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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.29KNew |
$443K - $503K
|
2.29K
$774K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.74KNew |
$336K - $381K
|
1.74K
$587K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.27K+ 575.45% |
$245K - $278K
|
1.49K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.03KNew |
$199K - $226K
|
1.03K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$193K - $220K
|
1K
$338K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1KNew |
$193K - $220K
|
1K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
975New |
$188K - $214K
|
975
$329K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
500+ 20.0% |
$96.6K - $110K
|
3K
$1.01M
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
475New |
$91.8K - $104K
|
475
$160K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
287+ 8.92% |
$55.5K - $63K
|
3.51K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
102New |
$19.7K - $22.4K
|
102
$34.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
92New |
$17.8K - $20.2K
|
92
$31.1K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.57% |
$4.64K - $5.27K
|
4.22K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
16New |
$3.09K - $3.51K
|
16
$5.4K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
15New |
$2.9K - $3.29K
|
15
$5.07K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$4.73K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$4.73K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 5.49% |
$1.93K - $2.2K
|
192
$64.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
6New |
$1.16K - $1.32K
|
6
$2.03K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.77MNew |
$314M - $350M
|
1.77M
$599M
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
110K+ 97.35% |
$19.5M - $21.7M
|
223K
$75.3M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
37.1KNew |
$6.56M - $7.32M
|
37.1K
$12.5M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
28.6KNew |
$5.07M - $5.65M
|
28.6K
$9.67M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
10.7K+ 99.56% |
$1.9M - $2.12M
|
21.5K
$7.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$1.33M - $1.48M
|
7.5K
$2.53M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
6.91K+ 202.37% |
$1.22M - $1.37M
|
10.3K
$3.49M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.5KNew |
$1.15M - $1.28M
|
6.5K
$2.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Adelphi Capital LLP
|
BUY
|
- |
4.85KNew |
$858K - $957K
|
4.85K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.43KNew |
$253K - $282K
|
1.43K
$482K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.11KNew |
$196K - $219K
|
1.11K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.08K+ 141.45% |
$190K - $212K
|
1.84K
$620K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.05KNew |
$187K - $208K
|
1.05K
$356K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
629New |
$111K - $124K
|
629
$212K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
374New |
$66.2K - $73.9K
|
374
$126K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
341+ 155.0% |
$60.4K - $67.3K
|
561
$189K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
200New |
$35.4K - $39.5K
|
200
$67.5K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
192New |
$34K - $37.9K
|
192
$64.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
188+ 7.7% |
$33.3K - $37.1K
|
2.63K
$888K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
144New |
$25.5K - $28.4K
|
144
$48.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
111New |
$19.7K - $21.9K
|
111
$37.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
75New |
$13.3K - $14.8K
|
75
$25.3K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
74+ 4.65% |
$13.1K - $14.6K
|
1.67K
$563K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
69+ 5.13% |
$12.2K - $13.6K
|
1.42K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
54+ 2.3% |
$9.56K - $10.7K
|
2.4K
$812K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 20.93% |
$3.19K - $3.55K
|
104
$35.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8New |
$1.42K - $1.58K
|
8
$2.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$1.06K - $1.18K
|
6
$2.03K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5New |
$885 - $987
|
5
$1.69K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$531 - $592
|
3
$1.01K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.24% |
$177 - $197
|
418
$141K
|
|