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
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
34+ 226.67% |
$9.38K - $11.7K
|
49
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
34+ 1.46% |
$9.38K - $11.7K
|
2.37K
$747K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
33+ 2.1% |
$9.1K - $11.4K
|
1.6K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32+ 0.85% |
$8.83K - $11K
|
3.81K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32New |
$8.83K - $11K
|
32
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
32+ 4.35% |
$8.83K - $11K
|
767
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 1.08% |
$8.55K - $10.7K
|
2.9K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29+ 3.26% |
$8K - $10K
|
919
$290K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
28+ 1.17% |
$7.72K - $9.67K
|
2.42K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28New |
$7.72K - $9.67K
|
28
$8.83K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
28+ 0.96% |
$7.72K - $9.67K
|
2.95K
$928K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
27New |
$7.45K - $9.32K
|
27
$8.51K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
27+ 1.54% |
$7.45K - $9.32K
|
1.78K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26+ 21.14% |
$7.17K - $8.98K
|
149
$47K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 35.21% |
$6.9K - $8.63K
|
96
$30.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 0.63% |
$6.62K - $8.29K
|
3.83K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
23+ 18.4% |
$6.35K - $7.94K
|
148
$46.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 11.49% |
$5.52K - $6.9K
|
194
$61.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$5.52K - $6.9K
|
20
$6.31K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$5.52K - $6.9K
|
20
$6.31K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
20+ 1.65% |
$5.52K - $6.9K
|
1.23K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 74.07% |
$5.52K - $6.9K
|
47
$14.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.67% |
$5.24K - $6.56K
|
2.86K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
19+ 1.97% |
$5.24K - $6.56K
|
985
$311K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
19+ 0.16% |
$5.24K - $6.56K
|
11.6K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18+ 1.6% |
$4.97K - $6.21K
|
1.14K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.94% |
$4.69K - $5.87K
|
1.82K
$573K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
17+ 20.99% |
$4.69K - $5.87K
|
98
$30.9K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16+ 1.34% |
$4.41K - $5.52K
|
1.21K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 46.88% |
$4.14K - $5.18K
|
47
$14.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.19% |
$3.86K - $4.83K
|
7.27K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14New |
$3.86K - $4.83K
|
14
$4.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14+ 0.78% |
$3.86K - $4.83K
|
1.81K
$572K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14+ 1.76% |
$3.86K - $4.83K
|
808
$255K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14+ 1.17% |
$3.86K - $4.83K
|
1.21K
$381K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13New |
$3.59K - $4.49K
|
13
$4.1K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$3.59K - $4.49K
|
13
$4.1K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13+ 1.25% |
$3.59K - $4.49K
|
1.05K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
13New |
$3.59K - $4.49K
|
13
$4.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
12+ 1.6% |
$3.31K - $4.14K
|
762
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 2.43% |
$3.31K - $4.14K
|
505
$159K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12+ 0.46% |
$3.31K - $4.14K
|
2.64K
$832K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
12New |
$3.31K - $4.14K
|
12
$3.78K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
11+ 0.11% |
$3.03K - $3.8K
|
10.2K
$3.22M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 4.2% |
$2.76K - $3.45K
|
248
$78.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
10+ 0.13% |
$2.76K - $3.45K
|
7.65K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 12.2% |
$2.76K - $3.45K
|
92
$29K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10+ 0.41% |
$2.76K - $3.45K
|
2.44K
$769K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 47.37% |
$2.48K - $3.11K
|
28
$8.83K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9+ 0.45% |
$2.48K - $3.11K
|
2.01K
$634K
|