Avantax Advisory Services, Inc. Blackstone Inc. Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Blackstone Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 35,705 shares of BX stock, worth $6.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

35,705

Previous 42,748 16.48%

Holding current value

$6.48 Million

Previous $5.29 Million 3.29%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$120.77 - $159.66 $850,583 - $1.12 Million	-7,043 Reduced 16.48%	35,705 $5.47 Million
Q2 2024 Aug 09, 2024	BUY	$116.13 - $132.0 $888,626 - $1.01 Million	7,652 Added 21.8%	42,748 $5.29 Million
Q1 2024 May 08, 2024	BUY	$116.98 - $131.66 $238,873 - $268,849	2,042 Added 6.18%	35,096 $4.61 Million
Q4 2023 Feb 07, 2024	SELL	$89.61 - $133.13 $143,196 - $212,741	-1,598 Reduced 4.61%	33,054 $4.33 Million
Q3 2023 Nov 07, 2023	SELL	$91.91 - $115.12 $24,080 - $30,161	-262 Reduced 0.75%	34,652 $3.71 Million
Q2 2023 Aug 11, 2023	BUY	$80.4 - $92.97 $103,796 - $120,024	1,291 Added 3.84%	34,914 $3.25 Million
Q1 2023 Apr 28, 2023	BUY	$76.13 - $100.03 $79,936 - $105,031	1,050 Added 3.22%	33,623 $2.95 Million
Q4 2022 Feb 13, 2023	SELL	$72.15 - $108.77 $274,747 - $414,196	-3,808 Reduced 10.47%	32,573 $2.42 Million
Q3 2022 Nov 01, 2022	BUY	$81.95 - $108.79 $201,351 - $267,297	2,457 Added 7.24%	36,381 $3.05 Million
Q2 2022 Aug 02, 2022	SELL	$89.68 - $130.57 $448,041 - $652,327	-4,996 Reduced 12.84%	33,924 $3.1 Million
Q1 2022 Apr 27, 2022	BUY	$108.62 - $137.98 $971,388 - $1.23 Million	8,943 Added 29.83%	38,920 $4.94 Million
Q4 2021 Jan 24, 2022	BUY	$110.95 - $148.88 $376,453 - $505,149	3,393 Added 12.76%	29,977 $3.88 Million
Q3 2021 Oct 21, 2021	SELL	$97.11 - $135.04 $405,240 - $563,521	-4,173 Reduced 13.57%	26,584 $3.1 Million
Q2 2021 Jul 29, 2021	BUY	$74.62 - $99.62 $190,728 - $254,628	2,556 Added 9.06%	30,757 $2.99 Million
Q1 2021 May 13, 2021	SELL	$61.66 - $76.09 $282,094 - $348,111	-4,575 Reduced 13.96%	28,201 $2.1 Million
Q4 2020 Jan 22, 2021	SELL	$50.29 - $65.34 $2.42 Million - $3.14 Million	-48,061 Reduced 59.45%	32,776 $2.12 Million
Q3 2020 Oct 14, 2020	BUY	$49.95 - $58.0 $2.45 Million - $2.84 Million	49,026 Added 154.12%	80,837 $4.22 Million
Q2 2020 Aug 06, 2020	SELL	$40.8 - $59.45 $734 - $1,070	-18 Reduced 0.06%	31,811 $1.8 Million
Q1 2020 Apr 30, 2020	BUY	$36.04 - $64.41 $13,478 - $24,089	374 Added 1.19%	31,829 $1.45 Million
Q4 2019 Feb 14, 2020	BUY	$45.61 - $56.3 $872,701 - $1.08 Million	19,134 Added 155.3%	31,455 $1.76 Million
Q3 2019 Nov 08, 2019	BUY	$44.53 - $53.55 $548,654 - $659,789	12,321 New	12,321 $602,000

Others Institutions Holding BX

# of Institutions

2,137

Shares Held

504M

Call Options Held

12.6M

Put Options Held

16.4M

View Full List

About Blackstone Inc.

Ticker BX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 709,041,024
Market Cap $129B
Description
Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in...

More about BX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Blackstone Inc. Transaction History