Gallagher Fiduciary Advisors, LLC New Holdings in Q3 2024

Gallagher Fiduciary Advisors, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
383K
New
$106.11 - $113.72 $40.7M - $43.6M
383K $43.3M
AVUV
American Centy ETF Tr Avantis

ETFs
187K
New
$88.24 - $99.7 $16.5M - $18.6M
187K $17.9M
AVLV
American Centy ETF Tr Avantis
187K
New
$60.05 - $65.83 $11.2M - $12.3M
187K $12.3M
AES
Aes Corp

Utilities
37.9K
New
$16.18 - $20.07 $613K - $761K
37.9K $760K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
61.2K
New
$9.34 - $11.46 $571K - $701K
61.2K $677K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.4K
New
$44.24 - $49.47 $416K - $465K
9.4K $464K
ES
Eversource Energy

Utilities
6.47K
New
$56.52 - $68.38 $366K - $443K
6.47K $440K
AVO
Mission Produce, Inc.

Consumer Defensive
32.6K
New
$9.57 - $13.52 $312K - $440K
32.6K $417K
BALT
Innovator Etfs Tr
13.3K
New
$29.76 - $30.83 $396K - $410K
13.3K $409K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.9K
New
$28.09 - $30.4 $335K - $363K
11.9K $362K
FAST
Fastenal CO

Industrials
4.28K
New
$62.09 - $71.83 $266K - $308K
4.28K $305K
DFS
Discover Financial Services

Financial Services
2.09K
New
$123.41 - $144.72 $258K - $303K
2.09K $293K
RF
Regions Financial Corp

Financial Services
12.5K
New
$19.51 - $23.42 $244K - $293K
12.5K $291K
KKR
Kkr & Co. Inc.

Financial Services
2.22K
New
$104.51 - $133.23 $232K - $296K
2.22K $289K
BECN
Beacon Roofing Supply Inc

Industrials
3.28K
New
$80.05 - $102.8 $262K - $337K
3.28K $283K
GTN
Gray Television Inc

Communication Services
52.2K
New
$4.23 - $6.5 $221K - $339K
52.2K $279K
DHR
Danaher Corp

Healthcare
971
New
$239.25 - $280.76 $232K - $273K
971 $269K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
4.93K
New
$41.17 - $54.85 $203K - $270K
4.93K $260K
AME
Ametek Inc

Industrials
1.47K
New
$152.74 - $176.01 $224K - $259K
1.47K $252K
SIG
Signet Jewelers LTD

Consumer Cyclical
2.43K
New
$72.58 - $103.15 $176K - $251K
2.43K $250K
PEG
Public Service Enterprise Group Inc

Utilities
2.62K
New
$73.58 - $89.21 $192K - $233K
2.62K $233K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.6K
New
$77.22 - $89.49 $201K - $233K
2.6K $231K
CAT
Caterpillar Inc

Industrials
587
New
$316.8 - $391.12 $186K - $230K
587 $229K
REI
Ring Energy, Inc.

Energy
144K
New
$1.58 - $1.99 $227K - $286K
144K $229K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.77K
New
$44.83 - $47.42 $214K - $226K
4.77K $224K
COP
Conocophillips

Energy
2.13K
New
$102.3 - $116.61 $218K - $248K
2.13K $224K
SWK
Stanley Black & Decker, Inc.

Industrials
2.03K
New
$77.75 - $110.17 $158K - $223K
2.03K $223K
TTD
Trade Desk, Inc.

Technology
2K
New
$83.08 - $110.79 $166K - $222K
2K $219K
ANIK
Anika Therapeutics, Inc.

Healthcare
8.81K
New
$24.25 - $28.75 $214K - $253K
8.81K $217K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2K
New
$95.81 - $109.03 $192K - $218K
2K $215K
ENB
Enbridge Inc

Energy
5.18K
New
$35.27 - $41.18 $183K - $213K
5.18K $210K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
6.62K
New
$28.67 - $32.82 $190K - $217K
6.62K $209K
HAYN
Haynes International Inc

Industrials
3.51K
New
$58.5 - $60.36 $205K - $212K
3.51K $208K
JBHT
Hunt J B Transport Services Inc

Industrials
1.17K
New
$155.54 - $176.97 $182K - $207K
1.17K $201K
DAKT
Daktronics Inc

Technology
12.5K
New
$11.8 - $15.84 $148K - $198K
12.5K $161K
DAN
Dana Inc

Consumer Cyclical
14.2K
New
$9.34 - $12.71 $133K - $181K
14.2K $150K
AMCX
Amc Networks Inc.

Communication Services
15.9K
New
$7.42 - $11.13 $118K - $177K
15.9K $138K
STNE
Stone Co Ltd.

Technology
12.1K
New
$10.89 - $14.87 $132K - $180K
12.1K $136K
PLRX
Pliant Therapeutics, Inc.

Healthcare
10K
New
$10.52 - $14.35 $105K - $144K
10K $112K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
13.9K
New
$1.2 - $2.17 $16.7K - $30.3K
13.9K $23K
Innovator Etfs Trust
8.72K
New
N/A
8.72K $0
Solventum Corp
2.97K
New
N/A
2.97K $0
American Healthcare Reit Inc
11.4K
New
N/A
11.4K $0
Ferguson Enterprises Inc
1.21K
New
N/A
1.21K $0
Digitalbridge Group Inc
12.9K
New
N/A
12.9K $0
Aurora Cannabis Inc
19.8K
New
N/A
19.8K $0
Amplify ETF Tr
14K
New
N/A
14K $0
OABI
Omniab Inc Com
35.1K
New
N/A
35.1K $0
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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