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 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
8+ 0.35% |
$2.07K - $2.4K
|
2.32K
$732K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.13% |
$2.07K - $2.4K
|
6.06K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.59% |
$2.07K - $2.4K
|
1.37K
$431K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8+ 0.76% |
$2.07K - $2.4K
|
1.06K
$334K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 11.43% |
$2.07K - $2.4K
|
78
$24.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
6+ 8.96% |
$1.56K - $1.8K
|
73
$23K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6+ 0.0% |
$1.56K - $1.8K
|
187K
$59M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.54% |
$1.56K - $1.8K
|
1.11K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6+ 0.62% |
$1.56K - $1.8K
|
980
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 5.22% |
$1.56K - $1.8K
|
121
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 125.0% |
$1.3K - $1.5K
|
9
$2.84K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5New |
$1.3K - $1.5K
|
5
$1.58K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.52% |
$1.3K - $1.5K
|
965
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.22% |
$1.3K - $1.5K
|
2.33K
$734K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 8.2% |
$1.3K - $1.5K
|
66
$20.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
5+ 0.02% |
$1.3K - $1.5K
|
22.7K
$7.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$1.3K - $1.5K
|
5
$1.58K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
4+ 1.56% |
$1.04K - $1.2K
|
260
$82K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4New |
$1.04K - $1.2K
|
4
$1.26K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.17% |
$1.04K - $1.2K
|
2.34K
$739K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.04K - $1.2K
|
4
$1.26K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 2.26% |
$1.04K - $1.2K
|
181
$57.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.16% |
$1.04K - $1.2K
|
2.48K
$780K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 2.03% |
$1.04K - $1.2K
|
201
$63.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4+ 0.65% |
$1.04K - $1.2K
|
615
$194K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.29% |
$778 - $899
|
1.05K
$330K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.04% |
$778 - $899
|
7.48K
$2.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.08% |
$778 - $899
|
3.57K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$778 - $899
|
3
$946
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
3+ 0.67% |
$778 - $899
|
454
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 6.25% |
$518 - $600
|
34
$10.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.23% |
$518 - $600
|
885
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 12.5% |
$518 - $600
|
18
$5.67K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$518 - $600
|
2
$631
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.17% |
$518 - $600
|
1.16K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 10.53% |
$518 - $600
|
21
$6.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.01% |
$518 - $600
|
22.1K
$6.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.5% |
$518 - $600
|
82
$25.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.2% |
$518 - $600
|
1K
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$518 - $600
|
2
$631
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$259 - $300
|
1
$315
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.11% |
$259 - $300
|
927
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$259 - $300
|
2
$631
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$259 - $300
|
4.35K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 6.67% |
$259 - $300
|
16
$5.04K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
1+ 3.85% |
$259 - $300
|
27
$8.51K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.05% |
$259 - $300
|
96
$30.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.09% |
$259 - $300
|
1.17K
$370K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.2% |
$259 - $300
|
499
$157K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|