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 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 1.12% |
$3.83K - $4.35K
|
1.5K
$441K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-17- 1.16% |
$3.83K - $4.35K
|
1.45K
$426K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-19- 1.87% |
$4.28K - $4.86K
|
999
$294K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 1.39% |
$4.5K - $5.12K
|
1.42K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-20- 1.97% |
$4.5K - $5.12K
|
994
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-21- 1.35% |
$4.73K - $5.37K
|
1.54K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-21- 15.44% |
$4.73K - $5.37K
|
115
$33.9K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-21- 0.77% |
$4.73K - $5.37K
|
2.72K
$800K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-21- 0.32% |
$4.73K - $5.37K
|
6.48K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 0.82% |
$4.95K - $5.63K
|
2.65K
$780K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-22- 1.24% |
$4.95K - $5.63K
|
1.75K
$517K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-24- 1.28% |
$5.4K - $6.14K
|
1.85K
$545K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-24- 1.09% |
$5.4K - $6.14K
|
2.18K
$642K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-24- 1.67% |
$5.4K - $6.14K
|
1.41K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 3.42% |
$5.63K - $6.4K
|
706
$208K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-25- 1.81% |
$5.63K - $6.4K
|
1.36K
$400K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-26- 38.81% |
$5.85K - $6.65K
|
41
$12.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-26- 0.05% |
$5.85K - $6.65K
|
51.7K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-26- 0.46% |
$5.85K - $6.65K
|
5.67K
$1.67M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-28- 2.52% |
$6.3K - $7.16K
|
1.08K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 1.63% |
$6.75K - $7.68K
|
1.81K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-30- 0.86% |
$6.75K - $7.68K
|
3.47K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-31- 1.79% |
$6.98K - $7.93K
|
1.7K
$501K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-31- 6.53% |
$6.98K - $7.93K
|
444
$131K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-31- 0.41% |
$6.98K - $7.93K
|
7.58K
$2.23M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-33- 0.63% |
$7.43K - $8.44K
|
5.17K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.69% |
$8.33K - $9.47K
|
5.36K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-40- 4.15% |
$9K - $10.2K
|
925
$272K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-40- 1.64% |
$9K - $10.2K
|
2.41K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-44- 0.5% |
$9.9K - $11.3K
|
8.74K
$2.58M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-45- 1.56% |
$10.1K - $11.5K
|
2.84K
$837K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-50- 4.33% |
$11.3K - $12.8K
|
1.11K
$326K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 5.06% |
$11.3K - $12.8K
|
939
$277K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 6.92% |
$11.3K - $12.8K
|
673
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.42% |
$11.3K - $12.8K
|
11.8K
$3.48M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-51- 0.84% |
$11.5K - $13K
|
5.99K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-51- 3.23% |
$11.5K - $13K
|
1.53K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-54- 2.25% |
$12.2K - $13.8K
|
2.35K
$691K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-55- 0.87% |
$12.4K - $14.1K
|
6.28K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-56- 5.03% |
$12.6K - $14.3K
|
1.06K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-57- 3.45% |
$12.8K - $14.6K
|
1.59K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-58- 3.12% |
$13.1K - $14.8K
|
1.8K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-58- 6.51% |
$13.1K - $14.8K
|
833
$245K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-59- 17.05% |
$13.3K - $15.1K
|
287
$84.5K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-61- 81.33% |
$13.7K - $15.6K
|
14
$4.12K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-61- 80.26% |
$13.7K - $15.6K
|
15
$4.42K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-61- 0.03% |
$13.7K - $15.6K
|
187K
$55.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-62- 5.23% |
$14K - $15.9K
|
1.12K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-62- 0.86% |
$14K - $15.9K
|
7.17K
$2.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-63- 0.58% |
$14.2K - $16.1K
|
10.8K
$3.19M
|