Halbert Hargrove Global Advisors, LLC Closed Holding Positions

Halbert Hargrove Global Advisors, LLC

  • $1.81 Billion
  • Q3 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
$37.7 - $47.21 $192K - $241K
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
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email