67K - $1.89K
|
6
$1.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 4.92% |
$1.67K - $1.89K
|
128
$42.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$1.39K - $1.58K
|
5
$1.66K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5+ 0.18% |
$1.39K - $1.58K
|
2.79K
$923K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 31.25% |
$1.39K - $1.58K
|
21
$6.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 1.84% |
$1.39K - $1.58K
|
277
$91.8K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4New |
$1.11K - $1.26K
|
4
$1.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
4New |
$1.11K - $1.26K
|
4
$1.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4New |
$1.11K - $1.26K
|
4
$1.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 10.53% |
$1.11K - $1.26K
|
42
$13.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4New |
$1.11K - $1.26K
|
4
$1.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3New |
$835 - $945
|
3
$994
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.41% |
$835 - $945
|
735
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 1.49% |
$835 - $945
|
204
$67.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$835 - $945
|
3
$994
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3+ 0.24% |
$835 - $945
|
1.27K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3New |
$835 - $945
|
3
$994
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$557 - $630
|
2
$663
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$557 - $630
|
2
$663
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2New |
$557 - $630
|
2
$663
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$557 - $630
|
1.05K
$348K
|