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 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$552 - $690
|
2
$670
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2+ 0.17% |
$552 - $690
|
1.2K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2New |
$552 - $690
|
2
$670
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.16% |
$276 - $345
|
637
$213K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.09% |
$276 - $345
|
1.14K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1+ 0.12% |
$276 - $345
|
829
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$276 - $345
|
4.35K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$276 - $345
|
1.88K
$630K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$276 - $345
|
1.65K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 5.88% |
$276 - $345
|
18
$6.03K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.17% |
$276 - $345
|
47
$15.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 2.33% |
$276 - $345
|
42
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2- 0.12% |
$552 - $690
|
1.63K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2- 0.16% |
$552 - $690
|
1.21K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-3- 0.3% |
$828 - $1.04K
|
1K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 1.72% |
$828 - $1.04K
|
171
$57.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 0.01% |
$828 - $1.04K
|
30K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4- 0.28% |
$1.1K - $1.38K
|
1.41K
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 1.99% |
$1.1K - $1.38K
|
197
$66K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5- 0.43% |
$1.38K - $1.73K
|
1.17K
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.35% |
$1.38K - $1.73K
|
1.42K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5- 0.34% |
$1.38K - $1.73K
|
1.47K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 9.38% |
$1.66K - $2.07K
|
58
$19.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-6- 0.59% |
$1.66K - $2.07K
|
1.01K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6- 0.49% |
$1.66K - $2.07K
|
1.21K
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 1.07% |
$2.21K - $2.76K
|
743
$249K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-8- 0.2% |
$2.21K - $2.76K
|
3.98K
$1.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9- 0.95% |
$2.48K - $3.11K
|
937
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-9- 60.0% |
$2.48K - $3.11K
|
6
$2.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-10- 38.46% |
$2.76K - $3.45K
|
16
$5.36K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-12- 4.0% |
$3.31K - $4.14K
|
288
$96.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-13- 1.58% |
$3.59K - $4.49K
|
808
$271K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13- 0.1% |
$3.59K - $4.49K
|
13.4K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-13- 0.67% |
$3.59K - $4.49K
|
1.92K
$642K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-15- 31.25% |
$4.14K - $5.18K
|
33
$11.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16- 1.09% |
$4.41K - $5.52K
|
1.45K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-16- 1.32% |
$4.41K - $5.52K
|
1.19K
$400K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-17- 1.37% |
$4.69K - $5.87K
|
1.22K
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-17- 0.52% |
$4.69K - $5.87K
|
3.25K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-17- 2.13% |
$4.69K - $5.87K
|
780
$261K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 1.93% |
$4.97K - $6.21K
|
917
$307K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-18- 1.47% |
$4.97K - $6.21K
|
1.2K
$403K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-20- 0.71% |
$5.52K - $6.9K
|
2.78K
$931K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-22- 1.44% |
$6.07K - $7.6K
|
1.51K
$505K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-23- 14.74% |
$6.35K - $7.94K
|
133
$44.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-23- 0.43% |
$6.35K - $7.94K
|
5.31K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-24- 0.77% |
$6.62K - $8.29K
|
3.11K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-24- 0.82% |
$6.62K - $8.29K
|
2.89K
$966K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 0.57% |
$6.62K - $8.29K
|
4.2K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-25- 2.31% |
$6.9K - $8.63K
|
1.06K
$354K
|