Halbert Hargrove Global Advisors, LLC Closed Holding Positions

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EMGF
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Oct 29, 2021
15,567
$50.52 - $54.46 $786K - $848K
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
DWM
Wisdomtree Tr

ETFs
Q2 2020 Filed on Aug 10, 2020
5,096
$37.7 - $47.21 $192K - $241K
General Electric CO
Q2 2020 Filed on Aug 10, 2020
10,996
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
7,381
N/A
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
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
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
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
Celgene Corp
Q4 2017 Filed on Feb 01, 2018
1,375
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