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 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
156+ 1.09% |
$35.1K - $39.9K
|
14.5K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
155+ 14.34% |
$34.9K - $39.7K
|
1.24K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
155+ 0.94% |
$34.9K - $39.7K
|
16.7K
$4.82M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
151+ 1.85% |
$34K - $38.6K
|
8.3K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
151+ 3.25% |
$34K - $38.6K
|
4.8K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
150+ 9.46% |
$33.8K - $38.4K
|
1.74K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
147+ 9.19% |
$33.1K - $37.6K
|
1.75K
$503K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
141+ 0.71% |
$31.7K - $36.1K
|
20.1K
$5.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
137+ 6.17% |
$30.8K - $35.1K
|
2.36K
$680K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
136+ 2.98% |
$30.6K - $34.8K
|
4.7K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
134New |
$30.2K - $34.3K
|
134
$38.6K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
132+ 5.96% |
$29.7K - $33.8K
|
2.35K
$676K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
130New |
$29.3K - $33.3K
|
130
$37.5K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
126+ 0.31% |
$28.4K - $32.2K
|
40.3K
$11.6M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
125+ 7.96% |
$28.1K - $32K
|
1.7K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
120+ 10.66% |
$27K - $30.7K
|
1.25K
$359K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
119+ 9.44% |
$26.8K - $30.4K
|
1.38K
$398K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
116+ 11.97% |
$26.1K - $29.7K
|
1.09K
$313K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
116+ 0.66% |
$26.1K - $29.7K
|
17.7K
$5.11M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
115+ 23.47% |
$25.9K - $29.4K
|
605
$174K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
115+ 95.83% |
$25.9K - $29.4K
|
235
$67.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
112New |
$25.2K - $28.7K
|
112
$32.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 10.15% |
$25K - $28.4K
|
1.21K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
111New |
$25K - $28.4K
|
111
$32K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
108+ 0.64% |
$24.3K - $27.6K
|
17K
$4.91M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
108+ 4.57% |
$24.3K - $27.6K
|
2.47K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
107New |
$24.1K - $27.4K
|
107
$30.9K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
107+ 4.85% |
$24.1K - $27.4K
|
2.31K
$667K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
107+ 2.65% |
$24.1K - $27.4K
|
4.15K
$1.2M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
107+ 6.45% |
$24.1K - $27.4K
|
1.77K
$509K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
102+ 3.03% |
$23K - $26.1K
|
3.47K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
100+ 4.35% |
$22.5K - $25.6K
|
2.4K
$691K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
99+ 3.18% |
$22.3K - $25.3K
|
3.21K
$926K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
99+ 8.21% |
$22.3K - $25.3K
|
1.31K
$376K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
98+ 1.13% |
$22.1K - $25.1K
|
8.76K
$2.52M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95+ 9.9% |
$21.4K - $24.3K
|
1.06K
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
92+ 5.67% |
$20.7K - $23.5K
|
1.72K
$495K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
91+ 2.76% |
$20.5K - $23.3K
|
3.38K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
91+ 1.21% |
$20.5K - $23.3K
|
7.62K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
90+ 0.08% |
$20.3K - $23K
|
117K
$33.7M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
90+ 0.76% |
$20.3K - $23K
|
12K
$3.46M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
90+ 2.59% |
$20.3K - $23K
|
3.56K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
89+ 0.45% |
$20K - $22.8K
|
19.7K
$5.69M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
87+ 8.03% |
$19.6K - $22.3K
|
1.17K
$338K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
86+ 3.66% |
$19.4K - $22K
|
2.43K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
85+ 0.79% |
$19.1K - $21.7K
|
10.9K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
85+ 2.55% |
$19.1K - $21.7K
|
3.41K
$984K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85+ 2.6% |
$19.1K - $21.7K
|
3.35K
$965K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
82+ 5.84% |
$18.5K - $21K
|
1.49K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80New |
$18K - $20.5K
|
80
$23.1K
|