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 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
476+ 39.8% |
$131K - $164K
|
1.67K
$560K
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
475+ 0.25% |
$131K - $164K
|
187K
$62.8M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
470+ 19.8% |
$130K - $162K
|
2.84K
$952K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
467New |
$129K - $161K
|
467
$156K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
453New |
$125K - $156K
|
453
$152K
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
448+ 4.24% |
$124K - $155K
|
11K
$3.68M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
447+ 4.78% |
$123K - $154K
|
9.81K
$3.28M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
421+ 12.72% |
$116K - $145K
|
3.73K
$1.25M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
416+ 23.91% |
$115K - $144K
|
2.16K
$722K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
413+ 9.29% |
$114K - $143K
|
4.86K
$1.63M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
410+ 10.39% |
$113K - $142K
|
4.36K
$1.46M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
396+ 32.62% |
$109K - $137K
|
1.61K
$539K
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
391+ 7.13% |
$108K - $135K
|
5.88K
$1.97M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
379+ 51.29% |
$105K - $131K
|
1.12K
$374K
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
377+ 2.38% |
$104K - $130K
|
16.2K
$5.43M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
373+ 37.53% |
$103K - $129K
|
1.37K
$458K
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
365+ 0.53% |
$101K - $126K
|
69K
$23.1M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
346+ 19.07% |
$95.5K - $119K
|
2.16K
$723K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
331+ 8.56% |
$91.3K - $114K
|
4.2K
$1.41M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
329+ 10.43% |
$90.8K - $114K
|
3.48K
$1.17M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
324+ 53.03% |
$89.4K - $112K
|
935
$313K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
321+ 26.29% |
$88.6K - $111K
|
1.54K
$516K
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 2.24% |
$82.8K - $104K
|
13.7K
$4.59M
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
286+ 7.78% |
$78.9K - $98.7K
|
3.96K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
274+ 38.0% |
$75.6K - $94.6K
|
995
$333K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
265+ 22.73% |
$73.1K - $91.5K
|
1.43K
$479K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
264+ 99.25% |
$72.8K - $91.1K
|
530
$177K
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
256+ 2.1% |
$70.6K - $88.4K
|
12.4K
$4.17M
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
242+ 7.66% |
$66.8K - $83.5K
|
3.4K
$1.14M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
234+ 22.94% |
$64.6K - $80.8K
|
1.25K
$420K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 18.18% |
$64K - $80.1K
|
1.51K
$505K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
231+ 24.81% |
$63.7K - $79.8K
|
1.16K
$389K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
228+ 6.15% |
$62.9K - $78.7K
|
3.94K
$1.32M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
225+ 23.68% |
$62.1K - $77.7K
|
1.18K
$393K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
224+ 9.57% |
$61.8K - $77.3K
|
2.56K
$859K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
210+ 13.94% |
$57.9K - $72.5K
|
1.72K
$575K
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
209+ 2090.0% |
$57.7K - $72.2K
|
219
$73.3K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
208+ 1.91% |
$57.4K - $71.8K
|
11.1K
$3.72M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
207+ 22.55% |
$57.1K - $71.5K
|
1.13K
$377K
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
202+ 18.53% |
$55.7K - $69.7K
|
1.29K
$433K
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
202+ 14.33% |
$55.7K - $69.7K
|
1.61K
$540K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
201+ 1.27% |
$55.5K - $69.4K
|
16K
$5.35M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
195+ 6.27% |
$53.8K - $67.3K
|
3.31K
$1.11M
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
193+ 0.19% |
$53.2K - $66.6K
|
101K
$33.9M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
192+ 1.91% |
$53K - $66.3K
|
10.3K
$3.44M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
188+ 2.05% |
$51.9K - $64.9K
|
9.36K
$3.14M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
187+ 22.4% |
$51.6K - $64.6K
|
1.02K
$342K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
184+ 0.42% |
$50.8K - $63.5K
|
43.8K
$14.7M
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
180+ 10.24% |
$49.7K - $62.1K
|
1.94K
$649K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
175+ 265.15% |
$48.3K - $60.4K
|
241
$80.7K
|