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 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.84KNew |
$275K - $340K
|
1.84K
$599K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
1.49KNew |
$222K - $275K
|
1.49K
$484K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
292+ 172.78% |
$43.5K - $53.8K
|
461
$150K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
143New |
$21.3K - $26.3K
|
143
$46.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
108+ 3.14% |
$16.1K - $19.9K
|
3.55K
$1.15M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
56New |
$8.35K - $10.3K
|
56
$18.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
42New |
$6.26K - $7.73K
|
42
$13.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
41New |
$6.11K - $7.55K
|
41
$13.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
39New |
$5.81K - $7.18K
|
39
$12.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
13New |
$1.94K - $2.39K
|
13
$4.22K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8+ 0.56% |
$1.19K - $1.47K
|
1.44K
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3+ 100.0% |
$447 - $552
|
6
$1.95K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.47% |
$149 - $184
|
212
$68.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$149 - $184
|
1
$325
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
5.35KNew |
$799K - $934K
|
5.35K
$1.74M
|
|
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
1KNew |
$149K - $175K
|
1K
$325K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
324New |
$48.4K - $56.6K
|
324
$105K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
36+ 10.29% |
$5.38K - $6.29K
|
386
$125K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$448 - $524
|
3
$974
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1+ 5.0% |
$149 - $175
|
21
$6.82K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
3.22KNew |
$480K - $548K
|
3.22K
$1.04M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.57KNew |
$383K - $437K
|
2.57K
$833K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.63KNew |
$243K - $278K
|
1.63K
$529K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
1.28KNew |
$191K - $218K
|
1.28K
$416K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.19KNew |
$178K - $203K
|
1.19K
$387K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
584+ 31.95% |
$87.2K - $99.5K
|
2.41K
$783K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
225New |
$33.6K - $38.3K
|
225
$73K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
200New |
$29.8K - $34.1K
|
200
$64.9K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
150New |
$22.4K - $25.6K
|
150
$48.7K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
125+ 7.44% |
$18.7K - $21.3K
|
1.8K
$586K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
30New |
$4.48K - $5.11K
|
30
$9.74K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7New |
$1.04K - $1.19K
|
7
$2.27K
|
|
| Q3 2021 | |||||||
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
2.1KNew |
$287K - $323K
|
2.1K
$682K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.96KNew |
$267K - $301K
|
1.96K
$635K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
47New |
$6.42K - $7.24K
|
47
$15.3K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.31KNew |
$545K - $651K
|
4.31K
$1.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.59KNew |
$327K - $391K
|
2.59K
$839K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
200New |
$25.3K - $30.2K
|
200
$64.9K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
140New |
$17.7K - $21.2K
|
140
$45.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
54New |
$6.84K - $8.16K
|
54
$17.5K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
215K+ 402.28% |
$24.3M - $27.6M
|
268K
$87M
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
340New |
$38.5K - $43.7K
|
340
$110K
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
162New |
$18.3K - $20.8K
|
162
$52.6K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
88.3KNew |
$9.1M - $11.3M
|
88.3K
$28.7M
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
3.5K+ 4.51% |
$361K - $449K
|
81.2K
$26.3M
|
|
|
Jan 22, 2021
Q4 2020
|
Northside Capital Management, LLC
|
BUY
|
- |
1.89KNew |
$195K - $242K
|
1.89K
$614K
|
|
|
Feb 12, 2021
Q4 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.67KNew |
$172K - $214K
|
1.67K
$543K
|
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1KNew |
$103K - $128K
|
1K
$325K
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5New |
$515 - $641
|
5
$1.62K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
2.93KNew |
$284K - $315K
|
2.93K
$951K
|
|