A detailed history of Heritage Wealth Advisors transactions in Blackstone Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,421 shares of BX stock, worth $751,296. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,421
Previous 5,476 1.0%
Holding current value
$751,296
Previous $716,000 0.56%
% of portfolio
0.03%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$116.98 - $131.66 $6,433 - $7,241
-55 Reduced 1.0%
5,421 $712,000
Q4 2023

Feb 09, 2024

SELL
$89.61 - $133.13 $29,481 - $43,799
-329 Reduced 5.67%
5,476 $716,000
Q3 2023

Nov 08, 2023

SELL
$91.91 - $115.12 $9,191 - $11,512
-100 Reduced 1.69%
5,805 $621,000
Q1 2023

May 04, 2023

SELL
$76.13 - $100.03 $7,613 - $10,003
-100 Reduced 1.67%
5,905 $518,000
Q4 2022

Feb 06, 2023

BUY
$72.15 - $108.77 $7,215 - $10,877
100 Added 1.69%
6,005 $445,000
Q3 2022

Nov 10, 2022

SELL
$81.95 - $108.79 $8,195 - $10,879
-100 Reduced 1.67%
5,905 $494,000
Q3 2021

Nov 02, 2021

SELL
$97.11 - $135.04 $19,422 - $27,008
-200 Reduced 3.22%
6,005 $698,000
Q2 2020

Jul 17, 2020

BUY
$40.8 - $59.45 $248,716 - $362,407
6,096 Added 5592.66%
6,205 $351,000
Q2 2020

Jul 17, 2020

SELL
$40.8 - $59.45 $248,716 - $362,407
-6,096 Reduced 98.24%
109 $351,000
Q1 2020

May 05, 2020

SELL
$36.04 - $64.41 $40,364 - $72,139
-1,120 Reduced 15.29%
6,205 $282,000
Q4 2019

Feb 04, 2020

BUY
$45.61 - $56.3 $278,312 - $343,542
6,102 Added 498.94%
7,325 $409,000
Q3 2019

Oct 30, 2019

BUY
$44.53 - $53.55 $36,648 - $44,071
823 Added 205.75%
1,223 $59,000
Q2 2019

Aug 05, 2019

BUY
$34.45 - $45.04 $13,780 - $18,016
400 New
400 $0

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $98.3B
  • 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
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