Gallagher Fiduciary Advisors, LLC Reduced Holdings in Q3 2024

Gallagher Fiduciary Advisors, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CFG
Citizens Financial Group Inc

Financial Services
-3.07K
- 15.25%
$35.24 - $43.24 $108K - $133K
17.1K $700K
VTI
Vanguard Total Stock Market Et

ETFs
-193
- 9.75%
$255.18 - $283.2 $49.2K - $54.7K
1.79K $506K
GLW
Corning Inc

Technology
-3.42K
- 16.38%
$37.76 - $46.2 $129K - $158K
17.5K $788K
IEFA
Ishares Tr

ETFs
-20.9K
- 7.01%
$70.09 - $78.74 $1.47M - $1.65M
278K $21.7M
UNH
Unitedhealth Group Inc

Healthcare
-144
- 16.72%
$488.01 - $604.18 $70.3K - $87K
717 $419K
MMM
3 M CO

Industrials
-5.57K
- 25.83%
$99.69 - $139.42 $555K - $776K
16K $2.18M
SPG
Simon Property Group Inc

Real Estate
-573
- 12.0%
$146.09 - $170.11 $83.7K - $97.5K
4.2K $710K
CRM
Salesforce, Inc.

Technology
-120
- 9.61%
$238.42 - $276.53 $28.6K - $33.2K
1.13K $309K
UGI
Ugi Corp

Utilities
-2.84K
- 9.91%
$22.23 - $25.05 $63.2K - $71.2K
25.8K $645K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-8
- 2.95%
$1024.09 - $1201.76 $8.19K - $9.61K
263 $276K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-17
- 0.92%
$147.95 - $191.05 $2.52K - $3.25K
1.83K $317K
SJM
J M Smucker CO

Consumer Defensive
-624
- 10.21%
$109.12 - $122.4 $68.1K - $76.4K
5.49K $664K
Healthcare Rlty Tr
-9.06K
- 18.15%
N/A
40.8K $0
PFE
Pfizer Inc

Healthcare
-947
- 3.02%
$27.7 - $31.39 $26.2K - $29.7K
30.4K $881K
AMD
Advanced Micro Devices Inc

Technology
-1
- 0.05%
$128.67 - $183.96 $129 - $184
1.91K $313K
TGT
Target Corp

Consumer Defensive
-175
- 3.85%
$133.47 - $159.25 $23.4K - $27.9K
4.38K $681K
PLD
Prologis, Inc.

Real Estate
-175
- 7.67%
$111.95 - $132.43 $19.6K - $23.2K
2.11K $266K
SON
Sonoco Products CO

Consumer Cyclical
-664
- 5.38%
$48.33 - $56.57 $32.1K - $37.6K
11.7K $637K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3
- 0.17%
$117.9 - $128.2 $354 - $385
1.76K $225K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-54
- 2.32%
$105.53 - $118.34 $5.7K - $6.39K
2.27K $265K
AEP
American Electric Power CO Inc

Utilities
-1.28K
- 12.44%
$87.11 - $104.95 $111K - $134K
9K $922K
ORCL
Oracle Corp

Technology
-400
- 12.92%
$125.9 - $170.35 $50.4K - $68.1K
2.7K $459K
JPM
Jpmorgan Chase & CO

Financial Services
-156
- 2.09%
$194.9 - $224.8 $30.4K - $35.1K
7.31K $1.54M
COLB
Columbia Banking System, Inc.

Financial Services
-7.48K
- 20.05%
$19.13 - $26.99 $143K - $202K
29.8K $779K
EIX
Edison International

Utilities
-1.2K
- 12.37%
$71.19 - $87.72 $85.5K - $105K
8.51K $740K
KMI
Kinder Morgan, Inc.

Energy
-529
- 2.11%
$19.72 - $22.22 $10.4K - $11.8K
24.6K $543K
ECL
Ecolab Inc.

Basic Materials
-44
- 1.28%
$228.86 - $255.76 $10.1K - $11.3K
3.39K $865K
NGG
National Grid PLC

Utilities
-1.21K
- 10.93%
$57.14 - $70.48 $69.3K - $85.4K
9.87K $687K
MA
Mastercard Inc

Financial Services
-13
- 1.06%
$429.6 - $500.99 $5.58K - $6.51K
1.22K $599K
HDV
Ishares Core High Dividend ETF

ETFs
-4.83K
- 6.78%
$107.62 - $118.76 $520K - $573K
66.4K $7.81M
FNF
Fidelity National Financial, Inc.

Financial Services
-1.54K
- 10.93%
$48.08 - $62.04 $74.1K - $95.6K
12.6K $779K
MCD
Mcdonalds Corp

Consumer Cyclical
-296
- 7.22%
$245.82 - $304.51 $72.8K - $90.1K
3.8K $1.16M
GOLD
Barrick Gold Corp

Basic Materials
-1.55K
- 3.0%
$16.56 - $21.01 $25.6K - $32.5K
50K $994K
KO
Coca Cola CO

Consumer Defensive
-165
- 0.9%
$62.69 - $73.01 $10.3K - $12K
18.2K $1.3M
T
At&T Inc.

Communication Services
-1.52K
- 2.31%
$18.21 - $22.28 $27.7K - $33.9K
64.5K $1.42M
WELL
Welltower Inc.

Real Estate
-428
- 4.58%
$104.0 - $129.74 $44.5K - $55.5K
8.91K $1.14M
AAPL
Apple Inc.

Technology
-740
- 3.6%
$207.23 - $234.82 $153K - $174K
19.8K $4.62M
TSLA
Tesla, Inc.

Consumer Cyclical
-59
- 0.89%
$191.76 - $263.26 $11.3K - $15.5K
6.61K $1.73M
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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