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
|
Coldstream Capital Management Inc
|
SELL
|
- |
-696- 5.02% |
$192K - $240K
|
13.2K
$4.15M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-706- 32.19% |
$195K - $244K
|
1.49K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-717- 7.62% |
$198K - $248K
|
8.69K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-718- 19.29% |
$198K - $248K
|
3K
$947K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-745- 21.54% |
$206K - $257K
|
2.71K
$856K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-769- 22.75% |
$212K - $265K
|
2.61K
$823K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-780- 6.69% |
$215K - $269K
|
10.9K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-788- 24.31% |
$217K - $272K
|
2.45K
$773K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-807- 2.39% |
$223K - $279K
|
32.9K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-820- 10.3% |
$226K - $283K
|
7.14K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-820- 2.58% |
$226K - $283K
|
30.9K
$9.75M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-821- 0.88% |
$227K - $283K
|
92.2K
$29.1M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-825- 7.14% |
$228K - $285K
|
10.7K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-828- 43.44% |
$228K - $286K
|
1.08K
$340K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-838- 1.23% |
$231K - $289K
|
67.3K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-842- 10.57% |
$232K - $291K
|
7.13K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-847- 39.18% |
$234K - $292K
|
1.32K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-851- 1.01% |
$235K - $294K
|
83.3K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-860- 5.97% |
$237K - $297K
|
13.6K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-861- 2.64% |
$238K - $297K
|
31.8K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-869- 38.61% |
$240K - $300K
|
1.38K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-922- 34.53% |
$254K - $318K
|
1.75K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-942- 7.7% |
$260K - $325K
|
11.3K
$3.56M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-956- 2.13% |
$264K - $330K
|
44K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-965- 20.26% |
$266K - $333K
|
3.8K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-976- 54.95% |
$269K - $337K
|
800
$252K
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-990- 22.23% |
$273K - $342K
|
3.46K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.03K- 12.45% |
$283K - $355K
|
7.22K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.04K- 3.43% |
$287K - $359K
|
29.3K
$9.23M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.08K- 29.48% |
$299K - $374K
|
2.59K
$816K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.09K- 21.95% |
$302K - $377K
|
3.89K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.1K- 3.67% |
$304K - $381K
|
29K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.2K- 13.86% |
$331K - $415K
|
7.46K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.2K- 3.55% |
$332K - $415K
|
32.7K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.23K- 13.35% |
$339K - $424K
|
7.98K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.24K- 9.49% |
$342K - $428K
|
11.8K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.25K- 6.86% |
$345K - $432K
|
17K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.29K- 14.28% |
$355K - $444K
|
7.73K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 15.29% |
$372K - $466K
|
7.47K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.38K- 4.53% |
$380K - $475K
|
29K
$9.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.38K- 43.02% |
$382K - $478K
|
1.83K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 29.74% |
$384K - $480K
|
3.29K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.42K- 3.15% |
$393K - $492K
|
43.8K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.44K- 2.93% |
$397K - $496K
|
47.6K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.5K- 21.38% |
$414K - $518K
|
5.52K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.51K- 21.28% |
$416K - $521K
|
5.58K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.51K- 11.13% |
$417K - $521K
|
12.1K
$3.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.61K- 8.04% |
$444K - $555K
|
18.4K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.62K- 54.04% |
$447K - $559K
|
1.38K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.64K- 21.01% |
$453K - $567K
|
6.17K
$1.94M
|