Gallagher Fiduciary Advisors, LLC Purchases in Q3 2025

Gallagher Fiduciary Advisors, LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
3.2K
+ 1.72%
$90.37 - $102.12 $290K - $327K
190K $18.9M
ISCG
Ishares Morningstar Small Cap

ETFs
1.83K
+ 0.61%
$49.84 - $55.14 $91.1K - $101K
302K $16.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
519
+ 0.94%
$276.51 - $305.12 $144K - $158K
55.8K $16.6M
VRNT
Verint Systems Inc

Technology
28.6K
New
N/A
28.6K $931K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
10.8K
+ 129.27%
$59.28 - $71.9 $643K - $780K
19.2K $1.27M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
13.8K
New
$49.0 - $51.91 $677K - $717K
13.8K $717K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
12.2K
New
$51.7 - $54.73 $629K - $666K
12.2K $666K
CYTK
Cytokinetics Inc

Healthcare
11.8K
New
$33.23 - $54.96 $392K - $648K
11.8K $648K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
360
+ 0.17%
$35.42 - $38.65 $12.8K - $13.9K
207K $7.89M
CVS
Cvs Health Corp

Healthcare
7.54K
New
$58.75 - $76.5 $443K - $577K
7.54K $568K
IWN
Ishares Russell2000 Val ETF

ETFs
2.37K
+ 44.86%
$157.1 - $178.94 $373K - $425K
7.67K $1.36M
ANGO
Angiodynamics Inc

Healthcare
40.8K
New
$8.4 - $11.17 $343K - $456K
40.8K $456K
OMC
Omnicom Group Inc.

Communication Services
5.37K
New
$70.41 - $81.53 $378K - $438K
5.37K $437K
ADC
Agree Realty Corp

Real Estate
5.62K
New
$70.53 - $75.05 $397K - $422K
5.62K $399K
PRAA
Pra Group Inc

Financial Services
25.7K
New
$15.06 - $17.34 $388K - $446K
25.7K $397K
UCTT
Ultra Clean Holdings, Inc.

Technology
14.4K
New
$21.63 - $29.38 $310K - $422K
14.4K $391K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.21K
+ 82.77%
$107.5 - $115.86 $346K - $372K
7.1K $811K
XLG
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.05%
$51.78 - $57.89 $1.61K - $1.79K
64.1K $3.69M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.7K
New
$69.02 - $73.57 $324K - $345K
4.7K $345K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.04K
+ 85.11%
$72.65 - $78.68 $293K - $318K
8.78K $687K
YLD
Principal Exchange Traded Fds

ETFs
16.5K
New
$19.14 - $19.46 $315K - $320K
16.5K $320K
OEF
Ishares S&P 100 ETF

ETFs
1.19K
+ 85.71%
N/A
2.57K $684K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.89K
+ 24.41%
$54.35 - $59.32 $211K - $230K
19.8K $1.17M
KOS
Kosmos Energy Ltd.

Energy
174K
New
$1.62 - $2.39 $282K - $417K
174K $289K
AVDE
American Centy ETF Tr Avantis

ETFs
3.4K
+ 93.33%
$73.24 - $79.04 $249K - $269K
7.05K $556K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.79K
+ 16.19%
$100.37 - $100.74 $280K - $281K
20K $2.02M
AVEM
American Centy ETF Tr Avantis

ETFs
3.7K
New
$68.33 - $75.41 $253K - $279K
3.7K $277K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.95K
+ 4.72%
$33.07 - $34.84 $131K - $138K
87.6K $3.05M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.61K
+ 95.18%
$70.77 - $73.59 $256K - $266K
7.41K $542K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
941
+ 65.39%
$225.11 - $247.9 $212K - $233K
2.38K $588K
ABBV
Abb Vie Inc.

Healthcare
69
+ 1.31%
$184.85 - $231.54 $12.8K - $16K
5.32K $1.23M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.75K
New
$43.1 - $44.6 $248K - $257K
5.75K $254K
TRS
Trimas Corp

Consumer Cyclical
615
+ 2.85%
$29.05 - $40.02 $17.9K - $24.6K
22.2K $856K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.29K
New
$33.13 - $36.31 $208K - $228K
6.29K $227K
XEL
Xcel Energy Inc

Utilities
16
+ 0.09%
$67.56 - $80.65 $1.08K - $1.29K
17.9K $1.45M
UTHR
United Therapeutics Corp

Healthcare
538
New
$274.7 - $438.75 $148K - $236K
538 $225K
AMRC
Ameresco, Inc.

Industrials
6.69K
New
$15.87 - $34.84 $106K - $233K
6.69K $224K
R
Ryder System Inc

Industrials
1.12K
New
$168.66 - $189.57 $189K - $213K
1.12K $211K
SWK
Stanley Black & Decker, Inc.

Industrials
2.82K
New
$66.98 - $79.52 $189K - $225K
2.82K $209K
HP
Helmerich & Payne, Inc.

Energy
9.5K
New
$15.35 - $22.65 $146K - $215K
9.5K $209K
RIOT
Riot Blockchain, Inc.

Technology
10.9K
New
$11.03 - $19.78 $120K - $215K
10.9K $207K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.09K
+ 28.57%
$135.0 - $146.02 $147K - $159K
4.89K $711K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
159
+ 0.69%
$9.83 - $19.88 $1.56K - $3.16K
23.1K $394K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.73K
+ 21.34%
$47.96 - $50.54 $131K - $138K
15.5K $783K
SANM
Sanmina Corp

Technology
73
+ 0.82%
$95.79 - $123.84 $6.99K - $9.04K
8.99K $1.03M
NPO
Enpro Industries, Inc

Industrials
52
+ 1.32%
$195.22 - $231.56 $10.2K - $12K
4K $904K
MU
Micron Technology Inc

Technology
80
+ 2.65%
$104.88 - $168.89 $8.39K - $13.5K
3.1K $518K
CMC
Commercial Metals CO

Basic Materials
199
+ 1.26%
$50.28 - $59.79 $10K - $11.9K
16K $918K
MMM
3 M CO

Industrials
527
+ 3.1%
$144.41 - $160.2 $76.1K - $84.4K
17.6K $2.72M
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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