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
|
Ethic Inc.
New York, NY |
BUY
|
- |
803+ 2.89% |
$224K - $253K
|
28.6K
$9.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
794New |
$221K - $250K
|
794
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
794+ 3.42% |
$221K - $250K
|
24K
$8.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
789New |
$220K - $249K
|
789
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
788+ 1.71% |
$219K - $248K
|
46.9K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
786+ 6.4% |
$219K - $248K
|
13.1K
$4.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
783+ 99.62% |
$218K - $247K
|
1.57K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
778New |
$217K - $245K
|
778
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
763+ 25.89% |
$212K - $240K
|
3.71K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
761New |
$212K - $240K
|
761
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
760New |
$212K - $240K
|
760
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
755New |
$210K - $238K
|
755
$259K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
752New |
$209K - $237K
|
752
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
740New |
$206K - $233K
|
740
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
736New |
$205K - $232K
|
736
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
729New |
$203K - $230K
|
729
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
725New |
$202K - $228K
|
725
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
722New |
$201K - $228K
|
722
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
716New |
$199K - $226K
|
716
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
715New |
$199K - $225K
|
715
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
712New |
$198K - $224K
|
712
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
710New |
$198K - $224K
|
710
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
710New |
$198K - $224K
|
710
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
709New |
$197K - $223K
|
709
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
706New |
$197K - $223K
|
706
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
700+ 15.97% |
$195K - $221K
|
5.08K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
692+ 4.7% |
$193K - $218K
|
15.4K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
690+ 6.99% |
$192K - $217K
|
10.6K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
674New |
$188K - $212K
|
674
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
662+ 3.83% |
$184K - $209K
|
17.9K
$6.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
659+ 1.53% |
$184K - $208K
|
43.6K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
658+ 7.52% |
$183K - $207K
|
9.4K
$3.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
649+ 28.67% |
$181K - $205K
|
2.91K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
647+ 2.13% |
$180K - $204K
|
31K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
638+ 2.57% |
$178K - $201K
|
25.5K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
637+ 2.05% |
$177K - $201K
|
31.7K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
614+ 11.46% |
$171K - $194K
|
5.97K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
606+ 14.3% |
$169K - $191K
|
4.84K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
597+ 13.03% |
$166K - $188K
|
5.18K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
592+ 3.09% |
$165K - $187K
|
19.7K
$6.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
586+ 63.7% |
$163K - $185K
|
1.51K
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
582+ 16.05% |
$162K - $183K
|
4.21K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
579+ 6.17% |
$161K - $182K
|
9.97K
$3.42M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
570New |
$159K - $180K
|
570
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
554+ 35.47% |
$154K - $175K
|
2.12K
$726K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
551+ 4.72% |
$153K - $174K
|
12.2K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
544+ 52.97% |
$151K - $171K
|
1.57K
$539K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
529+ 69.88% |
$147K - $167K
|
1.29K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
523+ 25.57% |
$146K - $165K
|
2.57K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
520+ 13.39% |
$145K - $164K
|
4.4K
$1.51M
|