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 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 6.25% |
$552 - $690
|
34
$10.7K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$276 - $345
|
1.88K
$593K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.09% |
$276 - $345
|
1.14K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1+ 0.12% |
$276 - $345
|
829
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$276 - $345
|
4.35K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$276 - $345
|
1.65K
$520K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.16% |
$276 - $345
|
637
$201K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 5.88% |
$276 - $345
|
18
$5.67K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.17% |
$276 - $345
|
47
$14.8K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$276 - $345
|
1
$315
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.11% |
$276 - $345
|
928
$293K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1+ 0.08% |
$276 - $345
|
1.25K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 2.33% |
$276 - $345
|
42
$13.2K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- -0.0% |
$276 - $345
|
22K
$6.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2- 0.16% |
$552 - $690
|
1.21K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2- 0.12% |
$552 - $690
|
1.63K
$514K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2- 0.39% |
$552 - $690
|
516
$163K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-3- 0.3% |
$828 - $1.04K
|
1K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 1.72% |
$828 - $1.04K
|
171
$53.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 0.01% |
$828 - $1.04K
|
30K
$9.45M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.09% |
$828 - $1.04K
|
3.38K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 1.99% |
$1.1K - $1.38K
|
197
$62.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4- 0.28% |
$1.1K - $1.38K
|
1.41K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4- 0.05% |
$1.1K - $1.38K
|
8.51K
$2.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5- 0.43% |
$1.38K - $1.73K
|
1.17K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.35% |
$1.38K - $1.73K
|
1.42K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5- 0.34% |
$1.38K - $1.73K
|
1.47K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6- 0.49% |
$1.66K - $2.07K
|
1.21K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-6- 0.59% |
$1.66K - $2.07K
|
1.01K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 9.38% |
$1.66K - $2.07K
|
58
$18.3K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6- 5.31% |
$1.66K - $2.07K
|
107
$33.7K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.85% |
$1.66K - $2.07K
|
703
$222K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7- 0.9% |
$1.93K - $2.42K
|
771
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 1.07% |
$2.21K - $2.76K
|
743
$234K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-8- 0.2% |
$2.21K - $2.76K
|
3.98K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-9- 60.0% |
$2.48K - $3.11K
|
6
$1.89K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9- 0.95% |
$2.48K - $3.11K
|
937
$295K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 21.43% |
$2.48K - $3.11K
|
33
$10.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 38.46% |
$2.76K - $3.45K
|
16
$5.04K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-10- 0.35% |
$2.76K - $3.45K
|
2.82K
$888K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-12- 4.0% |
$3.31K - $4.14K
|
288
$90.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-13- 1.58% |
$3.59K - $4.49K
|
808
$255K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13- 0.1% |
$3.59K - $4.49K
|
13.4K
$4.24M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-13- 0.67% |
$3.59K - $4.49K
|
1.92K
$604K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-15- 31.25% |
$4.14K - $5.18K
|
33
$10.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16- 1.09% |
$4.41K - $5.52K
|
1.45K
$456K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-16- 1.32% |
$4.41K - $5.52K
|
1.19K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-16- 7.51% |
$4.41K - $5.52K
|
197
$62.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-17- 0.52% |
$4.69K - $5.87K
|
3.25K
$1.02M
|