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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-362- 4.8% |
$101K - $114K
|
7.19K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.1K+ 8.94% |
$306K - $347K
|
13.4K
$4.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
BUY
|
- |
1.54K+ 11.06% |
$428K - $484K
|
15.4K
$5.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26+ 0.29% |
$7.24K - $8.19K
|
8.89K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
244+ 4.65% |
$68K - $76.9K
|
5.49K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 1.17% |
$3.34K - $3.78K
|
1.02K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
56+ 6.93% |
$15.6K - $17.6K
|
864
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
982+ 9.61% |
$273K - $309K
|
11.2K
$3.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-4.35K- 42.64% |
$1.21M - $1.37M
|
5.86K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-472- 1.55% |
$131K - $149K
|
30.1K
$9.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 31.25% |
$1.39K - $1.58K
|
21
$6.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-219- 14.0% |
$61K - $69K
|
1.35K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
29+ 69.05% |
$8.08K - $9.14K
|
71
$23.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
32+ 0.71% |
$8.91K - $10.1K
|
4.57K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.2KNew |
$333K - $377K
|
1.2K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-515- 14.23% |
$143K - $162K
|
3.1K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
5+ 0.22% |
$1.39K - $1.58K
|
2.33K
$766K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
716New |
$199K - $226K
|
716
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
80+ 7.72% |
$22.3K - $25.2K
|
1.12K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 16.0% |
$3.34K - $3.78K
|
87
$28.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
638+ 2.57% |
$178K - $201K
|
25.5K
$8.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
45+ 5.42% |
$12.5K - $14.2K
|
875
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.33K+ 23.47% |
$1.49M - $1.68M
|
28.1K
$9.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
71.5K+ 14.61% |
$19.9M - $22.5M
|
561K
$185M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
129+ 5.82% |
$35.9K - $40.7K
|
2.34K
$772K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.71KNew |
$475K - $537K
|
1.71K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$1.11K - $1.26K
|
4
$1.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-180- 0.37% |
$50.1K - $56.7K
|
48.3K
$15.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.31K- 7.65% |
$365K - $413K
|
15.8K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-25- 1.87% |
$6.96K - $7.88K
|
1.31K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
4K+ 32.26% |
$1.11M - $1.26M
|
16.4K
$5.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.75K- 44.31% |
$487K - $551K
|
2.2K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-700- 45.93% |
$195K - $221K
|
824
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
119+ 13.79% |
$33.1K - $37.5K
|
982
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
245+ 4.43% |
$68.2K - $77.2K
|
5.77K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 4.92% |
$1.67K - $1.89K
|
128
$42.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.59K+ 104.94% |
$444K - $502K
|
3.11K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
949+ 11.6% |
$264K - $299K
|
9.13K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-13.9K- 0.59% |
$3.86M - $4.37M
|
2.33M
$767M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
58+ 7.26% |
$16.2K - $18.3K
|
857
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-198- 3.13% |
$55.1K - $62.4K
|
6.13K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
55+ 3.56% |
$15.3K - $17.3K
|
1.6K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
417+ 17.59% |
$116K - $131K
|
2.79K
$918K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
163+ 107.24% |
$45.4K - $51.4K
|
315
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$557 - $630
|
2
$658
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
167+ 19.72% |
$46.5K - $52.6K
|
1.01K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
408+ 4.54% |
$114K - $129K
|
9.4K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
987New |
$275K - $311K
|
987
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-597- 11.58% |
$166K - $188K
|
4.56K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.2% |
$278 - $315
|
500
$165K
|