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 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.37KNew |
$378K - $473K
|
1.37K
$459K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 2.1% |
$369K - $461K
|
65.1K
$21.8M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.27K+ 2895.45% |
$351K - $440K
|
1.32K
$441K
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 1.77% |
$331K - $414K
|
69K
$23.1M
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.2K+ 11.48% |
$331K - $414K
|
11.7K
$3.9M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.14KNew |
$315K - $394K
|
1.14K
$382K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.14K+ 113.9% |
$314K - $393K
|
2.14K
$716K
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$310K - $388K
|
1.12K
$376K
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.08K+ 0.24% |
$297K - $371K
|
458K
$153M
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.07KNew |
$296K - $370K
|
1.07K
$359K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 8.08% |
$295K - $369K
|
14.3K
$4.79M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.04KNew |
$286K - $358K
|
1.04K
$348K
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.03KNew |
$285K - $356K
|
1.03K
$346K
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.03KNew |
$283K - $354K
|
1.03K
$344K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
998New |
$275K - $345K
|
998
$334K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
991New |
$273K - $342K
|
991
$332K
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
988New |
$273K - $341K
|
988
$331K
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
987New |
$272K - $341K
|
987
$331K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
987+ 1.13% |
$272K - $341K
|
88.6K
$29.7M
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
974+ 1.62% |
$269K - $336K
|
61K
$20.4M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
962+ 26.9% |
$265K - $332K
|
4.54K
$1.52M
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
960+ 97.17% |
$265K - $331K
|
1.95K
$652K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
924New |
$255K - $319K
|
924
$309K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
916New |
$253K - $316K
|
916
$307K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
900+ 2.46% |
$248K - $311K
|
37.5K
$12.5M
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
899+ 7.0% |
$248K - $310K
|
13.7K
$4.6M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
897+ 91.34% |
$247K - $310K
|
1.88K
$629K
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
860New |
$237K - $297K
|
860
$288K
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
837+ 11.36% |
$231K - $289K
|
8.2K
$2.75M
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
830New |
$229K - $287K
|
830
$278K
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
826New |
$228K - $285K
|
826
$277K
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
825New |
$228K - $285K
|
825
$276K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
821+ 0.77% |
$227K - $283K
|
108K
$36.1M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
800+ 47.73% |
$221K - $276K
|
2.48K
$829K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
798+ 99.13% |
$220K - $276K
|
1.6K
$537K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
792+ 3.47% |
$219K - $273K
|
23.6K
$7.91M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
785+ 872.22% |
$217K - $271K
|
875
$293K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
780+ 1.61% |
$215K - $269K
|
49.2K
$16.5M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
772+ 2.53% |
$213K - $267K
|
31.3K
$10.5M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
753+ 76.29% |
$208K - $260K
|
1.74K
$583K
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
750New |
$207K - $259K
|
750
$251K
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
749New |
$207K - $259K
|
749
$251K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
746New |
$206K - $258K
|
746
$250K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
743New |
$205K - $257K
|
743
$249K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
743New |
$205K - $257K
|
743
$249K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
731+ 10.31% |
$202K - $252K
|
7.82K
$2.62M
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
730New |
$201K - $252K
|
730
$244K
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
722New |
$199K - $249K
|
722
$242K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
713New |
$197K - $246K
|
713
$239K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
709+ 91.48% |
$196K - $245K
|
1.48K
$497K
|