Gallagher Fiduciary Advisors, LLC Incresed Positions in Q1 2025

Gallagher Fiduciary Advisors, LLC

  • $3.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CFG
Citizens Financial Group Inc

Financial Services
525
+ 3.02%
$39.73 - $48.36 $20.9K - $25.4K
17.9K $733K
COLB
Columbia Banking System, Inc.

Financial Services
1.05K
+ 3.91%
$23.89 - $28.84 $25.2K - $30.4K
28K $697K
UMBF
Umb Financial Corp

Financial Services
354
+ 6.14%
$98.0 - $122.56 $34.7K - $43.4K
6.12K $619K
EMR
Emerson Electric CO

Industrials
90
+ 2.88%
$108.64 - $131.17 $9.78K - $11.8K
3.21K $352K
LMND
Lemonade, Inc.

Financial Services
490
+ 5.1%
$30.77 - $38.56 $15.1K - $18.9K
10.1K $317K
WD
Walker & Dunlop, Inc.

Financial Services
154
+ 3.86%
$82.09 - $96.76 $12.6K - $14.9K
4.15K $353K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
44
+ 2.89%
$254.58 - $302.92 $11.2K - $13.3K
1.57K $400K
WERN
Werner Enterprises Inc

Industrials
708
+ 7.53%
$29.25 - $38.23 $20.7K - $27.1K
10.1K $296K
GBCI
Glacier Bancorp, Inc.

Financial Services
570
+ 5.2%
$43.81 - $52.23 $25K - $29.8K
11.5K $509K
PRK
Park National Corp

Financial Services
255
+ 6.4%
$151.4 - $174.01 $38.6K - $44.4K
4.24K $641K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
376
+ 5.97%
$47.79 - $59.89 $18K - $22.5K
6.67K $334K
USB
Us Bancorp \De\

Financial Services
62
+ 0.68%
$40.92 - $50.9 $2.54K - $3.16K
9.18K $387K
GOOGL
Alphabet Inc.

Communication Services
673
+ 15.14%
$154.33 - $206.19 $104K - $139K
5.12K $791K
AMCX
Amc Networks Inc.

Communication Services
1
+ 0.01%
$6.78 - $10.41 $6.78 - $10.4
18.7K $128K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
2.02K
+ 12.81%
$10.98 - $17.34 $22.1K - $35K
17.8K $206K
DAKT
Daktronics Inc

Technology
779
+ 5.27%
$11.95 - $17.59 $9.31K - $13.7K
15.6K $189K
MRK
Merck & Co., Inc.

Healthcare
380
+ 3.68%
$83.01 - $101.02 $31.5K - $38.4K
10.7K $962K
RKLB
Rocket Lab Usa, Inc.

Industrials
220
+ 2.06%
$17.12 - $31.57 $3.77K - $6.95K
10.9K $194K
MTN
Vail Resorts Inc

Consumer Cyclical
221
+ 5.3%
$153.58 - $184.72 $33.9K - $40.8K
4.39K $702K
CRM
Salesforce, Inc.

Technology
81
+ 5.15%
$268.36 - $359.95 $21.7K - $29.2K
1.65K $443K
ZD
Ziff Davis, Inc.

Communication Services
261
+ 4.74%
$37.58 - $55.5 $9.81K - $14.5K
5.77K $216K
BDN
Brandywine Realty Trust

Real Estate
5.45K
+ 5.7%
$4.44 - $5.66 $24.2K - $30.8K
101K $450K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1.55K
+ 1.2%
$46.71 - $52.3 $72.2K - $80.8K
130K $6.23M
KKR
Kkr & Co. Inc.

Financial Services
46
+ 1.62%
$108.17 - $167.07 $4.98K - $7.69K
2.89K $334K
UPS
United Parcel Service Inc

Industrials
193
+ 2.77%
$109.66 - $136.26 $21.2K - $26.3K
7.15K $786K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
111
+ 0.35%
$196.12 - $229.48 $21.8K - $25.5K
31.4K $6.35M
EIX
Edison International

Utilities
1.08K
+ 11.24%
$50.06 - $80.01 $54.1K - $86.4K
10.7K $629K
TGT
Target Corp

Consumer Defensive
201
+ 3.15%
$103.65 - $142.5 $20.8K - $28.6K
6.58K $686K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.2K
+ 3.71%
$32.49 - $37.99 $234K - $273K
201K $6.74M
VUG
Vanguard Growth ETF

ETFs
750
+ 4.12%
$369.1 - $427.61 $277K - $321K
18.9K $7.02M
XLK
Technology Sector Spdr

ETFs
104
+ 0.49%
$206.38 - $242.18 $21.5K - $25.2K
21.2K $4.38M
VBR
Vanguard Small Cap Value ETF

ETFs
411
+ 0.46%
$183.02 - $207.75 $75.2K - $85.4K
89.8K $16.7M
ISCG
Ishares Morningstar Small Cap

ETFs
4.16K
+ 1.48%
$44.44 - $52.05 $185K - $216K
286K $12.9M
AVUV
American Centy ETF Tr Avantis

ETFs
4.93K
+ 3.11%
$84.95 - $100.62 $419K - $496K
164K $14.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
791
+ 1.53%
$247.97 - $296.33 $196K - $234K
52.3K $13.2M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.22K
+ 0.75%
$82.81 - $96.53 $101K - $117K
164K $13.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.39K
+ 1.01%
$126.86 - $146.45 $176K - $203K
139K $17.7M
Activity Summary
Buys All Purchases 228 New Holdings 40 Increased Positions 188 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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