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 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
172+ 12.43% |
$47.5K - $59.4K
|
1.56K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
170+ 9.5% |
$46.9K - $58.7K
|
1.96K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
168+ 5.4% |
$46.3K - $58K
|
3.28K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
166+ 10.96% |
$45.8K - $57.3K
|
1.68K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
164+ 18.57% |
$45.2K - $56.6K
|
1.05K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
155+ 0.19% |
$42.8K - $53.5K
|
79.8K
$26.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
154+ 9.54% |
$42.5K - $53.2K
|
1.77K
$592K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
153+ 17.79% |
$42.2K - $52.8K
|
1.01K
$339K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
152+ 8.49% |
$41.9K - $52.5K
|
1.94K
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
148+ 162.64% |
$40.8K - $51.1K
|
239
$80K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
148+ 12.51% |
$40.8K - $51.1K
|
1.33K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
146+ 8.56% |
$40.3K - $50.4K
|
1.85K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
145+ 16.15% |
$40K - $50.1K
|
1.04K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
144+ 4.2% |
$39.7K - $49.7K
|
3.58K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
143+ 18.15% |
$39.5K - $49.4K
|
931
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
142+ 507.14% |
$39.2K - $49K
|
170
$56.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
137+ 61.43% |
$37.8K - $47.3K
|
360
$121K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
134+ 6.96% |
$37K - $46.3K
|
2.06K
$689K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
129+ 0.84% |
$35.6K - $44.5K
|
15.6K
$5.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
128+ 0.26% |
$35.3K - $44.2K
|
48.5K
$16.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
128+ 1.97% |
$35.3K - $44.2K
|
6.64K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
127+ 1.43% |
$35K - $43.8K
|
9.02K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
120+ 0.63% |
$33.1K - $41.4K
|
19.2K
$6.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 1.3% |
$32.8K - $41.1K
|
9.25K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
119+ 1.05% |
$32.8K - $41.1K
|
11.4K
$3.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
118+ 54.13% |
$32.6K - $40.7K
|
336
$113K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
114+ 3.12% |
$31.5K - $39.4K
|
3.77K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
113+ 1.6% |
$31.2K - $39K
|
7.15K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
111New |
$30.6K - $38.3K
|
111
$37.2K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
110+ 10.85% |
$30.3K - $38K
|
1.12K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
110+ 2750.0% |
$30.3K - $38K
|
114
$38.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
107+ 22.15% |
$29.5K - $36.9K
|
590
$198K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
104+ 5.44% |
$28.7K - $35.9K
|
2.02K
$675K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
98+ 10.34% |
$27K - $33.8K
|
1.05K
$350K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
98+ 700.0% |
$27K - $33.8K
|
112
$37.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
97+ 13.62% |
$26.8K - $33.5K
|
809
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
96+ 2.8% |
$26.5K - $33.1K
|
3.53K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
90+ 2.09% |
$24.8K - $31.1K
|
4.4K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
87+ 7.69% |
$24K - $30K
|
1.22K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
86+ 3.94% |
$23.7K - $29.7K
|
2.27K
$760K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 9.71% |
$23.5K - $29.3K
|
960
$321K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
83+ 0.34% |
$22.9K - $28.7K
|
24.7K
$8.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
82+ 0.73% |
$22.6K - $28.3K
|
11.3K
$3.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
80+ 11.27% |
$22.1K - $27.6K
|
790
$265K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
78+ 116.42% |
$21.5K - $26.9K
|
145
$48.6K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
77+ 4.13% |
$21.2K - $26.6K
|
1.94K
$650K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
77+ 5.31% |
$21.2K - $26.6K
|
1.53K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
77+ 2.74% |
$21.2K - $26.6K
|
2.88K
$966K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
75+ 3.58% |
$20.7K - $25.9K
|
2.17K
$727K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
75+ 78.13% |
$20.7K - $25.9K
|
171
$57.3K
|