A detailed history of Lwm Advisory Services, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 3,307 shares of BX stock, worth $575,318. This represents 0.39% of its overall portfolio holdings.

Number of Shares
3,307
Previous 3,726 11.25%
Holding current value
$575,318
Previous $461,000 9.76%
% of portfolio
0.39%
Previous 0.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$120.77 - $159.66 $50,602 - $66,897
-419 Reduced 11.25%
3,307 $506,000
Q2 2024

Aug 08, 2024

SELL
$116.13 - $132.0 $5,458 - $6,204
-47 Reduced 1.25%
3,726 $461,000
Q1 2024

May 09, 2024

BUY
$116.98 - $131.66 $158,156 - $178,004
1,352 Added 55.84%
3,773 $495,000
Q2 2023

Aug 07, 2023

SELL
$80.4 - $92.97 $2,331 - $2,696
-29 Reduced 1.18%
2,421 $225,000
Q1 2023

May 02, 2023

SELL
$76.13 - $100.03 $68,136 - $89,526
-895 Reduced 26.76%
2,450 $215,000
Q4 2022

Feb 07, 2023

SELL
$72.15 - $108.77 $205,916 - $310,429
-2,854 Reduced 46.04%
3,345 $248,000
Q3 2022

Nov 16, 2022

BUY
$81.95 - $108.79 $10,243 - $13,598
125 Added 2.06%
6,199 $535,000
Q2 2022

Aug 15, 2022

SELL
$89.68 - $130.57 $2,600 - $3,786
-29 Reduced 0.48%
6,074 $557,000
Q1 2022

May 09, 2022

SELL
$108.62 - $137.98 $7,603 - $9,658
-70 Reduced 1.13%
6,103 $772,000
Q4 2021

Feb 18, 2022

BUY
$110.95 - $148.88 $684,894 - $919,036
6,173 New
6,173 $799,000

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $123B
  • 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

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.