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 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
675New |
$186K - $233K
|
675
$213K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
674New |
$186K - $233K
|
674
$212K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
673New |
$186K - $232K
|
673
$212K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
673New |
$186K - $232K
|
673
$212K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
671+ 9.38% |
$185K - $232K
|
7.82K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
671New |
$185K - $232K
|
671
$212K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
669+ 0.92% |
$185K - $231K
|
73.3K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
665New |
$183K - $230K
|
665
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
663New |
$183K - $229K
|
663
$209K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
662New |
$183K - $229K
|
662
$209K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
662+ 14.03% |
$183K - $229K
|
5.38K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
660New |
$182K - $228K
|
660
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
658New |
$182K - $227K
|
658
$207K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
658New |
$182K - $227K
|
658
$207K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
658+ 19.21% |
$182K - $227K
|
4.08K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
651New |
$180K - $225K
|
651
$205K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
651New |
$180K - $225K
|
651
$205K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
651New |
$180K - $225K
|
651
$205K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
647+ 4.81% |
$179K - $223K
|
14.1K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
641New |
$177K - $221K
|
641
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
640New |
$177K - $221K
|
640
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
637New |
$176K - $220K
|
637
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
636New |
$175K - $220K
|
636
$200K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
634New |
$175K - $219K
|
634
$200K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
632New |
$174K - $218K
|
632
$199K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
631+ 2.95% |
$174K - $218K
|
22K
$6.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
629New |
$174K - $217K
|
629
$198K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
620New |
$171K - $214K
|
620
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
615New |
$170K - $212K
|
615
$194K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
615New |
$170K - $212K
|
615
$194K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
614New |
$169K - $212K
|
614
$194K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
612New |
$169K - $211K
|
612
$193K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
611New |
$169K - $211K
|
611
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
607New |
$167K - $210K
|
607
$191K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
605New |
$167K - $209K
|
605
$191K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
605New |
$167K - $209K
|
605
$191K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
604New |
$167K - $209K
|
604
$190K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
603New |
$166K - $208K
|
603
$190K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
597+ 35.75% |
$165K - $206K
|
2.27K
$715K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
592+ 21.82% |
$163K - $204K
|
3.31K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
592New |
$163K - $204K
|
592
$187K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
577+ 2.13% |
$159K - $199K
|
27.7K
$8.72M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
568+ 3.38% |
$157K - $196K
|
17.4K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
568+ 33.35% |
$157K - $196K
|
2.27K
$716K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
555+ 16.0% |
$153K - $192K
|
4.02K
$1.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
542+ 14.63% |
$150K - $187K
|
4.25K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
537+ 6.76% |
$148K - $185K
|
8.48K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
531+ 0.93% |
$146K - $183K
|
57.4K
$18.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
527+ 1.6% |
$145K - $182K
|
33.5K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
519+ 1.73% |
$143K - $179K
|
30.5K
$9.61M
|