Halbert Hargrove Global Advisors, LLC Closed Holding Positions

Halbert Hargrove Global Advisors, LLC

  • $1.53 Billion
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IMKTA
Ingles Markets Inc

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
2,663
$83.91 - $99.94 $223K - $266K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q2 2022 Filed on Aug 05, 2022
19,519
$5.34 - $6.31 $104K - $123K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2022 Filed on Aug 05, 2022
2,249
$80.61 - $107.49 $181K - $242K
MU
Micron Technology Inc

Technology
Q2 2022 Filed on Aug 05, 2022
2,738
$55.01 - $77.67 $151K - $213K
NKTR
Nektar Therapeutics

Healthcare
Q2 2022 Filed on Aug 05, 2022
11,279
$3.17 - $6.17 $35.8K - $69.6K
SHEL
Shell PLC

Energy
Q2 2022 Filed on Aug 05, 2022
4,241
$24.75 - $30.77 $105K - $130K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q2 2022 Filed on Aug 05, 2022
5,949
$30.34 - $38.42 $180K - $229K
C
Citigroup Inc

Financial Services
Q2 2022 Filed on Aug 05, 2022
4,077
$45.69 - $54.09 $186K - $221K
SPGI
S&P Global Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
561
$316.03 - $414.99 $177K - $233K
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
6,534
$30.32 - $91.33 $198K - $597K
CHTR
Charter Communications, Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
320
$545.52 - $647.58 $175K - $207K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 13, 2022
349
$378.09 - $648.05 $132K - $226K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 13, 2022
71,051
$106.08 - $113.93 $7.54M - $8.09M
PXD
Pioneer Natural Resources CO

Energy
Q1 2022 Filed on May 13, 2022
2,358
$186.89 - $257.93 $441K - $608K
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on May 13, 2022
390
$94.08 - $130.2 $36.7K - $50.8K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
853
$126.46 - $235.05 $108K - $200K
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
4,700
$30.32 - $91.33 $143K - $429K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 13, 2022
5,600
$125.17 - $262.29 $701K - $1.47M
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 13, 2022
5,794
$125.17 - $262.29 $725K - $1.52M
MCO
Moodys Corp

Financial Services
Q1 2022 Filed on May 13, 2022
543
$301.31 - $386.27 $164K - $210K
MTD
Mettler Toledo International Inc

Healthcare
Q1 2022 Filed on May 13, 2022
122
$1289.32 - $1674.86 $157K - $204K
TGT
Target Corp

Consumer Defensive
Q1 2022 Filed on May 13, 2022
873
$189.9 - $234.17 $166K - $204K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
14,257
$6.47 - $7.04 $92.2K - $100K
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
2,000
$44.89 - $48.92 $89.8K - $97.8K
EMGF
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Oct 29, 2021
15,567
$50.52 - $54.46 $786K - $848K
NSC
Norfolk Southern Corp

Industrials
Q3 2021 Filed on Oct 29, 2021
762
$239.24 - $273.35 $182K - $208K
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2021 Filed on May 06, 2021
37,785
$115.3 - $117.87 $4.36M - $4.45M
XOM
Exxon Mobil Corp

Energy
Q4 2020 Filed on Feb 04, 2021
2,700
$31.57 - $44.01 $85.2K - $119K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
347,548
$18.21 - $19.31 $6.33M - $6.71M
General Electric CO
Q2 2020 Filed on Aug 10, 2020
10,996
N/A
DWM
Wisdomtree Tr

ETFs
Q2 2020 Filed on Aug 10, 2020
5,096
N/A
United Technologies Corp
Q1 2020 Filed on May 01, 2020
1,654
N/A
DVYE
Ishares Emerging Markets Divid

ETFs
Q1 2020 Filed on May 01, 2020
5,147
$25.94 - $41.99 $134K - $216K
Ingersoll Rand PLC
Q1 2020 Filed on May 01, 2020
7,000
N/A
SHW
Sherwin Williams CO

Basic Materials
Q1 2020 Filed on May 01, 2020
1,000
$132.23 - $198.85 $132K - $199K
MDT
Medtronic PLC

Healthcare
Q1 2020 Filed on May 01, 2020
1,784
$72.92 - $121.3 $130K - $216K
Ingersoll Rand PLC
Q1 2020 Filed on May 01, 2020
7,381
N/A
SHW
Sherwin Williams CO

Basic Materials
Q1 2020 Filed on May 01, 2020
3,114
$132.23 - $198.85 $412K - $619K
SYK
Stryker Corp

Healthcare
Q4 2019 Filed on Feb 12, 2020
843
$197.98 - $220.53 $167K - $186K
SYK
Stryker Corp

Healthcare
Q4 2019 Filed on Feb 12, 2020
200
$197.98 - $220.53 $39.6K - $44.1K
ALL
Allstate Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
3,500
$101.21 - $108.68 $354K - $380K
MS
Morgan Stanley

Financial Services
Q3 2019 Filed on Nov 12, 2019
6,000
$39.1 - $45.74 $235K - $274K
ALL
Allstate Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
4,542
$101.21 - $108.68 $460K - $494K
Dowdupont Inc
Q2 2019 Filed on Jul 26, 2019
4,202
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q1 2019 Filed on May 13, 2019
4,087
N/A
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q1 2019 Filed on May 13, 2019
44,356
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2018 Filed on Feb 11, 2019
7,795
$29.98 - $36.73 $234K - $286K
DVN
Devon Energy Corp

Energy
Q4 2018 Filed on Feb 11, 2019
3,700
$20.98 - $40.65 $77.6K - $150K
DEW
Wisdomtree Tr Global High Divi

ETFs
Q3 2018 Filed on Oct 31, 2018
5,802
N/A
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