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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
164+ 16.6% |
$37.8K - $43.5K
|
1.15K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
160+ 4.59% |
$36.9K - $42.4K
|
3.65K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
156+ 1.54% |
$36K - $41.4K
|
10.3K
$3.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
151New |
$34.8K - $40K
|
151
$47.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 11.04% |
$34.6K - $39.8K
|
1.51K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
150+ 1.41% |
$34.6K - $39.8K
|
10.8K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
143+ 11.33% |
$33K - $37.9K
|
1.41K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
141+ 5.59% |
$32.5K - $37.4K
|
2.66K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
140+ 1.1% |
$32.3K - $37.1K
|
12.8K
$4.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
139+ 1.65% |
$32K - $36.9K
|
8.59K
$2.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
139+ 3.7% |
$32K - $36.9K
|
3.9K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
137+ 9.23% |
$31.6K - $36.3K
|
1.62K
$511K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
136+ 14.05% |
$31.4K - $36.1K
|
1.1K
$348K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
133+ 24.72% |
$30.7K - $35.3K
|
671
$212K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
133+ 1.77% |
$30.7K - $35.3K
|
7.64K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
133+ 0.35% |
$30.7K - $35.3K
|
38.4K
$12.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
129+ 4.38% |
$29.7K - $34.2K
|
3.07K
$969K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
127+ 2.69% |
$29.3K - $33.7K
|
4.85K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
126+ 14.77% |
$29K - $33.4K
|
979
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
125+ 12.08% |
$28.8K - $33.1K
|
1.16K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118+ 6.76% |
$27.2K - $31.3K
|
1.86K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
118+ 6.96% |
$27.2K - $31.3K
|
1.81K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
116+ 11.19% |
$26.7K - $30.8K
|
1.15K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
115New |
$26.5K - $30.5K
|
115
$36.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
114+ 1.53% |
$26.3K - $30.2K
|
7.55K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
113+ 13.29% |
$26K - $30K
|
963
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
110New |
$25.4K - $29.2K
|
110
$34.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
108+ 40.75% |
$24.9K - $28.6K
|
373
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
108+ 56.25% |
$24.9K - $28.6K
|
300
$94.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105+ 7.41% |
$24.2K - $27.8K
|
1.52K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
104+ 11.9% |
$24K - $27.6K
|
978
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
103+ 2.48% |
$23.7K - $27.3K
|
4.25K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
100+ 11.56% |
$23.1K - $26.5K
|
965
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$23.1K - $26.5K
|
100
$31.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
100+ 4.76% |
$23.1K - $26.5K
|
2.2K
$694K
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
98+ 4.66% |
$22.6K - $26K
|
2.2K
$694K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
96+ 6.8% |
$22.1K - $25.5K
|
1.51K
$475K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
94+ 3.24% |
$21.7K - $24.9K
|
3K
$945K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
93+ 11.38% |
$21.4K - $24.7K
|
910
$287K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
92+ 8.7% |
$21.2K - $24.4K
|
1.15K
$362K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
90+ 6.48% |
$20.7K - $23.9K
|
1.48K
$466K
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
89+ 0.43% |
$20.5K - $23.6K
|
21K
$6.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
86+ 3.61% |
$19.8K - $22.8K
|
2.47K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
81New |
$18.7K - $21.5K
|
81
$25.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
79+ 2.51% |
$18.2K - $21K
|
3.23K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
79+ 1.22% |
$18.2K - $21K
|
6.56K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78+ 93.98% |
$18K - $20.7K
|
161
$50.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
77+ 2.37% |
$17.8K - $20.4K
|
3.33K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76+ 6.7% |
$17.5K - $20.2K
|
1.21K
$382K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
74+ 4.27% |
$17.1K - $19.6K
|
1.81K
$570K
|