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 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
100+ 11.56% |
$23.1K - $26.5K
|
965
$323K
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
98+ 4.66% |
$22.6K - $26K
|
2.2K
$737K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
52+ 89.66% |
$12K - $13.8K
|
110
$36.8K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.76% |
$11.3K - $13K
|
6.47K
$2.17M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
48+ 0.76% |
$11.1K - $12.7K
|
6.33K
$2.12M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 300.0% |
$10.4K - $11.9K
|
60
$20.1K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
25New |
$5.76K - $6.63K
|
25
$8.37K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
24New |
$5.53K - $6.36K
|
24
$8.04K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21New |
$4.84K - $5.57K
|
21
$7.03K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20+ 285.71% |
$4.61K - $5.3K
|
27
$9.04K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$4.61K - $5.3K
|
20
$6.7K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15+ 0.71% |
$3.46K - $3.98K
|
2.12K
$711K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11New |
$2.54K - $2.92K
|
11
$3.68K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$3.35K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$3.35K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 38.1% |
$1.84K - $2.12K
|
29
$9.71K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
7New |
$1.61K - $1.86K
|
7
$2.34K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$1.15K - $1.33K
|
5
$1.67K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.13% |
$922 - $1.06K
|
3.09K
$1.03M
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 150.0% |
$692 - $796
|
5
$1.67K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$692 - $796
|
3
$1K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$231 - $265
|
3
$1K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.89% |
$231 - $265
|
113
$37.8K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
PUT |
150KNew |
$33.8M - $38.4M
|
150K
$50.2M
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
29KNew |
$6.53M - $7.43M
|
29K
$9.72M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
16.5KNew |
$3.72M - $4.23M
|
16.5K
$5.53M
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
15KNew |
$3.38M - $3.84M
|
15K
$5.02M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.59KNew |
$1.93M - $2.2M
|
8.59K
$2.88M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.42K+ 113.88% |
$1.67M - $1.9M
|
13.9K
$4.66M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.8K+ 29.38% |
$1.31M - $1.49M
|
25.6K
$8.56M
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.12KNew |
$1.15M - $1.31M
|
5.12K
$1.71M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.39KNew |
$764K - $868K
|
3.39K
$1.14M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$730K - $830K
|
3.24K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.91KNew |
$655K - $745K
|
2.91K
$975K
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$544K - $618K
|
2.42K
$809K
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
2.19K+ 36.27% |
$493K - $561K
|
8.24K
$2.76M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.88K+ 36.96% |
$422K - $480K
|
6.95K
$2.33M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.62K+ 38.84% |
$365K - $415K
|
5.79K
$1.94M
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.61KNew |
$363K - $412K
|
1.61K
$540K
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.52K+ 79.69% |
$341K - $388K
|
3.42K
$1.14M
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.43KNew |
$322K - $367K
|
1.43K
$480K
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.4KNew |
$315K - $358K
|
1.4K
$469K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.23KNew |
$278K - $316K
|
1.23K
$413K
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
1.2KNew |
$270K - $307K
|
1.2K
$402K
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.2K+ 263.66% |
$269K - $306K
|
1.65K
$553K
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.15KNew |
$259K - $295K
|
1.15K
$386K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
944New |
$212K - $242K
|
944
$316K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
880New |
$198K - $225K
|
880
$295K
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
815New |
$183K - $209K
|
815
$273K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
814New |
$183K - $208K
|
814
$273K
|