Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GALLAGHER FIDUCIARY ADVISORS LLC 02-14-2024 12-31-2023 181 2,909,532,966
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MCDONALDS CORP COM 1 $1,664,521,009 5,613,710 0.06 0.00 5,609,470 132298.82 12-31-2023
PG&E CORP COM 2 $415,827,192 23,063,072 0.01 0.03 -1,396,425 -5.71 12-31-2023
DELTA AIR LINES INC DEL COM NEW 3 $220,362,581 5,477,568 0.01 0.02 -387,410 -6.61 12-31-2023
CBRE GROUP INC CL A 4 $95,256,763 1,023,276 0.00 0.01 -46,700 -4.36 12-31-2023
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