Purchases and Sales Made in Q2 2024 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62+ 4.79% |
$14.3K - $16.4K
|
1.36K
$391K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
62+ 3.51% |
$14.3K - $16.4K
|
1.83K
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
61+ 4.97% |
$14.1K - $16.2K
|
1.29K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
61+ 1.66% |
$14.1K - $16.2K
|
3.74K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
59+ 5.22% |
$13.6K - $15.6K
|
1.19K
$343K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
55+ 1.79% |
$12.7K - $14.6K
|
3.13K
$903K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
54+ 2.84% |
$12.4K - $14.3K
|
1.96K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
54+ 0.21% |
$12.4K - $14.3K
|
25.7K
$7.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53+ 0.82% |
$12.2K - $14.1K
|
6.49K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
52+ 89.66% |
$12K - $13.8K
|
110
$31.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
51+ 1.52% |
$11.8K - $13.5K
|
3.4K
$980K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
51+ 2.17% |
$11.8K - $13.5K
|
2.4K
$693K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.76% |
$11.3K - $13K
|
6.47K
$1.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
48+ 0.76% |
$11.1K - $12.7K
|
6.33K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.55% |
$11.1K - $12.7K
|
8.77K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
47+ 6.17% |
$10.8K - $12.5K
|
809
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 300.0% |
$10.4K - $11.9K
|
60
$17.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
44+ 1.3% |
$10.1K - $11.7K
|
3.42K
$987K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43+ 0.13% |
$9.91K - $11.4K
|
32.8K
$9.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
41+ 0.7% |
$9.45K - $10.9K
|
5.92K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
40+ 0.43% |
$9.22K - $10.6K
|
9.29K
$2.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 1.03% |
$8.99K - $10.3K
|
3.83K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38New |
$8.76K - $10.1K
|
38
$11K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
37+ 0.5% |
$8.53K - $9.81K
|
7.48K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
37+ 1.58% |
$8.53K - $9.81K
|
2.38K
$687K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36New |
$8.3K - $9.55K
|
36
$10.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
35+ 2.95% |
$8.07K - $9.28K
|
1.22K
$352K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
35+ 3.92% |
$8.07K - $9.28K
|
928
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
34+ 2.61% |
$7.84K - $9.02K
|
1.34K
$386K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32+ 3.18% |
$7.38K - $8.49K
|
1.04K
$299K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 1.06% |
$7.15K - $8.22K
|
2.95K
$850K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
31+ 6.98% |
$7.15K - $8.22K
|
475
$137K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
30+ 2.41% |
$6.92K - $7.96K
|
1.28K
$368K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
30+ 0.86% |
$6.92K - $7.96K
|
3.5K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
30+ 0.05% |
$6.92K - $7.96K
|
63.8K
$18.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.76% |
$6.22K - $7.16K
|
3.59K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
27+ 3.26% |
$6.22K - $7.16K
|
856
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
26+ 0.27% |
$5.99K - $6.89K
|
9.72K
$2.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
25New |
$5.76K - $6.63K
|
25
$7.21K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
24+ 1.38% |
$5.53K - $6.36K
|
1.76K
$507K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 0.33% |
$5.53K - $6.36K
|
7.19K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
24New |
$5.53K - $6.36K
|
24
$6.92K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
23+ 0.07% |
$5.3K - $6.1K
|
31.6K
$9.1M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
22+ 0.81% |
$5.07K - $5.83K
|
2.74K
$790K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.21% |
$5.07K - $5.83K
|
10.5K
$3.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21+ 1.41% |
$4.84K - $5.57K
|
1.51K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21New |
$4.84K - $5.57K
|
21
$6.06K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20+ 285.71% |
$4.61K - $5.3K
|
27
$7.79K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$4.61K - $5.3K
|
20
$5.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19+ 0.44% |
$4.38K - $5.04K
|
4.32K
$1.25M
|