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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-519- 83.84% |
$46.5K - $69.1K
|
100
$15.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
750New |
$67.2K - $99.8K
|
750
$119K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-872- 25.62% |
$78.1K - $116K
|
2.53K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
71New |
$6.36K - $9.45K
|
71
$11.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
57+ 1.38% |
$5.11K - $7.59K
|
4.18K
$662K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.08KNew |
$187K - $277K
|
2.08K
$330K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.41K+ 33.74% |
$843K - $1.25M
|
37.3K
$5.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30+ 1.3% |
$2.69K - $3.99K
|
2.34K
$371K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
5.2KNew |
$466K - $692K
|
5.2K
$825K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
219+ 2.02% |
$19.6K - $29.2K
|
11.1K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.75KNew |
$246K - $365K
|
2.75K
$436K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.73KNew |
$155K - $230K
|
1.73K
$274K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 7.02% |
$1.79K - $2.66K
|
305
$48.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5New |
$448 - $666
|
5
$793
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
899New |
$80.6K - $120K
|
899
$143K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-486- 54.85% |
$43.6K - $64.7K
|
400
$63.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-26.9K- 70.57% |
$2.41M - $3.59M
|
11.2K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10- 0.28% |
$896 - $1.33K
|
3.52K
$558K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.65KNew |
$148K - $220K
|
1.65K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2.66K- 68.65% |
$238K - $354K
|
1.22K
$193K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
19New |
$1.7K - $2.53K
|
19
$3.01K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.8KNew |
$161K - $240K
|
1.8K
$286K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 39.68% |
$8.96K - $13.3K
|
152
$24.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-129- 1.76% |
$11.6K - $17.2K
|
7.18K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.99KNew |
$357K - $531K
|
3.99K
$632K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$1.97K - $2.93K
|
22
$3.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-4.37K- 50.79% |
$391K - $581K
|
4.23K
$671K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
354New |
$31.7K - $47.1K
|
354
$56.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.7KNew |
$152K - $226K
|
1.7K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
270+ 5.35% |
$24.2K - $35.9K
|
5.32K
$844K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.4K- 42.32% |
$125K - $186K
|
1.9K
$302K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
11.6KNew |
$1.04M - $1.54M
|
11.6K
$1.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
445+ 2.04% |
$39.9K - $59.2K
|
22.3K
$3.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
225+ 5.43% |
$20.2K - $30K
|
4.37K
$693K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
24New |
$2.15K - $3.2K
|
24
$3.81K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-53- 2.47% |
$4.75K - $7.06K
|
2.1K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-704- 19.52% |
$63.1K - $93.7K
|
2.9K
$461K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.05K- 55.84% |
$453K - $673K
|
4K
$634K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.11K+ 3.79% |
$99.2K - $147K
|
30.3K
$4.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
801+ 16.78% |
$71.8K - $107K
|
5.58K
$885K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1.79KNew |
$160K - $238K
|
1.79K
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-66- 0.5% |
$5.91K - $8.79K
|
13.1K
$2.09M
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.07KNew |
$466K - $583K
|
5.07K
$804K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13Closed |
$1.19K - $1.5K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.88K+ 6.82% |
$173K - $216K
|
29.4K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
98+ 4.9% |
$9.01K - $11.3K
|
2.1K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
211+ 2.39% |
$19.4K - $24.3K
|
9.03K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-77.2K- 45.82% |
$7.1M - $8.89M
|
91.4K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
3.5KNew |
$322K - $403K
|
3.5K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13New |
$1.19K - $1.5K
|
13
$2.06K
|
|