Gallagher Fiduciary Advisors, LLC Purchases in Q1 2025

Gallagher Fiduciary Advisors, LLC

  • $3.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
4.83M
+ 112360.52%
$279.74 - $321.29 $1.35B - $1.55B
4.84M $1.51B
PCG
Pg&E Corp

Utilities
20.7M
New
$15.16 - $20.4 $314M - $423M
20.7M $356M
DAL
Delta Air Lines, Inc.

Industrials
4.54M
New
$43.6 - $69.06 $198M - $314M
4.54M $198M
VTI
Vanguard Total Stock Market Et

ETFs
486K
+ 19132.77%
$271.18 - $303.12 $132M - $147M
488K $134M
CBRE
Cbre Group, Inc.

Real Estate
937K
New
$121.79 - $147.13 $114M - $138M
937K $123M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.7M
New
$21.23 - $23.75 $57.4M - $64.2M
2.7M $58.2M
BEN
Franklin Resources Inc

Financial Services
1.5M
New
$18.92 - $22.24 $28.4M - $33.4M
1.5M $28.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
302K
New
$73.11 - $77.43 $22.1M - $23.4M
302K $22.9M
IGLB
Ishares 10+ Year Investment Gr

ETFs
444K
New
$48.32 - $51.22 $21.5M - $22.7M
444K $22.3M
CORP
Pimco Investment Grade Corp Bd

ETFs
130K
New
$93.89 - $97.32 $12.2M - $12.7M
130K $12.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
61.8K
+ 2276.02%
$126.11 - $135.06 $7.79M - $8.35M
64.5K $8.32M
IDV
Ishares Tr

ETFs
253K
New
$27.0 - $31.7 $6.82M - $8.01M
253K $7.84M
IXUS
Ishares Tr

ETFs
87K
New
$65.06 - $72.31 $5.66M - $6.29M
87K $6.07M
CLF
Cleveland Cliffs Inc.

Basic Materials
714K
New
$8.22 - $12.02 $5.87M - $8.59M
714K $5.87M
VNQ
Vanguard Specialized Funds Van

ETFs
64.7K
New
$85.55 - $94.34 $5.53M - $6.1M
64.7K $5.86M
VGIT
Vanguard Intermediate Term Tre

ETFs
96.9K
New
$57.44 - $59.4 $5.56M - $5.75M
96.9K $5.75M
FPE
First Tr Pfd Secs & Income ETF

ETFs
202K
New
$17.53 - $17.87 $3.54M - $3.61M
202K $3.55M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
73.8K
+ 420.78%
$44.72 - $46.25 $3.3M - $3.42M
91.4K $4.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
69.2K
New
$42.5 - $46.71 $2.94M - $3.23M
69.2K $3.13M
LQD
Ishares Iboxx $ Investment Gra

ETFs
21.1K
+ 5.26%
$105.1 - $109.61 $2.21M - $2.31M
422K $45.8M
EMB
Ishares Tr

ETFs
28.6K
New
$88.64 - $92.03 $2.53M - $2.63M
28.6K $2.59M
JNK
Spdr Bloomberg High Yield Bond

ETFs
27.1K
New
$94.86 - $97.12 $2.57M - $2.63M
27.1K $2.58M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.8K
+ 372.4%
$168.16 - $186.21 $2.5M - $2.76M
18.8K $3.22M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
46.7K
New
$44.41 - $45.98 $2.07M - $2.15M
46.7K $2.13M
IEFA
Ishares Tr

ETFs
2.32K
+ 0.73%
$69.57 - $78.65 $161K - $182K
321K $24.3M
IYR
Ishares Tr

ETFs
15.9K
New
$89.49 - $98.98 $1.42M - $1.57M
15.9K $1.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.5K
+ 305.36%
$95.85 - $99.25 $1.39M - $1.44M
19.2K $1.9M
IFGL
Ishares International Develope

ETFs
58K
New
$18.76 - $20.18 $1.09M - $1.17M
58K $1.14M
IWV
Ishares Russell 3000 ETF

ETFs
3.1K
New
$313.1 - $349.83 $970K - $1.08M
3.1K $983K
HDV
Ishares Core High Dividend ETF

ETFs
804
+ 1.06%
$110.86 - $121.12 $89.1K - $97.4K
76.7K $9.29M
CMC
Commercial Metals CO

Basic Materials
11.7K
New
$43.22 - $53.05 $508K - $623K
11.7K $540K
D
Dominion Energy, Inc

Utilities
8.89K
+ 134.25%
$52.85 - $57.43 $470K - $511K
15.5K $870K
SHV
Ishares Tr

ETFs
4.44K
New
$110.11 - $110.51 $489K - $491K
4.44K $490K
MMM
3 M CO

Industrials
1.48K
+ 10.17%
$129.7 - $155.12 $192K - $229K
16K $2.35M
XOM
Exxon Mobil Corp

Energy
1K
+ 4.11%
$105.44 - $118.93 $105K - $119K
25.3K $3.01M
T
At&T Inc.

Communication Services
895
+ 1.33%
$21.56 - $28.28 $19.3K - $25.3K
68K $1.92M
GPI
Group 1 Automotive Inc

Consumer Cyclical
984
New
$375.96 - $484.08 $370K - $476K
984 $375K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
7.99K
New
$44.96 - $47.9 $359K - $383K
7.99K $363K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.63K
New
$41.51 - $44.56 $358K - $385K
8.63K $362K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.47K
New
$47.09 - $50.46 $352K - $377K
7.47K $355K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.88K
New
$49.36 - $53.08 $340K - $365K
6.88K $343K
FAST
Fastenal CO

Industrials
4.32K
New
$71.11 - $79.98 $307K - $345K
4.32K $334K
IEMG
Ishares Inc

ETFs
5.92K
+ 1.41%
N/A
427K $22.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.4K
New
$80.53 - $147.57 $193K - $354K
2.4K $317K
MCK
Mckesson Corp

Healthcare
367
+ 60.96%
$566.21 - $672.99 $208K - $247K
969 $652K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
3.23K
New
$91.45 - $100.11 $295K - $323K
3.23K $301K
SSB
South State Corp

Financial Services
3.51K
+ 84.35%
$89.4 - $108.33 $314K - $381K
7.68K $712K
APG
A Pi Group Corp

Industrials
7.88K
New
$35.67 - $40.88 $281K - $322K
7.88K $281K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.08K
+ 10.77%
$81.83 - $82.73 $252K - $254K
31.6K $2.62M
Activity Summary
Buys All Purchases 228 New Holdings 40 Increased Positions 188 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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