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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.98KNew |
$437K - $502K
|
1.98K
$569K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.2K - $2.53K
|
10
$2.87K
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.42KNew |
$532K - $611K
|
2.42K
$693K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-45- 1.77% |
$9.9K - $11.4K
|
2.5K
$718K
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
11New |
$2.42K - $2.78K
|
11
$3.16K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
34New |
$7.48K - $8.6K
|
34
$9.76K
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
1K+ 18.18% |
$220K - $253K
|
6.5K
$1.87M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
PUT |
5.1KNew |
$1.12M - $1.29M
|
5.1K
$1.46M
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
902New |
$199K - $228K
|
902
$259K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.39K- 39.06% |
$305K - $351K
|
2.16K
$621K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
65New |
$14.3K - $16.4K
|
65
$18.7K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
324+ 4.91% |
$71.3K - $81.9K
|
6.92K
$1.99M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
274+ 234.19% |
$60.3K - $69.3K
|
391
$112K
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
200+ 9.93% |
$44K - $50.6K
|
2.22K
$636K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$6.16K - $7.08K
|
28
$8.04K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
49New |
$10.8K - $12.4K
|
49
$14.1K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
43+ 14.33% |
$9.46K - $10.9K
|
343
$98.4K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-5- 0.28% |
$1.1K - $1.26K
|
1.8K
$517K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.81% |
$220 - $253
|
122
$35K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
68.2KNew |
$15M - $17.2M
|
68.2K
$19.6M
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-71- 42.51% |
$15.6K - $18K
|
96
$27.6K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23New |
$5.06K - $5.82K
|
23
$6.6K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-77- 8.17% |
$16.9K - $19.5K
|
865
$248K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5+ 0.91% |
$1.1K - $1.26K
|
556
$160K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-964- 42.52% |
$212K - $244K
|
1.3K
$374K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.77MNew |
$1.44B - $1.6B
|
6.77M
$1.94B
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$2.55K - $2.83K
|
12
$3.44K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$63.8K - $70.7K
|
300
$86.1K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.74% |
$213 - $236
|
135
$38.7K
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-59- 0.56% |
$12.6K - $13.9K
|
10.5K
$3.01M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
14New |
$2.98K - $3.3K
|
14
$4.02K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
7New |
$1.49K - $1.65K
|
7
$2.01K
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.04KNew |
$221K - $245K
|
1.04K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Viking Global Investors LP
|
BUY
|
- |
135K+ 16.45% |
$28.8M - $31.9M
|
958K
$275M
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-5.89K- 98.02% |
$1.25M - $1.39M
|
119
$34.2K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
293+ 10.51% |
$62.3K - $69.1K
|
3.08K
$885K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
300New |
$63.8K - $70.7K
|
300
$86.1K
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-6.13K- 33.36% |
$1.3M - $1.44M
|
12.2K
$3.51M
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-7.29K- 29.07% |
$1.55M - $1.72M
|
17.8K
$5.11M
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1.3KNew |
$277K - $307K
|
1.3K
$373K
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-232K- 89.73% |
$49.3M - $54.6M
|
26.5K
$7.61M
|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
10KNew |
$2.13M - $2.36M
|
10K
$2.87M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-700- 70.0% |
$149K - $165K
|
300
$86.1K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
55New |
$11.7K - $13K
|
55
$15.8K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
PUT |
-8K- 40.0% |
$1.7M - $1.89M
|
12K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9- 0.81% |
$1.91K - $2.12K
|
1.1K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 3.03% |
$213 - $236
|
34
$9.76K
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
24.1KNew |
$5.13M - $5.69M
|
24.1K
$6.92M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
406+ 22.33% |
$86.4K - $95.7K
|
2.22K
$638K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
59New |
$12.6K - $13.9K
|
59
$16.9K
|