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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
284+ 157.78% |
$62.5K - $71.8K
|
464
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
274+ 234.19% |
$60.3K - $69.3K
|
391
$123K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
155New |
$34.1K - $39.2K
|
155
$48.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
145New |
$31.9K - $36.7K
|
145
$45.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
96New |
$21.1K - $24.3K
|
96
$30.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
94New |
$20.7K - $23.8K
|
94
$29.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
65New |
$14.3K - $16.4K
|
65
$20.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
53New |
$11.7K - $13.4K
|
53
$16.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
52+ 4.51% |
$11.4K - $13.2K
|
1.21K
$380K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
49New |
$10.8K - $12.4K
|
49
$15.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
40New |
$8.8K - $10.1K
|
40
$12.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
34New |
$7.48K - $8.6K
|
34
$10.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$6.16K - $7.08K
|
28
$8.83K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23New |
$5.06K - $5.82K
|
23
$7.25K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16New |
$3.52K - $4.05K
|
16
$5.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
15+ 1.08% |
$3.3K - $3.79K
|
1.4K
$443K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11New |
$2.42K - $2.78K
|
11
$3.47K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.2K - $2.53K
|
10
$3.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
8New |
$1.76K - $2.02K
|
8
$2.52K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$1.54K - $1.77K
|
7
$2.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$440 - $506
|
2
$631
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
43.8KNew |
$9.32M - $10.3M
|
43.8K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
24.1KNew |
$5.13M - $5.69M
|
24.1K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
10KNew |
$2.13M - $2.36M
|
10K
$3.15M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.15K+ 10.1% |
$1.09M - $1.21M
|
56.1K
$17.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.4KNew |
$723K - $802K
|
3.4K
$1.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
3.22KNew |
$685K - $759K
|
3.22K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.13KNew |
$454K - $503K
|
2.13K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1.3KNew |
$277K - $307K
|
1.3K
$410K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.07KNew |
$227K - $251K
|
1.07K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.04KNew |
$221K - $245K
|
1.04K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
900New |
$191K - $212K
|
900
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
895New |
$190K - $211K
|
895
$282K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
453+ 4.52% |
$96.4K - $107K
|
10.5K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
406+ 22.33% |
$86.4K - $95.7K
|
2.22K
$701K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$63.8K - $70.7K
|
300
$94.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
293+ 10.51% |
$62.3K - $69.1K
|
3.08K
$972K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
197New |
$41.9K - $46.4K
|
197
$62.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
195+ 19.5% |
$41.5K - $46K
|
1.2K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
59New |
$12.6K - $13.9K
|
59
$18.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
58New |
$12.3K - $13.7K
|
58
$18.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
14New |
$2.98K - $3.3K
|
14
$4.41K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$2.55K - $2.83K
|
12
$3.78K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 50.0% |
$2.34K - $2.59K
|
33
$10.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 350.0% |
$1.49K - $1.65K
|
9
$2.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 3.03% |
$213 - $236
|
34
$10.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.1KNew |
$2.34M - $2.66M
|
12.1K
$3.82M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
9.8KNew |
$1.89M - $2.15M
|
9.8K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.54KNew |
$1.07M - $1.22M
|
5.54K
$1.75M
|
|