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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
28KNew |
$5.41M - $6.15M
|
28K
$8.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$193K - $220K
|
1K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-68- 10.86% |
$13.1K - $14.9K
|
558
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-57.8K- 81.78% |
$11.2M - $12.7M
|
12.9K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.43KNew |
$470K - $534K
|
2.43K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.66K+ 32.77% |
$513K - $583K
|
10.8K
$3.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-27.7K- 61.41% |
$5.36M - $6.09M
|
17.4K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.03KNew |
$199K - $226K
|
1.03K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.96K+ 11.13% |
$958K - $1.09M
|
49.5K
$14.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-22.4K- 88.85% |
$4.33M - $4.92M
|
2.81K
$806K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-200- 5.22% |
$38.7K - $43.9K
|
3.63K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-9.01K- 8.85% |
$1.74M - $1.98M
|
92.8K
$26.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-43- 0.76% |
$8.31K - $9.44K
|
5.61K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-96- 9.15% |
$18.6K - $21.1K
|
953
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-43- 97.73% |
$8.31K - $9.44K
|
1
$287
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
16New |
$3.09K - $3.51K
|
16
$4.59K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.93K- 68.1% |
$373K - $424K
|
904
$259K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
102New |
$19.7K - $22.4K
|
102
$29.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7- 0.35% |
$1.35K - $1.54K
|
2K
$574K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3New |
$580 - $659
|
3
$861
|
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-50K- 20.0% |
$9.66M - $11M
|
200K
$57.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
277New |
$53.5K - $60.8K
|
277
$79.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 5.49% |
$1.93K - $2.2K
|
192
$55.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
287+ 8.92% |
$55.5K - $63K
|
3.51K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 32.88% |
$359K - $408K
|
3.79K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7- 2.34% |
$1.35K - $1.54K
|
292
$83.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
500+ 20.0% |
$96.6K - $110K
|
3K
$861K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.74KNew |
$336K - $381K
|
1.74K
$499K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
975New |
$188K - $214K
|
975
$280K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$4.02K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$4.02K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1KNew |
$193K - $220K
|
1K
$287K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10New |
$1.93K - $2.2K
|
10
$2.87K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.27K+ 575.45% |
$245K - $278K
|
1.49K
$426K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.1KNew |
$2.34M - $2.66M
|
12.1K
$3.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-18- 1.63% |
$3.48K - $3.95K
|
1.09K
$312K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
6New |
$1.16K - $1.32K
|
6
$1.72K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.51K- 2.15% |
$268K - $298K
|
68.9K
$19.8M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
37.1KNew |
$6.56M - $7.32M
|
37.1K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
192New |
$34K - $37.9K
|
192
$55.1K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.43KNew |
$253K - $282K
|
1.43K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.46K- 57.5% |
$613K - $684K
|
2.56K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
188+ 7.7% |
$33.3K - $37.1K
|
2.63K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.78K- 32.27% |
$316K - $352K
|
3.74K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-26.9K- 87.06% |
$4.76M - $5.31M
|
4K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2- 11.76% |
$354 - $395
|
15
$4.31K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
374New |
$66.2K - $73.9K
|
374
$107K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
341+ 155.0% |
$60.4K - $67.3K
|
561
$161K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-1.98K- 75.43% |
$351K - $391K
|
645
$185K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5New |
$885 - $987
|
5
$1.44K
|
|