Purchases and Sales Made in Q4 2024 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
146+ 14.64% |
$40.7K - $46K
|
1.14K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
142+ 12.52% |
$39.5K - $44.8K
|
1.28K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
140+ 5.44% |
$39K - $44.1K
|
2.71K
$937K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
137+ 4.61% |
$38.2K - $43.2K
|
3.11K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
129+ 5.82% |
$35.9K - $40.7K
|
2.34K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
128New |
$35.6K - $40.3K
|
128
$44.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
125New |
$34.8K - $39.4K
|
125
$43.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
124+ 5.55% |
$34.5K - $39.1K
|
2.36K
$814K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
124+ 1.88% |
$34.5K - $39.1K
|
6.73K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
124+ 0.08% |
$34.5K - $39.1K
|
155K
$53.6M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
123New |
$34.3K - $38.8K
|
123
$42.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
119+ 3.59% |
$33.1K - $37.5K
|
3.43K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
119+ 13.79% |
$33.1K - $37.5K
|
982
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
118+ 19.67% |
$32.9K - $37.2K
|
718
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
117+ 7.16% |
$32.6K - $36.9K
|
1.75K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
116+ 6.62% |
$32.3K - $36.6K
|
1.87K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
115+ 7.89% |
$32K - $36.2K
|
1.57K
$543K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
111+ 87.4% |
$30.9K - $35K
|
238
$82.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
109+ 3.24% |
$30.4K - $34.4K
|
3.48K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
109+ 1.45% |
$30.4K - $34.4K
|
7.62K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
107+ 3.08% |
$29.8K - $33.7K
|
3.58K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
107+ 2.45% |
$29.8K - $33.7K
|
4.47K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
104+ 7.57% |
$29K - $32.8K
|
1.48K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
100+ 12.5% |
$27.8K - $31.5K
|
900
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$27.8K - $31.5K
|
100
$34.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 100.0% |
$27.8K - $31.5K
|
200
$69K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
97+ 4.47% |
$27K - $30.6K
|
2.27K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
96+ 8.5% |
$26.7K - $30.3K
|
1.23K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
95+ 3.34% |
$26.5K - $29.9K
|
2.94K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
95+ 11.92% |
$26.5K - $29.9K
|
892
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
94+ 0.77% |
$26.2K - $29.6K
|
12.3K
$4.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
91New |
$25.3K - $28.7K
|
91
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
91+ 5.14% |
$25.3K - $28.7K
|
1.86K
$643K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
88+ 0.87% |
$24.5K - $27.7K
|
10.2K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87+ 3.37% |
$24.2K - $27.4K
|
2.67K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
84+ 21.05% |
$23.4K - $26.5K
|
483
$167K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
82+ 3.78% |
$22.8K - $25.8K
|
2.25K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
81New |
$22.6K - $25.5K
|
81
$28K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
80+ 7.72% |
$22.3K - $25.2K
|
1.12K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
80+ 3.54% |
$22.3K - $25.2K
|
2.34K
$808K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
79+ 1.1% |
$22K - $24.9K
|
7.26K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
76+ 205.41% |
$21.2K - $24K
|
113
$39K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
72+ 7.07% |
$20.1K - $22.7K
|
1.09K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71+ 4.77% |
$19.8K - $22.4K
|
1.56K
$538K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
71+ 50.0% |
$19.8K - $22.4K
|
213
$73.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$19.5K - $22.1K
|
70
$24.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
69+ 6.55% |
$19.2K - $21.7K
|
1.12K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
69New |
$19.2K - $21.7K
|
69
$23.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
67+ 4.1% |
$18.7K - $21.1K
|
1.7K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
66+ 5.85% |
$18.4K - $20.8K
|
1.19K
$412K
|