Gallagher Fiduciary Advisors, LLC Purchases in Q3 2024

Gallagher Fiduciary Advisors, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
383K
New
$106.11 - $113.72 $40.7M - $43.6M
383K $43.3M
AVUV
American Centy ETF Tr Avantis

ETFs
187K
New
$88.24 - $99.7 $16.5M - $18.6M
187K $17.9M
AVLV
American Centy ETF Tr Avantis
187K
New
$60.05 - $65.83 $11.2M - $12.3M
187K $12.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
200K
+ 2194.04%
$28.1 - $29.89 $5.61M - $5.97M
209K $6.24M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
49.4K
+ 6.19%
$41.95 - $43.42 $2.07M - $2.15M
847K $36.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10.1K
+ 7.81%
$116.79 - $133.54 $1.18M - $1.35M
139K $18.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.2K
+ 5.65%
$240.48 - $267.94 $769K - $857K
59.8K $16M
IVV
Ishares Core S&P 500 ETF

ETFs
2.63K
+ 69.82%
$520.18 - $576.82 $1.37M - $1.52M
6.4K $3.69M
ISCG
Ishares Morningstar Small Cap

ETFs
5.91K
+ 1.89%
$44.24 - $49.07 $261K - $290K
319K $15.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.1K
+ 158.3%
$100.3 - $100.74 $1.11M - $1.12M
18.1K $1.82M
LUMN
Lumen Technologies, Inc.

Communication Services
41.1K
+ 54.52%
$1.03 - $7.28 $42.4K - $300K
117K $827K
FDVV
Fidelity High Dividend ETF

ETFs
5.75K
+ 5.29%
$46.26 - $50.65 $266K - $291K
115K $5.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.39K
+ 2.41%
$32.65 - $36.69 $143K - $161K
187K $6.79M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
61.2K
New
$9.34 - $11.46 $571K - $701K
61.2K $677K
D
Dominion Energy, Inc

Utilities
7.47K
+ 93.32%
$48.01 - $58.53 $359K - $437K
15.5K $894K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.4K
New
$44.24 - $49.47 $416K - $465K
9.4K $464K
ES
Eversource Energy

Utilities
6.47K
New
$56.52 - $68.38 $366K - $443K
6.47K $440K
ABBV
Abb Vie Inc.

Healthcare
1.8K
+ 68.48%
$163.84 - $199.33 $295K - $359K
4.44K $876K
AVO
Mission Produce, Inc.

Consumer Defensive
32.6K
New
$9.57 - $13.52 $312K - $440K
32.6K $417K
BALT
Innovator Etfs Tr
13.3K
New
$29.76 - $30.83 $396K - $410K
13.3K $409K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.9K
New
$28.09 - $30.4 $335K - $363K
11.9K $362K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 27.5%
$405.19 - $478.57 $203K - $239K
2.32K $1.07M
MAS
Masco Corp

Industrials
3.79K
New
$64.7 - $83.94 $245K - $318K
3.79K $317K
FAST
Fastenal CO

Industrials
4.28K
New
$62.09 - $71.83 $266K - $308K
4.28K $305K
DFS
Discover Financial Services

Financial Services
2.09K
New
$123.41 - $144.72 $258K - $303K
2.09K $293K
RF
Regions Financial Corp

Financial Services
12.5K
New
$19.51 - $23.42 $244K - $293K
12.5K $291K
KKR
Kkr & Co. Inc.

Financial Services
2.22K
New
$104.51 - $133.23 $232K - $296K
2.22K $289K
BECN
Beacon Roofing Supply Inc

Industrials
3.28K
New
$80.05 - $102.8 $262K - $337K
3.28K $283K
GTN
Gray Television Inc

Communication Services
52.2K
New
$4.23 - $6.5 $221K - $339K
52.2K $279K
DHR
Danaher Corp

Healthcare
971
New
$239.25 - $280.76 $232K - $273K
971 $269K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
4.93K
New
$41.17 - $54.85 $203K - $270K
4.93K $260K
MLI
Mueller Industries Inc

Industrials
2.03K
+ 31.67%
$55.73 - $74.1 $113K - $150K
8.43K $624K
IBM
International Business Machines Corp

Technology
516
+ 17.89%
$175.1 - $223.38 $90.4K - $115K
3.4K $751K
AME
Ametek Inc

Industrials
1.47K
New
$152.74 - $176.01 $224K - $259K
1.47K $252K
SIG
Signet Jewelers LTD

Consumer Cyclical
2.43K
New
$72.58 - $103.15 $176K - $251K
2.43K $250K
PEG
Public Service Enterprise Group Inc

Utilities
2.62K
New
$73.58 - $89.21 $192K - $233K
2.62K $233K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.6K
New
$77.22 - $89.49 $201K - $233K
2.6K $231K
NIO
Nio Inc.

Consumer Cyclical
2K
+ 2.33%
$3.67 - $6.68 $7.34K - $13.4K
88K $587K
REI
Ring Energy, Inc.

Energy
144K
New
$1.58 - $1.99 $227K - $286K
144K $229K
CAT
Caterpillar Inc

Industrials
587
New
$316.8 - $391.12 $186K - $230K
587 $229K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.77K
New
$44.83 - $47.42 $214K - $226K
4.77K $224K
COP
Conocophillips

Energy
2.13K
New
$102.3 - $116.61 $218K - $248K
2.13K $224K
SWK
Stanley Black & Decker, Inc.

Industrials
2.03K
New
$77.75 - $110.17 $158K - $223K
2.03K $223K
TTD
Trade Desk, Inc.

Technology
2K
New
$83.08 - $110.79 $166K - $222K
2K $219K
ANIK
Anika Therapeutics, Inc.

Healthcare
8.81K
New
$24.25 - $28.75 $214K - $253K
8.81K $217K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2K
New
$95.81 - $109.03 $192K - $218K
2K $215K
ENB
Enbridge Inc

Energy
5.18K
New
$35.27 - $41.18 $183K - $213K
5.18K $210K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
6.62K
New
$28.67 - $32.82 $190K - $217K
6.62K $209K
HAYN
Haynes International Inc

Industrials
3.51K
New
$58.5 - $60.36 $205K - $212K
3.51K $208K
Activity Summary
Buys All Purchases 165 New Holdings 49 Increased Positions 116 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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