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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 2.86% |
$450 - $512
|
72
$21.2K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 1.71% |
$450 - $512
|
119
$35.1K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$450 - $512
|
2
$589
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 15.38% |
$450 - $512
|
15
$4.42K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$450 - $512
|
2
$589
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.14% |
$450 - $512
|
1.47K
$432K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.2% |
$450 - $512
|
1K
$295K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.85% |
$225 - $256
|
55
$16.2K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$225 - $256
|
1
$295
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.2% |
$225 - $256
|
497
$146K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$225 - $256
|
54.4K
$16M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 20.0% |
$225 - $256
|
6
$1.77K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$225 - $256
|
2
$589
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.11% |
$225 - $256
|
926
$273K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$225 - $256
|
1
$295
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$225 - $256
|
962
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$225 - $256
|
4.33K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.99% |
$225 - $256
|
100
$29.5K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 1.72% |
$225 - $256
|
57
$16.8K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.69% |
$225 - $256
|
58
$17.1K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 6.9% |
$450 - $512
|
27
$7.95K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-2- 0.04% |
$450 - $512
|
5.68K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 4.88% |
$450 - $512
|
39
$11.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$450 - $512
|
3.18K
$936K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.55% |
$450 - $512
|
127
$37.4K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 13.04% |
$675 - $768
|
20
$5.89K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 3.85% |
$675 - $768
|
75
$22.1K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3- 0.24% |
$675 - $768
|
1.27K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 1.58% |
$675 - $768
|
187
$55.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-4- 13.33% |
$900 - $1.02K
|
26
$7.66K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 0.19% |
$900 - $1.02K
|
2.11K
$622K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5- 14.71% |
$1.13K - $1.28K
|
29
$8.54K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 3.88% |
$1.13K - $1.28K
|
124
$36.5K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6- 0.52% |
$1.35K - $1.54K
|
1.16K
$341K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 0.41% |
$1.58K - $1.79K
|
1.71K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7- 0.22% |
$1.58K - $1.79K
|
3.16K
$931K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-7- 0.54% |
$1.58K - $1.79K
|
1.29K
$379K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 2.95% |
$1.8K - $2.05K
|
263
$77.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9- 0.77% |
$2.03K - $2.3K
|
1.15K
$340K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10- 1.04% |
$2.25K - $2.56K
|
953
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 27.03% |
$2.25K - $2.56K
|
27
$7.95K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-10- 0.34% |
$2.25K - $2.56K
|
2.94K
$867K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-10- 0.33% |
$2.25K - $2.56K
|
3.02K
$889K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 5.31% |
$2.48K - $2.81K
|
196
$57.7K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.25% |
$2.7K - $3.07K
|
4.73K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-12- 0.28% |
$2.7K - $3.07K
|
4.22K
$1.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 2.86% |
$2.7K - $3.07K
|
408
$120K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13- 1.43% |
$2.93K - $3.33K
|
898
$265K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13- 0.17% |
$2.93K - $3.33K
|
7.44K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-16- 1.36% |
$3.6K - $4.09K
|
1.16K
$341K
|