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 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
72+ 3.11% |
$19.9K - $24.9K
|
2.39K
$800K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
71+ 3.53% |
$19.6K - $24.5K
|
2.08K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
71New |
$19.6K - $24.5K
|
71
$23.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
67+ 5.12% |
$18.5K - $23.1K
|
1.38K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
67+ 14.32% |
$18.5K - $23.1K
|
535
$179K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
63+ 1.06% |
$17.4K - $21.8K
|
6.02K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
61New |
$16.8K - $21.1K
|
61
$20.4K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61+ 5.79% |
$16.8K - $21.1K
|
1.11K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
60+ 2.91% |
$16.6K - $20.7K
|
2.12K
$711K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
59New |
$16.3K - $20.4K
|
59
$19.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
59+ 8.75% |
$16.3K - $20.4K
|
733
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58+ 2.44% |
$16K - $20K
|
2.44K
$816K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
57+ 30.32% |
$15.7K - $19.7K
|
245
$82K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 6.56% |
$15.4K - $19.3K
|
910
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
56+ 3.01% |
$15.4K - $19.3K
|
1.92K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
51+ 20.73% |
$14.1K - $17.6K
|
297
$99.5K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
48+ 44.04% |
$13.2K - $16.6K
|
157
$52.6K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
47+ 16.73% |
$13K - $16.2K
|
328
$110K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 3.0% |
$13K - $16.2K
|
1.61K
$540K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
46+ 4.57% |
$12.7K - $15.9K
|
1.05K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
46+ 2.85% |
$12.7K - $15.9K
|
1.66K
$556K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
46+ 0.79% |
$12.7K - $15.9K
|
5.9K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.3% |
$11.3K - $14.2K
|
3.19K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
41+ 5.39% |
$11.3K - $14.2K
|
802
$269K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$11.3K - $14.2K
|
41
$13.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39+ 216.67% |
$10.8K - $13.5K
|
57
$19.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
39+ 2.18% |
$10.8K - $13.5K
|
1.83K
$612K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
37+ 3.62% |
$10.2K - $12.8K
|
1.06K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
37+ 5.02% |
$10.2K - $12.8K
|
774
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.5% |
$9.93K - $12.4K
|
7.2K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
34+ 226.67% |
$9.38K - $11.7K
|
49
$16.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 34.34% |
$9.38K - $11.7K
|
133
$44.5K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
34+ 3.07% |
$9.38K - $11.7K
|
1.14K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
33+ 2.1% |
$9.1K - $11.4K
|
1.6K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32New |
$8.83K - $11K
|
32
$10.7K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32+ 0.85% |
$8.83K - $11K
|
3.81K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 1.08% |
$8.55K - $10.7K
|
2.9K
$971K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29+ 3.26% |
$8K - $10K
|
919
$308K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
28+ 1.17% |
$7.72K - $9.67K
|
2.42K
$811K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
27New |
$7.45K - $9.32K
|
27
$9.04K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26+ 21.14% |
$7.17K - $8.98K
|
149
$49.9K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 35.21% |
$6.9K - $8.63K
|
96
$32.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 0.63% |
$6.62K - $8.29K
|
3.83K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$5.52K - $6.9K
|
20
$6.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$5.52K - $6.9K
|
20
$6.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 11.49% |
$5.52K - $6.9K
|
194
$65K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.67% |
$5.24K - $6.56K
|
2.86K
$958K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
19+ 1.97% |
$5.24K - $6.56K
|
985
$330K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18+ 1.6% |
$4.97K - $6.21K
|
1.14K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.94% |
$4.69K - $5.87K
|
1.82K
$608K
|