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
Rocket Lab Corp
10.5K
New
N/A
10.5K $0
Linde PLC
58
+ 7.67%
N/A
814 $0
J P Morgan Exchange Traded F
6.44K
New
N/A
6.44K $0
Innovator Etfs Trust
3.62K
+ 26.8%
N/A
17.1K $0
Innovator Etfs Trust
20.2K
New
N/A
20.2K $0
FJAN
First Exc Trd Viii Cboe Vest U
4.41K
+ 54.76%
N/A
12.4K $0
First Tr Exchng Traded Fd Vi
267
+ 2.03%
N/A
13.4K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.04K
+ 47.95%
N/A
12.5K $0
First Tr Exchng Traded Fd Vi
1.29K
+ 20.57%
N/A
7.57K $0
First Tr Exchng Traded Fd Vi
1.35K
+ 20.09%
N/A
8.08K $0
CMTG
Claros Mortgage Trust, Inc.

Real Estate
6.94K
+ 27.09%
$2.25 - $3.66 $15.6K - $25.4K
32.5K $92K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
15.8K
+ 24.34%
$6.07 - $8.61 $95.9K - $136K
80.7K $548K
PTEN
Patterson Uti Energy Inc

Energy
3.86K
+ 23.37%
$5.46 - $8.56 $21.1K - $33.1K
20.4K $120K
COP
Conocophillips

Energy
317
+ 10.63%
$82.66 - $106.1 $26.2K - $33.6K
3.3K $296K
ANIK
Anika Therapeutics, Inc.

Healthcare
2.36K
+ 21.49%
$10.58 - $15.05 $25K - $35.5K
13.3K $141K
MRK
Merck & Co., Inc.

Healthcare
1.13K
+ 10.53%
$73.47 - $87.12 $82.9K - $98.4K
11.8K $937K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
217
+ 7.76%
$483.48 - $539.8 $105K - $117K
3.01K $1.46M
UNH
Unitedhealth Group Inc

Healthcare
493
+ 56.47%
$274.35 - $599.47 $135K - $296K
1.37K $426K
JNJ
Johnson & Johnson

Healthcare
277
+ 4.8%
$146.36 - $159.82 $40.5K - $44.3K
6.04K $923K
XLE
Energy Sector Spdr

ETFs
16
+ 0.31%
$76.44 - $94.13 $1.22K - $1.51K
5.16K $437K
NEOG
Neogen Corp

Healthcare
3.87K
+ 20.49%
$4.39 - $8.59 $17K - $33.2K
22.7K $108K
AAPL
Apple Inc.

Technology
1.12K
+ 6.52%
$172.42 - $223.89 $193K - $250K
18.3K $3.75M
AES
Aes Corp

Utilities
4.86K
+ 7.61%
$9.63 - $12.55 $46.8K - $61K
68.7K $722K
XLV
Select Sector Spdr Fund Health

ETFs
45
+ 0.59%
$128.77 - $144.3 $5.79K - $6.49K
7.62K $1.03M
LYB
Lyondell Basell Industries N.V.

Basic Materials
970
+ 8.94%
$53.23 - $70.65 $51.6K - $68.5K
11.8K $683K
ABBV
Abb Vie Inc.

Healthcare
205
+ 4.06%
$170.16 - $206.27 $34.9K - $42.3K
5.25K $974K
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.12%
$157.66 - $172.39 $2.05K - $2.24K
10.6K $1.69M
CVX
Chevron Corp

Energy
379
+ 3.7%
$133.73 - $168.51 $50.7K - $63.9K
10.6K $1.52M
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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