Gallagher Fiduciary Advisors, LLC Purchases in Q4 2024

Gallagher Fiduciary Advisors, LLC

  • $485 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
609
+ 7.16%
$43.98 - $53.66 $26.8K - $32.7K
9.12K $436K
AMCX
Amc Networks Inc.

Communication Services
2.77K
+ 17.43%
$7.66 - $9.92 $21.2K - $27.5K
18.7K $184K
DAN
Dana Inc

Consumer Cyclical
2.77K
+ 19.49%
$7.67 - $13.0 $21.3K - $36K
17K $196K
PLRX
Pliant Therapeutics, Inc.

Healthcare
1.88K
+ 18.78%
$10.55 - $15.7 $19.8K - $29.5K
11.9K $156K
DTE
Dte Energy CO

Utilities
532
+ 19.01%
$117.04 - $129.77 $62.3K - $69K
3.33K $402K
XEL
Xcel Energy Inc

Utilities
67
+ 0.39%
$62.16 - $72.92 $4.16K - $4.89K
17.3K $1.17M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
3.9K
+ 19.04%
$16.73 - $19.67 $65.2K - $76.7K
24.4K $422K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1.7K
+ 1.34%
$48.96 - $52.85 $83.1K - $89.7K
128K $6.31M
RDVY
First Trust Rising Dividend Ac

ETFs
743
+ 1.86%
$58.65 - $64.37 $43.6K - $47.8K
40.6K $2.4M
WELL
Welltower Inc.

Real Estate
458
+ 5.14%
$123.11 - $139.3 $56.4K - $63.8K
9.37K $1.18M
OGS
One Gas, Inc.

Utilities
856
+ 19.06%
$66.96 - $78.69 $57.3K - $67.4K
5.35K $370K
JBHT
Hunt J B Transport Services Inc

Industrials
216
+ 18.45%
$164.22 - $197.19 $35.5K - $42.6K
1.39K $236K
BRSP
Bright Spire Capital, Inc.

Real Estate
5.75K
+ 18.9%
$5.25 - $6.43 $30.2K - $37K
36.2K $203K
SWX
Southwest Gas Holdings, Inc.

Utilities
632
+ 16.81%
$67.87 - $79.16 $42.9K - $50K
4.39K $310K
AEP
American Electric Power CO Inc

Utilities
1.36K
+ 15.1%
$90.91 - $102.21 $123K - $139K
10.4K $954K
CAT
Caterpillar Inc

Industrials
129
+ 21.98%
$360.37 - $416.88 $46.5K - $53.8K
716 $259K
WLY
John Wiley & Sons, Inc.

Communication Services
1.55K
+ 17.79%
$43.58 - $53.13 $67.3K - $82.1K
10.2K $448K
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 6.79%
$471.27 - $550.62 $14.1K - $16.5K
472 $246K
WERN
Werner Enterprises Inc

Industrials
1.33K
+ 16.53%
$35.64 - $41.8 $47.5K - $55.7K
9.4K $337K
EIX
Edison International

Utilities
1.1K
+ 12.93%
$77.93 - $88.36 $85.7K - $97.2K
9.61K $766K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
2.42K
+ 13.17%
$8.01 - $11.0 $19.4K - $26.6K
20.8K $187K
UNH
Unitedhealth Group Inc

Healthcare
159
+ 22.18%
$485.52 - $625.25 $77.2K - $99.4K
876 $443K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
365
+ 3.06%
$30.04 - $32.01 $11K - $11.7K
12.3K $386K
TTD
Trade Desk, Inc.

Technology
55
+ 2.75%
$108.7 - $139.51 $5.98K - $7.67K
2.06K $241K
PTEN
Patterson Uti Energy Inc

Energy
1.73K
+ 13.19%
$7.26 - $8.7 $12.6K - $15.1K
14.9K $122K
GE
General Electric CO

Industrials
359
+ 20.55%
$159.95 - $194.23 $57.4K - $69.7K
2.11K $351K
ALIT
Alight, Inc.

Technology
5.22K
+ 15.73%
$6.73 - $8.46 $35.1K - $44.2K
38.4K $265K
RTX
Raytheon Technologies Corp

Industrials
299
+ 10.05%
$114.45 - $127.21 $34.2K - $38K
3.27K $378K
XLV
Select Sector Spdr Fund Health

ETFs
985
+ 13.62%
$136.28 - $154.74 $134K - $152K
8.22K $1.13M
IVE
Ishares S&P 500 Value ETF

ETFs
163
+ 5.88%
$189.5 - $206.17 $30.9K - $33.6K
2.93K $559K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
614
+ 16.28%
$55.45 - $61.08 $34K - $37.5K
4.39K $243K
AMD
Advanced Micro Devices Inc

Technology
780
+ 40.79%
$118.88 - $172.8 $92.7K - $135K
2.69K $325K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
132
+ 5.8%
$113.92 - $127.38 $15K - $16.8K
2.41K $277K
AES
Aes Corp

Utilities
22.1K
+ 58.31%
$12.44 - $20.24 $275K - $447K
60K $772K
ENB
Enbridge Inc

Energy
1
+ 0.02%
$40.4 - $43.92 $40.4 - $43.9
5.18K $219K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
3.1K
+ 22.26%
$1.55 - $2.65 $4.81K - $8.23K
17.1K $31K
XOM
Exxon Mobil Corp

Energy
2.06K
+ 9.23%
$105.51 - $125.37 $217K - $258K
24.3K $2.62M
VSH
Vishay Intertechnology Inc

Technology
2.07K
+ 13.27%
$15.17 - $19.41 $31.4K - $40.2K
17.7K $299K
DD
Du Pont De Nemours, Inc.

Basic Materials
504
+ 19.38%
$75.95 - $88.05 $38.3K - $44.4K
3.1K $236K
UNF
Unifirst Corp

Industrials
384
+ 17.14%
$171.0 - $206.22 $65.7K - $79.2K
2.63K $449K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
447
+ 1.59%
$81.68 - $82.93 $36.5K - $37.1K
28.5K $2.34M
MUB
Ishares National Muni Bond ETF

ETFs
95
+ 2.58%
$105.78 - $108.7 $10K - $10.3K
3.78K $402K
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.45%
$104.59 - $118.05 $941 - $1.06K
2.01K $218K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
843
+ 15.58%
$59.24 - $74.8 $49.9K - $63.1K
6.25K $382K
MAS
Masco Corp

Industrials
620
+ 16.38%
$72.52 - $85.73 $45K - $53.2K
4.41K $319K
WD
Walker & Dunlop, Inc.

Financial Services
586
+ 17.2%
$95.69 - $116.27 $56.1K - $68.1K
3.99K $388K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
72
+ 0.75%
$33.7 - $37.69 $2.43K - $2.71K
9.66K $331K
First Tr Exchng Traded Fd Vi
5.09K
+ 6.76%
N/A
80.4K $0
Linde PLC
129
+ 20.57%
N/A
756 $0
Activity Summary
Buys All Purchases 248 New Holdings 33 Increased Positions 215 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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