Purchases and Sales Made in Q1 2024 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q1 2024. The information is specifically focused on institutions that hold shares of Arthur J. Gallagher & Co..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
87+ 8.03% |
$19.6K - $22.3K
|
1.17K
$369K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
86+ 3.66% |
$19.4K - $22K
|
2.43K
$767K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
85+ 2.55% |
$19.1K - $21.7K
|
3.41K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
85+ 0.79% |
$19.1K - $21.7K
|
10.9K
$3.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85+ 2.6% |
$19.1K - $21.7K
|
3.35K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
82+ 5.84% |
$18.5K - $21K
|
1.49K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80New |
$18K - $20.5K
|
80
$25.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
78New |
$17.6K - $20K
|
78
$24.6K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
76+ 1.8% |
$17.1K - $19.4K
|
4.3K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
73+ 3.99% |
$16.4K - $18.7K
|
1.9K
$599K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
73+ 2.76% |
$16.4K - $18.7K
|
2.72K
$857K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
71+ 6.41% |
$16K - $18.2K
|
1.18K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
66+ 2.21% |
$14.9K - $16.9K
|
3.05K
$961K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
66+ 2.44% |
$14.9K - $16.9K
|
2.77K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
61+ 2.58% |
$13.7K - $15.6K
|
2.42K
$764K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
58New |
$13.1K - $14.8K
|
58
$18.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57New |
$12.8K - $14.6K
|
57
$18K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
56+ 0.22% |
$12.6K - $14.3K
|
25.6K
$8.07M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
54+ 0.18% |
$12.2K - $13.8K
|
30.9K
$9.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
51+ 0.11% |
$11.5K - $13K
|
45.1K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
50+ 0.33% |
$11.3K - $12.8K
|
15.1K
$4.77M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
49+ 0.03% |
$11K - $12.5K
|
177K
$55.7M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
49+ 24.38% |
$11K - $12.5K
|
250
$78.8K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
47+ 1.88% |
$10.6K - $12K
|
2.54K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
47+ 3.87% |
$10.6K - $12K
|
1.26K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
47+ 0.69% |
$10.6K - $12K
|
6.88K
$2.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46New |
$10.4K - $11.8K
|
46
$14.5K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 12.43% |
$10.1K - $11.5K
|
407
$128K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44+ 4.69% |
$9.9K - $11.3K
|
983
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
43+ 71.67% |
$9.68K - $11K
|
103
$32.5K
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
43+ 0.11% |
$9.68K - $11K
|
39.5K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
43+ 2.09% |
$9.68K - $11K
|
2.1K
$663K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
42New |
$9.45K - $10.7K
|
42
$13.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42+ 0.93% |
$9.45K - $10.7K
|
4.56K
$1.44M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
42+ 0.2% |
$9.45K - $10.7K
|
20.7K
$6.54M
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
41+ 24.85% |
$9.23K - $10.5K
|
206
$64.9K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
41New |
$9.23K - $10.5K
|
41
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
40+ 1.2% |
$9K - $10.2K
|
3.38K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
39+ 0.13% |
$8.78K - $9.98K
|
29K
$9.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37+ 4.09% |
$8.33K - $9.47K
|
941
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 58.06% |
$8.1K - $9.21K
|
98
$30.9K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
35+ 1.21% |
$7.88K - $8.96K
|
2.93K
$925K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
33+ 0.82% |
$7.43K - $8.44K
|
4.06K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31New |
$6.98K - $7.93K
|
31
$9.77K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31+ 59.62% |
$6.98K - $7.93K
|
83
$26.2K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
30+ 56.6% |
$6.75K - $7.68K
|
83
$26.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
30+ 1.46% |
$6.75K - $7.68K
|
2.09K
$658K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
30+ 0.8% |
$6.75K - $7.68K
|
3.76K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26New |
$5.85K - $6.65K
|
26
$8.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
26+ 14.29% |
$5.85K - $6.65K
|
208
$65.6K
|