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 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
332+ 8.2% |
$86.1K - $99.5K
|
4.38K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
78+ 0.31% |
$20.2K - $23.4K
|
24.9K
$7.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-99- 9.86% |
$25.7K - $29.7K
|
905
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.22K+ 55.74% |
$834K - $964K
|
8.99K
$2.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.99K- 0.98% |
$776K - $897K
|
303K
$87.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
245+ 1.81% |
$63.5K - $73.4K
|
13.8K
$3.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 1.66% |
$12.7K - $14.7K
|
3K
$864K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-66- 1.28% |
$17.1K - $19.8K
|
5.08K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-419K- 32.72% |
$109M - $126M
|
861K
$248M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
304+ 37.95% |
$78.8K - $91.1K
|
1.11K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
25+ 0.91% |
$6.48K - $7.49K
|
2.78K
$802K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.23% |
$518 - $600
|
885
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-261K- 10.03% |
$67.7M - $78.3M
|
2.34M
$676M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
408+ 5.58% |
$106K - $122K
|
7.72K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-54- 18.75% |
$14K - $16.2K
|
234
$67.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10New |
$2.59K - $3K
|
10
$2.88K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22+ 1.34% |
$5.7K - $6.59K
|
1.67K
$481K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-639- 0.97% |
$166K - $192K
|
65.1K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-40- 2.21% |
$10.4K - $12K
|
1.77K
$510K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-118- 2.09% |
$30.6K - $35.4K
|
5.53K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
14New |
$3.63K - $4.2K
|
14
$4.04K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-354- 5.86% |
$91.8K - $106K
|
5.69K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
56.1K+ 7.54% |
$14.5M - $16.8M
|
800K
$231M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
762New |
$198K - $228K
|
762
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
905New |
$235K - $271K
|
905
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
142+ 1.63% |
$36.8K - $42.6K
|
8.87K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.05% |
$259 - $300
|
96
$27.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
817New |
$212K - $245K
|
817
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 3.91% |
$318K - $368K
|
30.2K
$8.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-64- 7.48% |
$16.6K - $19.2K
|
792
$228K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-215- 0.42% |
$55.7K - $64.4K
|
51.2K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 2.72% |
$5.7K - $6.59K
|
831
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-973- 77.59% |
$252K - $292K
|
281
$81K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
854+ 6.98% |
$221K - $256K
|
13.1K
$3.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1- 0.11% |
$259 - $300
|
932
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.92K- 22.07% |
$756K - $874K
|
10.3K
$2.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$4.15K - $4.8K
|
16
$4.61K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
88+ 5.84% |
$22.8K - $26.4K
|
1.6K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
78+ 4.3% |
$20.2K - $23.4K
|
1.89K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-31- 1.82% |
$8.04K - $9.29K
|
1.67K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
760+ 34.44% |
$197K - $228K
|
2.97K
$856K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-366- 0.48% |
$94.9K - $110K
|
76.2K
$22M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.61KNew |
$1.71M - $1.98M
|
6.61K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
87+ 2.46% |
$22.6K - $26.1K
|
3.63K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-221- 65.0% |
$57.3K - $66.2K
|
119
$34.3K
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-9.49K- 8.23% |
$2.46M - $2.84M
|
106K
$30.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.83K- 3.34% |
$1.25M - $1.45M
|
140K
$40.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.82K- 3.28% |
$730K - $844K
|
83.1K
$24M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
16+ 1.76% |
$4.15K - $4.8K
|
925
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-12.2K- 4.03% |
$3.15M - $3.65M
|
290K
$83.6M
|