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 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
25+ 0.4% |
$5.63K - $6.4K
|
6.31K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
24+ 1.39% |
$5.4K - $6.14K
|
1.75K
$551K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
24New |
$5.4K - $6.14K
|
24
$7.57K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
24+ 2.21% |
$5.4K - $6.14K
|
1.11K
$350K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23+ 2.56% |
$5.18K - $5.89K
|
920
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
23New |
$5.18K - $5.89K
|
23
$7.25K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22New |
$4.95K - $5.63K
|
22
$6.94K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
22+ 1.05% |
$4.95K - $5.63K
|
2.12K
$667K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
20+ 0.87% |
$4.5K - $5.12K
|
2.31K
$729K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 2.56% |
$4.28K - $4.86K
|
762
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
19+ 1.22% |
$4.28K - $4.86K
|
1.58K
$497K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
18+ 1.07% |
$4.05K - $4.61K
|
1.71K
$538K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 78.26% |
$4.05K - $4.61K
|
41
$12.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
18+ 0.09% |
$4.05K - $4.61K
|
20.7K
$6.54M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
17+ 0.52% |
$3.83K - $4.35K
|
3.27K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17+ 0.69% |
$3.83K - $4.35K
|
2.47K
$778K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 1.79% |
$3.83K - $4.35K
|
968
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16+ 1.56% |
$3.6K - $4.09K
|
1.04K
$328K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.15% |
$3.6K - $4.09K
|
10.5K
$3.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16+ 1.44% |
$3.6K - $4.09K
|
1.13K
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16New |
$3.6K - $4.09K
|
16
$5.04K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$3.38K - $3.84K
|
15
$4.73K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$3.38K - $3.84K
|
15
$4.73K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 83.33% |
$3.38K - $3.84K
|
33
$10.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
15+ 0.66% |
$3.38K - $3.84K
|
2.28K
$718K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15+ 1.09% |
$3.38K - $3.84K
|
1.39K
$438K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 2.34% |
$3.15K - $3.58K
|
613
$193K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
13+ 6.5% |
$2.93K - $3.33K
|
213
$67.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.44% |
$2.93K - $3.33K
|
2.94K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
12+ 0.58% |
$2.7K - $3.07K
|
2.09K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
11+ 0.9% |
$2.48K - $2.81K
|
1.24K
$391K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11+ 0.39% |
$2.48K - $2.81K
|
2.82K
$889K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$2.25K - $2.56K
|
10
$3.15K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 0.27% |
$2.03K - $2.3K
|
3.31K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.71% |
$1.8K - $2.05K
|
1.13K
$356K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8+ 0.34% |
$1.8K - $2.05K
|
2.4K
$755K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7+ 0.08% |
$1.58K - $1.79K
|
8.72K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
7New |
$1.58K - $1.79K
|
7
$2.21K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.78% |
$1.58K - $1.79K
|
904
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$1.13K - $1.28K
|
5
$1.58K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 31.25% |
$1.13K - $1.28K
|
21
$6.62K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.18% |
$1.13K - $1.28K
|
2.84K
$896K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 55.56% |
$1.13K - $1.28K
|
14
$4.41K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.94% |
$1.13K - $1.28K
|
538
$170K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.29% |
$1.13K - $1.28K
|
1.74K
$548K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 2.89% |
$1.13K - $1.28K
|
178
$56.1K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5New |
$1.13K - $1.28K
|
5
$1.58K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.12% |
$900 - $1.02K
|
3.35K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 6.38% |
$675 - $768
|
50
$15.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 2.34% |
$675 - $768
|
131
$41.3K
|