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 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-510- 44.31% |
$41K - $47.4K
|
641
$102K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-513- 13.59% |
$41.2K - $47.7K
|
3.26K
$517K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-518- 7.1% |
$41.6K - $48.2K
|
6.78K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-525- 19.16% |
$42.2K - $48.8K
|
2.22K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-540- 1.08% |
$43.4K - $50.2K
|
49.4K
$7.83M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-543- 4.33% |
$43.7K - $50.5K
|
12K
$1.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-558- 0.78% |
$44.9K - $51.9K
|
70.9K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-559- 1.6% |
$44.9K - $52K
|
34.3K
$5.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-568- 2.06% |
$45.7K - $52.8K
|
26.9K
$4.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-585- 1.84% |
$47K - $54.4K
|
31.1K
$4.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-600- 20.79% |
$48.2K - $55.8K
|
2.29K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-602- 1.35% |
$48.4K - $56K
|
43.9K
$6.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-607- 0.13% |
$48.8K - $56.4K
|
459K
$72.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-608- 10.57% |
$48.9K - $56.5K
|
5.14K
$816K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-609- 3.05% |
$49K - $56.6K
|
19.4K
$3.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-623- 16.67% |
$50.1K - $57.9K
|
3.11K
$494K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-623- 5.39% |
$50.1K - $57.9K
|
10.9K
$1.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-625- 9.16% |
$50.3K - $58.1K
|
6.2K
$984K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-625- 86.21% |
$50.3K - $58.1K
|
100
$15.9K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-625- 86.21% |
$50.3K - $58.1K
|
100
$15.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-631- 9.76% |
$50.7K - $58.7K
|
5.83K
$926K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-632- 7.29% |
$50.8K - $58.8K
|
8.04K
$1.28M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-632- 4.68% |
$50.8K - $58.8K
|
12.9K
$2.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-633- 69.56% |
$50.9K - $58.9K
|
277
$44K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-648- 4.32% |
$52.1K - $60.2K
|
14.3K
$2.28M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-650- 2.83% |
$52.3K - $60.4K
|
22.4K
$3.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-657- 9.38% |
$52.8K - $61.1K
|
6.35K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-665- 11.35% |
$53.5K - $61.8K
|
5.19K
$824K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-693- 3.28% |
$55.7K - $64.4K
|
20.4K
$3.24M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-700- 5.84% |
$56.3K - $65.1K
|
11.3K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-702- 2.32% |
$56.4K - $65.3K
|
29.6K
$4.69M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-705- 19.94% |
$56.7K - $65.5K
|
2.83K
$449K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-706- 24.39% |
$56.8K - $65.6K
|
2.19K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-706- 13.81% |
$56.8K - $65.6K
|
4.41K
$699K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-712- 3.54% |
$57.2K - $66.2K
|
19.4K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-717- 29.12% |
$57.6K - $66.7K
|
1.75K
$277K
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-725- 0.76% |
$58.3K - $67.4K
|
94.8K
$15M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-726- 13.74% |
$58.4K - $67.5K
|
4.56K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-737- 12.89% |
$59.3K - $68.5K
|
4.98K
$791K
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-763- 0.52% |
$61.3K - $70.9K
|
146K
$23.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-765- 87.93% |
$61.5K - $71.1K
|
105
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-789- 19.2% |
$63.4K - $73.4K
|
3.32K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-791- 11.82% |
$63.6K - $73.5K
|
5.9K
$936K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-800- 1.74% |
$64.3K - $74.4K
|
45.3K
$7.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-800- 19.51% |
$64.3K - $74.4K
|
3.3K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-800- 25.0% |
$64.3K - $74.4K
|
2.4K
$381K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-807- 9.01% |
$64.9K - $75K
|
8.15K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-810- 14.81% |
$65.1K - $75.3K
|
4.66K
$740K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-818- 27.08% |
$65.8K - $76K
|
2.2K
$350K
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-820- 15.07% |
$65.9K - $76.2K
|
4.62K
$734K
|