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
GE
General Electric CO

Industrials
464
+ 36.17%
$156.66 - $189.66 $72.7K - $88K
1.75K $329K
EBC
Eastern Bankshares, Inc.

Financial Services
5.21K
+ 32.02%
$13.69 - $17.09 $71.4K - $89.1K
21.5K $352K
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 29.16%
$44.74 - $53.22 $76.3K - $90.7K
7.55K $401K
AVNT
Avient Corp

Basic Materials
1.71K
+ 32.17%
$40.85 - $50.82 $69.8K - $86.9K
7.02K $353K
PRU
Prudential Financial Inc

Financial Services
903
+ 33.97%
$105.53 - $127.32 $95.3K - $115K
3.56K $431K
PM
Philip Morris International Inc.

Consumer Defensive
576
+ 23.25%
$101.25 - $127.45 $58.3K - $73.4K
3.05K $370K
OGS
One Gas, Inc.

Utilities
1.09K
+ 32.02%
$62.22 - $74.44 $67.8K - $81.1K
4.49K $334K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
3.96K
+ 35.95%
$18.88 - $22.7 $74.7K - $89.8K
15K $335K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
890
+ 3.27%
$81.31 - $83.29 $72.4K - $74.1K
28.1K $2.34M
ABT
Abbott Laboratories

Healthcare
737
+ 26.49%
$100.07 - $118.13 $73.8K - $87.1K
3.52K $401K
CI
Cigna Corp

Healthcare
280
+ 40.06%
$319.12 - $367.1 $89.4K - $103K
979 $339K
SANM
Sanmina Corp

Technology
1.38K
+ 31.37%
$62.98 - $75.33 $86.7K - $104K
5.77K $394K
CMCSA
Comcast Corp

Communication Services
2K
+ 37.22%
$37.33 - $41.78 $74.8K - $83.7K
7.39K $308K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
8.6K
+ 10.08%
$0.63 - $1.83 $5.42K - $15.7K
93.9K $161K
WERN
Werner Enterprises Inc

Industrials
1.96K
+ 32.05%
$34.21 - $40.44 $66.9K - $79.1K
8.06K $311K
STE
Steris PLC

Healthcare
215
+ 12.71%
$213.51 - $247.14 $45.9K - $53.1K
1.91K $462K
USB
Us Bancorp \De\

Financial Services
872
+ 11.42%
$39.04 - $47.23 $34K - $41.2K
8.51K $389K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
309
+ 30.87%
$212.93 - $269.22 $65.8K - $83.2K
1.31K $312K
SJW
Sjw Group

Utilities
1.19K
+ 32.01%
$53.35 - $61.66 $63.3K - $73.2K
4.9K $284K
GPC
Genuine Parts CO

Consumer Cyclical
577
+ 29.56%
$131.04 - $147.11 $75.6K - $84.9K
2.53K $353K
BAC
Bank Of America Corp

Financial Services
2.06K
+ 38.75%
$36.65 - $44.13 $75.6K - $91K
7.39K $293K
GATX
Gatx Corp

Industrials
602
+ 30.97%
$130.67 - $150.26 $78.7K - $90.5K
2.55K $337K
INVH
Invitation Homes Inc.

Real Estate
2.38K
+ 42.3%
$33.2 - $37.28 $79.1K - $88.8K
8.01K $282K
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 6.84%
$801.83 - $917.05 $44.1K - $50.4K
859 $761K
SWX
Southwest Gas Holdings, Inc.

Utilities
911
+ 31.99%
$68.16 - $75.87 $62.1K - $69.1K
3.76K $277K
NEOG
Neogen Corp

Healthcare
3.67K
+ 32.05%
$14.73 - $17.71 $54K - $65K
15.1K $254K
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.42%
$160.76 - $177.82 $5.63K - $6.22K
8.37K $1.45M
EMR
Emerson Electric CO

Industrials
690
+ 36.39%
$98.19 - $118.87 $67.8K - $82K
2.59K $282K
ALIT
Alight, Inc.

Technology
8.66K
+ 35.32%
$6.52 - $7.65 $56.5K - $66.3K
33.2K $245K
MRVL
Marvell Technology, Inc.

Technology
754
+ 19.83%
$56.15 - $76.24 $42.3K - $57.5K
4.56K $328K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
252
+ 0.56%
$36.35 - $38.17 $9.16K - $9.62K
44.9K $1.71M
XLG
Invesco Exchange Traded Fd Tr

ETFs
824
+ 9.58%
$42.54 - $47.97 $35.1K - $39.5K
9.43K $448K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
74
+ 4.94%
$256.4 - $289.78 $19K - $21.4K
1.57K $446K
BKD
Brookdale Senior Living Inc.

Healthcare
7.89K
+ 32.26%
$6.5 - $7.99 $51.3K - $63K
32.3K $219K
BRSP
Bright Spire Capital, Inc.

Real Estate
7.71K
+ 33.96%
$5.12 - $6.64 $39.5K - $51.2K
30.4K $170K
INTC
Intel Corp

Technology
7K
+ 41.78%
$18.9 - $34.87 $132K - $244K
23.8K $557K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
71
+ 0.75%
$30.61 - $34.92 $2.17K - $2.48K
9.59K $330K
ZD
Ziff Davis, Inc.

Communication Services
1.13K
+ 31.15%
$39.64 - $54.35 $45K - $61.6K
4.78K $232K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
5.35K
+ 32.52%
$7.49 - $9.67 $40.1K - $51.8K
21.8K $163K
FIW
First Trust Water ETF

ETFs
5
+ 0.15%
$98.0 - $109.33 $490 - $547
3.24K $354K
VSH
Vishay Intertechnology Inc

Technology
3.78K
+ 31.99%
$17.78 - $24.31 $67.2K - $91.9K
15.6K $294K
MQ
Marqeta, Inc.

Technology
9.13K
+ 32.93%
$4.67 - $5.61 $42.6K - $51.2K
36.9K $181K
MS
Morgan Stanley

Financial Services
87
+ 3.29%
$92.07 - $106.96 $8.01K - $9.31K
2.73K $284K
GOOGL
Alphabet Inc.

Communication Services
400
+ 16.39%
$148.65 - $191.18 $59.5K - $76.5K
2.84K $471K
SQ
Block, Inc.

Technology
113
+ 2.19%
$57.21 - $72.07 $6.46K - $8.14K
5.27K $353K
MU
Micron Technology Inc

Technology
618
+ 37.14%
$86.27 - $136.82 $53.3K - $84.6K
2.28K $236K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.11%
$106.13 - $108.7 $425 - $435
3.68K $399K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
4.54K
+ 32.88%
$7.63 - $12.31 $34.7K - $55.9K
18.4K $162K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
4.4K
+ 12.31%
$1.28 - $2.37 $5.63K - $10.4K
40.2K $55K
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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