Latest Institutional Transactions on Blackstone Inc. (BX)
This table provides information on the latest institutional transactions involving Blackstone Inc. (BX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-99- 3.42% |
$13.5K - $18.5K
|
2.8K
$444K
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
189+ 13.73% |
$25.8K - $35.3K
|
1.57K
$248K
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.48K- 13.85% |
$339K - $464K
|
15.4K
$2.45M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
313+ 3.84% |
$42.7K - $58.4K
|
8.46K
$1.34M
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
22K+ 4.32% |
$3.01M - $4.11M
|
532K
$84.4M
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.13K- 17.51% |
$291K - $398K
|
10K
$1.59M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
279+ 0.97% |
$38.1K - $52.1K
|
29.1K
$4.61M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.9K- 22.85% |
$396K - $542K
|
9.79K
$1.55M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.24K+ 8.1% |
$170K - $232K
|
16.6K
$2.63M
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
240+ 7.98% |
$32.8K - $44.8K
|
3.25K
$516K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-88- 5.19% |
$12K - $16.4K
|
1.61K
$255K
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-175- 8.01% |
$23.9K - $32.7K
|
2.01K
$319K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
1.99K+ 3.49% |
$272K - $372K
|
59.2K
$9.39M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 0.6% |
$1.09K - $1.49K
|
1.33K
$212K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
87+ 5.35% |
$11.9K - $16.2K
|
1.71K
$272K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.65K- 38.64% |
$225K - $308K
|
2.62K
$416K
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-67- 3.36% |
$9.15K - $12.5K
|
1.93K
$305K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
52New |
$7.1K - $9.71K
|
52
$8.25K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
20+ 0.17% |
$2.73K - $3.73K
|
11.6K
$1.84M
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8.22KNew |
$1.12M - $1.53M
|
8.22K
$1.3M
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-100- 0.64% |
$13.7K - $18.7K
|
15.5K
$2.46M
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-656K- 31.73% |
$97.3M - $131M
|
1.41M
$224M
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-249- 12.08% |
$37K - $49.6K
|
1.81K
$288K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.61K+ 2.12% |
$1.13M - $1.51M
|
367K
$58.3M
|
|
Jun 04, 2025
Q4 2024
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
2.43KNew |
$361K - $484K
|
2.43K
$386K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-404- 3.1% |
$60K - $80.4K
|
12.6K
$2M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-669- 2.71% |
$99.3K - $133K
|
24.1K
$3.82M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-28.5K- 2.15% |
$4.23M - $5.67M
|
1.3M
$206M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-6.35K- 3.26% |
$943K - $1.26M
|
188K
$29.9M
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-516- 1.85% |
$76.6K - $103K
|
27.3K
$4.33M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.33KNew |
$495K - $663K
|
3.33K
$529K
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-651- 1.32% |
$96.6K - $130K
|
48.7K
$7.73M
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.94KNew |
$287K - $385K
|
1.94K
$307K
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-302- 6.6% |
$44.8K - $60.1K
|
4.27K
$678K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
480New |
$71.3K - $95.5K
|
480
$76.2K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
302New |
$44.8K - $60.1K
|
302
$47.9K
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.64KNew |
$689K - $924K
|
4.64K
$737K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-79- 3.82% |
$11.7K - $15.7K
|
1.99K
$316K
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
373+ 4.81% |
$55.4K - $74.2K
|
8.12K
$1.29M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
271New |
$40.2K - $53.9K
|
271
$43K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$891 - $1.19K
|
6
$952
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-731- 5.91% |
$109K - $146K
|
11.6K
$1.85M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-271K- 99.42% |
$40.2M - $54M
|
1.58K
$251K
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-190- 9.09% |
$28.2K - $37.8K
|
1.9K
$301K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.6K- 18.65% |
$2.02M - $2.71M
|
59.3K
$9.41M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.41KNew |
$210K - $281K
|
1.41K
$224K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
200New |
$29.7K - $39.8K
|
200
$31.7K
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.02KNew |
$151K - $203K
|
1.02K
$162K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
28+ 0.16% |
$4.16K - $5.57K
|
17.2K
$2.72M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
500New |
$74.2K - $99.5K
|
500
$79.3K
|