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
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
142+ 507.14% |
$39.2K - $49K
|
170
$53.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
137+ 61.43% |
$37.8K - $47.3K
|
360
$113K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
134+ 6.96% |
$37K - $46.3K
|
2.06K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
134+ 7.91% |
$37K - $46.3K
|
1.83K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
133New |
$36.7K - $45.9K
|
133
$41.9K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
129+ 0.84% |
$35.6K - $44.5K
|
15.6K
$4.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
128+ 1.97% |
$35.3K - $44.2K
|
6.64K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
128+ 0.26% |
$35.3K - $44.2K
|
48.5K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
127+ 1.43% |
$35K - $43.8K
|
9.02K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
127+ 0.09% |
$35K - $43.8K
|
140K
$44.3M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
126New |
$34.8K - $43.5K
|
126
$39.7K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
125+ 62.5% |
$34.5K - $43.2K
|
325
$102K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
125+ 12.82% |
$34.5K - $43.2K
|
1.1K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
122+ 3.01% |
$33.7K - $42.1K
|
4.18K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
120+ 0.63% |
$33.1K - $41.4K
|
19.2K
$6.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 1.3% |
$32.8K - $41.1K
|
9.25K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
119+ 1.05% |
$32.8K - $41.1K
|
11.4K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
118+ 54.13% |
$32.6K - $40.7K
|
336
$106K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
117+ 9.31% |
$32.3K - $40.4K
|
1.37K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
114+ 3.12% |
$31.5K - $39.4K
|
3.77K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
114+ 5.83% |
$31.5K - $39.4K
|
2.07K
$653K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
113+ 1.6% |
$31.2K - $39K
|
7.15K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
112New |
$30.9K - $38.7K
|
112
$35.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
111New |
$30.6K - $38.3K
|
111
$35K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
110+ 2750.0% |
$30.3K - $38K
|
114
$35.9K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
110+ 10.85% |
$30.3K - $38K
|
1.12K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
108+ 3.14% |
$29.8K - $37.3K
|
3.55K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
108+ 3.88% |
$29.8K - $37.3K
|
2.9K
$913K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
107+ 22.15% |
$29.5K - $36.9K
|
590
$186K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
106New |
$29.2K - $36.6K
|
106
$33.4K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
105New |
$29K - $36.3K
|
105
$33.1K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
104+ 5.44% |
$28.7K - $35.9K
|
2.02K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
98+ 10.34% |
$27K - $33.8K
|
1.05K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
98+ 700.0% |
$27K - $33.8K
|
112
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
98New |
$27K - $33.8K
|
98
$30.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
97+ 13.62% |
$26.8K - $33.5K
|
809
$255K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
97New |
$26.8K - $33.5K
|
97
$30.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
96+ 2.8% |
$26.5K - $33.1K
|
3.53K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
90+ 2.09% |
$24.8K - $31.1K
|
4.4K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
90+ 41.86% |
$24.8K - $31.1K
|
305
$96.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
87+ 7.69% |
$24K - $30K
|
1.22K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
86+ 3.94% |
$23.7K - $29.7K
|
2.27K
$715K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 9.71% |
$23.5K - $29.3K
|
960
$303K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
83+ 0.34% |
$22.9K - $28.7K
|
24.7K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
83+ 4.58% |
$22.9K - $28.7K
|
1.9K
$597K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
82+ 0.73% |
$22.6K - $28.3K
|
11.3K
$3.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
80+ 11.27% |
$22.1K - $27.6K
|
790
$249K
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
80+ 0.18% |
$22.1K - $27.6K
|
44.6K
$14.1M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
78+ 116.42% |
$21.5K - $26.9K
|
145
$45.7K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
77+ 2.74% |
$21.2K - $26.6K
|
2.88K
$909K
|