Gallagher Fiduciary Advisors, LLC Incresed Positions in Q3 2024

Gallagher Fiduciary Advisors, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
200K
+ 2194.04%
$28.1 - $29.89 $5.61M - $5.97M
209K $6.24M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
49.4K
+ 6.19%
$41.95 - $43.42 $2.07M - $2.15M
847K $36.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10.1K
+ 7.81%
$116.79 - $133.54 $1.18M - $1.35M
139K $18.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.2K
+ 5.65%
$240.48 - $267.94 $769K - $857K
59.8K $16M
IVV
Ishares Core S&P 500 ETF

ETFs
2.63K
+ 69.82%
$520.18 - $576.82 $1.37M - $1.52M
6.4K $3.69M
ISCG
Ishares Morningstar Small Cap

ETFs
5.91K
+ 1.89%
$44.24 - $49.07 $261K - $290K
319K $15.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.1K
+ 158.3%
$100.3 - $100.74 $1.11M - $1.12M
18.1K $1.82M
LUMN
Lumen Technologies, Inc.

Communication Services
41.1K
+ 54.52%
$1.03 - $7.28 $42.4K - $300K
117K $827K
FDVV
Fidelity High Dividend ETF

ETFs
5.75K
+ 5.29%
$46.26 - $50.65 $266K - $291K
115K $5.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.39K
+ 2.41%
$32.65 - $36.69 $143K - $161K
187K $6.79M
ABBV
Abb Vie Inc.

Healthcare
1.8K
+ 68.48%
$163.84 - $199.33 $295K - $359K
4.44K $876K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 27.5%
$405.19 - $478.57 $203K - $239K
2.32K $1.07M
MLI
Mueller Industries Inc

Industrials
2.03K
+ 31.67%
$55.73 - $74.1 $113K - $150K
8.43K $624K
IBM
International Business Machines Corp

Technology
516
+ 17.89%
$175.1 - $223.38 $90.4K - $115K
3.4K $751K
NIO
Nio Inc.

Consumer Cyclical
2K
+ 2.33%
$3.67 - $6.68 $7.34K - $13.4K
88K $587K
UMBF
Umb Financial Corp

Financial Services
1.18K
+ 31.85%
$81.41 - $108.94 $96.4K - $129K
4.9K $514K
IRT
Independence Realty Trust, Inc.

Real Estate
7.73K
+ 31.78%
$18.32 - $21.15 $142K - $163K
32K $656K
PRK
Park National Corp

Financial Services
797
+ 30.98%
$140.68 - $188.56 $112K - $150K
3.37K $565K
JXN
Jackson Financial Inc.

Financial Services
1.26K
+ 27.5%
$69.1 - $91.97 $86.9K - $116K
5.83K $532K
ITRI
Itron, Inc.

Technology
1.5K
+ 48.58%
$94.52 - $108.09 $142K - $162K
4.59K $490K
RDVY
First Trust Rising Dividend Ac

ETFs
60
+ 0.15%
$53.68 - $59.24 $3.22K - $3.55K
39.9K $2.36M
BANF
Bancfirst Corp

Financial Services
1.14K
+ 31.62%
$85.41 - $110.34 $96.9K - $125K
4.72K $496K
EFG
Msci Eafe Growth ETF

ETFs
1.53K
+ 62.6%
$96.84 - $108.77 $148K - $166K
3.96K $426K
PLTR
Palantir Technologies Inc.

Technology
250
+ 1.76%
$24.09 - $37.95 $6.02K - $9.49K
14.4K $536K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.55K
+ 30.23%
$84.77 - $97.13 $132K - $151K
6.69K $640K
BDN
Brandywine Realty Trust

Real Estate
19.4K
+ 32.29%
$4.3 - $5.44 $83.5K - $106K
79.6K $432K
MTH
Meritage Homes Corp

Consumer Cyclical
476
+ 31.95%
$152.23 - $213.69 $72.5K - $102K
1.97K $403K
CBU
Community Bank System, Inc.

Financial Services
1.75K
+ 32.11%
$45.86 - $62.82 $80.3K - $110K
7.21K $418K
GBCI
Glacier Bancorp, Inc.

Financial Services
2.22K
+ 31.85%
$36.29 - $47.47 $80.7K - $106K
9.21K $420K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
3.38K
+ 48.73%
$41.19 - $49.72 $139K - $168K
10.3K $458K
VLY
Valley National Bancorp

Financial Services
10.6K
+ 35.9%
$6.58 - $9.34 $69.8K - $99.1K
40.2K $363K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
2.2K
+ 32.22%
$36.06 - $46.59 $79.3K - $102K
9.03K $409K
KBH
Kb Home

Consumer Cyclical
1.15K
+ 31.35%
$65.35 - $89.63 $75.3K - $103K
4.83K $413K
JNJ
Johnson & Johnson

Healthcare
537
+ 12.88%
$145.48 - $167.38 $78.1K - $89.9K
4.71K $762K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.3K
+ 31.49%
$53.53 - $71.86 $69.4K - $93.1K
5.41K $380K
UNF
Unifirst Corp

Industrials
530
+ 30.98%
$164.34 - $198.74 $87.1K - $105K
2.24K $445K
AROW
Arrow Financial Corp

Financial Services
4.09K
+ 31.95%
$25.38 - $32.41 $104K - $132K
16.9K $483K
WLY
John Wiley & Sons, Inc.

Communication Services
2.1K
+ 31.86%
$40.69 - $48.34 $85.4K - $101K
8.68K $418K
SPGI
S&P Global Inc.

Financial Services
203
+ 31.77%
$446.32 - $527.38 $90.6K - $107K
842 $434K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.05%
$453.41 - $572.44 $453 - $572
2.11K $1.21M
TMP
Tompkins Financial Corp

Financial Services
1.69K
+ 32.09%
$46.27 - $63.96 $78.2K - $108K
6.95K $402K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
4.98K
+ 32.14%
$15.15 - $19.2 $75.5K - $95.6K
20.5K $380K
DTE
Dte Energy CO

Utilities
839
+ 42.83%
$108.67 - $128.41 $91.2K - $108K
2.8K $359K
BSX
Boston Scientific Corp

Healthcare
1.3K
+ 26.55%
$72.96 - $84.0 $94.6K - $109K
6.18K $518K
SSB
South State Corp

Financial Services
863
+ 32.29%
$75.47 - $101.63 $65.1K - $87.7K
3.54K $343K
CARR
Carrier Global Corp

Industrials
973
+ 30.0%
$61.9 - $80.88 $60.2K - $78.7K
4.22K $339K
WD
Walker & Dunlop, Inc.

Financial Services
816
+ 31.49%
$93.87 - $113.96 $76.6K - $93K
3.41K $387K
NPO
Enpro Industries, Inc

Industrials
606
+ 30.67%
$141.73 - $171.51 $85.9K - $104K
2.58K $418K
UBSI
United Bankshares Inc

Financial Services
2.53K
+ 32.48%
$31.56 - $39.32 $79.7K - $99.3K
10.3K $382K
Activity Summary
Buys All Purchases 165 New Holdings 49 Increased Positions 116 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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