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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
224New |
$18K - $20.8K
|
224
$44.6K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
224+ 3.1% |
$18K - $20.8K
|
7.44K
$1.48M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
223New |
$17.9K - $20.7K
|
223
$44.4K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
220+ 45.93% |
$17.7K - $20.5K
|
699
$139K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
219+ 8.59% |
$17.6K - $20.4K
|
2.77K
$551K
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
218+ 3.6% |
$17.5K - $20.3K
|
6.27K
$1.25M
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
217+ 9.26% |
$17.4K - $20.2K
|
2.56K
$510K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
215+ 6.4% |
$17.3K - $20K
|
3.58K
$712K
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
211+ 1.31% |
$17K - $19.6K
|
16.3K
$3.25M
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
211+ 1.5% |
$17K - $19.6K
|
14.3K
$2.84M
|
|
Aug 11, 2023
Q2 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
210New |
$16.9K - $19.5K
|
210
$41.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
207New |
$16.6K - $19.2K
|
207
$41.2K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
204+ 2.66% |
$16.4K - $19K
|
7.88K
$1.57M
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
200+ 7.48% |
$16.1K - $18.6K
|
2.87K
$572K
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
200+ 2.39% |
$16.1K - $18.6K
|
8.56K
$1.7M
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
200+ 0.89% |
$16.1K - $18.6K
|
22.8K
$4.54M
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
200+ 2.15% |
$16.1K - $18.6K
|
9.51K
$1.89M
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
200+ 3.96% |
$16.1K - $18.6K
|
5.26K
$1.05M
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
194+ 5.43% |
$15.6K - $18K
|
3.77K
$750K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
190+ 6.3% |
$15.3K - $17.7K
|
3.2K
$638K
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
188+ 0.89% |
$15.1K - $17.5K
|
21.3K
$4.23M
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
185+ 2.24% |
$14.9K - $17.2K
|
8.43K
$1.68M
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
181+ 3.29% |
$14.6K - $16.8K
|
5.68K
$1.13M
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
176+ 1.93% |
$14.2K - $16.4K
|
9.29K
$1.85M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
175+ 0.56% |
$14.1K - $16.3K
|
31.5K
$6.27M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
175+ 22.29% |
$14.1K - $16.3K
|
960
$191K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
169+ 0.55% |
$13.6K - $15.7K
|
30.9K
$6.14M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
167+ 3.92% |
$13.4K - $15.5K
|
4.43K
$882K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
163+ 0.48% |
$13.1K - $15.2K
|
33.8K
$6.72M
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
162+ 0.17% |
$13K - $15.1K
|
97.4K
$19.4M
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
158+ 1.0% |
$12.7K - $14.7K
|
15.9K
$3.16M
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
156+ 2.03% |
$12.5K - $14.5K
|
7.84K
$1.56M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
156+ 0.47% |
$12.5K - $14.5K
|
33.4K
$6.65M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
153+ 1.12% |
$12.3K - $14.2K
|
13.9K
$2.76M
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
152+ 0.94% |
$12.2K - $14.1K
|
16.3K
$3.25M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
152+ 6.11% |
$12.2K - $14.1K
|
2.64K
$525K
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
150+ 3.41% |
$12.1K - $13.9K
|
4.54K
$904K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
148+ 0.78% |
$11.9K - $13.8K
|
19.2K
$3.81M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
146+ 0.9% |
$11.7K - $13.6K
|
16.3K
$3.25M
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
142+ 0.97% |
$11.4K - $13.2K
|
14.7K
$2.94M
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
142+ 3.76% |
$11.4K - $13.2K
|
3.92K
$780K
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
138+ 0.36% |
$11.1K - $12.8K
|
38.7K
$7.71M
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
137+ 59.57% |
$11K - $12.7K
|
367
$73.1K
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
137+ 4.38% |
$11K - $12.7K
|
3.26K
$650K
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
136+ 2.98% |
$10.9K - $12.6K
|
4.7K
$935K
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
135+ 4.62% |
$10.9K - $12.6K
|
3.06K
$608K
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
133+ 3.97% |
$10.7K - $12.4K
|
3.49K
$694K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
133+ 3.54% |
$10.7K - $12.4K
|
3.89K
$774K
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
129+ 1.99% |
$10.4K - $12K
|
6.61K
$1.32M
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
128+ 0.58% |
$10.3K - $11.9K
|
22.1K
$4.39M
|