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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$2.2K - $2.53K
|
10
$2.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
8New |
$1.76K - $2.02K
|
8
$2.07K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$1.54K - $1.77K
|
7
$1.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$440 - $506
|
2
$517
|
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1+ 16.67% |
$220 - $253
|
7
$1.81K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
43.8KNew |
$9.32M - $10.3M
|
43.8K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
10KNew |
$2.13M - $2.36M
|
10K
$2.59M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.15K+ 10.1% |
$1.09M - $1.21M
|
56.1K
$14.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.4KNew |
$723K - $802K
|
3.4K
$879K
|
|
|
Nov 09, 2023
Q3 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
3.22KNew |
$685K - $759K
|
3.22K
$832K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.13KNew |
$454K - $503K
|
2.13K
$551K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.07KNew |
$227K - $251K
|
1.07K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.04KNew |
$221K - $245K
|
1.04K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
900New |
$191K - $212K
|
900
$233K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
895New |
$190K - $211K
|
895
$231K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
453+ 4.52% |
$96.4K - $107K
|
10.5K
$2.71M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$63.8K - $70.7K
|
300
$77.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
293+ 10.51% |
$62.3K - $69.1K
|
3.08K
$797K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
197New |
$41.9K - $46.4K
|
197
$50.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
195+ 19.5% |
$41.5K - $46K
|
1.2K
$309K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$2.55K - $2.83K
|
12
$3.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 50.0% |
$2.34K - $2.59K
|
33
$8.53K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 350.0% |
$1.49K - $1.65K
|
9
$2.33K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 3.03% |
$213 - $236
|
34
$8.79K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.1KNew |
$2.34M - $2.66M
|
12.1K
$3.13M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
9.8KNew |
$1.89M - $2.15M
|
9.8K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.54KNew |
$1.07M - $1.22M
|
5.54K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.96K+ 11.13% |
$958K - $1.09M
|
49.5K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.66K+ 32.77% |
$513K - $583K
|
10.8K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.43KNew |
$470K - $534K
|
2.43K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.29KNew |
$443K - $503K
|
2.29K
$593K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.74KNew |
$336K - $381K
|
1.74K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.03KNew |
$199K - $226K
|
1.03K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$193K - $220K
|
1K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
975New |
$188K - $214K
|
975
$252K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
500+ 20.0% |
$96.6K - $110K
|
3K
$776K
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
475New |
$91.8K - $104K
|
475
$123K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
287+ 8.92% |
$55.5K - $63K
|
3.51K
$906K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
102New |
$19.7K - $22.4K
|
102
$26.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
92New |
$17.8K - $20.2K
|
92
$23.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
16New |
$3.09K - $3.51K
|
16
$4.14K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$3.62K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
14New |
$2.71K - $3.07K
|
14
$3.62K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 5.49% |
$1.93K - $2.2K
|
192
$49.6K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.77MNew |
$314M - $350M
|
1.77M
$459M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
37.1KNew |
$6.56M - $7.32M
|
37.1K
$9.58M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
28.6KNew |
$5.07M - $5.65M
|
28.6K
$7.4M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
10.7K+ 99.56% |
$1.9M - $2.12M
|
21.5K
$5.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$1.33M - $1.48M
|
7.5K
$1.94M
|
|