Latest Institutional Purchases of Arthur J. Gallagher & Co. (AJG)
This list provides information on the latest institutional transactions involving Arthur J. Gallagher & Co. (AJG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
25+ 3.11% |
$6.48K - $7.49K
|
830
$239K
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
24+ 0.64% |
$6.22K - $7.19K
|
3.77K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24+ 1.39% |
$6.22K - $7.19K
|
1.75K
$505K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
24+ 1.67% |
$6.22K - $7.19K
|
1.46K
$421K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 0.71% |
$6.22K - $7.19K
|
3.41K
$984K
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
23+ 1.88% |
$5.96K - $6.89K
|
1.25K
$360K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 5.46% |
$5.96K - $6.89K
|
444
$128K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
23+ 17.29% |
$5.96K - $6.89K
|
156
$45K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
23+ 1.11% |
$5.96K - $6.89K
|
2.1K
$604K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 1.27% |
$5.7K - $6.59K
|
1.75K
$505K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
22+ 146.67% |
$5.7K - $6.59K
|
37
$10.7K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22+ 1.34% |
$5.7K - $6.59K
|
1.67K
$481K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 2.72% |
$5.7K - $6.59K
|
831
$240K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.17% |
$5.18K - $6K
|
11.7K
$3.37M
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
20+ 1.43% |
$5.18K - $6K
|
1.42K
$408K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.07% |
$5.18K - $6K
|
30.3K
$8.75M
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 1.27% |
$5.18K - $6K
|
1.6K
$460K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 24.1% |
$5.18K - $6K
|
103
$29.7K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$5.18K - $6K
|
20
$5.77K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
19New |
$4.93K - $5.7K
|
19
$5.48K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 41.86% |
$4.67K - $5.4K
|
61
$17.6K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17+ 0.09% |
$4.41K - $5.1K
|
17.9K
$5.17M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 1.53% |
$4.41K - $5.1K
|
1.13K
$325K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$4.15K - $4.8K
|
16
$4.61K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
16+ 1.76% |
$4.15K - $4.8K
|
925
$267K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
16+ 1.54% |
$4.15K - $4.8K
|
1.05K
$304K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15+ 1.51% |
$3.89K - $4.5K
|
1.01K
$291K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 0.24% |
$3.63K - $4.2K
|
5.88K
$1.7M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
14New |
$3.63K - $4.2K
|
14
$4.04K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13+ 0.66% |
$3.37K - $3.9K
|
1.97K
$567K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12+ 1.18% |
$3.11K - $3.6K
|
1.03K
$296K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 1.02% |
$3.11K - $3.6K
|
1.19K
$344K
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
12+ 0.27% |
$3.11K - $3.6K
|
4.54K
$1.31M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 1.2% |
$3.11K - $3.6K
|
1.01K
$291K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 35.48% |
$2.85K - $3.3K
|
42
$12.1K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
11+ 0.17% |
$2.85K - $3.3K
|
6.33K
$1.82M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 0.67% |
$2.85K - $3.3K
|
1.65K
$476K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10+ 0.32% |
$2.59K - $3K
|
3.09K
$892K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10+ 0.96% |
$2.59K - $3K
|
1.05K
$302K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10New |
$2.59K - $3K
|
10
$2.88K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10+ 1.3% |
$2.59K - $3K
|
782
$225K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10+ 0.87% |
$2.59K - $3K
|
1.16K
$335K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 66.67% |
$2.59K - $3K
|
25
$7.21K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.68% |
$2.59K - $3K
|
1.47K
$424K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9+ 0.59% |
$2.33K - $2.7K
|
1.52K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
8+ 0.35% |
$2.07K - $2.4K
|
2.32K
$669K
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8+ 0.76% |
$2.07K - $2.4K
|
1.06K
$305K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.13% |
$2.07K - $2.4K
|
6.06K
$1.75M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 11.43% |
$2.07K - $2.4K
|
78
$22.5K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.59% |
$2.07K - $2.4K
|
1.37K
$394K
|