Halbert Hargrove Global Advisors, LLC Purchases in Q3 2025

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
184
New
$9.62 - $11.02 $1.77K - $2.03K
184 $1K
EXR
Extra Space Storage Inc.

Real Estate
14
New
$134.36 - $152.88 $1.88K - $2.14K
14 $1K
PCAR
Paccar Inc

Industrials
11
+ 25.58%
$92.91 - $102.86 $1.02K - $1.13K
54 $5K
EPC
Edgewell Personal Care CO

Consumer Defensive
80
New
$19.42 - $27.1 $1.55K - $2.17K
80 $1K
DDOG
Datadog, Inc.

Technology
14
New
$124.52 - $155.15 $1.74K - $2.17K
14 $1K
PCG
Pg&E Corp

Utilities
110
New
$13.0 - $15.73 $1.43K - $1.73K
110 $1K
CVS
Cvs Health Corp

Healthcare
19
New
$58.75 - $76.5 $1.12K - $1.45K
19 $1K
PSX
Phillips 66

Energy
14
New
$118.37 - $139.46 $1.66K - $1.95K
14 $1K
UVV
Universal Corp

Consumer Defensive
23
New
$51.66 - $58.83 $1.19K - $1.35K
23 $1K
ARW
Arrow Electronics Inc

Technology
10
New
$114.66 - $133.24 $1.15K - $1.33K
10 $1K
JCI
Johnson Controls International PLC

Industrials
17
New
$103.24 - $111.73 $1.76K - $1.9K
17 $1K
AROW
Arrow Financial Corp

Financial Services
40
New
$26.16 - $29.8 $1.05K - $1.19K
40 $1K
AA
Alcoa Corp

Basic Materials
44
New
$28.4 - $33.85 $1.25K - $1.49K
44 $1K
AZN
Astrazeneca PLC

Healthcare
21
New
$68.72 - $82.11 $1.44K - $1.72K
21 $1K
PSMT
Pricesmart Inc

Consumer Defensive
10
New
$102.01 - $122.66 $1.02K - $1.23K
10 $1K
ALB
Albemarle Corp

Basic Materials
21
New
$62.9 - $88.1 $1.32K - $1.85K
21 $1K
DVA
Davita Inc.

Healthcare
9
New
$127.69 - $151.32 $1.15K - $1.36K
9 $1K
PK
Park Hotels & Resorts Inc.

Real Estate
149
New
$10.17 - $12.13 $1.52K - $1.81K
149 $1K
DNLI
Denali Therapeutics Inc.

Healthcare
104
New
$12.75 - $15.65 $1.33K - $1.63K
104 $1K
PRK
Park National Corp

Financial Services
8
New
$158.56 - $177.92 $1.27K - $1.42K
8 $1K
DELL
Dell Technologies Inc.

Technology
13
New
$120.96 - $141.77 $1.57K - $1.84K
13 $1K
PTEN
Patterson Uti Energy Inc

Energy
337
New
$5.18 - $6.6 $1.75K - $2.22K
337 $1K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
16
New
$54.83 - $84.09 $877 - $1.35K
16 $1K
USNA
Usana Health Sciences Inc

Consumer Defensive
52
New
$27.55 - $35.43 $1.43K - $1.84K
52 $1K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
67
New
$25.5 - $35.2 $1.71K - $2.36K
67 $1K
AWR
American States Water CO

Utilities
25
New
$71.48 - $77.99 $1.79K - $1.95K
25 $1K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16
New
$48.5 - $50.19 $776 - $803
16 $0
ZIMV
Zim Vie Inc.

Healthcare
2
New
$8.44 - $18.97 $16.9 - $37.9
2 $0
VNT
Vontier Corp

Technology
2
New
$37.48 - $43.71 $75 - $87.4
2 $0
Annaly Capital Management In
40
New
N/A
40 $0
VONV
Vanguard Russell 1000 Value Et

ETFs
6
New
$84.55 - $89.54 $507 - $537
6 $0
Two Hbrs Invt Corp
69
New
N/A
69 $0
Atlassian Corporation
7
New
N/A
7 $0
Aptiv PLC
160
New
N/A
160 $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16
New
$49.78 - $50.75 $796 - $812
16 $0
UGI
Ugi Corp

Utilities
14
New
$32.64 - $37.14 $457 - $520
14 $0
Veralto Corp
4
New
N/A
4 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
22
New
$34.05 - $41.92 $749 - $922
22 $0
Barrick Mng Corp
590
New
N/A
590 $0
VTRS
Viatris Inc

Healthcare
43
New
$8.74 - $10.69 $376 - $460
43 $0
Thomson Reuters Corp
13
New
N/A
13 $0
Themes ETF Tr
567
New
N/A
567 $0
VUSB
Vanguard Bd Index Fds
1.61K
New
N/A
1.61K $0
Angi Inc
4
New
N/A
4 $0
BWA
Borgwarner Inc

Consumer Cyclical
20
New
$34.53 - $44.44 $691 - $889
20 $0
CPB
Campbell Soup CO

Consumer Defensive
10
New
$30.41 - $34.03 $304 - $340
10 $0
JBHT
Hunt J B Transport Services Inc

Industrials
5
New
$130.65 - $154.66 $653 - $773
5 $0
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
7
New
$105.93 - $131.8 $742 - $923
7 $0
FMX
Mexican Economic Development Inc

Consumer Defensive
7
New
$83.67 - $106.19 $586 - $743
7 $0
Activity Summary
Buys All Purchases 573 New Holdings 438 Increased Positions 135 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 4
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