Purchases and Sales Made in Q2 2021 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
BUY
|
- |
12+ 0.4% |
$1.52K - $1.81K
|
2.99K
$880K
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
12+ 9.84% |
$1.52K - $1.81K
|
134
$39.5K
|
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11New |
$1.39K - $1.66K
|
11
$3.24K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 0.39% |
$1.39K - $1.66K
|
2.81K
$827K
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
11+ 5.26% |
$1.39K - $1.66K
|
220
$64.8K
|
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$1.01K - $1.21K
|
8
$2.36K
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 18.6% |
$1.01K - $1.21K
|
51
$15K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.11% |
$886 - $1.06K
|
6.51K
$1.92M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.06% |
$886 - $1.06K
|
12.5K
$3.68M
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
7+ 0.17% |
$886 - $1.06K
|
4.06K
$1.19M
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7New |
$886 - $1.06K
|
7
$2.06K
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
7+ 6.03% |
$886 - $1.06K
|
123
$36.2K
|
|
|
Aug 11, 2021
Q2 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
6+ 0.33% |
$760 - $907
|
1.84K
$543K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5New |
$633 - $756
|
5
$1.47K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5New |
$633 - $756
|
5
$1.47K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$506 - $605
|
2.17K
$638K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.04% |
$506 - $605
|
10.4K
$3.05M
|
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 2.59% |
$380 - $453
|
119
$35.1K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3+ 0.77% |
$380 - $453
|
392
$115K
|
|
|
Jul 15, 2021
Q2 2021
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$253 - $302
|
2
$589
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.23% |
$127 - $151
|
82
$24.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.57% |
$127 - $151
|
174
$51.3K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 57.14% |
$506 - $605
|
3
$884
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7- 0.06% |
$886 - $1.06K
|
11.1K
$3.28M
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 12.82% |
$1.27K - $1.51K
|
68
$20K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10- 0.34% |
$1.27K - $1.51K
|
2.94K
$867K
|
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-12- 0.59% |
$1.52K - $1.81K
|
2.04K
$599K
|
|
|
Sep 20, 2021
Q2 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-12- 0.02% |
$1.52K - $1.81K
|
55.3K
$16.3M
|
|
|
Jul 06, 2021
Q2 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-14- 0.07% |
$1.77K - $2.12K
|
20.6K
$6.07M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14- 2.86% |
$1.77K - $2.12K
|
475
$140K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-16- 0.37% |
$2.03K - $2.42K
|
4.33K
$1.27M
|
|
|
Aug 06, 2021
Q2 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 0.66% |
$2.28K - $2.72K
|
2.72K
$800K
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19Closed |
$2.41K - $2.87K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-20Closed |
$2.53K - $3.02K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
SELL
|
- |
-20- 1.04% |
$2.53K - $3.02K
|
1.91K
$561K
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-21Closed |
$2.66K - $3.17K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23- 1.03% |
$2.91K - $3.48K
|
2.21K
$652K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24Closed |
$3.04K - $3.63K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-24- 0.55% |
$3.04K - $3.63K
|
4.33K
$1.28M
|
|
|
Aug 16, 2021
Q2 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-24- 0.45% |
$3.04K - $3.63K
|
5.27K
$1.55M
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-25- 3.08% |
$3.17K - $3.78K
|
786
$232K
|
|
|
Jul 30, 2021
Q2 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-28- 1.04% |
$3.55K - $4.23K
|
2.67K
$786K
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-28- 3.38% |
$3.55K - $4.23K
|
800
$236K
|
|
|
Jul 02, 2021
Q2 2021
|
Cox Capital Mgt LLC
|
SELL
|
- |
-29- 0.34% |
$3.67K - $4.38K
|
8.44K
$2.49M
|
|
|
Aug 09, 2021
Q2 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-33- 0.05% |
$4.18K - $4.99K
|
71.7K
$21.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-34Closed |
$4.3K - $5.14K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
First American Bank
Dundee, IL |
SELL
|
- |
-34- 0.23% |
$4.3K - $5.14K
|
15K
$4.43M
|
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-35- 2.73% |
$4.43K - $5.29K
|
1.25K
$367K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-35- 79.55% |
$4.43K - $5.29K
|
9
$2.65K
|