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 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-15- 0.19% |
$3.46K - $3.98K
|
8.02K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-15- 0.62% |
$3.46K - $3.98K
|
2.42K
$697K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 43.9% |
$4.15K - $4.77K
|
23
$6.63K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 0.79% |
$4.15K - $4.77K
|
2.26K
$651K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-19- 1.14% |
$4.38K - $5.04K
|
1.65K
$475K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-20- 2.1% |
$4.61K - $5.3K
|
933
$269K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-20- 13.61% |
$4.61K - $5.3K
|
127
$36.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-22- 1.4% |
$5.07K - $5.83K
|
1.55K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22- 44.0% |
$5.07K - $5.83K
|
28
$8.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-22- 0.37% |
$5.07K - $5.83K
|
5.93K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-22- 12.5% |
$5.07K - $5.83K
|
154
$44.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-23- 0.63% |
$5.3K - $6.1K
|
3.61K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23- 2.34% |
$5.3K - $6.1K
|
960
$277K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-24- 2.83% |
$5.53K - $6.36K
|
825
$238K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-25- 1.17% |
$5.76K - $6.63K
|
2.1K
$606K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25- 0.46% |
$5.76K - $6.63K
|
5.38K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-25- 0.75% |
$5.76K - $6.63K
|
3.32K
$958K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-26- 0.76% |
$5.99K - $6.89K
|
3.39K
$977K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 0.3% |
$6.22K - $7.16K
|
9.06K
$2.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-29- 0.4% |
$6.69K - $7.69K
|
7.27K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-30- 0.42% |
$6.92K - $7.96K
|
7.14K
$2.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-30- 3.19% |
$6.92K - $7.96K
|
909
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 2.78% |
$7.15K - $8.22K
|
1.08K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-31- 10.8% |
$7.15K - $8.22K
|
256
$73.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-31- 0.43% |
$7.15K - $8.22K
|
7.16K
$2.06M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-31- 1.65% |
$7.15K - $8.22K
|
1.84K
$531K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-32- 0.19% |
$7.38K - $8.49K
|
16.7K
$4.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-36- 3.32% |
$8.3K - $9.55K
|
1.05K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-37- 0.62% |
$8.53K - $9.81K
|
5.95K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-39- 0.54% |
$8.99K - $10.3K
|
7.21K
$2.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 1.98% |
$9.22K - $10.6K
|
1.98K
$572K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-41- 1.66% |
$9.45K - $10.9K
|
2.42K
$699K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 10.05% |
$9.45K - $10.9K
|
367
$106K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 23.3% |
$9.45K - $10.9K
|
135
$38.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-42- 2.35% |
$9.68K - $11.1K
|
1.75K
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-43- 2.74% |
$9.91K - $11.4K
|
1.53K
$440K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 35.48% |
$10.1K - $11.7K
|
80
$23.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-45- 1.93% |
$10.4K - $11.9K
|
2.29K
$659K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-45- 3.9% |
$10.4K - $11.9K
|
1.11K
$319K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-45- 2.15% |
$10.4K - $11.9K
|
2.05K
$591K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-45- 3.89% |
$10.4K - $11.9K
|
1.11K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-46- 1.96% |
$10.6K - $12.2K
|
2.3K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-48- 1.71% |
$11.1K - $12.7K
|
2.77K
$798K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-48- 0.04% |
$11.1K - $12.7K
|
122K
$35.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-48- 60.0% |
$11.1K - $12.7K
|
32
$9.23K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-48- 23.08% |
$11.1K - $12.7K
|
160
$46.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-49- 2.04% |
$11.3K - $13K
|
2.35K
$677K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-50- 1.5% |
$11.5K - $13.3K
|
3.29K
$948K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-55- 5.21% |
$12.7K - $14.6K
|
1K
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-55- 0.32% |
$12.7K - $14.6K
|
17K
$4.89M
|