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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
788New |
$204K - $236K
|
788
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
786New |
$204K - $236K
|
786
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
784New |
$203K - $235K
|
784
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
781New |
$202K - $234K
|
781
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
772New |
$200K - $231K
|
772
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
769New |
$199K - $231K
|
769
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
768New |
$199K - $230K
|
768
$215K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
762New |
$198K - $228K
|
762
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
760+ 34.44% |
$197K - $228K
|
2.97K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
757New |
$196K - $227K
|
757
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
751+ 12.34% |
$195K - $225K
|
6.84K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
750New |
$194K - $225K
|
750
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
738New |
$191K - $221K
|
738
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
737New |
$191K - $221K
|
737
$206K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
736New |
$191K - $221K
|
736
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
732New |
$190K - $219K
|
732
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
731+ 47.41% |
$189K - $219K
|
2.27K
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
726New |
$188K - $218K
|
726
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
716+ 8.92% |
$186K - $215K
|
8.74K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
714+ 13.48% |
$185K - $214K
|
6.01K
$1.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
709+ 12.75% |
$184K - $213K
|
6.27K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
685+ 11.91% |
$178K - $205K
|
6.44K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
680+ 0.74% |
$176K - $204K
|
92.9K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
672+ 2.18% |
$174K - $201K
|
31.5K
$8.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
631+ 17.5% |
$164K - $189K
|
4.24K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
615+ 1.64% |
$159K - $184K
|
38.1K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600+ 0.12% |
$156K - $180K
|
510K
$143M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
599+ 5.31% |
$155K - $180K
|
11.9K
$3.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
592+ 3.55% |
$153K - $177K
|
17.3K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
580+ 360.25% |
$150K - $174K
|
741
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
565+ 1.35% |
$146K - $169K
|
42.4K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
553+ 55.24% |
$143K - $166K
|
1.55K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
546+ 0.6% |
$142K - $164K
|
92K
$25.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
543+ 4.64% |
$141K - $163K
|
12.3K
$3.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
537+ 9.59% |
$139K - $161K
|
6.14K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
536+ 0.98% |
$139K - $161K
|
55.4K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
523+ 475.45% |
$136K - $157K
|
633
$177K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
522+ 2.35% |
$135K - $156K
|
22.7K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
516+ 6.74% |
$134K - $155K
|
8.17K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
515+ 18.51% |
$133K - $154K
|
3.3K
$922K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
503+ 0.82% |
$130K - $151K
|
62.1K
$17.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
500+ 17.01% |
$130K - $150K
|
3.44K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
500+ 5.0% |
$130K - $150K
|
10.5K
$2.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
499+ 3.92% |
$129K - $150K
|
13.2K
$3.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
457+ 5.92% |
$118K - $137K
|
8.18K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
446+ 9.08% |
$116K - $134K
|
5.36K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
443+ 51.57% |
$115K - $133K
|
1.3K
$364K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
427+ 13.89% |
$111K - $128K
|
3.5K
$979K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
408+ 5.58% |
$106K - $122K
|
7.72K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
399New |
$103K - $120K
|
399
$112K
|