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 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
187New |
$48.5K - $56.1K
|
187
$52.3K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
179+ 5.45% |
$46.4K - $53.7K
|
3.47K
$969K
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
177+ 18.83% |
$45.9K - $53.1K
|
1.12K
$313K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
176+ 0.38% |
$45.6K - $52.8K
|
46.2K
$12.9M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
172+ 8.24% |
$44.6K - $51.6K
|
2.26K
$632K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
157+ 4.44% |
$40.7K - $47.1K
|
3.7K
$1.03M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
144+ 10.62% |
$37.3K - $43.2K
|
1.5K
$420K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
143+ 47.99% |
$37.1K - $42.9K
|
441
$123K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
142+ 1.63% |
$36.8K - $42.6K
|
8.87K
$2.48M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
142+ 1.17% |
$36.8K - $42.6K
|
12.3K
$3.44M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
141+ 4.61% |
$36.6K - $42.3K
|
3.2K
$895K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
135+ 16.65% |
$35K - $40.5K
|
946
$265K
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
133+ 5.54% |
$34.5K - $39.9K
|
2.54K
$709K
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
129+ 13.26% |
$33.4K - $38.7K
|
1.1K
$308K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
126+ 12.88% |
$32.7K - $37.8K
|
1.1K
$309K
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
125+ 7.59% |
$32.4K - $37.5K
|
1.77K
$496K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
124New |
$32.1K - $37.2K
|
124
$34.7K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
117+ 2.74% |
$30.3K - $35.1K
|
4.39K
$1.23M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
115+ 4.02% |
$29.8K - $34.5K
|
2.98K
$832K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
115+ 2.71% |
$29.8K - $34.5K
|
4.36K
$1.22M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
112+ 3.92% |
$29K - $33.6K
|
2.97K
$831K
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
107+ 11.44% |
$27.7K - $32.1K
|
1.04K
$292K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
106+ 460.87% |
$27.5K - $31.8K
|
129
$36.1K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
102+ 3.15% |
$26.4K - $30.6K
|
3.35K
$936K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
101+ 4.59% |
$26.2K - $30.3K
|
2.3K
$644K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
100+ 0.95% |
$25.9K - $30K
|
10.6K
$2.97M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
99+ 2.22% |
$25.7K - $29.7K
|
4.55K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
96+ 0.83% |
$24.9K - $28.8K
|
11.6K
$3.25M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
92+ 3.63% |
$23.8K - $27.6K
|
2.63K
$735K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
88+ 5.84% |
$22.8K - $26.4K
|
1.6K
$447K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
87+ 543.75% |
$22.6K - $26.1K
|
103
$28.8K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
87+ 580.0% |
$22.6K - $26.1K
|
102
$28.5K
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
87+ 2.46% |
$22.6K - $26.1K
|
3.63K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
82+ 3.08% |
$21.3K - $24.6K
|
2.75K
$768K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
82+ 4.8% |
$21.3K - $24.6K
|
1.79K
$501K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
80+ 5.13% |
$20.7K - $24K
|
1.64K
$458K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
79+ 2.75% |
$20.5K - $23.7K
|
2.95K
$824K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
79+ 4.83% |
$20.5K - $23.7K
|
1.72K
$480K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
78+ 0.31% |
$20.2K - $23.4K
|
24.9K
$6.95M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
78+ 4.3% |
$20.2K - $23.4K
|
1.89K
$529K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
78+ 7.18% |
$20.2K - $23.4K
|
1.17K
$326K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
75+ 8.13% |
$19.4K - $22.5K
|
997
$279K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 4.93% |
$19.4K - $22.5K
|
1.6K
$447K
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
75+ 0.17% |
$19.4K - $22.5K
|
43K
$12M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
74New |
$19.2K - $22.2K
|
74
$20.7K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
73+ 9.11% |
$18.9K - $21.9K
|
874
$245K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
73+ 6.54% |
$18.9K - $21.9K
|
1.19K
$333K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
70+ 17.72% |
$18.1K - $21K
|
465
$130K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
67+ 5.49% |
$17.4K - $20.1K
|
1.29K
$360K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
66+ 5.12% |
$17.1K - $19.8K
|
1.36K
$379K
|