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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125+ 11.21% |
$10.1K - $11.6K
|
1.24K
$238K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
122+ 18.48% |
$9.81K - $11.3K
|
782
$150K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
121+ 1.91% |
$9.73K - $11.2K
|
6.45K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
120+ 5.55% |
$9.65K - $11.2K
|
2.28K
$437K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
118+ 6.42% |
$9.49K - $11K
|
1.96K
$375K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
115+ 425.93% |
$9.25K - $10.7K
|
142
$27.2K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
115+ 1.24% |
$9.25K - $10.7K
|
9.42K
$1.8M
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
111+ 1.49% |
$8.92K - $10.3K
|
7.57K
$1.45M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
109+ 13.89% |
$8.76K - $10.1K
|
894
$171K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
107+ 8.64% |
$8.6K - $9.95K
|
1.35K
$258K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
105+ 4.28% |
$8.44K - $9.76K
|
2.56K
$491K
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
104+ 0.4% |
$8.36K - $9.67K
|
26K
$4.98M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 4.66% |
$8.04K - $9.3K
|
2.25K
$431K
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
100+ 0.51% |
$8.04K - $9.3K
|
19.8K
$3.8M
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
100+ 1.1% |
$8.04K - $9.3K
|
9.16K
$1.76M
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 3.8% |
$8.04K - $9.3K
|
2.74K
$524K
|
|
Nov 13, 2023
Q2 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 0.24% |
$8.04K - $9.3K
|
41.1K
$7.87M
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
96+ 2.01% |
$7.72K - $8.93K
|
4.86K
$932K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
95+ 0.26% |
$7.64K - $8.83K
|
36.6K
$7.02M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
93+ 1.46% |
$7.48K - $8.65K
|
6.45K
$1.24M
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
92+ 1.22% |
$7.4K - $8.55K
|
7.62K
$1.46M
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
91+ 1.2% |
$7.32K - $8.46K
|
7.68K
$1.47M
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
91+ 0.12% |
$7.32K - $8.46K
|
73.7K
$14.1M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
90New |
$7.24K - $8.37K
|
90
$17.2K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.17% |
$7.16K - $8.27K
|
52.6K
$10.1M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
88+ 0.33% |
$7.08K - $8.18K
|
27K
$5.18M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
85+ 1.57% |
$6.83K - $7.9K
|
5.52K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
85+ 0.34% |
$6.83K - $7.9K
|
24.7K
$4.74M
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
81+ 1.19% |
$6.51K - $7.53K
|
6.88K
$1.32M
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
78+ 1.0% |
$6.27K - $7.25K
|
7.89K
$1.51M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
77+ 1.0% |
$6.19K - $7.16K
|
7.81K
$1.5M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
75+ 3.14% |
$6.03K - $6.97K
|
2.47K
$473K
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
71+ 0.5% |
$5.71K - $6.6K
|
14.2K
$2.72M
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
BUY
|
- |
70+ 0.24% |
$5.63K - $6.51K
|
28.7K
$5.51M
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
69+ 0.99% |
$5.55K - $6.41K
|
7.03K
$1.35M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
66+ 2.17% |
$5.31K - $6.14K
|
3.1K
$595K
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
64+ 0.1% |
$5.15K - $5.95K
|
64.2K
$12.3M
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
62+ 0.22% |
$4.98K - $5.76K
|
28.4K
$5.45M
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
60+ 0.82% |
$4.82K - $5.58K
|
7.35K
$1.41M
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
59New |
$4.74K - $5.49K
|
59
$11.3K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
53+ 0.89% |
$4.26K - $4.93K
|
5.98K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
52+ 1.03% |
$4.18K - $4.83K
|
5.1K
$978K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 0.98% |
$4.02K - $4.65K
|
5.13K
$983K
|
|
Jul 26, 2023
Q2 2023
|
Westwood Wealth Management
|
BUY
|
- |
50+ 0.7% |
$4.02K - $4.65K
|
7.15K
$1.37M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 4.78% |
$4.02K - $4.65K
|
1.1K
$210K
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.71% |
$4.02K - $4.65K
|
7.13K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.46% |
$4.02K - $4.65K
|
10.9K
$2.08M
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
47+ 1.78% |
$3.78K - $4.37K
|
2.68K
$514K
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
44+ 1.37% |
$3.54K - $4.09K
|
3.26K
$625K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
43+ 0.61% |
$3.46K - $4K
|
7.07K
$1.36M
|