Purchases and Sales Made in Q2 2024 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
17+ 1.18% |
$3.92K - $4.51K
|
1.46K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
17+ 1.28% |
$3.92K - $4.51K
|
1.34K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
17+ 0.82% |
$3.92K - $4.51K
|
2.09K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16+ 1.95% |
$3.69K - $4.24K
|
837
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 1.3% |
$3.46K - $3.98K
|
1.17K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15New |
$3.46K - $3.98K
|
15
$4.33K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
15+ 0.53% |
$3.46K - $3.98K
|
2.86K
$824K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15+ 0.71% |
$3.46K - $3.98K
|
2.12K
$612K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
15+ 0.34% |
$3.46K - $3.98K
|
4.4K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 3.44% |
$3.23K - $3.71K
|
421
$121K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
14+ 0.11% |
$3.23K - $3.71K
|
12.6K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 1.4% |
$3.23K - $3.71K
|
1.02K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 1.24% |
$3.23K - $3.71K
|
1.14K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.3% |
$3K - $3.45K
|
4.35K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12+ 0.14% |
$2.77K - $3.18K
|
8.8K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.03% |
$2.54K - $2.92K
|
1.08K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11New |
$2.54K - $2.92K
|
11
$3.17K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$2.88K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$2.88K
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
10+ 0.21% |
$2.31K - $2.65K
|
4.82K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 4.81% |
$2.07K - $2.39K
|
196
$56.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
9+ 15.52% |
$2.07K - $2.39K
|
67
$19.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 5.3% |
$1.84K - $2.12K
|
159
$45.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 38.1% |
$1.84K - $2.12K
|
29
$8.36K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 72.73% |
$1.84K - $2.12K
|
19
$5.48K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.46% |
$1.61K - $1.86K
|
1.54K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7+ 0.45% |
$1.61K - $1.86K
|
1.56K
$449K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
7+ 8.43% |
$1.61K - $1.86K
|
90
$26K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
7New |
$1.61K - $1.86K
|
7
$2.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
6+ 2.4% |
$1.38K - $1.59K
|
256
$73.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6+ 0.77% |
$1.38K - $1.59K
|
783
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 4.58% |
$1.38K - $1.59K
|
137
$39.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 10.91% |
$1.38K - $1.59K
|
61
$17.6K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 27.27% |
$1.38K - $1.59K
|
28
$8.07K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 4.2% |
$1.15K - $1.33K
|
124
$35.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5+ 6.41% |
$1.15K - $1.33K
|
83
$23.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$1.15K - $1.33K
|
5
$1.44K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 2.76% |
$922 - $1.06K
|
149
$43K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4+ 0.16% |
$922 - $1.06K
|
2.58K
$744K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.13% |
$922 - $1.06K
|
3.09K
$890K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 7.02% |
$922 - $1.06K
|
61
$17.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.07% |
$692 - $796
|
4.38K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$692 - $796
|
3
$865
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 150.0% |
$692 - $796
|
5
$1.44K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2+ 0.03% |
$461 - $530
|
6.32K
$1.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.09% |
$461 - $530
|
2.34K
$675K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$461 - $530
|
1.05K
$301K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 14.29% |
$461 - $530
|
16
$4.61K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.2% |
$461 - $530
|
1K
$290K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
2+ 0.07% |
$461 - $530
|
3.02K
$871K
|