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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
57+ 0.1% |
$5.24K - $6.56K
|
58.6K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
56+ 0.69% |
$5.15K - $6.45K
|
8.23K
$1.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.78% |
$5.15K - $6.45K
|
7.24K
$1.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
55+ 2.27% |
$5.06K - $6.33K
|
2.48K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
55+ 1.1% |
$5.06K - $6.33K
|
5.06K
$973K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
54+ 0.77% |
$4.96K - $6.22K
|
7.09K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
50+ 0.71% |
$4.6K - $5.76K
|
7.08K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
50+ 1.93% |
$4.6K - $5.76K
|
2.64K
$507K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49+ 0.32% |
$4.5K - $5.64K
|
15.6K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
49+ 1.2% |
$4.5K - $5.64K
|
4.15K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
48New |
$4.41K - $5.53K
|
48
$9.24K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
48+ 1.79% |
$4.41K - $5.53K
|
2.73K
$525K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46+ 0.29% |
$4.23K - $5.3K
|
15.9K
$3.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
45+ 1.23% |
$4.14K - $5.18K
|
3.72K
$715K
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
45+ 0.55% |
$4.14K - $5.18K
|
8.19K
$1.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$3.86K - $4.84K
|
42
$8.08K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.93% |
$3.86K - $4.84K
|
4.58K
$881K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
42New |
$3.86K - $4.84K
|
42
$8.08K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
41+ 1.33% |
$3.77K - $4.72K
|
3.13K
$602K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
41+ 0.49% |
$3.77K - $4.72K
|
8.36K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
38+ 0.74% |
$3.49K - $4.37K
|
5.17K
$994K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
37+ 0.55% |
$3.4K - $4.26K
|
6.76K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
37+ 0.95% |
$3.4K - $4.26K
|
3.93K
$757K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
34+ 0.14% |
$3.12K - $3.91K
|
24.6K
$4.72M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 0.48% |
$3.12K - $3.91K
|
7.11K
$1.37M
|
|
|
Dec 02, 2024
Q3 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
32+ 0.23% |
$2.94K - $3.68K
|
14.1K
$2.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
31+ 0.26% |
$2.85K - $3.57K
|
12K
$2.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 5.15% |
$2.76K - $3.45K
|
613
$118K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
30+ 0.34% |
$2.76K - $3.45K
|
8.74K
$1.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
30+ 0.17% |
$2.76K - $3.45K
|
17.5K
$3.38M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30+ 166.67% |
$2.76K - $3.45K
|
48
$9.24K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27+ 0.9% |
$2.48K - $3.11K
|
3.02K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 0.39% |
$2.39K - $2.99K
|
6.74K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
25+ 0.94% |
$2.3K - $2.88K
|
2.68K
$515K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23+ 0.42% |
$2.11K - $2.65K
|
5.56K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
23New |
$2.11K - $2.65K
|
23
$4.43K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 0.19% |
$2.02K - $2.53K
|
11.9K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
21+ 0.29% |
$1.93K - $2.42K
|
7.36K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
21+ 0.75% |
$1.93K - $2.42K
|
2.8K
$540K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
20+ 0.37% |
$1.84K - $2.3K
|
5.44K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 0.74% |
$1.84K - $2.3K
|
2.72K
$523K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 0.29% |
$1.84K - $2.3K
|
7.02K
$1.35M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 0.65% |
$1.84K - $2.3K
|
3.09K
$594K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
19+ 38.78% |
$1.75K - $2.19K
|
68
$13.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
18+ 0.15% |
$1.65K - $2.07K
|
12.2K
$2.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.58% |
$1.65K - $2.07K
|
3.12K
$601K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 0.74% |
$1.65K - $2.07K
|
2.45K
$471K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
18+ 0.24% |
$1.65K - $2.07K
|
7.41K
$1.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
17+ 0.35% |
$1.56K - $1.96K
|
4.87K
$937K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
17+ 0.25% |
$1.56K - $1.96K
|
6.89K
$1.33M
|