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
RF
Regions Financial Corp

Financial Services
1.26K
+ 8.18%
$18.34 - $23.52 $23.1K - $29.7K
16.7K $392K
MTH
Meritage Homes Corp

Consumer Cyclical
1.13K
+ 22.84%
$62.44 - $71.44 $70.6K - $80.7K
6.08K $406K
CRC
California Resources Corp

Energy
1.03K
+ 21.71%
$32.4 - $47.27 $33.5K - $48.8K
5.79K $264K
SJW
Sjw Group

Utilities
1.4K
+ 22.68%
$50.1 - $56.8 $69.9K - $79.3K
7.55K $391K
STE
Steris PLC

Healthcare
102
+ 4.97%
$208.55 - $252.55 $21.3K - $25.8K
2.15K $517K
ITOT
Ishares Core S&P Total U.S. St

ETFs
24
+ 0.64%
$108.12 - $135.04 $2.59K - $3.24K
3.8K $513K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
182
+ 0.85%
$17.76 - $22.1 $3.23K - $4.02K
21.6K $477K
WTFC
Wintrust Financial Corp

Financial Services
204
+ 9.03%
$95.17 - $124.21 $19.4K - $25.3K
2.46K $305K
ABT
Abbott Laboratories

Healthcare
250
+ 5.56%
$123.95 - $138.08 $31K - $34.5K
4.75K $645K
CAT
Caterpillar Inc

Industrials
2
+ 0.25%
$273.94 - $388.21 $548 - $776
792 $307K
KBH
Kb Home

Consumer Cyclical
1.39K
+ 23.02%
$50.15 - $58.93 $69.8K - $82K
7.43K $393K
WERN
Werner Enterprises Inc

Industrials
2.27K
+ 22.42%
$24.66 - $30.08 $55.9K - $68.2K
12.4K $338K
USB
Us Bancorp \De\

Financial Services
301
+ 3.28%
$36.4 - $45.76 $11K - $13.8K
9.48K $428K
ALIT
Alight, Inc.

Technology
9.07K
+ 21.69%
$4.69 - $5.89 $42.5K - $53.4K
50.9K $288K
CI
Cigna Corp

Healthcare
112
+ 9.45%
$301.89 - $340.04 $33.8K - $38.1K
1.3K $428K
ES
Eversource Energy

Utilities
375
+ 5.08%
$54.25 - $65.89 $20.3K - $24.7K
7.76K $493K
COLB
Columbia Banking System, Inc.

Financial Services
3.38K
+ 12.08%
$20.71 - $25.63 $70K - $86.6K
31.3K $732K
EIX
Edison International

Utilities
2.18K
+ 20.39%
$48.32 - $59.92 $105K - $131K
12.9K $663K
GPC
Genuine Parts CO

Consumer Cyclical
199
+ 6.74%
$105.54 - $129.09 $21K - $25.7K
3.15K $382K
FAST
Fastenal CO

Industrials
4.33K
+ 100.16%
$40.65 - $83.16 $176K - $360K
8.65K $363K
AVNT
Avient Corp

Basic Materials
1.96K
+ 22.34%
$28.93 - $39.01 $56.8K - $76.6K
10.7K $347K
BRSP
Bright Spire Capital, Inc.

Real Estate
7.92K
+ 20.35%
$4.3 - $5.59 $34K - $44.3K
46.8K $236K
IRT
Independence Realty Trust, Inc.

Real Estate
8.98K
+ 22.32%
$17.41 - $21.38 $156K - $192K
49.2K $870K
WD
Walker & Dunlop, Inc.

Financial Services
1.1K
+ 26.45%
$66.0 - $85.06 $72.4K - $93.3K
5.24K $369K
DTE
Dte Energy CO

Utilities
270
+ 7.83%
$127.39 - $139.49 $34.4K - $37.7K
3.72K $492K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
5.14K
+ 28.93%
$9.31 - $12.72 $47.8K - $65.3K
22.9K $220K
XEL
Xcel Energy Inc

Utilities
858
+ 5.03%
$65.65 - $72.39 $56.3K - $62.1K
17.9K $1.22M
PRU
Prudential Financial Inc

Financial Services
286
+ 6.66%
$95.12 - $112.71 $27.2K - $32.2K
4.58K $492K
CMCSA
Comcast Corp

Communication Services
631
+ 6.24%
$32.84 - $36.72 $20.7K - $23.2K
10.7K $383K
JBHT
Hunt J B Transport Services Inc

Industrials
111
+ 7.78%
$124.73 - $152.78 $13.8K - $17K
1.54K $220K
VCIT
Vanguard Intermediate Term Cor

ETFs
42
+ 1.04%
$79.56 - $82.92 $3.34K - $3.48K
4.1K $339K
DHR
Danaher Corp

Healthcare
80
+ 7.48%
$174.64 - $205.16 $14K - $16.4K
1.15K $226K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
100
+ 4.25%
$90.85 - $102.31 $9.09K - $10.2K
2.45K $247K
D
Dominion Energy, Inc

Utilities
1
+ 0.01%
$49.66 - $58.0 $49.7 - $58
15.5K $877K
PEG
Public Service Enterprise Group Inc

Utilities
19
+ 0.72%
$77.13 - $84.18 $1.47K - $1.6K
2.67K $224K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
3.9K
+ 22.42%
$0.91 - $1.45 $3.55K - $5.65K
21.3K $26K
INVH
Invitation Homes Inc.

Real Estate
806
+ 8.16%
$30.53 - $35.47 $24.6K - $28.6K
10.7K $350K
UPS
United Parcel Service Inc

Industrials
688
+ 9.62%
$91.92 - $110.2 $63.2K - $75.8K
7.84K $791K
ZD
Ziff Davis, Inc.

Communication Services
1.5K
+ 26.03%
$29.53 - $38.63 $44.4K - $58.1K
7.28K $220K
MAS
Masco Corp

Industrials
406
+ 8.73%
$58.73 - $71.06 $23.8K - $28.9K
5.06K $325K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
80
+ 0.82%
$28.02 - $32.37 $2.24K - $2.59K
9.79K $311K
Ferguson Enterprises Inc
130
+ 8.82%
N/A
1.6K $0
Blackrock Inc
203
New
N/A
203 $0
Digitalbridge Group Inc
3.79K
+ 24.14%
N/A
19.5K $0
Chimera Invt Corp
19.3K
+ 91.68%
N/A
40.4K $0
Blackrock ETF Trust
11.5K
New
N/A
11.5K $0
Fidelity Covington Trust
177K
New
N/A
177K $0
FVD
First Tr Value Line Divid Inde

ETFs
2
+ 0.04%
$40.62 - $45.12 $81.2 - $90.2
4.63K $206K
First Tr Exchng Traded Fd Vi
5.71K
New
N/A
5.71K $0
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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