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 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-65- 0.35% |
$17.9K - $22.4K
|
18.6K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-67- 0.67% |
$18.5K - $23.1K
|
9.96K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-70- 5.69% |
$19.3K - $24.2K
|
1.16K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-73- 6.62% |
$20.1K - $25.2K
|
1.03K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-75- 1.1% |
$20.7K - $25.9K
|
6.74K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-75- 3.57% |
$20.7K - $25.9K
|
2.03K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-76- 6.2% |
$21K - $26.2K
|
1.15K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-77- 0.76% |
$21.2K - $26.6K
|
10.1K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-78- 2.01% |
$21.5K - $26.9K
|
3.81K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-79- 8.86% |
$21.8K - $27.3K
|
813
$256K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-80- 43.72% |
$22.1K - $27.6K
|
103
$32.5K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-81- 34.03% |
$22.3K - $28K
|
157
$49.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-83- 0.3% |
$22.9K - $28.7K
|
27.7K
$8.72M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-83- 2.82% |
$22.9K - $28.7K
|
2.86K
$901K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-85- 6.07% |
$23.5K - $29.3K
|
1.32K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-86- 1.4% |
$23.7K - $29.7K
|
6.04K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-89- 2.67% |
$24.6K - $30.7K
|
3.24K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.31% |
$27.6K - $34.5K
|
32.4K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 0.49% |
$27.6K - $34.5K
|
20.5K
$6.45M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 13.0% |
$27.6K - $34.5K
|
669
$211K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 7.14% |
$27.6K - $34.5K
|
1.3K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-100- 5.88% |
$27.6K - $34.5K
|
1.6K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-100- 0.3% |
$27.6K - $34.5K
|
33.1K
$10.4M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-100- 8.33% |
$27.6K - $34.5K
|
1.1K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-101- 2.07% |
$27.9K - $34.9K
|
4.79K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-102- 85.71% |
$28.1K - $35.2K
|
17
$5.36K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-108- 1.1% |
$29.8K - $37.3K
|
9.74K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-109- 14.73% |
$30.1K - $37.6K
|
631
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-110- 12.28% |
$30.3K - $38K
|
786
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-110- 96.49% |
$30.3K - $38K
|
4
$1.26K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-111- 3.03% |
$30.6K - $38.3K
|
3.55K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 3.25% |
$30.9K - $38.7K
|
3.33K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-113- 6.93% |
$31.2K - $39K
|
1.52K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-113- 5.42% |
$31.2K - $39K
|
1.97K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-113- 2.41% |
$31.2K - $39K
|
4.58K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-116- 4.27% |
$32K - $40K
|
2.6K
$819K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-116- 6.63% |
$32K - $40K
|
1.63K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-117- 4.03% |
$32.3K - $40.4K
|
2.79K
$878K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-119- 6.27% |
$32.8K - $41.1K
|
1.78K
$561K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-121- 1.62% |
$33.4K - $41.8K
|
7.35K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-122- 9.07% |
$33.7K - $42.1K
|
1.22K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-122- 5.26% |
$33.7K - $42.1K
|
2.2K
$693K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-125- 29.34% |
$34.5K - $43.2K
|
301
$94.9K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-126- 3.83% |
$34.8K - $43.5K
|
3.17K
$999K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-126- 3.32% |
$34.8K - $43.5K
|
3.67K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-129- 0.05% |
$35.6K - $44.5K
|
274K
$86.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-135- 4.48% |
$37.2K - $46.6K
|
2.88K
$907K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-136- 15.85% |
$37.5K - $47K
|
722
$228K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-136- 1.95% |
$37.5K - $47K
|
6.85K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-139- 10.72% |
$38.3K - $48K
|
1.16K
$365K
|