Halbert Hargrove Global Advisors, LLC Closed Holding Positions

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
JPIE
J P Morgan Exchange Traded Fd
Q1 2025 Filed on Apr 17, 2025
25
$45.46 - $46.18 $1.14K - $1.15K
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
NKTR
Nektar Therapeutics

Healthcare
Q2 2022 Filed on Aug 05, 2022
11,279
$3.17 - $6.17 $35.8K - $69.6K
IMKTA
Ingles Markets Inc

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
2,663
$83.91 - $99.94 $223K - $266K
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
6,534
$30.32 - $91.33 $198K - $597K
PXD
Pioneer Natural Resources CO

Energy
Q1 2022 Filed on May 13, 2022
2,358
$186.89 - $257.93 $441K - $608K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 13, 2022
349
$378.09 - $648.05 $132K - $226K
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
MTD
Mettler Toledo International Inc

Healthcare
Q1 2022 Filed on May 13, 2022
122
$1289.32 - $1674.86 $157K - $204K
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
4,700
$30.32 - $91.33 $143K - $429K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q1 2022 Filed on May 13, 2022
15,000
$21.19 - $38.89 $318K - $583K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 13, 2022
5,600
$125.17 - $262.29 $701K - $1.47M
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 13, 2022
71,051
$106.08 - $113.93 $7.54M - $8.09M
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
2,000
$44.89 - $48.92 $89.8K - $97.8K
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
$37.7 - $47.21 $192K - $241K
Ingersoll Rand PLC
Q1 2020 Filed on May 01, 2020
7,000
N/A
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
1,000
$132.23 - $198.85 $132K - $199K
DVYE
Ishares Emerging Markets Divid

ETFs
Q1 2020 Filed on May 01, 2020
5,147
$25.94 - $41.99 $134K - $216K
United Technologies Corp
Q1 2020 Filed on May 01, 2020
1,654
N/A
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
ALL
Allstate Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
4,542
$101.21 - $108.68 $460K - $494K
MS
Morgan Stanley

Financial Services
Q3 2019 Filed on Nov 12, 2019
6,000
$39.1 - $45.74 $235K - $274K
Dowdupont Inc
Q2 2019 Filed on Jul 26, 2019
4,202
N/A
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q1 2019 Filed on May 13, 2019
44,356
N/A
DVN
Devon Energy Corp

Energy
Q4 2018 Filed on Feb 11, 2019
3,700
$20.98 - $40.65 $77.6K - $150K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2018 Filed on Feb 11, 2019
7,795
$29.98 - $36.73 $234K - $286K
DEW
Wisdomtree Tr Global High Divi

ETFs
Q3 2018 Filed on Oct 31, 2018
5,802
N/A
Mazor Robotics LTD
Q1 2018 Filed on May 01, 2018
4,336
N/A
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2018 Filed on May 01, 2018
3,009
N/A
IGF
Ishares Global Infrastructure

ETFs
Q1 2018 Filed on May 01, 2018
8,048
$41.95 - $46.35 $338K - $373K
Celgene Corp
Q4 2017 Filed on Feb 01, 2018
1,375
N/A
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