Avantax Planning Partners, Inc. Blackstone Inc. Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Blackstone Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,152 shares of BX stock, worth $608,714. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,152

Previous 3,390 7.02%

Holding current value

$608,714

Previous $419,000 15.04%

% of portfolio

0.02%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$120.77 - $159.66 $28,743 - $37,999	-238 Reduced 7.02%	3,152 $482,000
Q2 2024 Aug 09, 2024	SELL	$116.13 - $132.0 $8,709 - $9,900	-75 Reduced 2.16%	3,390 $419,000
Q1 2024 May 02, 2024	SELL	$116.98 - $131.66 $7,252 - $8,162	-62 Reduced 1.76%	3,465 $455,000
Q4 2023 Feb 09, 2024	BUY	$89.61 - $133.13 $89 - $133	1 Added 0.03%	3,527 $461,000
Q3 2023 Nov 03, 2023	SELL	$91.91 - $115.12 $45,587 - $57,099	-496 Reduced 12.33%	3,526 $377,000
Q2 2023 Jul 17, 2023	BUY	$80.4 - $92.97 $34,652 - $40,070	431 Added 12.0%	4,022 $373,000
Q1 2023 Apr 20, 2023	SELL	$76.13 - $100.03 $46,515 - $61,118	-611 Reduced 14.54%	3,591 $315,000
Q4 2022 Feb 09, 2023	BUY	$72.15 - $108.77 $63,419 - $95,608	879 Added 26.45%	4,202 $311,000
Q3 2022 Oct 14, 2022	SELL	$81.95 - $108.79 $82,769 - $109,877	-1,010 Reduced 23.31%	3,323 $278,000
Q2 2022 Jul 18, 2022	SELL	$89.68 - $130.57 $4,035 - $5,875	-45 Reduced 1.03%	4,333 $395,000
Q1 2022 May 09, 2022	SELL	$108.62 - $137.98 $9,015 - $11,452	-83 Reduced 1.86%	4,378 $556,000
Q4 2021 Jan 28, 2022	BUY	$110.95 - $148.88 $30,289 - $40,644	273 Added 6.52%	4,461 $577,000
Q3 2021 Oct 27, 2021	BUY	$97.11 - $135.04 $13,498 - $18,770	139 Added 3.43%	4,188 $487,000
Q2 2021 Aug 10, 2021	BUY	$74.62 - $99.62 $13,207 - $17,632	177 Added 4.57%	4,049 $393,000
Q1 2021 May 06, 2021	SELL	$61.66 - $76.09 $43,285 - $53,415	-702 Reduced 15.35%	3,872 $289,000
Q4 2020 Feb 04, 2021	SELL	$50.29 - $65.34 $38,019 - $49,397	-756 Reduced 14.18%	4,574 $296,000
Q3 2020 Oct 28, 2020	BUY	$49.95 - $58.0 $4,445 - $5,162	89 Added 1.7%	5,330 $278,000
Q1 2020 Apr 27, 2020	BUY	$36.04 - $64.41 $36,040 - $64,410	1,000 Added 23.58%	5,241 $239,000
Q4 2019 Jan 15, 2020	BUY	$45.61 - $56.3 $193,432 - $238,768	4,241 New	4,241 $237,000

Others Institutions Holding BX

# of Institutions

2,140

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 $137B
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...

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Avantax Planning Partners, Inc. Blackstone Inc. Transaction History