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
First Tr Exchng Traded Fd Vi
21.4K
+ 4.23%
N/A
529K $0
First Tr Exchng Traded Fd Vi
9.23K
New
N/A
9.23K $0
Ferguson Enterprises Inc
208
+ 16.43%
N/A
1.47K $0
First Tr Exchng Traded Fd Vi
633
+ 9.38%
N/A
7.38K $0
EBC
Eastern Bankshares, Inc.

Financial Services
1.31K
+ 5.09%
$15.29 - $19.15 $20K - $25K
26.9K $441K
CMCSA
Comcast Corp

Communication Services
116
+ 1.16%
$33.19 - $38.23 $3.85K - $4.43K
10.1K $372K
IYW
Ishares Dj Us Tech ETF

ETFs
310
+ 13.06%
$140.44 - $166.79 $43.5K - $51.7K
2.68K $376K
FIW
First Trust Water ETF

ETFs
15
+ 0.47%
$99.48 - $106.74 $1.49K - $1.6K
3.22K $324K
AME
Ametek Inc

Industrials
60
+ 3.49%
$170.39 - $190.43 $10.2K - $11.4K
1.78K $306K
PEG
Public Service Enterprise Group Inc

Utilities
19
+ 0.72%
$78.2 - $90.39 $1.49K - $1.72K
2.65K $218K
BANF
Bancfirst Corp

Financial Services
314
+ 5.63%
$108.28 - $123.19 $34K - $38.7K
5.89K $647K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
3.18K
+ 14.17%
$2.21 - $4.48 $7.03K - $14.2K
25.6K $95K
SPG
Simon Property Group Inc

Real Estate
121
+ 2.68%
$159.48 - $187.78 $19.3K - $22.7K
4.63K $768K
UBSI
United Bankshares Inc

Financial Services
782
+ 6.42%
$34.03 - $39.27 $26.6K - $30.7K
13K $449K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.39K
+ 2.47%
$29.34 - $31.31 $158K - $169K
223K $6.63M
CBU
Community Bank System, Inc.

Financial Services
532
+ 6.26%
$56.08 - $67.99 $29.8K - $36.2K
9.03K $513K
WTFC
Wintrust Financial Corp

Financial Services
135
+ 6.36%
$107.76 - $136.92 $14.5K - $18.5K
2.26K $253K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
339
+ 1.99%
$1.14 - $2.1 $386 - $712
17.4K $20K
RF
Regions Financial Corp

Financial Services
578
+ 3.89%
$20.84 - $24.77 $12K - $14.3K
15.4K $335K
AROW
Arrow Financial Corp

Financial Services
1.29K
+ 6.48%
$25.65 - $27.88 $33.1K - $35.9K
21.2K $557K
PRU
Prudential Financial Inc

Financial Services
129
+ 3.1%
$105.04 - $122.33 $13.6K - $15.8K
4.29K $479K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
890
+ 8.88%
$30.79 - $38.48 $27.4K - $34.2K
10.9K $348K
RDVY
First Trust Rising Dividend Ac

ETFs
154
+ 0.38%
$57.22 - $63.39 $8.81K - $9.76K
40.8K $2.39M
GLW
Corning Inc

Technology
285
+ 1.72%
$44.91 - $54.25 $12.8K - $15.5K
16.9K $773K
LYB
Lyondell Basell Industries N.V.

Basic Materials
333
+ 3.17%
$69.82 - $78.67 $23.3K - $26.2K
10.8K $763K
ALIT
Alight, Inc.

Technology
3.42K
+ 8.91%
$5.91 - $7.05 $20.2K - $24.1K
41.8K $248K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
75
+ 4.88%
$218.17 - $305.86 $16.4K - $22.9K
1.61K $355K
KBH
Kb Home

Consumer Cyclical
416
+ 7.39%
$57.73 - $70.05 $24K - $29.1K
6.04K $351K
TFC
Truist Financial Corp

Financial Services
460
+ 2.62%
$39.48 - $48.15 $18.2K - $22.1K
18K $740K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
49
+ 0.51%
$31.63 - $35.22 $1.55K - $1.73K
9.71K $310K
MS
Morgan Stanley

Financial Services
71
+ 2.23%
$111.68 - $141.08 $7.93K - $10K
3.25K $379K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.54%
$423.19 - $506.29 $1.27K - $1.52K
555 $247K
ITOT
Ishares Core S&P Total U.S. St

ETFs
19
+ 0.51%
$120.29 - $134.6 $2.29K - $2.56K
3.78K $460K
CRC
California Resources Corp

Energy
253
+ 5.61%
$39.17 - $54.42 $9.91K - $13.8K
4.76K $209K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
666
+ 2.46%
$25.58 - $29.24 $17K - $19.5K
27.8K $727K
SOXX
Ishares Semiconductor ETF

ETFs
110
+ 6.72%
$188.17 - $235.81 $20.7K - $25.9K
1.75K $328K
DHR
Danaher Corp

Healthcare
4
+ 0.38%
$201.62 - $250.59 $806 - $1K
1.07K $219K
JBHT
Hunt J B Transport Services Inc

Industrials
40
+ 2.88%
$146.12 - $186.55 $5.84K - $7.46K
1.43K $211K
CFG
Citizens Financial Group Inc

Financial Services
525
+ 3.02%
$39.73 - $48.36 $20.9K - $25.4K
17.9K $733K
NEOG
Neogen Corp

Healthcare
3.16K
+ 20.08%
$8.43 - $13.07 $26.6K - $41.2K
18.9K $163K
COLB
Columbia Banking System, Inc.

Financial Services
1.05K
+ 3.91%
$23.89 - $28.84 $25.2K - $30.4K
28K $697K
UMBF
Umb Financial Corp

Financial Services
354
+ 6.14%
$98.0 - $122.56 $34.7K - $43.4K
6.12K $619K
EMR
Emerson Electric CO

Industrials
90
+ 2.88%
$108.64 - $131.17 $9.78K - $11.8K
3.21K $352K
LMND
Lemonade, Inc.

Financial Services
490
+ 5.1%
$30.77 - $38.56 $15.1K - $18.9K
10.1K $317K
WD
Walker & Dunlop, Inc.

Financial Services
154
+ 3.86%
$82.09 - $96.76 $12.6K - $14.9K
4.15K $353K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
44
+ 2.89%
$254.58 - $302.92 $11.2K - $13.3K
1.57K $400K
PRK
Park National Corp

Financial Services
255
+ 6.4%
$151.4 - $174.01 $38.6K - $44.4K
4.24K $641K
WERN
Werner Enterprises Inc

Industrials
708
+ 7.53%
$29.25 - $38.23 $20.7K - $27.1K
10.1K $296K
GBCI
Glacier Bancorp, Inc.

Financial Services
570
+ 5.2%
$43.81 - $52.23 $25K - $29.8K
11.5K $509K
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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