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
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.11KNew |
$251K - $285K
|
1.11K
$351K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.1K+ 25.28% |
$248K - $282K
|
5.46K
$1.72M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 52.02% |
$246K - $280K
|
3.2K
$1.01M
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.09K+ 32.76% |
$245K - $279K
|
4.41K
$1.39M
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.07K+ 5.12% |
$241K - $274K
|
21.9K
$6.92M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 11.02% |
$234K - $266K
|
10.5K
$3.3M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.04KNew |
$233K - $265K
|
1.04K
$327K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 18.01% |
$233K - $265K
|
6.78K
$2.14M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.01K+ 57.01% |
$227K - $258K
|
2.78K
$876K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.01K+ 9.02% |
$227K - $258K
|
12.2K
$3.84M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.01KNew |
$226K - $257K
|
1.01K
$317K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.01K+ 45.33% |
$226K - $257K
|
3.22K
$1.02M
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1K+ 45.45% |
$225K - $256K
|
3.2K
$1.01M
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1K+ 8.97% |
$225K - $256K
|
12.2K
$3.83M
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
994New |
$224K - $254K
|
994
$313K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
976+ 2.18% |
$220K - $250K
|
45.8K
$14.4M
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
968New |
$218K - $248K
|
968
$305K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
952+ 80.07% |
$214K - $244K
|
2.14K
$675K
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
951+ 2.3% |
$214K - $243K
|
42.3K
$13.3M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
944New |
$212K - $242K
|
944
$298K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
942+ 2.2% |
$212K - $241K
|
43.8K
$13.8M
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
939New |
$211K - $240K
|
939
$296K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
925New |
$208K - $237K
|
925
$292K
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
912+ 4.85% |
$205K - $233K
|
19.7K
$6.22M
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
902+ 92.8% |
$203K - $231K
|
1.87K
$591K
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
900+ 1.53% |
$203K - $230K
|
59.9K
$18.9M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
898+ 655.47% |
$202K - $230K
|
1.04K
$326K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
896New |
$202K - $229K
|
896
$282K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
894+ 10.16% |
$201K - $229K
|
9.69K
$3.06M
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
893New |
$201K - $228K
|
893
$282K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
880New |
$198K - $225K
|
880
$277K
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
876+ 2.85% |
$197K - $224K
|
31.7K
$9.98M
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
873New |
$196K - $223K
|
873
$275K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
869New |
$196K - $222K
|
869
$274K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
869+ 27.46% |
$196K - $222K
|
4.03K
$1.27M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
863New |
$194K - $221K
|
863
$272K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
853New |
$192K - $218K
|
853
$269K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
852New |
$192K - $218K
|
852
$269K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
850New |
$191K - $217K
|
850
$268K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
849New |
$191K - $217K
|
849
$268K
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
840+ 21.36% |
$189K - $215K
|
4.77K
$1.5M
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
834New |
$188K - $213K
|
834
$263K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
829New |
$187K - $212K
|
829
$261K
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
825+ 1.82% |
$186K - $211K
|
46.1K
$14.5M
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
821New |
$185K - $210K
|
821
$259K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
821New |
$185K - $210K
|
821
$259K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
817New |
$184K - $209K
|
817
$258K
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
815New |
$183K - $209K
|
815
$257K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
814New |
$183K - $208K
|
814
$257K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
811New |
$182K - $208K
|
811
$256K
|