RJA
BRDG

Raymond James & Associates’s Bridge Investment Group BRDG Stock Holding History

Raymond James & Associates’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$244K Buy
24,707
+4,551
+23% +$37.2K ﹤0.01% 3522
2024
Q2 		$150K Sell
20,156
-3,598
-15% -$25.8K ﹤0.01% 3668
2024
Q1 		$163K Buy
23,754
+8,495
+56% +$70.7K ﹤0.01% 3660
2023
Q4 		$149K Buy
15,259
+1,772
+13% +$14.4K ﹤0.01% 3576
2023
Q3 		$124K Hold
13,487
– – ﹤0.01% 3562
2023
Q2 		$153K Buy
+13,487
New +$137K ﹤0.01% 3543

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Raymond James & Associates's BRDG Position: Q3 2024 in Review

Raymond James & Associates increased its Bridge Investment Group (BRDG) stake by 23% in Q3 2024, buying an estimated $37.2K and bringing the position to 24,707 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3522.

Raymond James & Associates first reported a position in BRDG in Q2 2023 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold BRDG as of Q3 2024.

  • Raymond James & Associates held 24,707 shares of Bridge Investment Group worth $244K as of Q3 2024.
  • Raymond James & Associates bought 4,551 Bridge Investment Group shares in Q3 2024, an estimated $37.2K.
  • Bridge Investment Group made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3522 holding.
  • Raymond James & Associates first reported a position in Bridge Investment Group in Q2 2023 and has held it in 6 quarters since.
  • 69 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.