Purchases and Sales Made in Q4 2024 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
76+ 205.41% |
$21.2K - $24K
|
113
$35.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
72+ 7.07% |
$20.1K - $22.7K
|
1.09K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71+ 4.77% |
$19.8K - $22.4K
|
1.56K
$491K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
71+ 50.0% |
$19.8K - $22.4K
|
213
$67.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$19.5K - $22.1K
|
70
$22.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
69+ 6.55% |
$19.2K - $21.7K
|
1.12K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
69New |
$19.2K - $21.7K
|
69
$21.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
67+ 4.1% |
$18.7K - $21.1K
|
1.7K
$537K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
66+ 5.85% |
$18.4K - $20.8K
|
1.19K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
66+ 3.8% |
$18.4K - $20.8K
|
1.8K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
64+ 4.85% |
$17.8K - $20.2K
|
1.38K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 0.59% |
$17.8K - $20.2K
|
10.9K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64+ 1.68% |
$17.8K - $20.2K
|
3.87K
$1.22M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
64New |
$17.8K - $20.2K
|
64
$20.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
61+ 6.17% |
$17K - $19.2K
|
1.05K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
59+ 3.28% |
$16.4K - $18.6K
|
1.86K
$586K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
59+ 0.31% |
$16.4K - $18.6K
|
19.1K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
59+ 0.56% |
$16.4K - $18.6K
|
10.7K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
58+ 7.26% |
$16.2K - $18.3K
|
857
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
57+ 2.22% |
$15.9K - $18K
|
2.63K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
57New |
$15.9K - $18K
|
57
$18K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
57New |
$15.9K - $18K
|
57
$18K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
56+ 6.93% |
$15.6K - $17.6K
|
864
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
55+ 3.56% |
$15.3K - $17.3K
|
1.6K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51+ 5.05% |
$14.2K - $16.1K
|
1.06K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 5.65% |
$13.9K - $15.8K
|
935
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
49+ 4.21% |
$13.6K - $15.4K
|
1.21K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
49+ 0.42% |
$13.6K - $15.4K
|
11.7K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
49+ 81.67% |
$13.6K - $15.4K
|
109
$34.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49+ 0.28% |
$13.6K - $15.4K
|
17.8K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
48New |
$13.4K - $15.1K
|
48
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46+ 2.34% |
$12.8K - $14.5K
|
2.02K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
45+ 5.42% |
$12.5K - $14.2K
|
875
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 22.39% |
$12.5K - $14.2K
|
246
$77.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
45+ 1.33% |
$12.5K - $14.2K
|
3.43K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
43+ 2.3% |
$12K - $13.6K
|
1.91K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
41+ 2.98% |
$11.4K - $12.9K
|
1.42K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
39+ 780.0% |
$10.9K - $12.3K
|
44
$13.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
38+ 0.53% |
$10.6K - $12K
|
7.24K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
37New |
$10.3K - $11.7K
|
37
$11.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
37+ 0.25% |
$10.3K - $11.7K
|
15K
$4.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
37+ 2.34% |
$10.3K - $11.7K
|
1.62K
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
36+ 1.1% |
$10K - $11.3K
|
3.31K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
36+ 3.17% |
$10K - $11.3K
|
1.17K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
36New |
$10K - $11.3K
|
36
$11.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
35+ 1.05% |
$9.75K - $11K
|
3.38K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
34New |
$9.47K - $10.7K
|
34
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
34+ 1.02% |
$9.47K - $10.7K
|
3.38K
$1.07M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
34New |
$9.47K - $10.7K
|
34
$10.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
33+ 2.84% |
$9.19K - $10.4K
|
1.2K
$377K
|