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
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-311- 28.8% |
$80.6K - $93.2K
|
769
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-320- 0.5% |
$83K - $95.9K
|
63.5K
$20M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-322- 0.34% |
$83.5K - $96.5K
|
93.4K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-351- 5.49% |
$91K - $105K
|
6.04K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-354- 5.86% |
$91.8K - $106K
|
5.69K
$1.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-356- 18.73% |
$92.3K - $107K
|
1.55K
$487K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-360- 6.11% |
$93.3K - $108K
|
5.53K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-366- 0.48% |
$94.9K - $110K
|
76.2K
$24M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-375- 20.7% |
$97.2K - $112K
|
1.44K
$453K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-385- 3.36% |
$99.8K - $115K
|
11.1K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-403- 0.87% |
$104K - $121K
|
46.1K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-423- 20.57% |
$110K - $127K
|
1.63K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-442- 1.48% |
$115K - $132K
|
29.4K
$9.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-455- 7.28% |
$118K - $136K
|
5.8K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-464- 2.86% |
$120K - $139K
|
15.8K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-489- 1.59% |
$127K - $147K
|
30.2K
$9.54M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-493- 0.7% |
$128K - $148K
|
70.1K
$22.1M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-500- 5.43% |
$130K - $150K
|
8.7K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-500- 1.62% |
$130K - $150K
|
30.3K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-510- 8.71% |
$132K - $153K
|
5.35K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-514- 16.89% |
$133K - $154K
|
2.53K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-518- 4.63% |
$134K - $155K
|
10.7K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-543- 7.93% |
$141K - $163K
|
6.31K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-544- 4.32% |
$141K - $163K
|
12.1K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-550- 1.74% |
$143K - $165K
|
31K
$9.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-561- 7.96% |
$145K - $168K
|
6.49K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-562- 1.93% |
$146K - $168K
|
28.5K
$8.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-562- 0.44% |
$146K - $168K
|
126K
$39.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-570- 4.32% |
$148K - $171K
|
12.6K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-571- 2.07% |
$148K - $171K
|
27K
$8.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-573- 6.94% |
$149K - $172K
|
7.68K
$2.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-578- 7.43% |
$150K - $173K
|
7.2K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-578- 1.83% |
$150K - $173K
|
31K
$9.77M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-581- 2.95% |
$151K - $174K
|
19.1K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-601- 1.81% |
$156K - $180K
|
32.6K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-601- 2.17% |
$156K - $180K
|
27.1K
$8.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-606- 39.71% |
$157K - $182K
|
920
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-627- 2.9% |
$163K - $188K
|
21K
$6.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-639- 0.97% |
$166K - $192K
|
65.1K
$20.5M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-640- 6.25% |
$166K - $192K
|
9.6K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-688- 26.53% |
$178K - $206K
|
1.91K
$601K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-700- 2.11% |
$181K - $210K
|
32.5K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-707- 45.41% |
$183K - $212K
|
850
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-748- 4.22% |
$194K - $224K
|
17K
$5.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-762- 22.56% |
$198K - $228K
|
2.62K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-795- 0.53% |
$206K - $238K
|
150K
$47.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-822- 27.63% |
$213K - $246K
|
2.15K
$679K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-822- 25.36% |
$213K - $246K
|
2.42K
$763K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-841- 2.53% |
$218K - $252K
|
32.3K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-866- 38.64% |
$224K - $260K
|
1.38K
$433K
|