Purchases and Sales Made in Q3 2024 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q3 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 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
24+ 1.67% |
$6.22K - $7.19K
|
1.46K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
24+ 0.64% |
$6.22K - $7.19K
|
3.77K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
23+ 1.11% |
$5.96K - $6.89K
|
2.1K
$598K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 5.46% |
$5.96K - $6.89K
|
444
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
23+ 1.88% |
$5.96K - $6.89K
|
1.25K
$357K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
23+ 17.29% |
$5.96K - $6.89K
|
156
$44.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22+ 1.34% |
$5.7K - $6.59K
|
1.67K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
22+ 146.67% |
$5.7K - $6.59K
|
37
$10.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 2.72% |
$5.7K - $6.59K
|
831
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 1.27% |
$5.7K - $6.59K
|
1.75K
$500K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 1.27% |
$5.18K - $6K
|
1.6K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$5.18K - $6K
|
20
$5.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
20+ 1.43% |
$5.18K - $6K
|
1.42K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.17% |
$5.18K - $6K
|
11.7K
$3.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.07% |
$5.18K - $6K
|
30.3K
$8.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 24.1% |
$5.18K - $6K
|
103
$29.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
19New |
$4.93K - $5.7K
|
19
$5.42K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 41.86% |
$4.67K - $5.4K
|
61
$17.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 1.53% |
$4.41K - $5.1K
|
1.13K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17+ 0.09% |
$4.41K - $5.1K
|
17.9K
$5.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
16+ 1.76% |
$4.15K - $4.8K
|
925
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$4.15K - $4.8K
|
16
$4.57K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
16+ 1.54% |
$4.15K - $4.8K
|
1.05K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15+ 1.51% |
$3.89K - $4.5K
|
1.01K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 0.24% |
$3.63K - $4.2K
|
5.88K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$3.63K - $4.2K
|
14
$4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
14New |
$3.63K - $4.2K
|
14
$4K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13+ 0.66% |
$3.37K - $3.9K
|
1.97K
$562K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
12+ 0.27% |
$3.11K - $3.6K
|
4.54K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12+ 1.18% |
$3.11K - $3.6K
|
1.03K
$293K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 1.2% |
$3.11K - $3.6K
|
1.01K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 1.02% |
$3.11K - $3.6K
|
1.19K
$341K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 35.48% |
$2.85K - $3.3K
|
42
$12K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
11+ 0.17% |
$2.85K - $3.3K
|
6.33K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 0.67% |
$2.85K - $3.3K
|
1.65K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10New |
$2.59K - $3K
|
10
$2.86K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.68% |
$2.59K - $3K
|
1.47K
$420K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10+ 1.3% |
$2.59K - $3K
|
782
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10+ 0.87% |
$2.59K - $3K
|
1.16K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 66.67% |
$2.59K - $3K
|
25
$7.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10+ 0.32% |
$2.59K - $3K
|
3.09K
$883K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10+ 0.96% |
$2.59K - $3K
|
1.05K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9+ 0.59% |
$2.33K - $2.7K
|
1.52K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
8+ 0.35% |
$2.07K - $2.4K
|
2.32K
$663K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8+ 0.76% |
$2.07K - $2.4K
|
1.06K
$302K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.59% |
$2.07K - $2.4K
|
1.37K
$390K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 11.43% |
$2.07K - $2.4K
|
78
$22.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.13% |
$2.07K - $2.4K
|
6.06K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
6+ 8.96% |
$1.56K - $1.8K
|
73
$20.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.54% |
$1.56K - $1.8K
|
1.11K
$317K
|