Gallagher Fiduciary Advisors, LLC Purchases in Q2 2025

Gallagher Fiduciary Advisors, LLC

  • $70.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
11.1K
+ 2.6%
N/A
438K $23.5M
AMZN
Amazon Com Inc

Consumer Cyclical
500
+ 3.02%
$167.32 - $223.3 $83.7K - $112K
17.1K $3.74M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
11.5K
New
$42.44 - $50.03 $489K - $577K
11.5K $576K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.05K
+ 3.01%
$29.52 - $35.31 $179K - $214K
207K $7.31M
COF
Capital One Financial Corp

Financial Services
2.66K
New
$150.57 - $212.76 $401K - $566K
2.66K $566K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.42K
+ 2.1%
$81.46 - $94.63 $197K - $229K
117K $11.1M
EFV
Msci Eafe Value ETF

ETFs
6.06K
+ 53.43%
$52.4 - $64.65 $317K - $391K
17.4K $1.1M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.88K
New
$83.67 - $109.12 $325K - $424K
3.88K $423K
TSLA
Tesla, Inc.

Consumer Cyclical
124
+ 1.92%
$221.86 - $362.89 $27.5K - $45K
6.58K $2.09M
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 0.6%
$210.28 - $289.91 $10.5K - $14.5K
8.38K $2.43M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.43K
+ 24.45%
$97.32 - $136.25 $139K - $195K
7.29K $928K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.44K
New
$171.4 - $227.1 $247K - $327K
1.44K $326K
SANM
Sanmina Corp

Technology
1.75K
+ 24.38%
$67.3 - $98.07 $118K - $171K
8.91K $871K
CRWD
Crowd Strike Holdings, Inc.

Technology
607
New
$321.63 - $509.31 $195K - $309K
607 $309K
SIG
Signet Jewelers LTD

Consumer Cyclical
3.7K
New
$50.77 - $82.74 $188K - $306K
3.7K $294K
AMD
Advanced Micro Devices Inc

Technology
1.95K
New
$78.21 - $143.81 $152K - $280K
1.95K $275K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.79K
New
$59.24 - $71.39 $225K - $271K
3.79K $270K
IBM
International Business Machines Corp

Technology
315
+ 8.25%
$221.03 - $294.78 $69.6K - $92.9K
4.13K $1.22M
AVDE
American Centy ETF Tr Avantis

ETFs
3.65K
New
$59.32 - $74.36 $216K - $271K
3.65K $269K
ISRG
Intuitive Surgical Inc

Healthcare
484
New
$451.58 - $565.94 $219K - $274K
484 $263K
BANF
Bancfirst Corp

Financial Services
1.37K
+ 23.26%
$100.43 - $129.96 $138K - $178K
7.26K $897K
SSB
South State Corp

Financial Services
2.75K
+ 35.83%
$80.59 - $94.67 $222K - $261K
10.4K $960K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.64K
+ 46.47%
$39.93 - $46.67 $185K - $216K
14.6K $681K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.76K
New
$83.97 - $92.85 $232K - $256K
2.76K $243K
MMM
3 M CO

Industrials
1.03K
+ 6.42%
$126.09 - $154.15 $129K - $158K
17K $2.59M
BA
Boeing CO

Industrials
1.15K
New
$136.59 - $217.51 $157K - $250K
1.15K $241K
NPO
Enpro Industries, Inc

Industrials
727
+ 22.57%
$137.27 - $193.1 $99.8K - $140K
3.95K $756K
SCHW
Schwab Charles Corp

Financial Services
2.57K
New
$69.06 - $91.24 $177K - $234K
2.57K $234K
CMC
Commercial Metals CO

Basic Materials
4.09K
+ 34.83%
$39.2 - $50.67 $160K - $207K
15.8K $774K
PRK
Park National Corp

Financial Services
968
+ 22.84%
$141.75 - $170.63 $137K - $165K
5.21K $870K
GPI
Group 1 Automotive Inc

Consumer Cyclical
397
+ 40.35%
$372.3 - $448.86 $148K - $178K
1.38K $603K
TROW
Price T Rowe Group Inc

Financial Services
2.32K
New
$80.27 - $98.06 $186K - $228K
2.32K $224K
UBER
Uber Technologies, Inc

Technology
2.37K
New
$64.62 - $93.3 $153K - $221K
2.37K $221K
PLD
Prologis, Inc.

Real Estate
2.24K
+ 88.91%
$89.76 - $112.34 $201K - $251K
4.75K $499K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.58K
+ 19.32%
$43.53 - $54.46 $112K - $140K
15.9K $866K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.09K
+ 13.8%
$100.35 - $100.71 $210K - $211K
17.2K $1.74M
INTC
Intel Corp

Technology
9.23K
New
$18.13 - $22.69 $167K - $209K
9.23K $206K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
360
+ 0.28%
$43.45 - $49.4 $15.6K - $17.8K
130K $6.43M
DASH
Door Dash, Inc.

Communication Services
826
New
$163.16 - $246.51 $135K - $204K
826 $203K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.03K
New
$83.54 - $100.04 $170K - $203K
2.03K $201K
FTI
Technip Fmc PLC

Energy
5.84K
New
$23.18 - $35.33 $135K - $206K
5.84K $201K
BEAM
Beam Therapeutics Inc.

Healthcare
11.7K
New
$14.54 - $20.24 $171K - $238K
11.7K $199K
AURA
Aura Biosciences, Inc.

Healthcare
30.2K
New
$4.9 - $6.97 $148K - $211K
30.2K $189K
IVE
Ishares S&P 500 Value ETF

ETFs
840
+ 21.38%
$168.34 - $195.42 $141K - $164K
4.77K $931K
UMBF
Umb Financial Corp

Financial Services
1.4K
+ 22.85%
$86.4 - $107.99 $121K - $151K
7.52K $791K
JXN
Jackson Financial Inc.

Financial Services
1.46K
+ 20.26%
$70.35 - $89.5 $102K - $130K
8.64K $767K
BALT
Innovator Etfs Tr
4.12K
+ 8.99%
$30.33 - $32.1 $125K - $132K
50K $1.6M
GE
General Electric CO

Industrials
154
+ 7.24%
$166.81 - $257.39 $25.7K - $39.6K
2.28K $586K
CEG
Constellation Energy Corp

Utilities
41
+ 3.4%
$170.96 - $322.76 $7.01K - $13.2K
1.25K $402K
Activity Summary
Buys All Purchases 229 New Holdings 41 Increased Positions 188 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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