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
MTH
Meritage Homes Corp

Consumer Cyclical
2.87K
+ 137.61%
$69.41 - $152.01 $199K - $436K
4.95K $350K
V
Visa Inc.

Financial Services
5
+ 0.61%
$306.92 - $362.71 $1.53K - $1.81K
820 $287K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.53K
+ 6.26%
$15.88 - $17.78 $24.2K - $27.2K
25.9K $452K
SWX
Southwest Gas Holdings, Inc.

Utilities
337
+ 7.67%
$68.42 - $78.18 $23.1K - $26.3K
4.73K $339K
SANM
Sanmina Corp

Technology
330
+ 4.83%
$73.38 - $90.52 $24.2K - $29.9K
7.17K $545K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
2.48K
+ 11.91%
$8.17 - $10.63 $20.2K - $26.3K
23.3K $214K
GATX
Gatx Corp

Industrials
157
+ 5.19%
$149.94 - $167.38 $23.5K - $26.3K
3.18K $494K
MU
Micron Technology Inc

Technology
213
+ 8.49%
$86.89 - $109.38 $18.5K - $23.3K
2.72K $236K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
168
+ 6.8%
$507.05 - $563.67 $85.2K - $94.7K
2.64K $1.36M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
499
+ 7.98%
$58.09 - $67.05 $29K - $33.5K
6.75K $405K
VLY
Valley National Bancorp

Financial Services
3.42K
+ 7.24%
$8.56 - $10.42 $29.2K - $35.6K
50.6K $449K
AES
Aes Corp

Utilities
3.84K
+ 6.4%
$9.93 - $13.23 $38.1K - $50.8K
63.9K $793K
PDCO
Patterson Companies, Inc.

Healthcare
438
+ 4.35%
$30.8 - $31.25 $13.5K - $13.7K
10.5K $328K
AVNT
Avient Corp

Basic Materials
1.17K
+ 15.41%
$36.91 - $44.21 $43.3K - $51.9K
8.79K $326K
PEP
Pepsico Inc

Consumer Defensive
183
+ 3.19%
$142.64 - $156.42 $26.1K - $28.6K
5.92K $887K
PTEN
Patterson Uti Energy Inc

Energy
1.66K
+ 11.19%
$7.15 - $9.45 $11.9K - $15.7K
16.5K $135K
BRSP
Bright Spire Capital, Inc.

Real Estate
2.74K
+ 7.57%
$5.48 - $6.23 $15K - $17K
38.9K $216K
SPGI
S&P Global Inc.

Financial Services
3
+ 0.3%
$478.26 - $543.77 $1.43K - $1.63K
1.01K $513K
VSH
Vishay Intertechnology Inc

Technology
1.94K
+ 10.96%
$15.9 - $19.1 $30.8K - $37K
19.6K $311K
DD
Du Pont De Nemours, Inc.

Basic Materials
229
+ 7.38%
$72.7 - $84.32 $16.6K - $19.3K
3.33K $248K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
347
+ 5.96%
$52.01 - $61.99 $18K - $21.5K
6.17K $329K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
1.72K
+ 15.48%
$29.3 - $35.9 $50.4K - $61.7K
12.8K $375K
XLRE
Select Sector Spdr Tr Real Est

ETFs
19
+ 0.29%
$39.18 - $43.52 $744 - $827
6.52K $272K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
415
+ 1.67%
$23.32 - $23.84 $9.68K - $9.89K
25.2K $590K
CEG
Constellation Energy Corp

Utilities
164
+ 15.75%
$201.63 - $347.44 $33.1K - $57K
1.21K $242K
VCIT
Vanguard Intermediate Term Cor

ETFs
26
+ 0.65%
$79.17 - $82.04 $2.06K - $2.13K
4.06K $331K
DFS
Discover Financial Services

Financial Services
75
+ 3.06%
$152.99 - $203.25 $11.5K - $15.2K
2.52K $430K
AVLV
American Centy ETF Tr Avantis
4.46K
+ 2.45%
$63.51 - $70.42 $284K - $314K
187K $12.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17
+ 0.46%
$71.17 - $73.66 $1.21K - $1.25K
3.69K $270K
JXN
Jackson Financial Inc.

Financial Services
348
+ 5.09%
$79.36 - $97.88 $27.6K - $34.1K
7.19K $601K
XLB
Select Sector Spdr Fd Material

ETFs
7
+ 0.23%
$83.19 - $90.99 $582 - $637
3.04K $260K
FVD
First Tr Value Line Divid Inde

ETFs
1
+ 0.02%
$42.61 - $45.51 $42.6 - $45.5
4.63K $206K
MAS
Masco Corp

Industrials
246
+ 5.58%
$68.67 - $81.85 $16.9K - $20.1K
4.65K $323K
SON
Sonoco Products CO

Consumer Cyclical
615
+ 3.85%
$44.71 - $49.22 $27.5K - $30.3K
16.6K $783K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.23K
+ 10.8%
$23.16 - $27.04 $74.9K - $87.4K
33.2K $777K
REI
Ring Energy, Inc.

Energy
27.8K
+ 19.0%
$1.09 - $1.51 $30.3K - $42K
174K $200K
XLP
Consumer Staples Sector Spdr

ETFs
21
+ 0.27%
N/A
7.7K $585K
CAT
Caterpillar Inc

Industrials
74
+ 10.34%
$326.75 - $407.63 $24.2K - $30.2K
790 $260K
Chimera Invt Corp
1.28K
+ 6.48%
N/A
21.1K $0
Healthcare Rlty Tr
1.81K
+ 4.0%
N/A
47.1K $0
First Tr Exchng Traded Fd Vi
330
+ 2.59%
N/A
13.1K $0
Innovator Etfs Trust
3.83K
+ 39.71%
N/A
13.5K $0
Innovator Etfs Trust
247K
New
N/A
247K $0
Digitalbridge Group Inc
2.4K
+ 18.09%
N/A
15.7K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.05K
+ 5.0%
$21.75 - $24.28 $22.7K - $25.4K
21.9K $484K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
8.43K
New
N/A
8.43K $0
First Tr Exchng Traded Fd Vi
6.28K
New
N/A
6.28K $0
OABI
Omniab Inc Com
6.94K
+ 18.89%
N/A
43.7K $0
First Tr Exchng Traded Fd Vi
1K
+ 4.3%
N/A
24.3K $0
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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