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 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-214- 22.06% |
$59.6K - $67.4K
|
756
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-215- 5.9% |
$59.9K - $67.8K
|
3.43K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 4.96% |
$60.4K - $68.4K
|
4.16K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-219- 14.0% |
$61K - $69K
|
1.35K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-225- 8.03% |
$62.7K - $70.9K
|
2.58K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-226- 10.35% |
$62.9K - $71.2K
|
1.96K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-231- 5.71% |
$64.3K - $72.8K
|
3.81K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 2.12% |
$69.6K - $78.8K
|
11.6K
$3.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-256- 5.92% |
$71.3K - $80.7K
|
4.07K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-259- 5.33% |
$72.1K - $81.6K
|
4.6K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-260- 1.62% |
$72.4K - $81.9K
|
15.8K
$4.97M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-272- 0.45% |
$75.7K - $85.7K
|
59.8K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-272- 10.57% |
$75.7K - $85.7K
|
2.3K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-277- 22.12% |
$77.1K - $87.3K
|
975
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-284- 4.84% |
$79.1K - $89.5K
|
5.58K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-292- 0.96% |
$81.3K - $92K
|
30K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-300- 1.82% |
$83.5K - $94.5K
|
16.2K
$5.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-302- 17.24% |
$84.1K - $95.2K
|
1.45K
$457K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-309- 1.51% |
$86.1K - $97.4K
|
20.1K
$6.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-352- 8.75% |
$98K - $111K
|
3.67K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-355- 2.02% |
$98.9K - $112K
|
17.2K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-362- 4.8% |
$101K - $114K
|
7.19K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-370- 1.21% |
$103K - $117K
|
30.3K
$9.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-376- 6.09% |
$105K - $119K
|
5.8K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-378- 33.84% |
$105K - $119K
|
739
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-394- 0.42% |
$110K - $124K
|
93K
$29.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-427- 0.62% |
$119K - $135K
|
68.8K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-431- 5.45% |
$120K - $136K
|
7.47K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-446- 12.47% |
$124K - $141K
|
3.13K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-458- 15.7% |
$128K - $144K
|
2.46K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-460- 5.46% |
$128K - $145K
|
7.97K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-464- 5.08% |
$129K - $146K
|
8.66K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-472- 1.55% |
$131K - $149K
|
30.1K
$9.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-481- 22.95% |
$134K - $152K
|
1.62K
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-506- 5.21% |
$141K - $159K
|
9.2K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-512- 2.6% |
$143K - $161K
|
19.2K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-515- 14.23% |
$143K - $162K
|
3.1K
$978K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-529- 2.52% |
$147K - $167K
|
20.4K
$6.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-532- 20.21% |
$148K - $168K
|
2.1K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-589- 15.71% |
$164K - $186K
|
3.16K
$997K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-593- 15.8% |
$165K - $187K
|
3.16K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-595- 2.09% |
$166K - $188K
|
27.9K
$8.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-597- 11.58% |
$166K - $188K
|
4.56K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-599- 27.33% |
$167K - $189K
|
1.59K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-604- 11.9% |
$168K - $190K
|
4.47K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-619- 2.41% |
$172K - $195K
|
25K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-619- 1.95% |
$172K - $195K
|
31.1K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-647- 11.7% |
$180K - $204K
|
4.88K
$1.54M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-661- 10.1% |
$184K - $208K
|
5.88K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-667- 8.91% |
$186K - $210K
|
6.82K
$2.15M
|