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 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2+ 0.27% |
$552 - $690
|
739
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2New |
$552 - $690
|
2
$663
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$552 - $690
|
2.07K
$685K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$552 - $690
|
2
$663
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2+ 0.17% |
$552 - $690
|
1.2K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2+ 0.17% |
$552 - $690
|
1.16K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$552 - $690
|
2
$663
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.09% |
$276 - $345
|
1.14K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1+ 0.12% |
$276 - $345
|
829
$275K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$276 - $345
|
1
$331
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.16% |
$276 - $345
|
637
$211K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.17% |
$276 - $345
|
47
$15.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$276 - $345
|
1.65K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 5.88% |
$276 - $345
|
18
$5.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$276 - $345
|
4.35K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$276 - $345
|
1.88K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 2.33% |
$276 - $345
|
42
$13.9K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- -0.0% |
$276 - $345
|
22K
$7.28M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2- 0.12% |
$552 - $690
|
1.63K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2- 0.16% |
$552 - $690
|
1.21K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 1.72% |
$828 - $1.04K
|
171
$56.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 0.01% |
$828 - $1.04K
|
30K
$9.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-3- 0.3% |
$828 - $1.04K
|
1K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4- 0.05% |
$1.1K - $1.38K
|
8.51K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4- 0.28% |
$1.1K - $1.38K
|
1.41K
$467K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 1.99% |
$1.1K - $1.38K
|
197
$65.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5- 0.43% |
$1.38K - $1.73K
|
1.17K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.35% |
$1.38K - $1.73K
|
1.42K
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5- 0.34% |
$1.38K - $1.73K
|
1.47K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-6- 0.59% |
$1.66K - $2.07K
|
1.01K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6- 0.49% |
$1.66K - $2.07K
|
1.21K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 9.38% |
$1.66K - $2.07K
|
58
$19.2K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-8- 0.2% |
$2.21K - $2.76K
|
3.98K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 1.07% |
$2.21K - $2.76K
|
743
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9- 0.95% |
$2.48K - $3.11K
|
937
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-9- 60.0% |
$2.48K - $3.11K
|
6
$1.99K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-10- 0.35% |
$2.76K - $3.45K
|
2.82K
$934K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 38.46% |
$2.76K - $3.45K
|
16
$5.3K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-12- 4.0% |
$3.31K - $4.14K
|
288
$95.4K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13- 0.1% |
$3.59K - $4.49K
|
13.4K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-13- 1.58% |
$3.59K - $4.49K
|
808
$268K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-13- 0.67% |
$3.59K - $4.49K
|
1.92K
$635K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-15- 31.25% |
$4.14K - $5.18K
|
33
$10.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16- 1.09% |
$4.41K - $5.52K
|
1.45K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-16- 1.32% |
$4.41K - $5.52K
|
1.19K
$396K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-17- 0.52% |
$4.69K - $5.87K
|
3.25K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-17- 2.13% |
$4.69K - $5.87K
|
780
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-17- 1.37% |
$4.69K - $5.87K
|
1.22K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 1.93% |
$4.97K - $6.21K
|
917
$304K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-18- 1.47% |
$4.97K - $6.21K
|
1.2K
$399K
|