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 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-135- 4.48% |
$37.2K - $46.6K
|
2.88K
$953K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-136- 15.85% |
$37.5K - $47K
|
722
$239K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-136- 1.95% |
$37.5K - $47K
|
6.85K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-139- 10.72% |
$38.3K - $48K
|
1.16K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-140- 2.63% |
$38.6K - $48.3K
|
5.18K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-145- 0.22% |
$40K - $50.1K
|
66.7K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-147- 0.68% |
$40.6K - $50.8K
|
21.4K
$7.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-147- 9.74% |
$40.6K - $50.8K
|
1.36K
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-154- 4.55% |
$42.5K - $53.2K
|
3.23K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-156- 6.14% |
$43K - $53.9K
|
2.38K
$790K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-164- 10.55% |
$45.2K - $56.6K
|
1.39K
$461K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-167- 15.92% |
$46.1K - $57.7K
|
882
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-167- 2.24% |
$46.1K - $57.7K
|
7.3K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-168- 5.31% |
$46.3K - $58K
|
2.99K
$992K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-172- 7.33% |
$47.5K - $59.4K
|
2.18K
$721K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-174- 7.68% |
$48K - $60.1K
|
2.09K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-174- 37.42% |
$48K - $60.1K
|
291
$96.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-175- 6.28% |
$48.3K - $60.4K
|
2.61K
$865K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-175- 10.86% |
$48.3K - $60.4K
|
1.44K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-176- 10.94% |
$48.6K - $60.8K
|
1.43K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-183- 18.3% |
$50.5K - $63.2K
|
817
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-186- 8.27% |
$51.3K - $64.2K
|
2.06K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-188- 0.95% |
$51.9K - $64.9K
|
19.5K
$6.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-195- 1.44% |
$53.8K - $67.3K
|
13.4K
$4.44M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-203- 0.27% |
$56K - $70.1K
|
74.8K
$24.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-205- 13.61% |
$56.6K - $70.8K
|
1.3K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-210- 4.77% |
$57.9K - $72.5K
|
4.19K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-221- 1.15% |
$61K - $76.3K
|
19K
$6.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-226- 18.04% |
$62.4K - $78K
|
1.03K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-227- 0.95% |
$62.6K - $78.4K
|
23.8K
$7.88M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-230- 1.58% |
$63.5K - $79.4K
|
14.3K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-235- 15.72% |
$64.8K - $81.1K
|
1.26K
$417K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-240- 1.56% |
$66.2K - $82.9K
|
15.2K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-240- 23.26% |
$66.2K - $82.9K
|
792
$262K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-240- 15.97% |
$66.2K - $82.9K
|
1.26K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-242- 1.29% |
$66.8K - $83.5K
|
18.5K
$6.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-243- 7.83% |
$67K - $83.9K
|
2.86K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-254- 23.15% |
$70.1K - $87.7K
|
843
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-255- 8.75% |
$70.4K - $88K
|
2.66K
$881K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-260- 64.68% |
$71.7K - $89.8K
|
142
$47K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-265- 5.47% |
$73.1K - $91.5K
|
4.58K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-269- 14.18% |
$74.2K - $92.9K
|
1.63K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-277- 0.89% |
$76.4K - $95.6K
|
31K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-283- 1.05% |
$78.1K - $97.7K
|
26.6K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-291- 26.08% |
$80.3K - $100K
|
825
$273K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-297- 5.34% |
$81.9K - $103K
|
5.26K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-300- 16.5% |
$82.8K - $104K
|
1.52K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-300- 0.97% |
$82.8K - $104K
|
30.5K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-306- 5.3% |
$84.4K - $106K
|
5.47K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-309- 32.7% |
$85.3K - $107K
|
636
$211K
|