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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9+ 0.83% |
$2.48K - $3.11K
|
1.09K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 1.01% |
$2.48K - $3.11K
|
899
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 3.03% |
$2.21K - $2.76K
|
272
$85.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.22% |
$2.21K - $2.76K
|
3.58K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 53.33% |
$2.21K - $2.76K
|
23
$7.25K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.19% |
$2.21K - $2.76K
|
4.16K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 14.58% |
$1.93K - $2.42K
|
55
$17.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 233.33% |
$1.93K - $2.42K
|
10
$3.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$1.93K - $2.42K
|
7
$2.21K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
7+ 28.0% |
$1.93K - $2.42K
|
32
$10.1K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 43.75% |
$1.93K - $2.42K
|
23
$7.25K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.75% |
$1.93K - $2.42K
|
939
$296K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
7+ 0.18% |
$1.93K - $2.42K
|
3.89K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
7+ 0.81% |
$1.93K - $2.42K
|
871
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 5.08% |
$1.66K - $2.07K
|
124
$39.1K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 83.33% |
$1.38K - $1.73K
|
11
$3.47K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5+ 0.1% |
$1.38K - $1.73K
|
5.09K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 250.0% |
$1.38K - $1.73K
|
7
$2.21K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5New |
$1.38K - $1.73K
|
5
$1.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.38K - $1.73K
|
5
$1.58K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 8.77% |
$1.38K - $1.73K
|
62
$19.5K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 1.51% |
$1.38K - $1.73K
|
337
$106K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.17% |
$1.38K - $1.73K
|
3.02K
$953K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5+ 0.32% |
$1.38K - $1.73K
|
1.56K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$1.38K - $1.73K
|
5
$1.58K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
4+ 0.44% |
$1.1K - $1.38K
|
911
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 2.9% |
$1.1K - $1.38K
|
142
$44.8K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$1.1K - $1.38K
|
4
$1.26K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 3.23% |
$1.1K - $1.38K
|
128
$40.4K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4+ 0.53% |
$1.1K - $1.38K
|
756
$238K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4New |
$1.1K - $1.38K
|
4
$1.26K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
3+ 0.19% |
$828 - $1.04K
|
1.58K
$497K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3+ 0.22% |
$828 - $1.04K
|
1.34K
$423K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3+ 0.09% |
$828 - $1.04K
|
3.3K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 75.0% |
$828 - $1.04K
|
7
$2.21K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3+ 27.27% |
$828 - $1.04K
|
14
$4.41K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2+ 0.27% |
$552 - $690
|
739
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$552 - $690
|
2.07K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2+ 0.17% |
$552 - $690
|
1.2K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$552 - $690
|
2.33K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2+ 0.17% |
$552 - $690
|
1.16K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.11% |
$552 - $690
|
1.82K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2New |
$552 - $690
|
2
$631
|