Gallagher Fiduciary Advisors, LLC Sells in Q2 2025

Gallagher Fiduciary Advisors, LLC

  • $70.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-137K
- 2.83%
$285.55 - $321.23 $39.1M - $44M
4.7M $1.37B
PCG
Pg&E Corp

Utilities
-179K
- 0.87%
$13.55 - $17.87 $2.43M - $3.21M
20.6M $287M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-705K
- 89.19%
$40.82 - $43.14 $28.8M - $30.4M
85.5K $3.69M
FDVV
Fidelity High Dividend ETF

ETFs
-110K
- 88.08%
$43.6 - $52.02 $4.8M - $5.73M
14.9K $775K
VTV
Vanguard Value ETF

ETFs
-14.4K
- 18.76%
$153.67 - $176.74 $2.21M - $2.54M
62.2K $11M
DGRO
Ishares Core Dividend Growth E

ETFs
-36.3K
- 20.29%
$55.22 - $63.94 $2.01M - $2.32M
143K $9.13M
AEP
American Electric Power CO Inc

Utilities
-8.53K
- 81.01%
$98.59 - $109.11 $841K - $930K
2K $207K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-44.4K
- 19.91%
$27.3 - $31.8 $1.21M - $1.41M
179K $5.69M
T
At&T Inc.

Communication Services
-33.4K
- 49.09%
$26.33 - $28.94 $878K - $965K
34.6K $1M
CLF
Cleveland Cliffs Inc.

Basic Materials
-12.9K
- 1.81%
$5.83 - $8.88 $75.4K - $115K
701K $5.33M
HDV
Ishares Core High Dividend ETF

ETFs
-207
- 0.27%
$108.41 - $120.51 $22.4K - $24.9K
76.5K $8.96M
XOM
Exxon Mobil Corp

Energy
-155
- 0.61%
$99.93 - $119.04 $15.5K - $18.5K
25.2K $2.72M
AVLV
American Centy ETF Tr Avantis
-11.3K
- 6.03%
$56.85 - $68.21 $640K - $768K
175K $12M
SJM
J M Smucker CO

Consumer Defensive
-548
- 7.47%
$94.41 - $118.52 $51.7K - $64.9K
6.79K $666K
FNF
Fidelity National Financial, Inc.

Financial Services
-810
- 5.71%
$53.62 - $66.59 $43.4K - $53.9K
13.4K $750K
KO
Coca Cola CO

Consumer Defensive
-2.16K
- 9.67%
$68.37 - $73.9 $148K - $159K
20.2K $1.43M
PEP
Pepsico Inc

Consumer Defensive
-122
- 2.06%
$128.02 - $151.37 $15.6K - $18.5K
5.8K $765K
ECL
Ecolab Inc.

Basic Materials
-650
- 19.16%
$225.65 - $270.95 $147K - $176K
2.74K $739K
VZ
Verizon Communications Inc

Communication Services
-856
- 2.36%
$41.67 - $45.62 $35.7K - $39.1K
35.4K $1.53M
SHEL
Shell PLC

Energy
-869
- 6.67%
$59.75 - $73.05 $51.9K - $63.5K
12.2K $856K
WELL
Welltower Inc.

Real Estate
-665
- 7.02%
$136.49 - $155.22 $90.8K - $103K
8.81K $1.35M
SON
Sonoco Products CO

Consumer Cyclical
-856
- 5.16%
$40.6 - $47.93 $34.8K - $41K
15.7K $685K
NXST
Nexstar Media Group, Inc.

Communication Services
-259
- 5.24%
$144.68 - $181.86 $37.5K - $47.1K
4.69K $810K
CRM
Salesforce, Inc.

Technology
-278
- 16.81%
$236.26 - $291.15 $65.7K - $80.9K
1.38K $375K
UGI
Ugi Corp

Utilities
-4.25K
- 14.89%
$30.18 - $36.59 $128K - $156K
24.3K $885K
NGG
National Grid PLC

Utilities
-2.36K
- 17.6%
$62.74 - $74.79 $148K - $176K
11K $821K
PFE
Pfizer Inc

Healthcare
-150
- 0.33%
$21.59 - $24.84 $3.24K - $3.73K
45.1K $1.09M
SPG
Simon Property Group Inc

Real Estate
-169
- 3.65%
$140.37 - $171.44 $23.7K - $29K
4.46K $717K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-30
- 1.25%
$99.37 - $134.05 $2.98K - $4.02K
2.37K $268K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.75K
- 6.95%
$22.4 - $23.8 $39.3K - $41.7K
23.5K $558K
MFC
Manulife Financial Corp

Financial Services
-1.44K
- 5.53%
$26.93 - $32.44 $38.7K - $46.6K
24.6K $785K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.29K
- 9.91%
$20.42 - $25.3 $67.1K - $83.2K
29.9K $756K
MCK
Mckesson Corp

Healthcare
-100
- 10.32%
$652.83 - $732.78 $65.3K - $73.3K
869 $636K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-227
- 3.48%
$37.08 - $42.26 $8.42K - $9.59K
6.29K $260K
XLP
Consumer Staples Sector Spdr

ETFs
-141
- 1.83%
N/A
7.56K $575K
LMT
Lockheed Martin Corp

Industrials
-32
- 5.77%
$430.82 - $486.45 $13.8K - $15.6K
523 $242K
Innovator Etfs Trust
-58.4K
- 23.64%
N/A
189K $0
First Tr Exchng Traded Fd Vi
-739
- 4.8%
N/A
14.7K $0
First Tr Exchng Traded Fd Vi
-15.1K
- 62.35%
N/A
9.13K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-711
- 10.66%
$45.98 - $56.15 $32.7K - $39.9K
5.96K $334K
First Tr Exchng Traded Fd Vi
-38.5K
- 49.19%
N/A
39.7K $0
First Tr Exchng Traded Fd Vi
-454K
- 85.82%
N/A
75K $0
Healthcare Rlty Tr
-2.3K
- 4.88%
N/A
44.8K $0
XLB
Select Sector Spdr Fd Material

ETFs
-26
- 0.86%
$74.27 - $88.92 $1.93K - $2.31K
3.01K $264K
XLU
Utilities Sector Spdr

ETFs
-82
- 2.08%
$73.09 - $82.77 $5.99K - $6.79K
3.87K $315K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
-1.36K
- 10.58%
$24.53 - $35.75 $33.3K - $48.5K
11.5K $381K
IYW
Ishares Dj Us Tech ETF

ETFs
-475
- 17.7%
$122.57 - $173.27 $58.2K - $82.3K
2.21K $382K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-25
- 1.19%
$90.56 - $109.49 $2.26K - $2.74K
2.08K $227K
TFC
Truist Financial Corp

Financial Services
-510
- 2.84%
$34.79 - $42.99 $17.7K - $21.9K
17.5K $751K
Activity Summary
Buys All Purchases 229 New Holdings 41 Increased Positions 188 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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