Number of Shares
11,439
Previous 10,852 5.41%
Holding current value
$549 Million
Previous $470 Million 16.8%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
N/A
587 Added 5.41%
11,439 $549 Million
Q1 2025

May 01, 2025

SELL
N/A
-2,738 Reduced 20.15%
10,852 $470 Million
Q4 2024

Jan 27, 2025

SELL
N/A
-98 Reduced 0.72%
13,590 $700 Million
Q3 2024

Oct 16, 2024

SELL
N/A
-2,117 Reduced 13.39%
13,688 $690 Million
Q2 2024

Aug 12, 2024

SELL
N/A
-1,392 Reduced 8.09%
15,805 $603 Million
Q1 2024

May 08, 2024

BUY
N/A
17,197 New
17,197 $720 Million
Track This Portfolio

Track Bleakley Financial Group, LLC Portfolio

Follow Bleakley Financial Group, 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 Bleakley Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bleakley Financial Group, LLC with notifications on news.