Purchases and Sales Made in Q2 2025 in Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
977+ 5.28% |
$117K - $148K
|
19.5K
$3.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
971+ 4.33% |
$117K - $147K
|
23.4K
$4.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
968+ 28.15% |
$116K - $146K
|
4.41K
$809K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
967+ 1.73% |
$116K - $146K
|
56.8K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
933+ 2.6% |
$112K - $141K
|
36.8K
$6.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
932+ 35.0% |
$112K - $141K
|
3.6K
$660K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
917+ 3.12% |
$110K - $139K
|
30.3K
$5.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
908+ 0.33% |
$109K - $137K
|
279K
$51.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
907+ 22.61% |
$109K - $137K
|
4.92K
$903K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
904+ 1.69% |
$109K - $137K
|
54.4K
$9.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
884+ 1.98% |
$106K - $134K
|
45.6K
$8.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
884+ 3.04% |
$106K - $134K
|
29.9K
$5.5M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
876+ 5.51% |
$105K - $132K
|
16.8K
$3.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
874+ 2.54% |
$105K - $132K
|
35.3K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
874+ 2.25% |
$105K - $132K
|
39.8K
$7.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
873+ 20.87% |
$105K - $132K
|
5.06K
$929K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
872+ 13.24% |
$105K - $132K
|
7.46K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
869+ 4.52% |
$104K - $131K
|
20.1K
$3.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
860+ 7.28% |
$103K - $130K
|
12.7K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
857+ 9.07% |
$103K - $130K
|
10.3K
$1.89M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
856+ 6.14% |
$103K - $129K
|
14.8K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
853+ 2.71% |
$102K - $129K
|
32.4K
$5.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
833+ 3.1% |
$100K - $126K
|
27.7K
$5.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
829+ 16.13% |
$99.5K - $125K
|
5.97K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
825+ 47.55% |
$99.1K - $125K
|
2.56K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
823+ 12.88% |
$98.8K - $124K
|
7.21K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
822+ 67.43% |
$98.7K - $124K
|
2.04K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
819+ 1.7% |
$98.3K - $124K
|
48.9K
$8.99M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
816+ 6.54% |
$98K - $123K
|
13.3K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
814+ 51.95% |
$97.7K - $123K
|
2.38K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
813+ 5.18% |
$97.6K - $123K
|
16.5K
$3.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
812+ 11.99% |
$97.5K - $123K
|
7.59K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
800New |
$96.1K - $121K
|
800
$147K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
799+ 1.47% |
$95.9K - $121K
|
55.1K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
792+ 1.83% |
$95.1K - $120K
|
44.2K
$8.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
788+ 35.02% |
$94.6K - $119K
|
3.04K
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
786+ 12.42% |
$94.4K - $119K
|
7.11K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
777+ 0.33% |
$93.3K - $117K
|
238K
$43.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
773+ 7.08% |
$92.8K - $117K
|
11.7K
$2.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
770+ 6.13% |
$92.5K - $116K
|
13.3K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
767+ 4.69% |
$92.1K - $116K
|
17.1K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
767New |
$92.1K - $116K
|
767
$141K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
762+ 7.43% |
$91.5K - $115K
|
11K
$2.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
757+ 4.71% |
$90.9K - $114K
|
16.8K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
750+ 9.13% |
$90.1K - $113K
|
8.96K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
739+ 8.33% |
$88.7K - $112K
|
9.62K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
736+ 7.76% |
$88.4K - $111K
|
10.2K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
735+ 4.11% |
$88.3K - $111K
|
18.6K
$3.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
727+ 3.09% |
$87.3K - $110K
|
24.3K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
723+ 10.97% |
$86.8K - $109K
|
7.31K
$1.34M
|