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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
32+ 2.91% |
$8.91K - $10.1K
|
1.13K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
32+ 1.69% |
$8.91K - $10.1K
|
1.92K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32New |
$8.91K - $10.1K
|
32
$10.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
32+ 0.71% |
$8.91K - $10.1K
|
4.57K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
32+ 0.88% |
$8.91K - $10.1K
|
3.66K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 0.88% |
$8.35K - $9.45K
|
3.44K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
30+ 0.11% |
$8.35K - $9.45K
|
26.9K
$8.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
30New |
$8.35K - $9.45K
|
30
$9.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
29+ 69.05% |
$8.08K - $9.14K
|
71
$22.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
29+ 0.35% |
$8.08K - $9.14K
|
8.25K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 23.39% |
$8.08K - $9.14K
|
153
$48.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
28New |
$7.8K - $8.82K
|
28
$8.83K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 2.35% |
$7.8K - $8.82K
|
1.22K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 2.8% |
$7.52K - $8.51K
|
990
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26+ 0.29% |
$7.24K - $8.19K
|
8.89K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.85% |
$6.68K - $7.56K
|
2.84K
$896K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 5.41% |
$6.68K - $7.56K
|
468
$148K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24+ 3.1% |
$6.68K - $7.56K
|
797
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
23+ 8.3% |
$6.41K - $7.25K
|
300
$94.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23+ 15.23% |
$6.41K - $7.25K
|
174
$54.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 2.77% |
$6.41K - $7.25K
|
854
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
23+ 2.63% |
$6.41K - $7.25K
|
898
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
22+ 1.45% |
$6.13K - $6.93K
|
1.54K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 22.92% |
$6.13K - $6.93K
|
118
$37.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 26.92% |
$5.85K - $6.62K
|
99
$31.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21+ 20.39% |
$5.85K - $6.62K
|
124
$39.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
21+ 2.16% |
$5.85K - $6.62K
|
994
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
19+ 0.82% |
$5.29K - $5.99K
|
2.35K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19New |
$5.29K - $5.99K
|
19
$5.99K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$5.29K - $5.99K
|
19
$5.99K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17+ 0.72% |
$4.73K - $5.36K
|
2.38K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17+ 1.24% |
$4.73K - $5.36K
|
1.38K
$436K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
17+ 1.07% |
$4.73K - $5.36K
|
1.61K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
17+ 0.74% |
$4.73K - $5.36K
|
2.32K
$731K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$4.73K - $5.36K
|
17
$5.36K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 1.66% |
$4.46K - $5.04K
|
981
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 6.84% |
$4.46K - $5.04K
|
250
$78.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 1.28% |
$4.18K - $4.73K
|
1.19K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
15New |
$4.18K - $4.73K
|
15
$4.73K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15+ 0.16% |
$4.18K - $4.73K
|
9.36K
$2.95M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.9% |
$3.9K - $4.41K
|
751
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
14New |
$3.9K - $4.41K
|
14
$4.41K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13+ 1.44% |
$3.62K - $4.1K
|
918
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13New |
$3.62K - $4.1K
|
13
$4.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 1.48% |
$3.62K - $4.1K
|
890
$281K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
13+ 0.35% |
$3.62K - $4.1K
|
3.78K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 16.0% |
$3.34K - $3.78K
|
87
$27.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
11+ 1.35% |
$3.06K - $3.47K
|
828
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11+ 0.63% |
$3.06K - $3.47K
|
1.75K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11New |
$3.06K - $3.47K
|
11
$3.47K
|