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
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.73KNew |
$389K - $443K
|
1.73K
$499K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.71KNew |
$385K - $438K
|
1.71K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.68K+ 1.89% |
$377K - $429K
|
90.3K
$26M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.63K+ 9.26% |
$366K - $416K
|
19.2K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.62K+ 1.8% |
$365K - $415K
|
91.4K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.62K+ 38.84% |
$365K - $415K
|
5.79K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.61KNew |
$363K - $412K
|
1.61K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.58K+ 16.19% |
$354K - $403K
|
11.3K
$3.26M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.55KNew |
$349K - $397K
|
1.55K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.52K+ 79.69% |
$341K - $388K
|
3.42K
$985K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.51KNew |
$340K - $387K
|
1.51K
$436K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 6.34% |
$337K - $384K
|
25.2K
$7.26M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.49K+ 26.19% |
$335K - $382K
|
7.18K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.49K+ 3.38% |
$335K - $381K
|
45.5K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.49K+ 5.15% |
$334K - $380K
|
30.3K
$8.75M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.49KNew |
$334K - $380K
|
1.49K
$428K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.48K+ 3.91% |
$333K - $379K
|
39.4K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.43KNew |
$322K - $367K
|
1.43K
$413K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.41KNew |
$317K - $360K
|
1.41K
$406K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.4KNew |
$315K - $358K
|
1.4K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.37KNew |
$307K - $350K
|
1.37K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.33K+ 12.02% |
$300K - $341K
|
12.4K
$3.58M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.32K+ 2.18% |
$298K - $339K
|
62K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.31KNew |
$294K - $334K
|
1.31K
$376K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.3K+ 4.28% |
$293K - $333K
|
31.7K
$9.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.3K+ 7.04% |
$292K - $332K
|
19.7K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.27KNew |
$285K - $324K
|
1.27K
$365K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.25KNew |
$281K - $320K
|
1.25K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 13.81% |
$281K - $320K
|
10.3K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.24KNew |
$278K - $316K
|
1.24K
$356K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.23KNew |
$278K - $316K
|
1.23K
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.23KNew |
$276K - $314K
|
1.23K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.2K+ 1.26% |
$271K - $308K
|
97.1K
$28M
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
1.2KNew |
$270K - $307K
|
1.2K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.2K+ 263.66% |
$269K - $306K
|
1.65K
$476K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.19K+ 4.26% |
$268K - $305K
|
29.1K
$8.41M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.19KNew |
$267K - $303K
|
1.19K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.18KNew |
$266K - $302K
|
1.18K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.18K+ 1.65% |
$265K - $301K
|
72.6K
$20.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.16K+ 976.47% |
$261K - $297K
|
1.28K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.15KNew |
$259K - $295K
|
1.15K
$332K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.14K+ 6.87% |
$255K - $290K
|
17.6K
$5.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.13KNew |
$255K - $290K
|
1.13K
$327K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
1.13K+ 1.27% |
$254K - $289K
|
90.2K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.11KNew |
$251K - $285K
|
1.11K
$321K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.1K+ 25.28% |
$248K - $282K
|
5.46K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 52.02% |
$246K - $280K
|
3.2K
$923K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.09K+ 32.76% |
$245K - $279K
|
4.41K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.07K+ 5.12% |
$241K - $274K
|
21.9K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 11.02% |
$234K - $266K
|
10.5K
$3.02M
|