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
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-52- 4.37% |
$13.5K - $15.6K
|
1.14K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-53- 9.76% |
$13.7K - $15.9K
|
490
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-54- 0.7% |
$14K - $16.2K
|
7.71K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-54- 2.81% |
$14K - $16.2K
|
1.87K
$619K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-54- 18.75% |
$14K - $16.2K
|
234
$77.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-55- 7.1% |
$14.3K - $16.5K
|
720
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-58- 3.58% |
$15K - $17.4K
|
1.56K
$518K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-58- 5.79% |
$15K - $17.4K
|
943
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-60- 3.08% |
$15.6K - $18K
|
1.89K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-61- 1.97% |
$15.8K - $18.3K
|
3.04K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-62- 0.87% |
$16.1K - $18.6K
|
7.07K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-64- 7.48% |
$16.6K - $19.2K
|
792
$262K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-66- 1.87% |
$17.1K - $19.8K
|
3.47K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-66- 1.28% |
$17.1K - $19.8K
|
5.08K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-69- 0.33% |
$17.9K - $20.7K
|
21.1K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 6.46% |
$18.1K - $21K
|
1.01K
$336K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-71- 0.22% |
$18.4K - $21.3K
|
32.5K
$10.8M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-72- 63.72% |
$18.7K - $21.6K
|
41
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-75- 8.49% |
$19.4K - $22.5K
|
808
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-76- 1.85% |
$19.7K - $22.8K
|
4.04K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-80- 1.18% |
$20.7K - $24K
|
6.71K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-80- 3.48% |
$20.7K - $24K
|
2.22K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-81- 7.24% |
$21K - $24.3K
|
1.04K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-82- 0.91% |
$21.3K - $24.6K
|
8.98K
$2.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-88- 2.18% |
$22.8K - $26.4K
|
3.94K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-91- 6.78% |
$23.6K - $27.3K
|
1.25K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-93- 3.4% |
$24.1K - $27.9K
|
2.65K
$876K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-99- 9.86% |
$25.7K - $29.7K
|
905
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-100- 13.21% |
$25.9K - $30K
|
657
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.81% |
$25.9K - $30K
|
12.3K
$4.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-100- 12.12% |
$25.9K - $30K
|
725
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-100- 0.62% |
$25.9K - $30K
|
16.1K
$5.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-101- 8.24% |
$26.2K - $30.3K
|
1.12K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-101- 3.78% |
$26.2K - $30.3K
|
2.57K
$853K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-105- 0.32% |
$27.2K - $31.5K
|
33K
$10.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-106- 2.66% |
$27.5K - $31.8K
|
3.88K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-106- 1.86% |
$27.5K - $31.8K
|
5.6K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-108- 2.24% |
$28K - $32.4K
|
4.71K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-113- 1.86% |
$29.3K - $33.9K
|
5.98K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-113- 18.65% |
$29.3K - $33.9K
|
493
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-117- 6.91% |
$30.3K - $35.1K
|
1.58K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-118- 2.09% |
$30.6K - $35.4K
|
5.53K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-122- 8.14% |
$31.6K - $36.6K
|
1.38K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-122- 0.39% |
$31.6K - $36.6K
|
31.1K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-122- 1.58% |
$31.6K - $36.6K
|
7.62K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-123- 5.37% |
$31.9K - $36.9K
|
2.17K
$718K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-130- 3.48% |
$33.7K - $39K
|
3.61K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-133- 4.51% |
$34.5K - $39.9K
|
2.82K
$934K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-134- 0.83% |
$34.7K - $40.2K
|
16K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-135- 1.69% |
$35K - $40.5K
|
7.84K
$2.6M
|