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 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
77+ 5.31% |
$21.2K - $26.6K
|
1.53K
$481K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
77+ 4.13% |
$21.2K - $26.6K
|
1.94K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76+ 7.68% |
$21K - $26.2K
|
1.07K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
75+ 78.13% |
$20.7K - $25.9K
|
171
$53.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
75+ 3.58% |
$20.7K - $25.9K
|
2.17K
$684K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
72+ 3.11% |
$19.9K - $24.9K
|
2.39K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
71New |
$19.6K - $24.5K
|
71
$22.4K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
71+ 3.53% |
$19.6K - $24.5K
|
2.08K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
70+ 0.88% |
$19.3K - $24.2K
|
8.03K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
67+ 5.12% |
$18.5K - $23.1K
|
1.38K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
67+ 14.32% |
$18.5K - $23.1K
|
535
$169K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
63+ 1.06% |
$17.4K - $21.8K
|
6.02K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
61New |
$16.8K - $21.1K
|
61
$19.2K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61+ 5.79% |
$16.8K - $21.1K
|
1.11K
$351K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
61+ 6.22% |
$16.8K - $21.1K
|
1.04K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
60+ 2.91% |
$16.6K - $20.7K
|
2.12K
$670K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
59+ 8.75% |
$16.3K - $20.4K
|
733
$231K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
59New |
$16.3K - $20.4K
|
59
$18.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58+ 2.44% |
$16K - $20K
|
2.44K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
57+ 30.32% |
$15.7K - $19.7K
|
245
$77.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
56+ 3.01% |
$15.4K - $19.3K
|
1.92K
$604K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 6.56% |
$15.4K - $19.3K
|
910
$287K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
54+ 2700.0% |
$14.9K - $18.6K
|
56
$17.7K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
53+ 52.48% |
$14.6K - $18.3K
|
154
$48.5K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
53+ 7.27% |
$14.6K - $18.3K
|
782
$247K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
53+ 18.21% |
$14.6K - $18.3K
|
344
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
51+ 20.73% |
$14.1K - $17.6K
|
297
$93.6K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
48+ 44.04% |
$13.2K - $16.6K
|
157
$49.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 3.0% |
$13K - $16.2K
|
1.61K
$509K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
47+ 16.73% |
$13K - $16.2K
|
328
$103K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
46+ 4.57% |
$12.7K - $15.9K
|
1.05K
$332K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
46+ 0.79% |
$12.7K - $15.9K
|
5.9K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
46+ 2.85% |
$12.7K - $15.9K
|
1.66K
$523K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
45+ 6.22% |
$12.4K - $15.5K
|
769
$242K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
44+ 0.9% |
$12.1K - $15.2K
|
4.93K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
43+ 15.87% |
$11.9K - $14.8K
|
314
$99K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
42+ 2.11% |
$11.6K - $14.5K
|
2.03K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
41+ 5.39% |
$11.3K - $14.2K
|
802
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.3% |
$11.3K - $14.2K
|
3.19K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$11.3K - $14.2K
|
41
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
40+ 0.64% |
$11K - $13.8K
|
6.29K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39+ 216.67% |
$10.8K - $13.5K
|
57
$18K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
39+ 2.18% |
$10.8K - $13.5K
|
1.83K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
39+ 34.51% |
$10.8K - $13.5K
|
152
$47.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
37+ 3.62% |
$10.2K - $12.8K
|
1.06K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
37+ 5.02% |
$10.2K - $12.8K
|
774
$244K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.5% |
$9.93K - $12.4K
|
7.2K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
35+ 1.29% |
$9.66K - $12.1K
|
2.75K
$866K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
34+ 3.07% |
$9.38K - $11.7K
|
1.14K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 34.34% |
$9.38K - $11.7K
|
133
$41.9K
|