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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
326+ 3.71% |
$75.1K - $86.5K
|
9.11K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
319+ 30.24% |
$73.5K - $84.6K
|
1.37K
$433K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
319+ 1519.05% |
$73.5K - $84.6K
|
340
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
318+ 4.54% |
$73.3K - $84.3K
|
7.32K
$2.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
310New |
$71.5K - $82.2K
|
310
$97.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
300+ 0.86% |
$69.2K - $79.6K
|
35K
$11M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
280+ 0.19% |
$64.5K - $74.3K
|
151K
$47.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
274+ 4.2% |
$63.2K - $72.7K
|
6.79K
$2.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
272+ 7.11% |
$62.7K - $72.1K
|
4.1K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
269+ 3.39% |
$62K - $71.3K
|
8.2K
$2.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
267+ 2.01% |
$61.5K - $70.8K
|
13.5K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
263+ 12.97% |
$60.6K - $69.7K
|
2.29K
$722K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
258+ 4.87% |
$59.5K - $68.4K
|
5.56K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
253+ 19.39% |
$58.3K - $67.1K
|
1.56K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
253+ 13.0% |
$58.3K - $67.1K
|
2.2K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
247+ 10.53% |
$56.9K - $65.5K
|
2.59K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
245+ 4.37% |
$56.5K - $65K
|
5.86K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
240+ 7.09% |
$55.3K - $63.6K
|
3.62K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
239New |
$55.1K - $63.4K
|
239
$75.3K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
235+ 0.52% |
$54.2K - $62.3K
|
45.6K
$14.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
225+ 28.7% |
$51.9K - $59.7K
|
1.01K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
225+ 0.88% |
$51.9K - $59.7K
|
25.9K
$8.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
220+ 0.04% |
$50.7K - $58.3K
|
518K
$163M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
220+ 16.18% |
$50.7K - $58.3K
|
1.58K
$498K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
218+ 25.09% |
$50.3K - $57.8K
|
1.09K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
215+ 3.79% |
$49.6K - $57K
|
5.89K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
206+ 1.19% |
$47.5K - $54.6K
|
17.6K
$5.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
206+ 4.32% |
$47.5K - $54.6K
|
4.98K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
202+ 1.62% |
$46.6K - $53.6K
|
12.7K
$4M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
201+ 4.75% |
$46.3K - $53.3K
|
4.44K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
200New |
$46.1K - $53K
|
200
$63.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
200+ 24.66% |
$46.1K - $53K
|
1.01K
$319K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 1.08% |
$46.1K - $53K
|
18.7K
$5.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
198+ 1.0% |
$45.6K - $52.5K
|
19.9K
$6.28M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
197+ 21.3% |
$45.4K - $52.2K
|
1.12K
$354K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
195+ 1.55% |
$45K - $51.7K
|
12.8K
$4.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
193+ 23.98% |
$44.5K - $51.2K
|
998
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
190+ 193.88% |
$43.8K - $50.4K
|
288
$90.8K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
185New |
$42.6K - $49.1K
|
185
$58.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
184+ 8.7% |
$42.4K - $48.8K
|
2.3K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
182+ 3.08% |
$42K - $48.3K
|
6.1K
$1.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
182+ 5.08% |
$42K - $48.3K
|
3.76K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
182+ 11.42% |
$42K - $48.3K
|
1.78K
$560K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
181+ 1.51% |
$41.7K - $48K
|
12.2K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
179+ 21.78% |
$41.3K - $47.5K
|
1K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
177+ 20.51% |
$40.8K - $46.9K
|
1.04K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
176+ 3.6% |
$40.6K - $46.7K
|
5.06K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
168+ 5.81% |
$38.7K - $44.6K
|
3.06K
$964K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
167+ 11.86% |
$38.5K - $44.3K
|
1.58K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
166+ 9.31% |
$38.3K - $44K
|
1.95K
$614K
|