Purchases and Sales Made in Q1 2025 in Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX) during Q1 2025. The information is specifically focused on institutions that hold shares of Blackstone Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
99+ 6.79% |
$13.5K - $18.5K
|
1.56K
$247K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
98+ 6.28% |
$13.4K - $18.3K
|
1.66K
$263K
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
98+ 0.67% |
$13.4K - $18.3K
|
14.8K
$2.35M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
97+ 2.12% |
$13.2K - $18.1K
|
4.67K
$741K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
95New |
$13K - $17.7K
|
95
$15.1K
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
95+ 0.12% |
$13K - $17.7K
|
76.9K
$12.2M
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
93+ 1.55% |
$12.7K - $17.4K
|
6.09K
$966K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
92+ 42.79% |
$12.6K - $17.2K
|
307
$48.7K
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
90+ 0.62% |
$12.3K - $16.8K
|
14.5K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
90+ 0.1% |
$12.3K - $16.8K
|
91.2K
$14.5M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
87+ 5.35% |
$11.9K - $16.2K
|
1.71K
$272K
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
83+ 2.7% |
$11.3K - $15.5K
|
3.15K
$500K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
83+ 4.26% |
$11.3K - $15.5K
|
2.03K
$322K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
83New |
$11.3K - $15.5K
|
83
$13.2K
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
83+ 3.54% |
$11.3K - $15.5K
|
2.43K
$386K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
82+ 0.89% |
$11.2K - $15.3K
|
9.27K
$1.47M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
81+ 3.12% |
$11.1K - $15.1K
|
2.68K
$425K
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
80+ 0.73% |
$10.9K - $14.9K
|
11K
$1.74M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
78+ 10.41% |
$10.6K - $14.6K
|
827
$131K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
78+ 0.65% |
$10.6K - $14.6K
|
12.1K
$1.92M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
78+ 0.87% |
$10.6K - $14.6K
|
9.04K
$1.44M
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
76+ 0.65% |
$10.4K - $14.2K
|
11.8K
$1.88M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
75+ 1.0% |
$10.2K - $14K
|
7.56K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
75+ 1.82% |
$10.2K - $14K
|
4.2K
$666K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
75+ 4.45% |
$10.2K - $14K
|
1.76K
$280K
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
72+ 3.74% |
$9.83K - $13.4K
|
2K
$317K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
71+ 0.86% |
$9.69K - $13.3K
|
8.3K
$1.32M
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
70+ 69.31% |
$9.56K - $13.1K
|
171
$27.1K
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
70+ 0.41% |
$9.56K - $13.1K
|
17.4K
$2.75M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
70+ 2.96% |
$9.56K - $13.1K
|
2.44K
$386K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 0.44% |
$9.42K - $12.9K
|
15.7K
$2.49M
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
69+ 0.41% |
$9.42K - $12.9K
|
17K
$2.7M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
68+ 0.45% |
$9.28K - $12.7K
|
15.2K
$2.41M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
66+ 0.62% |
$9.01K - $12.3K
|
10.8K
$1.71M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
66+ 1.1% |
$9.01K - $12.3K
|
6.08K
$964K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
63+ 0.86% |
$8.6K - $11.8K
|
7.39K
$1.17M
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
62+ 2.01% |
$8.46K - $11.6K
|
3.14K
$499K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
62+ 1.24% |
$8.46K - $11.6K
|
5.07K
$804K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
61New |
$8.33K - $11.4K
|
61
$9.68K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 1.57% |
$8.19K - $11.2K
|
3.89K
$618K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
60+ 33.33% |
$8.19K - $11.2K
|
240
$38.1K
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
59+ 0.51% |
$8.06K - $11K
|
11.6K
$1.84M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
59+ 3.91% |
$8.06K - $11K
|
1.57K
$249K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
57+ 9.13% |
$7.78K - $10.6K
|
681
$108K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
56+ 16.37% |
$7.65K - $10.5K
|
398
$63.2K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
54+ 1.61% |
$7.37K - $10.1K
|
3.41K
$541K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
54+ 18.69% |
$7.37K - $10.1K
|
343
$54.4K
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
54+ 1.71% |
$7.37K - $10.1K
|
3.22K
$511K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
54+ 3.38% |
$7.37K - $10.1K
|
1.65K
$262K
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
53+ 1.17% |
$7.24K - $9.9K
|
4.57K
$726K
|