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 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.52K+ 79.69% |
$341K - $388K
|
3.42K
$883K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22New |
$4.95K - $5.63K
|
22
$5.69K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$544K - $618K
|
2.42K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-605- 13.24% |
$136K - $155K
|
3.96K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-4.1K- 13.58% |
$923K - $1.05M
|
26.1K
$6.75M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.62K+ 38.84% |
$365K - $415K
|
5.79K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-44- 0.5% |
$9.9K - $11.3K
|
8.74K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.48K- 55.35% |
$333K - $379K
|
1.19K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.8K+ 29.38% |
$1.31M - $1.49M
|
25.6K
$6.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.42K+ 113.88% |
$1.67M - $1.9M
|
13.9K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
808New |
$182K - $207K
|
808
$209K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-40- 4.15% |
$9K - $10.2K
|
925
$239K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-557- 0.79% |
$125K - $143K
|
69.6K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
301+ 21.97% |
$67.7K - $77K
|
1.67K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-580- 99.49% |
$131K - $148K
|
3
$776
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18.3K- 4.97% |
$4.12M - $4.68M
|
350K
$90.5M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-400- 28.57% |
$90K - $102K
|
1K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 1.12% |
$3.83K - $4.35K
|
1.5K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5New |
$1.13K - $1.28K
|
5
$1.29K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$225 - $256
|
1
$259
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
24+ 1.39% |
$5.4K - $6.14K
|
1.75K
$452K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
808New |
$182K - $207K
|
808
$209K
|
|
|
May 06, 2024
Q1 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-8.76K- 11.09% |
$1.97M - $2.24M
|
70.2K
$18.2M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.4KNew |
$315K - $358K
|
1.4K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.43KNew |
$322K - $367K
|
1.43K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
16.5KNew |
$3.72M - $4.23M
|
16.5K
$4.27M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
880New |
$198K - $225K
|
880
$227K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.88K+ 36.96% |
$422K - $480K
|
6.95K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 20.0% |
$225 - $256
|
6
$1.55K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-800- 13.56% |
$180K - $205K
|
5.1K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.3K- 50.0% |
$518K - $589K
|
2.3K
$595K
|
|
|
Apr 29, 2024
Q1 2024
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-124K- 39.39% |
$27.9M - $31.7M
|
191K
$49.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 5.06% |
$11.3K - $12.8K
|
939
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
2.19K+ 36.27% |
$493K - $561K
|
8.24K
$2.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
294+ 25.13% |
$66.2K - $75.2K
|
1.46K
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
415New |
$93.4K - $106K
|
415
$107K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37+ 4.09% |
$8.33K - $9.47K
|
941
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
66+ 2.21% |
$14.9K - $16.9K
|
3.05K
$788K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-204- 9.25% |
$45.9K - $52.2K
|
2K
$518K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 27.03% |
$2.25K - $2.56K
|
27
$6.98K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-33- 0.63% |
$7.43K - $8.44K
|
5.17K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-983- 15.31% |
$221K - $252K
|
5.44K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-400- 80.0% |
$90K - $102K
|
100
$25.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 30.0% |
$675 - $768
|
13
$3.36K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5.12KNew |
$1.15M - $1.31M
|
5.12K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
944New |
$212K - $242K
|
944
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
29KNew |
$6.53M - $7.43M
|
29K
$7.51M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
31New |
$6.98K - $7.93K
|
31
$8.01K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
231+ 563.41% |
$52K - $59.1K
|
272
$70.3K
|
|
| Q4 2023 | |||||||
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
200New |
$44K - $50.6K
|
200
$51.7K
|
|