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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-482- 30.3% |
$133K - $166K
|
1.11K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
10KNew |
$2.76M - $3.45M
|
10K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
51+ 20.73% |
$14.1K - $17.6K
|
297
$76.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-24- 0.77% |
$6.62K - $8.29K
|
3.11K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
9K+ 54.88% |
$2.48M - $3.11M
|
25.4K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.14KNew |
$315K - $394K
|
1.14K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-174- 37.42% |
$48K - $60.1K
|
291
$75.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
612New |
$169K - $211K
|
612
$158K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
988New |
$273K - $341K
|
988
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
987+ 1.13% |
$272K - $341K
|
88.6K
$22.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$552 - $690
|
2
$517
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
7+ 28.0% |
$1.93K - $2.42K
|
32
$8.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
500+ 69.64% |
$138K - $173K
|
1.22K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
75+ 78.13% |
$20.7K - $25.9K
|
171
$44.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
7.29KNew |
$2.01M - $2.52M
|
7.29K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-110- 96.49% |
$30.3K - $38K
|
4
$1.03K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
8+ 53.33% |
$2.21K - $2.76K
|
23
$5.95K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.14K+ 113.9% |
$314K - $393K
|
2.14K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
830New |
$229K - $287K
|
830
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$5.52K - $6.9K
|
20
$5.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
71New |
$19.6K - $24.5K
|
71
$18.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 1.72% |
$828 - $1.04K
|
171
$44.2K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-28- 1.19% |
$7.72K - $9.67K
|
2.32K
$599K
|
|
|
Apr 21, 2025
Q1 2025
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-20K- 20.47% |
$5.52M - $6.9M
|
77.7K
$20.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-183- 18.3% |
$50.5K - $63.2K
|
817
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
731+ 10.31% |
$202K - $252K
|
7.82K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14New |
$3.86K - $4.83K
|
14
$3.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
12+ 1.6% |
$3.31K - $4.14K
|
762
$197K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$1.93K - $2.42K
|
7
$1.81K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
27New |
$7.45K - $9.32K
|
27
$6.98K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.37KNew |
$378K - $473K
|
1.37K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-60- 7.5% |
$16.6K - $20.7K
|
740
$191K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
329+ 10.43% |
$90.8K - $114K
|
3.48K
$900K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13New |
$3.59K - $4.49K
|
13
$3.36K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$552 - $690
|
2
$517
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-2.04K- 36.35% |
$562K - $703K
|
3.57K
$922K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$2.86M - $3.58M
|
10.4K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
636New |
$175K - $220K
|
636
$164K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 1.99% |
$1.1K - $1.38K
|
197
$50.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16- 1.09% |
$4.41K - $5.52K
|
1.45K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
13.6K+ 103.35% |
$3.76M - $4.7M
|
26.8K
$6.93M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 0.57% |
$6.62K - $8.29K
|
4.2K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Guo Line Advisory Pte LTD
Singapore, U0 |
SELL
|
- |
-19.9K- 17.24% |
$5.49M - $6.87M
|
95.5K
$24.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-80- 43.72% |
$22.1K - $27.6K
|
103
$26.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
175+ 265.15% |
$48.3K - $60.4K
|
241
$62.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-60- 0.3% |
$16.6K - $20.7K
|
20.1K
$5.19M
|
|
| Q4 2024 | |||||||
|
Nov 06, 2025
Q4 2024
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
2.49KNew |
$692K - $783K
|
2.49K
$643K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
24New |
$6.68K - $7.56K
|
24
$6.2K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
220+ 20.79% |
$61.3K - $69.3K
|
1.28K
$330K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
570New |
$159K - $180K
|
570
$147K
|
|