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 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
73+ 6.54% |
$18.9K - $21.9K
|
1.19K
$398K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
70+ 17.72% |
$18.1K - $21K
|
465
$156K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
67+ 5.49% |
$17.4K - $20.1K
|
1.29K
$431K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
66+ 5.12% |
$17.1K - $19.8K
|
1.36K
$454K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
65+ 0.21% |
$16.8K - $19.5K
|
30.3K
$10.2M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
63+ 6.92% |
$16.3K - $18.9K
|
973
$326K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
62+ 0.31% |
$16.1K - $18.6K
|
20.1K
$6.71M
|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
61+ 1.85% |
$15.8K - $18.3K
|
3.36K
$1.12M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
61+ 7.49% |
$15.8K - $18.3K
|
875
$293K
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
60New |
$15.6K - $18K
|
60
$20.1K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
60+ 1.24% |
$15.6K - $18K
|
4.92K
$1.65M
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
60+ 3.32% |
$15.6K - $18K
|
1.87K
$626K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 1.64% |
$15.3K - $17.7K
|
3.65K
$1.22M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
59+ 4.51% |
$15.3K - $17.7K
|
1.37K
$458K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
57+ 5.82% |
$14.8K - $17.1K
|
1.04K
$347K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
56+ 0.6% |
$14.5K - $16.8K
|
9.35K
$3.13M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
56New |
$14.5K - $16.8K
|
56
$18.8K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
53+ 0.58% |
$13.7K - $15.9K
|
9.16K
$3.07M
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
53New |
$13.7K - $15.9K
|
53
$17.7K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
52+ 2.03% |
$13.5K - $15.6K
|
2.61K
$874K
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
52+ 0.52% |
$13.5K - $15.6K
|
10.1K
$3.39M
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50+ 0.19% |
$13K - $15K
|
25.7K
$8.61M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 1.66% |
$12.7K - $14.7K
|
3K
$1M
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
49+ 47.57% |
$12.7K - $14.7K
|
152
$50.9K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
48+ 0.47% |
$12.4K - $14.4K
|
10.2K
$3.42M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
46+ 0.7% |
$11.9K - $13.8K
|
6.61K
$2.21M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
46+ 0.34% |
$11.9K - $13.8K
|
13.7K
$4.6M
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
46+ 3.57% |
$11.9K - $13.8K
|
1.34K
$447K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
44+ 0.62% |
$11.4K - $13.2K
|
7.19K
$2.41M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
43+ 1.33% |
$11.1K - $12.9K
|
3.27K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
42New |
$10.9K - $12.6K
|
42
$14.1K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
41+ 4.42% |
$10.6K - $12.3K
|
969
$324K
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
40+ 2.9% |
$10.4K - $12K
|
1.42K
$474K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
39+ 0.45% |
$10.1K - $11.7K
|
8.79K
$2.94M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
39+ 4.38% |
$10.1K - $11.7K
|
929
$311K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
38+ 0.84% |
$9.85K - $11.4K
|
4.58K
$1.53M
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
38+ 0.72% |
$9.85K - $11.4K
|
5.33K
$1.78M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
38+ 0.65% |
$9.85K - $11.4K
|
5.85K
$1.96M
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
38+ 0.7% |
$9.85K - $11.4K
|
5.48K
$1.84M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 2.44% |
$9.33K - $10.8K
|
1.51K
$507K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
34+ 2.95% |
$8.81K - $10.2K
|
1.19K
$397K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
33+ 1.38% |
$8.55K - $9.89K
|
2.43K
$813K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30New |
$7.78K - $8.99K
|
30
$10K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 8.04% |
$7.78K - $8.99K
|
403
$135K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 1.07% |
$7.78K - $8.99K
|
2.85K
$953K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29+ 0.13% |
$7.52K - $8.69K
|
23.2K
$7.77M
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
29+ 3.53% |
$7.52K - $8.69K
|
850
$285K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 0.75% |
$7.26K - $8.39K
|
3.74K
$1.25M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
28+ 1.53% |
$7.26K - $8.39K
|
1.85K
$621K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 96.43% |
$7K - $8.09K
|
55
$18.4K
|