Purchases and Sales Made in Q1 2025 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q1 2025. 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 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
286+ 7.78% |
$78.9K - $98.7K
|
3.96K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
274+ 38.0% |
$75.6K - $94.6K
|
995
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
265+ 22.73% |
$73.1K - $91.5K
|
1.43K
$451K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
264+ 99.25% |
$72.8K - $91.1K
|
530
$167K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
256+ 2.1% |
$70.6K - $88.4K
|
12.4K
$3.92M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
242+ 7.66% |
$66.8K - $83.5K
|
3.4K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
234+ 22.94% |
$64.6K - $80.8K
|
1.25K
$395K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
234+ 27.82% |
$64.6K - $80.8K
|
1.08K
$339K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 18.18% |
$64K - $80.1K
|
1.51K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
231+ 24.81% |
$63.7K - $79.8K
|
1.16K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
228+ 6.15% |
$62.9K - $78.7K
|
3.94K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
225+ 23.68% |
$62.1K - $77.7K
|
1.18K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
224+ 9.57% |
$61.8K - $77.3K
|
2.56K
$808K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
210+ 13.94% |
$57.9K - $72.5K
|
1.72K
$541K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
209+ 2090.0% |
$57.7K - $72.2K
|
219
$69K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
208+ 1.91% |
$57.4K - $71.8K
|
11.1K
$3.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
207+ 22.55% |
$57.1K - $71.5K
|
1.13K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
202+ 18.53% |
$55.7K - $69.7K
|
1.29K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
202+ 14.33% |
$55.7K - $69.7K
|
1.61K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
201+ 1.27% |
$55.5K - $69.4K
|
16K
$5.03M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
195+ 6.27% |
$53.8K - $67.3K
|
3.31K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
193+ 0.19% |
$53.2K - $66.6K
|
101K
$31.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
192+ 1.91% |
$53K - $66.3K
|
10.3K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
188+ 2.05% |
$51.9K - $64.9K
|
9.36K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
187+ 22.4% |
$51.6K - $64.6K
|
1.02K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
184+ 0.42% |
$50.8K - $63.5K
|
43.8K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
180+ 10.24% |
$49.7K - $62.1K
|
1.94K
$611K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
175+ 265.15% |
$48.3K - $60.4K
|
241
$76K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
172+ 12.43% |
$47.5K - $59.4K
|
1.56K
$491K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
170+ 9.5% |
$46.9K - $58.7K
|
1.96K
$618K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
168+ 5.4% |
$46.3K - $58K
|
3.28K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
167+ 4.25% |
$46.1K - $57.7K
|
4.09K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
166+ 10.96% |
$45.8K - $57.3K
|
1.68K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
164+ 18.57% |
$45.2K - $56.6K
|
1.05K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
163+ 14.39% |
$45K - $56.3K
|
1.3K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
160+ 16.1% |
$44.1K - $55.2K
|
1.15K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
158+ 1.99% |
$43.6K - $54.5K
|
8.09K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
157+ 0.63% |
$43.3K - $54.2K
|
25.2K
$7.94M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
157New |
$43.3K - $54.2K
|
157
$49.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
155+ 0.19% |
$42.8K - $53.5K
|
79.8K
$25.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
154+ 9.54% |
$42.5K - $53.2K
|
1.77K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
154+ 1.25% |
$42.5K - $53.2K
|
12.4K
$3.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
153+ 17.79% |
$42.2K - $52.8K
|
1.01K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
152+ 8.49% |
$41.9K - $52.5K
|
1.94K
$613K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
148+ 162.64% |
$40.8K - $51.1K
|
239
$75.3K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
148+ 12.51% |
$40.8K - $51.1K
|
1.33K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
146+ 8.56% |
$40.3K - $50.4K
|
1.85K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
145+ 16.15% |
$40K - $50.1K
|
1.04K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
144+ 4.2% |
$39.7K - $49.7K
|
3.58K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
143+ 18.15% |
$39.5K - $49.4K
|
931
$293K
|