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Bleakley Financial Group’s DT Midstream DTM Stock Holding History

Bleakley Financial Group’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,676
Closed -$366K – 639
2024
Q4 		$366K Sell
3,676
-23
-0.6% -$2.19K 0.01% 714
2024
Q3 		$291K Buy
3,699
+385
+12% +$28.7K 0.01% 793
2024
Q2 		$235K Buy
+3,314
New +$218K 0.01% 835

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bleakley Financial Group's DTM Position: Q1 2025 in Review

Bleakley Financial Group sold out of DT Midstream (DTM) in Q1 2025, closing a stake of 3,676 shares — an estimated $366K sold.

Bleakley Financial Group first reported a position in DTM in Q2 2024 and held it in 3 quarters. The position peaked at $366K in Q4 2024. 604 funds tracked by Wall St. Rank hold DTM as of Q1 2025.

  • Bleakley Financial Group reported no remaining DT Midstream position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,676 DT Midstream shares in Q1 2025, an estimated $366K.
  • Bleakley Financial Group first reported a position in DT Midstream in Q2 2024 and held it in 3 quarters.
  • Bleakley Financial Group's DT Midstream position peaked at $366K in Q4 2024.
  • 604 funds tracked by Wall St. Rank held DT Midstream as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.