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
CTBI
Community Trust Bancorp Inc

Financial Services
31
New
$53.0 - $58.84 $1.64K - $1.82K
31 $1K
CL
Colgate Palmolive CO

Consumer Defensive
22
New
$79.36 - $93.33 $1.75K - $2.05K
22 $1K
SO
Southern CO

Utilities
11
New
$90.83 - $96.0 $999 - $1.06K
11 $1K
CNS
Cohen & Steers, Inc.

Financial Services
29
New
$65.61 - $78.01 $1.9K - $2.26K
29 $1K
SPYG
Spdr Portfolio

ETFs
16
New
$94.33 - $105.31 $1.51K - $1.68K
16 $1K
BHF
Brighthouse Financial, Inc.

Financial Services
34
New
$43.36 - $57.59 $1.47K - $1.96K
34 $1K
CHTR
Charter Communications, Inc.

Communication Services
4
New
$256.57 - $418.22 $1.03K - $1.67K
4 $1K
STT
State Street Corp

Financial Services
11
New
$102.01 - $117.25 $1.12K - $1.29K
11 $1K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
161
New
$9.11 - $10.03 $1.47K - $1.61K
161 $1K
AI
C3.Ai, Inc.

Technology
72
New
$15.46 - $29.16 $1.11K - $2.1K
72 $1K
FRPT
Freshpet, Inc.

Consumer Defensive
25
New
$49.25 - $74.51 $1.23K - $1.86K
25 $1K
TTD
Trade Desk, Inc.

Technology
23
New
$43.93 - $89.76 $1.01K - $2.06K
23 $1K
BDN
Brandywine Realty Trust

Real Estate
450
New
$3.81 - $4.58 $1.71K - $2.06K
450 $1K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
47
New
$34.37 - $40.61 $1.62K - $1.91K
47 $1K
HST
Host Hotels & Resorts, Inc.

Real Estate
105
New
$15.27 - $17.68 $1.6K - $1.86K
105 $1K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
67
New
$25.5 - $35.2 $1.71K - $2.36K
67 $1K
HPQ
Hp Inc

Technology
58
New
$24.45 - $29.35 $1.42K - $1.7K
58 $1K
MAA
Mid America Apartment Communities Inc.

Real Estate
13
New
$138.38 - $153.2 $1.8K - $1.99K
13 $1K
TAP
Molson Coors Beverage CO

Consumer Defensive
26
New
$44.09 - $52.81 $1.15K - $1.37K
26 $1K
ILMN
Illumina, Inc.

Healthcare
15
New
$91.69 - $109.88 $1.38K - $1.65K
15 $1K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
16
New
$54.83 - $84.09 $877 - $1.35K
16 $1K
NFG
National Fuel Gas CO

Energy
21
New
$82.19 - $93.72 $1.73K - $1.97K
21 $1K
NHI
National Health Investors Inc

Real Estate
13
New
$69.48 - $80.06 $903 - $1.04K
13 $1K
NWSA
News Corp

Communication Services
49
New
$28.38 - $31.03 $1.39K - $1.52K
49 $1K
PODD
Insulet Corp

Healthcare
5
New
$277.3 - $352.82 $1.39K - $1.76K
5 $1K
MGPI
Mgp Ingredients Inc

Consumer Defensive
49
New
$24.19 - $32.87 $1.19K - $1.61K
49 $1K
MGM
Mgm Resorts International

Consumer Cyclical
38
New
$34.18 - $39.77 $1.3K - $1.51K
38 $1K
MET
Metlife Inc

Financial Services
15
New
$73.82 - $82.37 $1.11K - $1.24K
15 $1K
MSGS
Madison Square Garden Sports Corp.

Communication Services
7
New
$192.65 - $230.03 $1.35K - $1.61K
7 $1K
HRL
Hormel Foods Corp

Consumer Defensive
45
New
$24.31 - $31.54 $1.09K - $1.42K
45 $1K
HI
Hillenbrand, Inc.

Industrials
39
New
$19.59 - $27.04 $764 - $1.05K
39 $1K
HXL
Hexcel Corp

Industrials
23
New
$57.15 - $64.88 $1.31K - $1.49K
23 $1K
HPE
Hewlett Packard Enterprise CO

Technology
75
New
$19.81 - $25.24 $1.49K - $1.89K
75 $1K
AZN
Astrazeneca PLC

Healthcare
21
New
$68.72 - $82.11 $1.44K - $1.72K
21 $1K
LYB
Lyondell Basell Industries N.V.

Basic Materials
21
New
$48.34 - $67.22 $1.02K - $1.41K
21 $1K
HUN
Huntsman Corp

Basic Materials
112
New
$8.87 - $12.07 $993 - $1.35K
112 $1K
MKC
Mccormick & CO Inc

Consumer Defensive
25
New
$64.3 - $77.17 $1.61K - $1.93K
25 $1K
EL
Estee Lauder Companies Inc

Consumer Defensive
18
New
$83.65 - $95.26 $1.51K - $1.71K
18 $1K
IFF
International Flavors & Fragrances Inc

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

Energy
15
New
$71.36 - $83.47 $1.07K - $1.25K
15 $1K
EEFT
Euronet Worldwide, Inc.

Technology
18
New
$87.37 - $107.37 $1.57K - $1.93K
18 $1K
ESAB
Esab Corp

Industrials
12
New
$108.14 - $134.17 $1.3K - $1.61K
12 $1K
PTEN
Patterson Uti Energy Inc

Energy
337
New
$5.18 - $6.6 $1.75K - $2.22K
337 $1K
PK
Park Hotels & Resorts Inc.

Real Estate
149
New
$10.17 - $12.13 $1.52K - $1.81K
149 $1K
PCG
Pg&E Corp

Utilities
110
New
$13.0 - $15.73 $1.43K - $1.73K
110 $1K
FIS
Fidelity National Information Services, Inc.

Technology
28
New
$63.37 - $82.35 $1.77K - $2.31K
28 $1K
RE
Everest Re Group LTD

Financial Services
3
New
N/A
3 $1K
PSX
Phillips 66

Energy
14
New
$118.37 - $139.46 $1.66K - $1.95K
14 $1K
JCI
Johnson Controls International PLC

Industrials
17
New
$103.24 - $111.73 $1.76K - $1.9K
17 $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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