Gallagher Fiduciary Advisors, LLC Incresed Positions in Q4 2024

Gallagher Fiduciary Advisors, LLC

  • $485 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
1.41K
+ 8.72%
$41.51 - $48.1 $58.3K - $67.6K
17.5K $760K
SSB
South State Corp

Financial Services
630
+ 17.82%
$94.05 - $111.93 $59.3K - $70.5K
4.17K $414K
SPGI
S&P Global Inc.

Financial Services
165
+ 19.6%
$480.36 - $529.17 $79.3K - $87.3K
1.01K $501K
ZD
Ziff Davis, Inc.

Communication Services
737
+ 15.43%
$43.77 - $59.99 $32.3K - $44.2K
5.51K $299K
COP
Conocophillips

Energy
796
+ 37.37%
$95.12 - $114.72 $75.7K - $91.3K
2.93K $290K
CMCSA
Comcast Corp

Communication Services
2.61K
+ 35.29%
$37.39 - $45.14 $97.4K - $118K
9.99K $374K
SPG
Simon Property Group Inc

Real Estate
307
+ 7.31%
$167.23 - $183.84 $51.3K - $56.4K
4.51K $776K
KO
Coca Cola CO

Consumer Defensive
3.84K
+ 21.16%
$61.74 - $71.71 $237K - $276K
22K $1.37M
VLY
Valley National Bancorp

Financial Services
7.02K
+ 17.49%
$8.7 - $10.78 $61.1K - $75.7K
47.2K $427K
JXN
Jackson Financial Inc.

Financial Services
1.01K
+ 17.23%
$84.91 - $113.74 $85.3K - $114K
6.84K $595K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
226
+ 17.25%
$221.83 - $266.82 $50.1K - $60.3K
1.54K $373K
CFG
Citizens Financial Group Inc

Financial Services
327
+ 1.92%
$39.92 - $48.46 $13.1K - $15.8K
17.4K $760K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
890
+ 18.05%
$49.77 - $64.58 $44.3K - $57.5K
5.82K $318K
RF
Regions Financial Corp

Financial Services
2.35K
+ 18.77%
$22.45 - $27.47 $52.7K - $64.4K
14.8K $349K
AME
Ametek Inc

Industrials
249
+ 16.95%
$165.89 - $197.38 $41.3K - $49.1K
1.72K $309K
BA
Boeing CO

Industrials
117
+ 8.09%
$138.14 - $180.72 $16.2K - $21.1K
1.56K $276K
JNJ
Johnson & Johnson

Healthcare
946
+ 20.1%
$143.34 - $165.86 $136K - $157K
5.65K $817K
PM
Philip Morris International Inc.

Consumer Defensive
479
+ 15.69%
$118.38 - $133.06 $56.7K - $63.7K
3.53K $425K
XLI
Industrial Sector Spdr

ETFs
597
+ 8.04%
$131.76 - $143.99 $78.7K - $86K
8.02K $1.06M
USB
Us Bancorp \De\

Financial Services
609
+ 7.16%
$43.98 - $53.66 $26.8K - $32.7K
9.12K $436K
DAN
Dana Inc

Consumer Cyclical
2.77K
+ 19.49%
$7.67 - $13.0 $21.3K - $36K
17K $196K
AMCX
Amc Networks Inc.

Communication Services
2.77K
+ 17.43%
$7.66 - $9.92 $21.2K - $27.5K
18.7K $184K
PLRX
Pliant Therapeutics, Inc.

Healthcare
1.88K
+ 18.78%
$10.55 - $15.7 $19.8K - $29.5K
11.9K $156K
XEL
Xcel Energy Inc

Utilities
67
+ 0.39%
$62.16 - $72.92 $4.16K - $4.89K
17.3K $1.17M
DTE
Dte Energy CO

Utilities
532
+ 19.01%
$117.04 - $129.77 $62.3K - $69K
3.33K $402K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
3.9K
+ 19.04%
$16.73 - $19.67 $65.2K - $76.7K
24.4K $422K
RDVY
First Trust Rising Dividend Ac

ETFs
743
+ 1.86%
$58.65 - $64.37 $43.6K - $47.8K
40.6K $2.4M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1.7K
+ 1.34%
$48.96 - $52.85 $83.1K - $89.7K
128K $6.31M
WELL
Welltower Inc.

Real Estate
458
+ 5.14%
$123.11 - $139.3 $56.4K - $63.8K
9.37K $1.18M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
10.4K
+ 16.92%
$9.98 - $11.7 $103K - $121K
71.5K $714K
OGS
One Gas, Inc.

Utilities
856
+ 19.06%
$66.96 - $78.69 $57.3K - $67.4K
5.35K $370K
JBHT
Hunt J B Transport Services Inc

Industrials
216
+ 18.45%
$164.22 - $197.19 $35.5K - $42.6K
1.39K $236K
SWX
Southwest Gas Holdings, Inc.

Utilities
632
+ 16.81%
$67.87 - $79.16 $42.9K - $50K
4.39K $310K
BRSP
Bright Spire Capital, Inc.

Real Estate
5.75K
+ 18.9%
$5.25 - $6.43 $30.2K - $37K
36.2K $203K
AEP
American Electric Power CO Inc

Utilities
1.36K
+ 15.1%
$90.91 - $102.21 $123K - $139K
10.4K $954K
WLY
John Wiley & Sons, Inc.

Communication Services
1.55K
+ 17.79%
$43.58 - $53.13 $67.3K - $82.1K
10.2K $448K
CAT
Caterpillar Inc

Industrials
129
+ 21.98%
$360.37 - $416.88 $46.5K - $53.8K
716 $259K
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 6.79%
$471.27 - $550.62 $14.1K - $16.5K
472 $246K
WERN
Werner Enterprises Inc

Industrials
1.33K
+ 16.53%
$35.64 - $41.8 $47.5K - $55.7K
9.4K $337K
EIX
Edison International

Utilities
1.1K
+ 12.93%
$77.93 - $88.36 $85.7K - $97.2K
9.61K $766K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
2.42K
+ 13.17%
$8.01 - $11.0 $19.4K - $26.6K
20.8K $187K
UNH
Unitedhealth Group Inc

Healthcare
159
+ 22.18%
$485.52 - $625.25 $77.2K - $99.4K
876 $443K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
365
+ 3.06%
$30.04 - $32.01 $11K - $11.7K
12.3K $386K
GE
General Electric CO

Industrials
359
+ 20.55%
$159.95 - $194.23 $57.4K - $69.7K
2.11K $351K
PTEN
Patterson Uti Energy Inc

Energy
1.73K
+ 13.19%
$7.26 - $8.7 $12.6K - $15.1K
14.9K $122K
TTD
Trade Desk, Inc.

Technology
55
+ 2.75%
$108.7 - $139.51 $5.98K - $7.67K
2.06K $241K
ALIT
Alight, Inc.

Technology
5.22K
+ 15.73%
$6.73 - $8.46 $35.1K - $44.2K
38.4K $265K
RTX
Raytheon Technologies Corp

Industrials
299
+ 10.05%
$114.45 - $127.21 $34.2K - $38K
3.27K $378K
XLV
Select Sector Spdr Fund Health

ETFs
985
+ 13.62%
$136.28 - $154.74 $134K - $152K
8.22K $1.13M
Activity Summary
Buys All Purchases 248 New Holdings 33 Increased Positions 215 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gallagher Fiduciary Advisors, LLC Portfolio

Follow Gallagher Fiduciary Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email