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
WELL
Welltower Inc.

Real Estate
113
+ 1.21%
$124.05 - $156.86 $14K - $17.7K
9.48K $1.45M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.16K
New
$49.78 - $53.19 $257K - $274K
5.16K $263K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 1.67%
$442.66 - $534.52 $20.4K - $24.6K
2.8K $1.49M
KO
Coca Cola CO

Consumer Defensive
328
+ 1.49%
$60.81 - $72.32 $19.9K - $23.7K
22.3K $1.6M
OEF
Ishares S&P 100 ETF

ETFs
846
New
N/A
846 $225K
BALT
Innovator Etfs Tr
7.21K
+ 18.67%
$31.31 - $31.89 $226K - $230K
45.8K $1.44M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.27K
+ 112.01%
$42.86 - $45.92 $226K - $242K
9.98K $433K
GLD
Spdr Gold Trust

ETFs
773
New
$243.19 - $288.14 $188K - $223K
773 $222K
ABBV
Abb Vie Inc.

Healthcare
205
+ 4.23%
$169.2 - $216.66 $34.7K - $44.4K
5.05K $1.06M
AEP
American Electric Power CO Inc

Utilities
173
+ 1.67%
$90.32 - $109.27 $15.6K - $18.9K
10.5K $1.15M
ANIK
Anika Therapeutics, Inc.

Healthcare
11K
New
$15.03 - $17.97 $165K - $197K
11K $165K
FDVV
Fidelity High Dividend ETF

ETFs
3.97K
+ 3.28%
$48.86 - $52.28 $194K - $208K
125K $6.2M
FNF
Fidelity National Financial, Inc.

Financial Services
446
+ 3.24%
$54.25 - $65.27 $24.2K - $29.1K
14.2K $923K
PM
Philip Morris International Inc.

Consumer Defensive
90
+ 2.55%
$117.15 - $158.79 $10.5K - $14.3K
3.62K $574K
JNJ
Johnson & Johnson

Healthcare
114
+ 2.02%
$142.06 - $167.7 $16.2K - $19.1K
5.77K $956K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.91K
+ 1.69%
$90.0 - $96.32 $172K - $184K
115K $10.6M
NXST
Nexstar Media Group, Inc.

Communication Services
190
+ 4.0%
$146.34 - $182.75 $27.8K - $34.7K
4.95K $886K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.06K
+ 26.2%
$92.45 - $106.69 $191K - $220K
9.94K $922K
IBM
International Business Machines Corp

Technology
36
+ 0.95%
$217.4 - $264.74 $7.83K - $9.53K
3.82K $949K
BECN
Beacon Roofing Supply Inc

Industrials
210
+ 5.42%
$100.48 - $123.86 $21.1K - $26K
4.08K $505K
GTN
Gray Television Inc

Communication Services
11K
+ 20.41%
$3.21 - $5.19 $35.5K - $57.3K
65.2K $281K
NGG
National Grid PLC

Utilities
397
+ 3.05%
$56.13 - $65.61 $22.3K - $26K
13.4K $879K
IRT
Independence Realty Trust, Inc.

Real Estate
2.12K
+ 5.55%
$18.23 - $21.8 $38.6K - $46.1K
40.2K $854K
BSX
Boston Scientific Corp

Healthcare
124
+ 1.78%
$89.38 - $106.18 $11.1K - $13.2K
7.11K $717K
SJM
J M Smucker CO

Consumer Defensive
284
+ 4.03%
$100.41 - $118.41 $28.5K - $33.6K
7.33K $868K
ABT
Abbott Laboratories

Healthcare
35
+ 0.78%
$111.1 - $140.22 $3.89K - $4.91K
4.5K $596K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
272
+ 4.87%
$89.88 - $110.11 $24.4K - $29.9K
5.86K $589K
CI
Cigna Corp

Healthcare
43
+ 3.77%
$274.49 - $329.0 $11.8K - $14.1K
1.19K $389K
GE
General Electric CO

Industrials
20
+ 0.95%
$168.59 - $212.13 $3.37K - $4.24K
2.13K $425K
DTE
Dte Energy CO

Utilities
117
+ 3.51%
$117.6 - $138.27 $13.8K - $16.2K
3.45K $476K
INVH
Invitation Homes Inc.

Real Estate
1.27K
+ 14.77%
$30.28 - $34.85 $38.5K - $44.3K
9.88K $344K
SJW
Sjw Group

Utilities
670
+ 12.22%
$45.47 - $55.8 $30.5K - $37.4K
6.15K $336K
PG
Procter & Gamble CO

Consumer Defensive
206
+ 1.98%
$158.56 - $176.26 $32.7K - $36.3K
10.6K $1.81M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.86K
+ 16.2%
$48.06 - $53.73 $89.4K - $99.9K
13.3K $650K
STNE
Stone Co Ltd.

Technology
2.74K
+ 21.76%
$7.85 - $11.45 $21.5K - $31.4K
15.3K $160K
STE
Steris PLC

Healthcare
81
+ 4.11%
$202.46 - $232.74 $16.4K - $18.9K
2.05K $464K
IWR
Ishares Russell Mid Cap ETF

ETFs
774
+ 28.55%
$82.81 - $92.93 $64.1K - $71.9K
3.49K $296K
OGS
One Gas, Inc.

Utilities
305
+ 5.71%
$67.77 - $76.05 $20.7K - $23.2K
5.65K $427K
ES
Eversource Energy

Utilities
378
+ 5.39%
$55.63 - $63.8 $21K - $24.1K
7.39K $458K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 2.48%
$890.62 - $1076.86 $20.5K - $24.8K
949 $897K
MQ
Marqeta, Inc.

Technology
8.17K
+ 21.52%
$3.51 - $4.57 $28.7K - $37.3K
46.1K $190K
DAN
Dana Inc

Consumer Cyclical
1.12K
+ 6.6%
$11.27 - $16.88 $12.6K - $18.9K
18.1K $241K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
757
+ 3.66%
$18.36 - $20.51 $13.9K - $15.5K
21.4K $424K
GPC
Genuine Parts CO

Consumer Cyclical
304
+ 11.48%
$115.91 - $129.02 $35.2K - $39.2K
2.95K $351K
MFC
Manulife Financial Corp

Financial Services
940
+ 3.75%
$28.41 - $31.82 $26.7K - $29.9K
26K $810K
PLD
Prologis, Inc.

Real Estate
219
+ 9.54%
$103.59 - $124.04 $22.7K - $27.2K
2.52K $281K
UNF
Unifirst Corp

Industrials
174
+ 6.63%
$169.33 - $230.5 $29.5K - $40.1K
2.8K $487K
WLY
John Wiley & Sons, Inc.

Communication Services
690
+ 6.75%
$37.91 - $46.73 $26.2K - $32.2K
10.9K $486K
CSCO
Cisco Systems, Inc.

Technology
166
+ 1.78%
$58.74 - $64.87 $9.75K - $10.8K
9.5K $586K
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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