Purchases and Sales Made in Q1 2024 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q1 2024. The information is specifically focused on institutions that hold shares of Arthur J. Gallagher & Co..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-187- 17.78% |
$42.1K - $47.8K
|
865
$286K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190- 3.4% |
$42.8K - $48.6K
|
5.41K
$1.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-197- 0.67% |
$44.3K - $50.4K
|
29.1K
$9.64M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-201- 0.21% |
$45.2K - $51.4K
|
95.8K
$31.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-204- 9.25% |
$45.9K - $52.2K
|
2K
$662K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-208- 4.08% |
$46.8K - $53.2K
|
4.88K
$1.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-210- 16.59% |
$47.3K - $53.7K
|
1.06K
$349K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-218- 0.33% |
$49.1K - $55.8K
|
64.9K
$21.5M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-220- 5.72% |
$49.5K - $56.3K
|
3.63K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-222- 2.38% |
$50K - $56.8K
|
9.09K
$3.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-227- 19.11% |
$51.1K - $58.1K
|
961
$318K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-234- 16.71% |
$52.7K - $59.9K
|
1.17K
$386K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 7.46% |
$52.9K - $60.1K
|
2.92K
$965K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-238- 2.2% |
$53.6K - $60.9K
|
10.6K
$3.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-242- 5.29% |
$54.5K - $61.9K
|
4.33K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-250- 16.6% |
$56.3K - $64K
|
1.26K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-252- 12.63% |
$56.7K - $64.5K
|
1.74K
$576K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-253- 3.56% |
$56.9K - $64.7K
|
6.85K
$2.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-256- 1.16% |
$57.6K - $65.5K
|
21.8K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-258- 3.19% |
$58.1K - $66K
|
7.84K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-263- 0.34% |
$59.2K - $67.3K
|
76.3K
$25.2M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-265- 25.98% |
$59.6K - $67.8K
|
755
$250K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-275- 2.62% |
$61.9K - $70.4K
|
10.2K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-277- 4.98% |
$62.3K - $70.9K
|
5.29K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-277- 0.93% |
$62.3K - $70.9K
|
29.6K
$9.8M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-280- 5.68% |
$63K - $71.6K
|
4.65K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-282- 0.85% |
$63.5K - $72.2K
|
32.9K
$10.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-295- 2.09% |
$66.4K - $75.5K
|
13.8K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-301- 7.33% |
$67.7K - $77K
|
3.8K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-312- 8.63% |
$70.2K - $79.8K
|
3.3K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-319- 21.51% |
$71.8K - $81.6K
|
1.16K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-321- 8.43% |
$72.2K - $82.1K
|
3.49K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-337- 29.18% |
$75.8K - $86.2K
|
818
$271K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-361- 3.44% |
$81.2K - $92.4K
|
10.1K
$3.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-363- 0.89% |
$81.7K - $92.9K
|
40.5K
$13.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-365- 5.27% |
$82.1K - $93.4K
|
6.56K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-365- 21.58% |
$82.1K - $93.4K
|
1.33K
$439K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-370- 24.42% |
$83.3K - $94.7K
|
1.15K
$379K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-389- 15.39% |
$87.5K - $99.5K
|
2.14K
$707K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-391- 11.28% |
$88K - $100K
|
3.08K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-400- 28.57% |
$90K - $102K
|
1K
$331K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-406- 2.89% |
$91.4K - $104K
|
13.6K
$4.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-410- 4.02% |
$92.3K - $105K
|
9.8K
$3.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-427- 1.31% |
$96.1K - $109K
|
32.1K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-430- 5.88% |
$96.8K - $110K
|
6.88K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-432- 33.08% |
$97.2K - $111K
|
874
$289K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-440- 0.22% |
$99K - $113K
|
202K
$66.7M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-445- 2.36% |
$100K - $114K
|
18.4K
$6.09M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-450- 1.03% |
$101K - $115K
|
43.4K
$14.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-454- 1.57% |
$102K - $116K
|
28.4K
$9.4M
|