Number of Shares
24,345
Previous 28,380 14.22%
Holding current value
$245 Million
Previous $363 Million 32.41%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025

SELL
N/A
-4,035 Reduced 14.22%
24,345 $245 Million
Q4 2024

Jan 27, 2025

BUY
N/A
28,380 New
28,380 $363 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.