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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$11.3K - $14.2K
|
41
$13.7K
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.3% |
$11.3K - $14.2K
|
3.19K
$1.07M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
41+ 5.39% |
$11.3K - $14.2K
|
802
$269K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
40+ 0.64% |
$11K - $13.8K
|
6.29K
$2.11M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
39+ 2.18% |
$10.8K - $13.5K
|
1.83K
$612K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39+ 216.67% |
$10.8K - $13.5K
|
57
$19.1K
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
37+ 5.02% |
$10.2K - $12.8K
|
774
$259K
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
37+ 3.62% |
$10.2K - $12.8K
|
1.06K
$355K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.5% |
$9.93K - $12.4K
|
7.2K
$2.41M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 34.34% |
$9.38K - $11.7K
|
133
$44.5K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
34+ 226.67% |
$9.38K - $11.7K
|
49
$16.4K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
34+ 3.07% |
$9.38K - $11.7K
|
1.14K
$382K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
33+ 2.1% |
$9.1K - $11.4K
|
1.6K
$537K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32New |
$8.83K - $11K
|
32
$10.7K
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32+ 0.85% |
$8.83K - $11K
|
3.81K
$1.28M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 1.08% |
$8.55K - $10.7K
|
2.9K
$971K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29+ 3.26% |
$8K - $10K
|
919
$308K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
28+ 1.17% |
$7.72K - $9.67K
|
2.42K
$811K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
27New |
$7.45K - $9.32K
|
27
$9.04K
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26+ 21.14% |
$7.17K - $8.98K
|
149
$49.9K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 35.21% |
$6.9K - $8.63K
|
96
$32.1K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 0.63% |
$6.62K - $8.29K
|
3.83K
$1.28M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$5.52K - $6.9K
|
20
$6.7K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$5.52K - $6.9K
|
20
$6.7K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 11.49% |
$5.52K - $6.9K
|
194
$65K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
19+ 1.97% |
$5.24K - $6.56K
|
985
$330K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.67% |
$5.24K - $6.56K
|
2.86K
$958K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18+ 1.6% |
$4.97K - $6.21K
|
1.14K
$382K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
17+ 20.99% |
$4.69K - $5.87K
|
98
$32.8K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.94% |
$4.69K - $5.87K
|
1.82K
$608K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16+ 1.34% |
$4.41K - $5.52K
|
1.21K
$406K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 46.88% |
$4.14K - $5.18K
|
47
$15.7K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14+ 1.17% |
$3.86K - $4.83K
|
1.21K
$405K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14+ 1.76% |
$3.86K - $4.83K
|
808
$271K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14+ 0.78% |
$3.86K - $4.83K
|
1.81K
$607K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14New |
$3.86K - $4.83K
|
14
$4.69K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.19% |
$3.86K - $4.83K
|
7.27K
$2.43M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$3.59K - $4.49K
|
13
$4.35K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13New |
$3.59K - $4.49K
|
13
$4.35K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 2.43% |
$3.31K - $4.14K
|
505
$169K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
12+ 1.6% |
$3.31K - $4.14K
|
762
$255K
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
11+ 0.11% |
$3.03K - $3.8K
|
10.2K
$3.42M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10+ 0.41% |
$2.76K - $3.45K
|
2.44K
$817K
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
10+ 0.13% |
$2.76K - $3.45K
|
7.65K
$2.56M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 12.2% |
$2.76K - $3.45K
|
92
$30.8K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 4.2% |
$2.76K - $3.45K
|
248
$83K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9+ 0.45% |
$2.48K - $3.11K
|
2.01K
$673K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 47.37% |
$2.48K - $3.11K
|
28
$9.38K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 53.33% |
$2.21K - $2.76K
|
23
$7.7K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 3.03% |
$2.21K - $2.76K
|
272
$91.1K
|