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
O
Realty Income Corp

Real Estate
47
New
$56.13 - $60.79 $2.64K - $2.86K
47 $2K
KRG
Kite Realty Group Trust

Real Estate
127
New
$20.94 - $23.26 $2.66K - $2.95K
127 $2K
AFRM
Affirm Holdings, Inc.

Technology
31
New
$64.05 - $92.18 $1.99K - $2.86K
31 $2K
LNC
Lincoln National Corp

Financial Services
61
New
$33.37 - $43.29 $2.04K - $2.64K
61 $2K
INVH
Invitation Homes Inc.

Real Estate
74
New
$28.9 - $32.78 $2.14K - $2.43K
74 $2K
FNB
Fnb Corp

Financial Services
147
New
$14.75 - $16.79 $2.17K - $2.47K
147 $2K
L
Loews Corp

Financial Services
8
+ 6.06%
$89.82 - $100.39 $719 - $803
140 $14K
WELL
Welltower Inc.

Real Estate
16
New
$150.71 - $178.14 $2.41K - $2.85K
16 $2K
FAST
Fastenal CO

Industrials
54
New
$42.47 - $50.39 $2.29K - $2.72K
54 $2K
FLYW
Flywire Corp

Technology
149
New
$10.33 - $13.74 $1.54K - $2.05K
149 $2K
WDAY
Workday, Inc.

Technology
10
New
$213.69 - $247.69 $2.14K - $2.48K
10 $2K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
29
New
$90.62 - $107.71 $2.63K - $3.12K
29 $2K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
122
New
$19.08 - $23.53 $2.33K - $2.87K
122 $2K
GWW
W.W. Grainger, Inc.

Industrials
3
New
$932.44 - $1059.49 $2.8K - $3.18K
3 $2K
YUM
Yum Brands Inc

Consumer Cyclical
10
+ 4.07%
$139.5 - $153.94 $1.4K - $1.54K
256 $38K
XP
Xp Inc.

Financial Services
116
New
$16.0 - $20.11 $1.86K - $2.33K
116 $2K
ALLE
Allegion PLC

Industrials
12
New
$145.55 - $179.33 $1.75K - $2.15K
12 $2K
IDYA
Ideaya Biosciences, Inc.

Healthcare
86
New
$21.12 - $27.21 $1.82K - $2.34K
86 $2K
EXC
Exelon Corp

Utilities
47
New
$42.73 - $45.54 $2.01K - $2.14K
47 $2K
FTNT
Fortinet, Inc.

Technology
28
New
$74.39 - $107.65 $2.08K - $3.01K
28 $2K
INCY
Incyte Corp

Healthcare
26
New
$67.27 - $86.96 $1.75K - $2.26K
26 $2K
APD
Air Products & Chemicals, Inc.

Basic Materials
10
New
$265.78 - $299.3 $2.66K - $2.99K
10 $2K
F
Ford Motor CO

Consumer Cyclical
185
New
$10.82 - $12.09 $2K - $2.24K
185 $2K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11
New
$196.15 - $217.83 $2.16K - $2.4K
11 $2K
IMVT
Immunovant, Inc.

Healthcare
83
New
N/A
83 $2K
MQ
Marqeta, Inc.

Technology
395
New
$5.28 - $6.83 $2.09K - $2.7K
395 $2K
AKAM
Akamai Technologies Inc

Technology
20
New
N/A
20 $1K
ROKU
Roku, Inc

Communication Services
17
New
$79.98 - $101.78 $1.36K - $1.73K
17 $1K
CL
Colgate Palmolive CO

Consumer Defensive
22
New
$79.36 - $93.33 $1.75K - $2.05K
22 $1K
BAND
Bandwidth Inc.

Technology
84
New
$13.1 - $18.29 $1.1K - $1.54K
84 $1K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
47
New
$34.37 - $40.61 $1.62K - $1.91K
47 $1K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2
+ 25.0%
$111.77 - $121.28 $224 - $243
10 $1K
PRO
Pros Holdings, Inc.

Technology
59
New
$14.1 - $23.02 $832 - $1.36K
59 $1K
ADSK
Autodesk, Inc.

Technology
7
New
N/A
7 $1K
CFLT
Confluent, Inc.

Technology
60
New
$15.91 - $27.35 $955 - $1.64K
60 $1K
ATO
Atmos Energy Corp

Utilities
8
New
$151.51 - $170.75 $1.21K - $1.37K
8 $1K
EIX
Edison International

Utilities
33
New
$50.42 - $56.35 $1.66K - $1.86K
33 $1K
CTBI
Community Trust Bancorp Inc

Financial Services
31
New
$53.0 - $58.84 $1.64K - $1.82K
31 $1K
RGA
Reinsurance Group Of America Inc

Financial Services
8
New
$177.1 - $199.23 $1.42K - $1.59K
8 $1K
RVMD
Revolution Medicines, Inc.

Healthcare
40
New
$34.7 - $46.7 $1.39K - $1.87K
40 $1K
CNXC
Concentrix Corp

Technology
28
New
$45.94 - $62.0 $1.29K - $1.74K
28 $1K
WETF
Wisdom Tree Investments, Inc.

Financial Services
251
New
N/A
251 $1K
NRZ
New Residential Investment Corp.

Real Estate
224
New
N/A
224 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
116
New
$11.64 - $15.79 $1.35K - $1.83K
116 $1K
RLJ
Rlj Lodging Trust

Real Estate
183
New
$6.95 - $7.89 $1.27K - $1.44K
183 $1K
FRPT
Freshpet, Inc.

Consumer Defensive
25
New
$49.25 - $74.51 $1.23K - $1.86K
25 $1K
CNS
Cohen & Steers, Inc.

Financial Services
29
New
$65.61 - $78.01 $1.9K - $2.26K
29 $1K
MGM
Mgm Resorts International

Consumer Cyclical
38
New
$34.18 - $39.77 $1.3K - $1.51K
38 $1K
IFF
International Flavors & Fragrances Inc

Basic Materials
24
New
$60.3 - $77.46 $1.45K - $1.86K
24 $1K
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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