Halbert Hargrove Global Advisors, LLC New Holdings in Q3 2025

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
29
New
$90.62 - $107.71 $2.63K - $3.12K
29 $2K
KRG
Kite Realty Group Trust

Real Estate
127
New
$20.94 - $23.26 $2.66K - $2.95K
127 $2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
New
$534.91 - $598.71 $2.14K - $2.39K
4 $2K
MDT
Medtronic PLC

Healthcare
29
New
$87.67 - $95.74 $2.54K - $2.78K
29 $2K
XP
Xp Inc.

Financial Services
116
New
$16.0 - $20.11 $1.86K - $2.33K
116 $2K
NUE
Nucor Corp

Basic Materials
21
New
$133.3 - $150.33 $2.8K - $3.16K
21 $2K
PAGS
Pag Seguro Digital Ltd.

Technology
217
New
$7.75 - $10.74 $1.68K - $2.33K
217 $2K
UDR
Udr, Inc.

Real Estate
56
New
$36.71 - $41.37 $2.06K - $2.32K
56 $2K
PAYC
Paycom Software, Inc.

Technology
11
New
$208.14 - $238.8 $2.29K - $2.63K
11 $2K
TWST
Twist Bioscience Corp

Healthcare
105
New
$24.16 - $39.12 $2.54K - $4.11K
105 $2K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11
New
$196.15 - $217.83 $2.16K - $2.4K
11 $2K
TNC
Tennant CO

Industrials
30
New
$79.52 - $85.34 $2.39K - $2.56K
30 $2K
MQ
Marqeta, Inc.

Technology
395
New
$5.28 - $6.83 $2.09K - $2.7K
395 $2K
PII
Polaris Inc.

Consumer Cyclical
35
New
$44.87 - $59.95 $1.57K - $2.1K
35 $2K
WDAY
Workday, Inc.

Technology
10
New
$213.69 - $247.69 $2.14K - $2.48K
10 $2K
POOL
Pool Corp

Industrials
8
New
$292.13 - $333.62 $2.34K - $2.67K
8 $2K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
42
New
$61.95 - $80.32 $2.6K - $3.37K
42 $2K
TTWO
Take Two Interactive Software Inc

Communication Services
9
New
$217.37 - $259.96 $1.96K - $2.34K
9 $2K
LNC
Lincoln National Corp

Financial Services
61
New
$33.37 - $43.29 $2.04K - $2.64K
61 $2K
WELL
Welltower Inc.

Real Estate
16
New
$150.71 - $178.14 $2.41K - $2.85K
16 $2K
GNRC
Generac Holdings Inc.

Industrials
13
New
$146.61 - $202.85 $1.91K - $2.64K
13 $2K
SQ
Block, Inc.

Technology
37
New
N/A
37 $2K
BCE
Bce Inc

Communication Services
90
New
$22.63 - $25.74 $2.04K - $2.32K
90 $2K
DLR
Digital Realty Trust, Inc.

Real Estate
15
New
$161.21 - $180.02 $2.42K - $2.7K
15 $2K
BKR
Baker Hughes CO

Energy
58
New
$38.68 - $50.55 $2.24K - $2.93K
58 $2K
FAST
Fastenal CO

Industrials
54
New
$42.47 - $50.39 $2.29K - $2.72K
54 $2K
FNB
Fnb Corp

Financial Services
147
New
$14.75 - $16.79 $2.17K - $2.47K
147 $2K
D
Dominion Energy, Inc

Utilities
42
New
$56.32 - $62.1 $2.37K - $2.61K
42 $2K
DV
Double Verify Holdings, Inc.

Technology
213
New
$11.86 - $16.27 $2.53K - $3.47K
213 $2K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
43
New
$53.89 - $68.51 $2.32K - $2.95K
43 $2K
EFX
Equifax Inc

Industrials
8
New
$234.03 - $265.73 $1.87K - $2.13K
8 $2K
FLYW
Flywire Corp

Technology
149
New
$10.33 - $13.74 $1.54K - $2.05K
149 $2K
CR
Crane Holdings, Co.

Industrials
14
New
$178.73 - $198.45 $2.5K - $2.78K
14 $2K
CLF
Cleveland Cliffs Inc.

Basic Materials
192
New
$8.12 - $12.84 $1.56K - $2.47K
192 $2K
GWW
W.W. Grainger, Inc.

Industrials
3
New
$932.44 - $1059.49 $2.8K - $3.18K
3 $2K
CLDX
Celldex Therapeutics, Inc.

Healthcare
78
New
$20.01 - $26.19 $1.56K - $2.04K
78 $2K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
122
New
$19.08 - $23.53 $2.33K - $2.87K
122 $2K
FTNT
Fortinet, Inc.

Technology
28
New
$74.39 - $107.65 $2.08K - $3.01K
28 $2K
F
Ford Motor CO

Consumer Cyclical
185
New
$10.82 - $12.09 $2K - $2.24K
185 $2K
CAH
Cardinal Health Inc

Healthcare
13
New
$146.04 - $167.63 $1.9K - $2.18K
13 $2K
IDYA
Ideaya Biosciences, Inc.

Healthcare
86
New
$21.12 - $27.21 $1.82K - $2.34K
86 $2K
ZM
Zoom Video Communications, Inc.

Technology
29
New
$69.77 - $86.83 $2.02K - $2.52K
29 $2K
APD
Air Products & Chemicals, Inc.

Basic Materials
10
New
$265.78 - $299.3 $2.66K - $2.99K
10 $2K
RCUS
Arcus Biosciences, Inc.

Healthcare
180
New
$8.22 - $13.6 $1.48K - $2.45K
180 $2K
EQH
Equitable Holdings, Inc.

Financial Services
52
New
$50.09 - $55.88 $2.6K - $2.91K
52 $2K
ALLE
Allegion PLC

Industrials
12
New
$145.55 - $179.33 $1.75K - $2.15K
12 $2K
INVH
Invitation Homes Inc.

Real Estate
74
New
$28.9 - $32.78 $2.14K - $2.43K
74 $2K
EXP
Eagle Materials Inc

Basic Materials
11
New
$209.12 - $242.26 $2.3K - $2.66K
11 $2K
EQIX
Equinix Inc

Real Estate
3
New
$756.7 - $811.13 $2.27K - $2.43K
3 $2K
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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