Latest Institutional Transactions on Arthur J. Gallagher & Co. (AJG)
This table provides information on the latest institutional transactions involving Arthur J. Gallagher & Co. (AJG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
39+ 1.24% |
$11.1K - $12.5K
|
3.18K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.84K- 0.38% |
$2.23M - $2.5M
|
2.03M
$525M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
395+ 45.72% |
$112K - $126K
|
1.26K
$325K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.92K- 12.93% |
$545K - $613K
|
12.9K
$3.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-44- 0.84% |
$12.5K - $14.1K
|
5.18K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.07% |
$1.14K - $1.28K
|
5.92K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-505- 1.75% |
$144K - $161K
|
28.4K
$7.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 1.89% |
$61.1K - $68.7K
|
11.6K
$3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-80- 3.31% |
$22.7K - $25.6K
|
2.34K
$604K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
4New |
$1.14K - $1.28K
|
4
$1.03K
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-60.2K- 94.51% |
$17.1M - $19.2M
|
3.5K
$905K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
138+ 4.14% |
$39.2K - $44.1K
|
3.47K
$897K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-135- 11.19% |
$38.4K - $43.1K
|
1.07K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
312+ 2.33% |
$88.7K - $99.7K
|
13.7K
$3.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
49+ 2.41% |
$13.9K - $15.7K
|
2.08K
$537K
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.15K- 2.14% |
$610K - $686K
|
98K
$25.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
9+ 0.32% |
$2.56K - $2.88K
|
2.83K
$732K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.65K+ 33.55% |
$470K - $528K
|
6.58K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-26- 54.17% |
$7.39K - $8.31K
|
22
$5.69K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-104- 18.41% |
$29.6K - $33.2K
|
461
$119K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-53.6K- 63.6% |
$15.2M - $17.1M
|
30.7K
$7.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.27K- 39.62% |
$361K - $406K
|
1.94K
$501K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$284 - $319
|
21.9K
$5.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-79- 4.84% |
$22.4K - $25.2K
|
1.55K
$401K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.36KNew |
$670K - $753K
|
2.36K
$610K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.24K+ 21.81% |
$352K - $396K
|
6.91K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-747- 4.52% |
$212K - $239K
|
15.8K
$4.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-13- 1.11% |
$3.69K - $4.15K
|
1.16K
$299K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-395K- 50.43% |
$112M - $126M
|
388K
$100M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
25+ 2.97% |
$7.1K - $7.99K
|
866
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.49K+ 64.59% |
$422K - $474K
|
3.78K
$978K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
18+ 1.12% |
$5.12K - $5.75K
|
1.62K
$420K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$2.27M - $2.55M
|
7.98K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.77K- 2.14% |
$503K - $565K
|
80.8K
$20.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
225+ 5.75% |
$63.9K - $71.9K
|
4.14K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-3.61K- 8.63% |
$1.02M - $1.15M
|
38.2K
$9.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-126- 4.31% |
$35.8K - $40.3K
|
2.8K
$724K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
726K+ 30.46% |
$206M - $232M
|
3.11M
$803M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-14.5K- 50.92% |
$4.13M - $4.65M
|
14K
$3.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.41K- 13.28% |
$402K - $452K
|
9.23K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
71+ 3.66% |
$20.2K - $22.7K
|
2.01K
$520K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-151- 10.87% |
$42.9K - $48.2K
|
1.24K
$320K
|
|
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-56.9K- 17.54% |
$16.2M - $18.2M
|
268K
$69.2M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-186- 12.81% |
$52.9K - $59.4K
|
1.27K
$327K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4+ 0.4% |
$1.14K - $1.28K
|
998
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-3- 12.5% |
$853 - $958
|
21
$5.43K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1New |
$284 - $319
|
1
$259
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 11.11% |
$568 - $639
|
20
$5.17K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.61K- 38.74% |
$741K - $834K
|
4.13K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.23K+ 3.71% |
$918K - $1.03M
|
90.4K
$23.4M
|
|