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 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 1.64% |
$259 - $300
|
60
$18.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 5.0% |
$259 - $300
|
19
$5.99K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1- 0.04% |
$259 - $300
|
2.42K
$764K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1- 0.09% |
$259 - $300
|
1.06K
$334K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1- 0.06% |
$259 - $300
|
1.55K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.89% |
$259 - $300
|
111
$35K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1- 0.11% |
$259 - $300
|
932
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2- 1.61% |
$518 - $600
|
122
$38.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.16% |
$518 - $600
|
1.24K
$392K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 1.34% |
$518 - $600
|
147
$46.3K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3- 0.13% |
$778 - $899
|
2.27K
$714K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 2.07% |
$778 - $899
|
142
$44.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3- 0.1% |
$778 - $899
|
3.15K
$992K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-3- 10.71% |
$778 - $899
|
25
$7.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.6% |
$1.04K - $1.2K
|
667
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4- 0.12% |
$1.04K - $1.2K
|
3.46K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.09% |
$1.04K - $1.2K
|
4.37K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4- 0.04% |
$1.04K - $1.2K
|
10K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5- 0.62% |
$1.3K - $1.5K
|
797
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5- 0.37% |
$1.3K - $1.5K
|
1.33K
$421K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5- 0.15% |
$1.3K - $1.5K
|
3.4K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5- 0.62% |
$1.3K - $1.5K
|
800
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 15.79% |
$1.56K - $1.8K
|
32
$10.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.61% |
$1.81K - $2.1K
|
1.13K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-7- 0.19% |
$1.81K - $2.1K
|
3.62K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-8- 0.03% |
$2.07K - $2.4K
|
29K
$9.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8- 0.03% |
$2.07K - $2.4K
|
30.8K
$9.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8- 5.03% |
$2.07K - $2.4K
|
151
$47.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 4.59% |
$2.33K - $2.7K
|
187
$59K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-9- 11.11% |
$2.33K - $2.7K
|
72
$22.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.13% |
$2.33K - $2.7K
|
6.94K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.51% |
$2.33K - $2.7K
|
1.75K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-10- 0.42% |
$2.59K - $3K
|
2.37K
$748K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-10- 0.33% |
$2.59K - $3K
|
3.01K
$949K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10- 0.39% |
$2.59K - $3K
|
2.57K
$811K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10- 2.29% |
$2.59K - $3K
|
426
$134K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13- 0.7% |
$3.37K - $3.9K
|
1.85K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-13- 1.46% |
$3.37K - $3.9K
|
877
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-14- 0.8% |
$3.63K - $4.2K
|
1.74K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 3.81% |
$3.63K - $4.2K
|
353
$111K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-15- 0.87% |
$3.89K - $4.5K
|
1.7K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-15- 0.12% |
$3.89K - $4.5K
|
12.6K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-16- 4.09% |
$4.15K - $4.8K
|
375
$118K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-17- 15.89% |
$4.41K - $5.1K
|
90
$28.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-17- 85.0% |
$4.41K - $5.1K
|
3
$946
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-17- 0.24% |
$4.41K - $5.1K
|
7.18K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-18- 0.45% |
$4.67K - $5.4K
|
4K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-18- 14.17% |
$4.67K - $5.4K
|
109
$34.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 43.18% |
$4.93K - $5.7K
|
25
$7.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-19- 0.49% |
$4.93K - $5.7K
|
3.88K
$1.22M
|