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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
861+ 38.82% |
$238K - $297K
|
3.08K
$971K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
860New |
$237K - $297K
|
860
$271K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
837+ 11.36% |
$231K - $289K
|
8.2K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
830New |
$229K - $287K
|
830
$262K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
826New |
$228K - $285K
|
826
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
825New |
$228K - $285K
|
825
$260K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
821+ 0.77% |
$227K - $283K
|
108K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
820New |
$226K - $283K
|
820
$259K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
814+ 22.07% |
$225K - $281K
|
4.5K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
812New |
$224K - $280K
|
812
$256K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
803New |
$222K - $277K
|
803
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
800+ 47.73% |
$221K - $276K
|
2.48K
$781K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
798+ 99.13% |
$220K - $276K
|
1.6K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
792+ 3.47% |
$219K - $273K
|
23.6K
$7.45M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
785+ 872.22% |
$217K - $271K
|
875
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
780+ 1.61% |
$215K - $269K
|
49.2K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
780+ 3.61% |
$215K - $269K
|
22.4K
$7.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
772+ 2.53% |
$213K - $267K
|
31.3K
$9.86M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
753+ 76.29% |
$208K - $260K
|
1.74K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
750New |
$207K - $259K
|
750
$236K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
750New |
$207K - $259K
|
750
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
749New |
$207K - $259K
|
749
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
746New |
$206K - $258K
|
746
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
743New |
$205K - $257K
|
743
$234K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
743New |
$205K - $257K
|
743
$234K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
742+ 35.07% |
$205K - $256K
|
2.86K
$901K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
731+ 10.31% |
$202K - $252K
|
7.82K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
730New |
$201K - $252K
|
730
$230K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
723New |
$199K - $250K
|
723
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
722New |
$199K - $249K
|
722
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
713New |
$197K - $246K
|
713
$225K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
709+ 91.48% |
$196K - $245K
|
1.48K
$468K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
703New |
$194K - $243K
|
703
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
702+ 4.35% |
$194K - $242K
|
16.9K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
702New |
$194K - $242K
|
702
$221K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
701New |
$193K - $242K
|
701
$221K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
701New |
$193K - $242K
|
701
$221K
|
|
|
May 12, 2025
Q1 2025
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
700+ 6.6% |
$193K - $242K
|
11.3K
$3.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
694New |
$191K - $240K
|
694
$219K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
694+ 59.83% |
$191K - $240K
|
1.85K
$584K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
693New |
$191K - $239K
|
693
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
691New |
$191K - $239K
|
691
$218K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
691New |
$191K - $239K
|
691
$218K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
691New |
$191K - $239K
|
691
$218K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
686New |
$189K - $237K
|
686
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
683New |
$188K - $236K
|
683
$215K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
683New |
$188K - $236K
|
683
$215K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
683New |
$188K - $236K
|
683
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
677New |
$187K - $234K
|
677
$213K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
676New |
$187K - $233K
|
676
$213K
|