Purchases and Sales Made in Q3 2023 in Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
136+ 0.28% |
$12.5K - $15.7K
|
48.2K
$7.64M
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
136+ 0.28% |
$12.5K - $15.7K
|
48.2K
$7.64M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
125+ 2.81% |
$11.5K - $14.4K
|
4.57K
$725K
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
123+ 0.08% |
$11.3K - $14.2K
|
146K
$23.1M
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
121+ 0.74% |
$11.1K - $13.9K
|
16.4K
$2.61M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
120+ 5.34% |
$11K - $13.8K
|
2.37K
$376K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
117+ 1.62% |
$10.8K - $13.5K
|
7.35K
$1.17M
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
116+ 1.53% |
$10.7K - $13.4K
|
7.69K
$1.22M
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
116+ 1.53% |
$10.7K - $13.4K
|
7.69K
$1.22M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
113+ 2.93% |
$10.4K - $13K
|
3.98K
$631K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
113New |
$10.4K - $13K
|
113
$17.9K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
110+ 2.0% |
$10.1K - $12.7K
|
5.62K
$892K
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
109+ 0.31% |
$10K - $12.5K
|
35.7K
$5.67M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
108+ 0.94% |
$9.93K - $12.4K
|
11.6K
$1.85M
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
108+ 2.08% |
$9.93K - $12.4K
|
5.3K
$841K
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
107+ 0.39% |
$9.83K - $12.3K
|
27.2K
$4.32M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
105+ 3.42% |
$9.65K - $12.1K
|
3.17K
$503K
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
101+ 0.77% |
$9.28K - $11.6K
|
13.2K
$2.1M
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
100New |
$9.19K - $11.5K
|
100
$15.9K
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
100+ 2.0% |
$9.19K - $11.5K
|
5.1K
$809K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
98New |
$9.01K - $11.3K
|
98
$15.6K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
98+ 4.9% |
$9.01K - $11.3K
|
2.1K
$333K
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
96+ 2.9% |
$8.82K - $11.1K
|
3.4K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
94+ 0.27% |
$8.64K - $10.8K
|
34.6K
$5.48M
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 1.54% |
$8.27K - $10.4K
|
5.93K
$940K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
87+ 4.45% |
$8K - $10K
|
2.04K
$324K
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
85+ 0.29% |
$7.81K - $9.79K
|
29.1K
$4.62M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
85+ 0.77% |
$7.81K - $9.79K
|
11.1K
$1.76M
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
84+ 0.52% |
$7.72K - $9.67K
|
16.2K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
84+ 0.52% |
$7.72K - $9.67K
|
16.1K
$2.55M
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
83+ 2.54% |
$7.63K - $9.55K
|
3.35K
$531K
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
80+ 1.37% |
$7.35K - $9.21K
|
5.92K
$939K
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
79+ 2.7% |
$7.26K - $9.09K
|
3.01K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
78+ 0.08% |
$7.17K - $8.98K
|
96.8K
$15.4M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75+ 0.55% |
$6.89K - $8.63K
|
13.7K
$2.17M
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
74+ 0.36% |
$6.8K - $8.52K
|
20.5K
$3.25M
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
73+ 2.28% |
$6.71K - $8.4K
|
3.28K
$520K
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
72+ 2.28% |
$6.62K - $8.29K
|
3.23K
$512K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
71New |
$6.53K - $8.17K
|
71
$11.3K
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
71+ 0.1% |
$6.53K - $8.17K
|
73.8K
$11.7M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
70+ 1.58% |
$6.43K - $8.06K
|
4.5K
$714K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
69+ 1.92% |
$6.34K - $7.94K
|
3.67K
$582K
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
68+ 0.74% |
$6.25K - $7.83K
|
9.23K
$1.46M
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
67+ 2.78% |
$6.16K - $7.71K
|
2.48K
$394K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
67+ 2.21% |
$6.16K - $7.71K
|
3.1K
$491K
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
66+ 1.38% |
$6.07K - $7.6K
|
4.85K
$770K
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
65+ 0.34% |
$5.97K - $7.48K
|
19.1K
$3.03M
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
64+ 0.99% |
$5.88K - $7.37K
|
6.51K
$1.03M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
63+ 1.14% |
$5.79K - $7.25K
|
5.58K
$885K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
60+ 34.29% |
$5.51K - $6.91K
|
235
$37.3K
|