Summit Trail Advisors, LLC Brighthouse Financial, Inc. Transaction History

Summit Trail Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$40.78 - $50.66 $337,943 - $419,819	8,287 New	8,287 $373,000
Q3 2023 Oct 30, 2023	BUY	$46.61 - $54.6 $1,538 - $1,801	33 Added 0.22%	15,327 $750,000
Q2 2023 Jul 25, 2023	SELL	$39.86 - $47.35 $916 - $1,089	-23 Reduced 0.15%	15,294 $724,000
Q1 2023 May 04, 2023	BUY	$40.67 - $59.98 $622,942 - $918,713	15,317 New	15,317 $675,000
Q4 2021 Feb 11, 2022	SELL	$46.17 - $55.37 $656,168 - $786,918	-14,212 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$40.52 - $49.06 $8,590 - $10,400	212 Added 1.51%	14,212 $643,000
Q3 2020 Nov 16, 2020	BUY	$25.33 - $32.43 $70,442 - $90,187	2,781 Added 19.86%	16,781 $719,000
Q3 2020 Nov 16, 2020	SELL	$25.33 - $32.43 $70,442 - $90,187	-2,781 Reduced 16.57%	14,000 $471,000
Q2 2020 Aug 13, 2020	SELL	$19.7 - $38.56 $1,930 - $3,778	-98 Reduced 0.7%	14,000 $389,000
Q1 2020 May 15, 2020	BUY	$16.15 - $47.37 $1,582 - $4,642	98 Added 0.7%	14,098 $341,000
Q4 2018 Feb 13, 2019	SELL	$29.07 - $46.34 $228,664 - $364,510	-7,866 Reduced 35.97%	14,000 $427,000
Q3 2018 Nov 14, 2018	BUY	$39.75 - $46.45 $3,458 - $4,041	87 Added 0.4%	21,866 $967,000
Q2 2018 Aug 10, 2018	SELL	$40.07 - $51.96 $1.06 Million - $1.37 Million	-26,424 Reduced 54.82%	21,779 $873,000
Q1 2018 May 21, 2018	BUY	$50.63 - $67.46 $2.35 Million - $3.13 Million	46,421 Added 2604.99%	48,203 $48,000
Q4 2017 Feb 14, 2018	BUY	$54.97 - $63.63 $97,956 - $113,388	1,782	1,782 $111,000

440

49.4M

83K

103K

Ticker BHF
Exchange NASDAQ
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 71,817,400
Market Cap $4.43B
Description
Brighthouse Financial, Inc. provides annuity and life insurance products in the United States. It operates through three segments: Annuities, Life, and Run-off. The Annuities segment offers variable, fixed, index-linked, and income annuities for contract holders' needs for protected wealth accumulation on a tax-deferred basis, wealth transfer, a...

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