Bleakley Financial Group, LLC Sells in Q4 2024

Bleakley Financial Group, LLC

  • $3.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-81.3K
- 13.57%
$260.27 - $280.65 $21.1M - $22.8M
518K $140B
VO
Vanguard Mid Cap ETF

ETFs
-45.1K
- 12.21%
$261.5 - $284.63 $11.8M - $12.8M
324K $85.5B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-146K
- 2.66%
$23.63 - $26.47 $3.44M - $3.85M
5.32M $126B
VTV
Vanguard Value ETF

ETFs
-18K
- 3.3%
$168.32 - $181.87 $3.03M - $3.28M
527K $89.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.2K
- 8.4%
$567.81 - $607.81 $7.49M - $8.02M
144K $84.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-69.8K
- 4.83%
$49.79 - $51.14 $3.48M - $3.57M
1.38M $69B
UPS
United Parcel Service Inc

Industrials
-28.6K
- 45.69%
$122.65 - $138.35 $3.51M - $3.96M
34K $4.29B
VT
Vanguard Total World Stk Index

ETFs
-20.4K
- 4.26%
$117.09 - $123.07 $2.39M - $2.51M
458K $53.8B
SCHO
Schwab Short Term Us Treasury

ETFs
-45.2K
- 48.12%
$24.06 - $48.88 $1.09M - $2.21M
48.7K $1.17B
NVO
Novo Nordisk A S

Healthcare
-9.09K
- 11.48%
$85.0 - $120.04 $772K - $1.09M
70.1K $6.03B
JNJ
Johnson & Johnson

Healthcare
-7.51K
- 6.93%
$143.34 - $165.86 $1.08M - $1.25M
101K $14.6B
UNH
Unitedhealth Group Inc

Healthcare
-1.58K
- 6.14%
$485.52 - $625.25 $765K - $985K
24.1K $12.2B
MDU
Mdu Resources Group Inc

Industrials
-57.8K
- 34.16%
$15.1 - $30.28 $873K - $1.75M
111K $2.01B
PHYS
Sprott Physical Gold Trust

Financial Services
-94.8K
- 3.17%
$19.66 - $21.66 $1.86M - $2.05M
2.89M $58.3B
KWEB
Kraneshares Tr Csi China Inter

ETFs
-25.9K
- 7.17%
$29.11 - $38.87 $754K - $1.01M
335K $9.8B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-613
- 10.36%
$701.85 - $1046.91 $430K - $642K
5.3K $3.78B
KLAC
Kla Corp

Technology
-1.81K
- 21.19%
$614.46 - $829.55 $1.11M - $1.5M
6.72K $4.24B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-18.1K
- 3.2%
$81.68 - $82.93 $1.48M - $1.5M
548K $44.9B
CGXU
Capital Group Intl Focus Equit

ETFs
-28.7K
- 5.37%
$24.67 - $26.94 $708K - $773K
506K $12.5B
BP
Bp PLC

Energy
-53K
- 39.13%
$28.16 - $33.14 $1.49M - $1.76M
82.4K $2.44B
AMGN
Amgen Inc

Healthcare
-1.09K
- 4.88%
$258.78 - $328.31 $281K - $356K
21.2K $5.51B
ELV
Elevance Health, Inc.

Healthcare
-1.96K
- 33.71%
$365.96 - $514.62 $718K - $1.01M
3.86K $1.42B
ASML
Asml Holding Nv

Technology
-819
- 11.18%
$658.43 - $872.27 $539K - $714K
6.51K $4.51B
GLD
Spdr Gold Trust

ETFs
-6.09K
- 5.2%
$236.59 - $257.5 $1.44M - $1.57M
111K $26.9B
AMD
Advanced Micro Devices Inc

Technology
-2.62K
- 9.22%
$118.88 - $172.8 $311K - $453K
25.8K $3.12B
INTC
Intel Corp

Technology
-55.6K
- 55.1%
$19.07 - $26.23 $1.06M - $1.46M
45.3K $908M
PEP
Pepsico Inc

Consumer Defensive
-4.85K
- 12.39%
$151.29 - $176.1 $733K - $853K
34.3K $5.21B
FNF
Fidelity National Financial, Inc.

Financial Services
-10.9K
- 7.98%
$55.19 - $63.83 $602K - $697K
126K $7.07B
MELI
Mercadolibre Inc

Consumer Cyclical
-542
- 50.94%
$1666.0 - $2117.3 $903K - $1.15M
522 $888M
SNY
Sanofi

Healthcare
-3.07K
- 2.54%
$45.89 - $57.31 $141K - $176K
118K $5.67B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-13.1K
- 16.05%
$91.29 - $91.8 $1.2M - $1.2M
68.5K $6.26B
KO
Coca Cola CO

Consumer Defensive
-735
- 0.61%
$61.74 - $71.71 $45.4K - $52.7K
120K $7.5B
AZN
Astrazeneca PLC

Healthcare
-5.2K
- 7.88%
$63.2 - $79.58 $329K - $414K
60.8K $3.98B
VHT
Vanguard Health Care ETF

ETFs
-386
- 1.12%
$250.81 - $283.3 $96.8K - $109K
34K $8.62B
ADI
Analog Devices Inc

Technology
-3.42K
- 18.56%
$206.35 - $236.48 $706K - $809K
15K $3.19B
HCA
Hca Healthcare, Inc.

Healthcare
-1.67K
- 33.31%
$297.52 - $415.61 $497K - $694K
3.35K $1B
ADBE
Adobe Inc.

Technology
-976
- 12.07%
$437.39 - $552.96 $427K - $540K
7.11K $3.16B
Bunge Global Sa
-2.1K
- 5.04%
N/A
39.6K $3.08B
PFE
Pfizer Inc

Healthcare
-25.4K
- 23.18%
$24.8 - $30.19 $629K - $766K
84.1K $2.23B
TTE
Total Energies Se

Energy
-6.28K
- 10.75%
N/A
52.1K $2.84B
MDT
Medtronic PLC

Healthcare
-2.54K
- 3.99%
$79.61 - $92.24 $202K - $234K
61.1K $4.88B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.61K
- 0.48%
$48.33 - $49.08 $175K - $177K
751K $36.4B
AES
Aes Corp

Utilities
-24.7K
- 33.65%
$12.44 - $20.24 $307K - $500K
48.7K $626M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-7.35K
- 25.56%
$49.78 - $66.55 $366K - $489K
21.4K $1.07B
IRM
Iron Mountain Inc

Real Estate
-4.9K
- 21.29%
$101.62 - $128.14 $497K - $627K
18.1K $1.9B
YUM
Yum Brands Inc

Consumer Cyclical
-5.39K
- 40.61%
$130.36 - $139.54 $703K - $753K
7.89K $1.06B
XLV
Select Sector Spdr Fund Health

ETFs
-2.17K
- 7.42%
$136.28 - $154.74 $295K - $335K
27K $3.72B
TTEK
Tetra Tech Inc

Industrials
-8.53K
- 16.72%
$39.8 - $50.52 $339K - $431K
42.5K $1.69B
QCOM
Qualcomm Inc

Technology
-673
- 1.97%
$150.4 - $178.04 $101K - $120K
33.4K $5.13B
Activity Summary
Buys All Purchases 608 New Holdings 102 Increased Positions 506 Sells All Sells 410 Reductions 410 Sold out 0 Options Calls 2 Puts 1
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