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
UNF
Unifirst Corp

Industrials
621
+ 22.19%
$161.86 - $189.64 $101K - $118K
3.42K $643K
DIS
Walt Disney CO

Communication Services
260
+ 5.35%
$81.72 - $124.01 $21.2K - $32.2K
5.12K $634K
TVTX
Travere Therapeutics, Inc.

Healthcare
10.5K
New
$13.49 - $21.54 $141K - $225K
10.5K $154K
XLY
Select Sector Spdr Consumer Di

ETFs
110
+ 1.8%
$176.34 - $218.59 $19.4K - $24K
6.21K $1.35M
OEF
Ishares S&P 100 ETF

ETFs
540
+ 63.83%
N/A
1.39K $368K
STNE
Stone Co Ltd.

Technology
3.36K
+ 21.89%
$10.43 - $16.04 $35K - $53.8K
18.7K $299K
MU
Micron Technology Inc

Technology
299
+ 10.98%
$64.72 - $127.91 $19.4K - $38.2K
3.02K $372K
WMT
Walmart Inc.

Consumer Defensive
419
+ 4.39%
$81.79 - $99.98 $34.3K - $41.9K
9.96K $973K
MQ
Marqeta, Inc.

Technology
9.74K
+ 21.11%
$3.71 - $5.88 $36.1K - $57.3K
55.9K $325K
DAN
Dana Inc

Consumer Cyclical
3.79K
+ 20.94%
$10.38 - $17.71 $39.4K - $67.2K
21.9K $375K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
5.76K
+ 22.22%
$16.37 - $18.59 $94.2K - $107K
31.7K $583K
PM
Philip Morris International Inc.

Consumer Defensive
249
+ 6.87%
$149.23 - $184.95 $37.2K - $46.1K
3.87K $705K
AROW
Arrow Financial Corp

Financial Services
4.83K
+ 22.77%
$23.72 - $26.75 $114K - $129K
26K $687K
UBSI
United Bankshares Inc

Financial Services
2.86K
+ 22.06%
$31.5 - $37.32 $90.1K - $107K
15.8K $576K
CBU
Community Bank System, Inc.

Financial Services
2.03K
+ 22.44%
$50.88 - $58.16 $103K - $118K
11.1K $628K
AMCX
Amc Networks Inc.

Communication Services
19.7K
+ 105.55%
$5.55 - $7.04 $109K - $139K
38.4K $240K
MTN
Vail Resorts Inc

Consumer Cyclical
790
+ 18.0%
$131.42 - $164.64 $104K - $130K
5.18K $813K
CSCO
Cisco Systems, Inc.

Technology
551
+ 5.8%
$53.19 - $69.38 $29.3K - $38.2K
10.1K $697K
WLY
John Wiley & Sons, Inc.

Communication Services
2.45K
+ 22.42%
$37.03 - $45.5 $90.6K - $111K
13.4K $596K
MS
Morgan Stanley

Financial Services
224
+ 6.89%
$99.83 - $140.86 $22.4K - $31.6K
3.48K $489K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.64K
+ 24.24%
$53.93 - $61.5 $88.3K - $101K
8.39K $515K
EMR
Emerson Electric CO

Industrials
232
+ 7.23%
$94.15 - $133.33 $21.8K - $30.9K
3.44K $459K
TGT
Target Corp

Consumer Defensive
1.47K
+ 22.28%
$88.76 - $105.77 $130K - $155K
8.04K $793K
XLF
Financial Sector Spdr

ETFs
311
+ 0.89%
$43.92 - $52.37 $13.7K - $16.3K
35.3K $1.85M
GATX
Gatx Corp

Industrials
723
+ 22.72%
$141.27 - $159.24 $102K - $115K
3.91K $599K
MLI
Mueller Industries Inc

Industrials
1.1K
+ 22.93%
$68.45 - $79.6 $75.2K - $87.5K
5.89K $468K
VLY
Valley National Bancorp

Financial Services
11K
+ 21.69%
$7.87 - $9.2 $86.4K - $101K
61.6K $549K
GBCI
Glacier Bancorp, Inc.

Financial Services
2.58K
+ 22.36%
$37.85 - $44.51 $97.5K - $115K
14.1K $607K
DAKT
Daktronics Inc

Technology
3.37K
+ 21.64%
$11.31 - $16.03 $38.1K - $54K
18.9K $286K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
2.95K
+ 27.03%
$28.96 - $32.46 $85.4K - $95.8K
13.9K $442K
QQQ
Invesco Qqq Trust, Series 1

ETFs
31
+ 3.38%
$416.06 - $551.64 $12.9K - $17.1K
947 $522K
TMP
Tompkins Financial Corp

Financial Services
1.48K
+ 24.58%
$55.65 - $65.06 $82.5K - $96.5K
7.52K $471K
AVO
Mission Produce, Inc.

Consumer Defensive
5.31K
+ 23.07%
$9.74 - $12.56 $51.7K - $66.7K
28.3K $332K
SWX
Southwest Gas Holdings, Inc.

Utilities
1.05K
+ 22.14%
$66.91 - $76.44 $70.1K - $80K
5.78K $429K
GTN
Gray Television Inc

Communication Services
15K
+ 22.97%
$3.2 - $4.64 $47.9K - $69.5K
80.1K $363K
BAC
Bank Of America Corp

Financial Services
291
+ 2.49%
$34.39 - $47.46 $10K - $13.8K
12K $567K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
5.19K
+ 22.31%
$8.48 - $11.94 $44K - $61.9K
28.4K $294K
EFG
Msci Eafe Growth ETF

ETFs
266
+ 6.64%
$89.8 - $112.0 $23.9K - $29.8K
4.27K $478K
CARR
Carrier Global Corp

Industrials
420
+ 8.64%
$55.55 - $75.83 $23.3K - $31.8K
5.28K $386K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.35K
+ 26.11%
$45.11 - $52.34 $60.8K - $70.5K
6.51K $340K
BDN
Brandywine Realty Trust

Real Estate
21.7K
+ 21.43%
$3.5 - $4.58 $75.8K - $99.2K
123K $526K
BSX
Boston Scientific Corp

Healthcare
263
+ 3.7%
$89.7 - $107.41 $23.6K - $28.2K
7.37K $791K
LUMN
Lumen Technologies, Inc.

Communication Services
11.4K
+ 22.17%
$3.07 - $4.51 $34.9K - $51.3K
62.7K $274K
OGS
One Gas, Inc.

Utilities
1.24K
+ 22.01%
$71.59 - $81.38 $89.1K - $101K
6.9K $495K
VSH
Vishay Intertechnology Inc

Technology
4.27K
+ 21.76%
$10.57 - $15.97 $45.1K - $68.1K
23.9K $379K
MRVL
Marvell Technology, Inc.

Technology
156
+ 4.63%
$49.38 - $79.97 $7.7K - $12.5K
3.53K $272K
SPGI
S&P Global Inc.

Financial Services
86
+ 8.51%
$438.31 - $527.29 $37.7K - $45.3K
1.1K $577K
EBC
Eastern Bankshares, Inc.

Financial Services
6.08K
+ 22.58%
$14.18 - $16.5 $86.3K - $100K
33K $504K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
1.39K
+ 22.54%
$47.79 - $56.03 $66.4K - $77.9K
7.56K $389K
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
Track This Portfolio

Track Gallagher Fiduciary Advisors, LLC Portfolio

Follow Gallagher Fiduciary Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email