Purchases and Sales Made in Q2 2023 in Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
721+ 9.68% |
$58K - $67K
|
8.17K
$1.57M
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
715+ 1.36% |
$57.5K - $66.5K
|
53.3K
$10.2M
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
715+ 1.36% |
$57.5K - $66.5K
|
53.3K
$10.2M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
711+ 20.3% |
$57.2K - $66.1K
|
4.21K
$808K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
709+ 7.29% |
$57K - $65.9K
|
10.4K
$2M
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
700+ 4.02% |
$56.3K - $65.1K
|
18.1K
$3.47M
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
677+ 12.98% |
$54.4K - $62.9K
|
5.89K
$1.13M
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
674+ 2.95% |
$54.2K - $62.7K
|
23.5K
$4.51M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
653+ 1.05% |
$52.5K - $60.7K
|
62.6K
$12M
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
650+ 1.78% |
$52.3K - $60.4K
|
37.2K
$7.13M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
649+ 1.58% |
$52.2K - $60.3K
|
41.6K
$7.97M
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
635+ 3.13% |
$51.1K - $59K
|
20.9K
$4.01M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
622+ 3.47% |
$50K - $57.8K
|
18.6K
$3.56M
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
611+ 14.31% |
$49.1K - $56.8K
|
4.88K
$935K
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
609+ 24.64% |
$49K - $56.6K
|
3.08K
$591K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
600+ 13.64% |
$48.2K - $55.8K
|
5K
$958K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
596+ 0.83% |
$47.9K - $55.4K
|
72.1K
$13.8M
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
592+ 10.61% |
$47.6K - $55K
|
6.17K
$1.18M
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
591+ 5.32% |
$47.5K - $54.9K
|
11.7K
$2.24M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
587+ 12.35% |
$47.2K - $54.6K
|
5.34K
$1.02M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
585+ 23.21% |
$47K - $54.4K
|
3.11K
$595K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
577+ 6.7% |
$46.4K - $53.6K
|
9.19K
$1.76M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
569+ 14.29% |
$45.7K - $52.9K
|
4.55K
$872K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
568New |
$45.7K - $52.8K
|
568
$109K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
558+ 1.45% |
$44.9K - $51.9K
|
39.2K
$7.51M
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
542+ 6.63% |
$43.6K - $50.4K
|
8.71K
$1.67M
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
525+ 4.66% |
$42.2K - $48.8K
|
11.8K
$2.26M
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
522+ 0.7% |
$42K - $48.5K
|
75.4K
$14.5M
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
513+ 6.92% |
$41.2K - $47.7K
|
7.92K
$1.52M
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
507+ 1.7% |
$40.8K - $47.1K
|
30.3K
$5.8M
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
500+ 0.36% |
$40.2K - $46.5K
|
141K
$27M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$40.2K - $46.5K
|
500
$95.8K
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
497+ 29.72% |
$40K - $46.2K
|
2.17K
$416K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
492+ 0.73% |
$39.6K - $45.7K
|
67.4K
$12.9M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
485+ 2.67% |
$39K - $45.1K
|
18.7K
$3.58M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
484+ 4.65% |
$38.9K - $45K
|
10.9K
$2.09M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
483+ 3.59% |
$38.8K - $44.9K
|
13.9K
$2.67M
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
483+ 1.19% |
$38.8K - $44.9K
|
41K
$7.86M
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
477+ 3.76% |
$38.4K - $44.3K
|
13.2K
$2.53M
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
475+ 128.38% |
$38.2K - $44.2K
|
845
$162K
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
471+ 826.32% |
$37.9K - $43.8K
|
528
$101K
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
458+ 11.97% |
$36.8K - $42.6K
|
4.28K
$821K
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
453+ 6.08% |
$36.4K - $42.1K
|
7.9K
$1.51M
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
451+ 2.2% |
$36.3K - $41.9K
|
21K
$4.02M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
440+ 733.33% |
$35.4K - $40.9K
|
500
$95.8K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
432+ 1.89% |
$34.7K - $40.2K
|
23.3K
$4.46M
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
431+ 12.0% |
$34.7K - $40.1K
|
4.02K
$771K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
430+ 0.56% |
$34.6K - $40K
|
77.5K
$14.8M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
418+ 7.39% |
$33.6K - $38.9K
|
6.07K
$1.16M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
417+ 6.24% |
$33.5K - $38.8K
|
7.1K
$1.36M
|