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
VLY
Valley National Bancorp

Financial Services
1.15K
+ 1.86%
$9.18 - $11.1 $10.5K - $12.7K
62.7K $664K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.28%
$567.77 - $614.76 $3.97K - $4.3K
2.49K $1.52M
GE
General Electric CO

Industrials
51
+ 2.24%
$244.75 - $305.63 $12.5K - $15.6K
2.33K $701K
DAKT
Daktronics Inc

Technology
307
+ 1.62%
$15.38 - $24.04 $4.72K - $7.38K
19.2K $399K
LUMN
Lumen Technologies, Inc.

Communication Services
520
+ 0.83%
$3.7 - $6.22 $1.92K - $3.23K
63.2K $386K
FIW
First Trust Water ETF

ETFs
222
+ 1.12%
$107.54 - $115.08 $23.9K - $25.5K
20.1K $2.26M
UMBF
Umb Financial Corp

Financial Services
93
+ 1.24%
$106.84 - $125.59 $9.94K - $11.7K
7.62K $901K
GTN
Gray Television Inc

Communication Services
1.6K
+ 2.0%
$4.13 - $6.24 $6.62K - $10K
81.7K $472K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.21K
+ 8.28%
$28.15 - $30.13 $62.1K - $66.5K
28.8K $854K
EBC
Eastern Bankshares, Inc.

Financial Services
378
+ 1.14%
$15.03 - $18.34 $5.68K - $6.93K
33.4K $606K
GBCI
Glacier Bancorp, Inc.

Financial Services
223
+ 1.58%
$42.86 - $50.13 $9.56K - $11.2K
14.3K $697K
MS
Morgan Stanley

Financial Services
111
+ 3.19%
$139.09 - $161.16 $15.4K - $17.9K
3.59K $570K
UNH
Unitedhealth Group Inc

Healthcare
89
+ 6.52%
$237.77 - $353.61 $21.2K - $31.5K
1.46K $502K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 1.66%
$459.11 - $506.91 $23K - $25.3K
3.06K $1.54M
WD
Walker & Dunlop, Inc.

Financial Services
53
+ 1.01%
$72.06 - $87.6 $3.82K - $4.64K
5.3K $442K
ES
Eversource Energy

Utilities
183
+ 2.36%
$62.86 - $71.14 $11.5K - $13K
7.94K $565K
OGS
One Gas, Inc.

Utilities
115
+ 1.67%
$72.16 - $80.94 $8.3K - $9.31K
7.01K $567K
DAN
Dana Inc

Consumer Cyclical
267
+ 1.22%
$15.37 - $21.25 $4.1K - $5.67K
22.2K $444K
SIG
Signet Jewelers LTD

Consumer Cyclical
55
+ 1.49%
$74.31 - $96.87 $4.09K - $5.33K
3.76K $360K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
828
+ 12.73%
$52.12 - $55.33 $43.2K - $45.8K
7.33K $405K
BAC
Bank Of America Corp

Financial Services
279
+ 2.33%
$44.92 - $52.42 $12.5K - $14.6K
12.3K $632K
RF
Regions Financial Corp

Financial Services
526
+ 3.15%
$24.03 - $27.41 $12.6K - $14.4K
17.2K $453K
AROW
Arrow Financial Corp

Financial Services
260
+ 1.0%
$26.16 - $29.8 $6.8K - $7.75K
26.3K $743K
DTE
Dte Energy CO

Utilities
118
+ 3.17%
$130.26 - $141.49 $15.4K - $16.7K
3.84K $542K
CRC
California Resources Corp

Energy
107
+ 1.85%
$46.11 - $57.82 $4.93K - $6.19K
5.9K $313K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
540
+ 2.13%
$82.38 - $83.0 $44.5K - $44.8K
25.9K $2.15M
USB
Us Bancorp \De\

Financial Services
341
+ 3.6%
$43.94 - $50.41 $15K - $17.2K
9.82K $474K
SCHX
Schwab Strategic Tr Us Large C

ETFs
135
+ 0.62%
$24.46 - $26.5 $3.3K - $3.58K
22K $579K
SCHW
Schwab Charles Corp

Financial Services
341
+ 13.27%
$91.03 - $98.69 $31K - $33.7K
2.91K $277K
MAS
Masco Corp

Industrials
148
+ 2.93%
$64.44 - $76.07 $9.54K - $11.3K
5.21K $366K
DD
Du Pont De Nemours, Inc.

Basic Materials
34
+ 0.94%
$69.9 - $78.26 $2.38K - $2.66K
3.65K $284K
TMP
Tompkins Financial Corp

Financial Services
131
+ 1.74%
$62.34 - $71.09 $8.17K - $9.31K
7.65K $506K
FTI
Technip Fmc PLC

Energy
130
+ 2.23%
$32.19 - $40.89 $4.18K - $5.32K
5.97K $235K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
129
+ 0.93%
$30.8 - $37.14 $3.97K - $4.79K
14K $475K
BANF
Bancfirst Corp

Financial Services
84
+ 1.16%
$119.95 - $136.48 $10.1K - $11.5K
7.34K $928K
MRVL
Marvell Technology, Inc.

Technology
80
+ 2.27%
$62.31 - $84.07 $4.98K - $6.73K
3.61K $303K
IWR
Ishares Russell Mid Cap ETF

ETFs
157
+ 4.62%
$92.26 - $97.51 $14.5K - $15.3K
3.55K $343K
SWX
Southwest Gas Holdings, Inc.

Utilities
95
+ 1.65%
$72.88 - $79.93 $6.92K - $7.59K
5.87K $459K
WTFC
Wintrust Financial Corp

Financial Services
68
+ 2.76%
$122.55 - $139.81 $8.33K - $9.51K
2.53K $335K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
150
+ 0.69%
$21.69 - $23.34 $3.25K - $3.5K
21.8K $506K
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.44%
$98.99 - $112.2 $891 - $1.01K
2.04K $225K
UBSI
United Bankshares Inc

Financial Services
280
+ 1.77%
$35.03 - $38.73 $9.81K - $10.8K
16.1K $599K
AME
Ametek Inc

Industrials
52
+ 2.68%
$176.44 - $192.03 $9.17K - $9.99K
1.99K $373K
STE
Steris PLC

Healthcare
28
+ 1.3%
$221.21 - $252.43 $6.19K - $7.07K
2.18K $539K
CBU
Community Bank System, Inc.

Financial Services
27
+ 0.24%
$51.46 - $62.05 $1.39K - $1.68K
11.1K $649K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
73
+ 0.75%
$31.31 - $34.54 $2.29K - $2.52K
9.87K $332K
BRSP
Bright Spire Capital, Inc.

Real Estate
576
+ 1.23%
$4.91 - $5.94 $2.83K - $3.42K
47.4K $257K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
104
+ 1.38%
$50.43 - $58.95 $5.24K - $6.13K
7.66K $409K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
647
+ 2.04%
$17.96 - $19.62 $11.6K - $12.7K
32.3K $602K
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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