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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-8.76K- 11.09% |
$1.97M - $2.24M
|
70.2K
$20.2M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
24New |
$5.4K - $6.14K
|
24
$6.89K
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.4KNew |
$315K - $358K
|
1.4K
$402K
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.43KNew |
$322K - $367K
|
1.43K
$411K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
16.5KNew |
$3.72M - $4.23M
|
16.5K
$4.74M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23+ 2.56% |
$5.18K - $5.89K
|
920
$264K
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.29% |
$1.13K - $1.28K
|
1.74K
$499K
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1K+ 45.45% |
$225K - $256K
|
3.2K
$918K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
880New |
$198K - $225K
|
880
$253K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
115+ 95.83% |
$25.9K - $29.4K
|
235
$67.4K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$450 - $512
|
2
$574
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.88K+ 36.96% |
$422K - $480K
|
6.95K
$1.99M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-20- 1.97% |
$4.5K - $5.12K
|
994
$285K
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-6.8K- 21.54% |
$1.53M - $1.74M
|
24.8K
$7.1M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 20.0% |
$225 - $256
|
6
$1.72K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-800- 13.56% |
$180K - $205K
|
5.1K
$1.46M
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.3K- 50.0% |
$518K - $589K
|
2.3K
$660K
|
|
Apr 29, 2024
Q1 2024
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-124K- 39.39% |
$27.9M - $31.7M
|
191K
$54.8M
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 5.06% |
$11.3K - $12.8K
|
939
$270K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46New |
$10.4K - $11.8K
|
46
$13.2K
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3.28K+ 2.43% |
$737K - $838K
|
138K
$39.7M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
23New |
$5.18K - $5.89K
|
23
$6.6K
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
2.19K+ 36.27% |
$493K - $561K
|
8.24K
$2.36M
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
294+ 25.13% |
$66.2K - $75.2K
|
1.46K
$420K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
415New |
$93.4K - $106K
|
415
$119K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$1.13K - $1.28K
|
5
$1.44K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 3.85% |
$675 - $768
|
75
$21.5K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37+ 4.09% |
$8.33K - $9.47K
|
941
$270K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-8.05K- 94.87% |
$1.81M - $2.06M
|
435
$125K
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
690+ 4.77% |
$155K - $177K
|
15.2K
$4.35M
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
7New |
$1.58K - $1.79K
|
7
$2.01K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16New |
$3.6K - $4.09K
|
16
$4.59K
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
66+ 2.21% |
$14.9K - $16.9K
|
3.05K
$875K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.23KNew |
$278K - $316K
|
1.23K
$354K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-204- 9.25% |
$45.9K - $52.2K
|
2K
$575K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 27.03% |
$2.25K - $2.56K
|
27
$7.75K
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-33- 0.63% |
$7.43K - $8.44K
|
5.17K
$1.48M
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
1.2KNew |
$270K - $307K
|
1.2K
$344K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-983- 15.31% |
$221K - $252K
|
5.44K
$1.56M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-400- 80.0% |
$90K - $102K
|
100
$28.7K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$3.38K - $3.84K
|
15
$4.31K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 30.0% |
$675 - $768
|
13
$3.73K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.12KNew |
$1.15M - $1.31M
|
5.12K
$1.47M
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.55% |
$450 - $512
|
127
$36.5K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
944New |
$212K - $242K
|
944
$271K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
814New |
$183K - $208K
|
814
$234K
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
29KNew |
$6.53M - $7.43M
|
29K
$8.33M
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.42% |
$11.3K - $12.8K
|
11.8K
$3.39M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31New |
$6.98K - $7.93K
|
31
$8.9K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
231+ 563.41% |
$52K - $59.1K
|
272
$78.1K
|