Number of Shares
13,688
Previous 15,805 13.39%
Holding current value
$690 Million
Previous $603 Million 14.28%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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.