Latest Institutional Transactions on Blackstone Secured Lending Fund (BXSL)
This table provides information on the latest institutional transactions involving Blackstone Secured Lending Fund (BXSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
133New |
$3.55K - $3.83K
|
133
$4.32K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2KNew |
$53.3K - $57.5K
|
2K
$64.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.9K- 3.68% |
$104K - $112K
|
102K
$3.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
500+ 6.29% |
$13.3K - $14.4K
|
8.45K
$274K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$317K - $342K
|
11.9K
$386K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
829+ 5.37% |
$22.1K - $23.9K
|
16.3K
$528K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.97K- 33.33% |
$79.1K - $85.3K
|
5.93K
$192K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
54New |
$1.44K - $1.55K
|
54
$1.75K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 80.0% |
$10.7K - $11.5K
|
100
$3.25K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-272- 0.14% |
$6.51K - $7.48K
|
201K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-44.2K- 19.85% |
$1.06M - $1.22M
|
179K
$5.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Cruiser Capital Advisors, LLC
Stamford, CT |
SELL
|
- |
-15K- 50.0% |
$359K - $413K
|
15K
$487K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 83.79% |
$56.5K - $64.8K
|
456
$14.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-486- 0.36% |
$11.6K - $13.4K
|
134K
$4.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.61K- 18.97% |
$182K - $209K
|
32.5K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
10.4KNew |
$249K - $286K
|
10.4K
$337K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.97KNew |
$95K - $109K
|
3.97K
$129K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.83K+ 93.55% |
$67.8K - $77.9K
|
5.86K
$190K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
32.4KNew |
$721K - $850K
|
32.4K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.93KNew |
$199K - $234K
|
8.93K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
9KNew |
$200K - $236K
|
9K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.53KNew |
$212K - $250K
|
9.53K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
10.2KNew |
$227K - $268K
|
10.2K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
20.7KNew |
$461K - $543K
|
20.7K
$672K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8.89KNew |
$198K - $233K
|
8.89K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.8KNew |
$441K - $520K
|
19.8K
$643K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
263+ 0.13% |
$5.85K - $6.9K
|
201K
$6.52M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
28.5KNew |
$634K - $748K
|
28.5K
$925K
|
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
1.3MNew |
$28.9M - $34M
|
1.3M
$42.1M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
32.5KNew |
$724K - $854K
|
32.5K
$1.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2KNew |
$44.5K - $52.4K
|
2K
$64.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.96KClosed |
$88.5K - $97.8K
|
0
$0
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14.5KClosed |
$323K - $358K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$330K - $365K
|
14.8K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Rp Investment Advisors LP
Toronto, A6 |
BUY
|
- |
130KNew |
$2.9M - $3.2M
|
130K
$4.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-5.67M- 46.96% |
$126M - $140M
|
6.4M
$208M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.65K+ 3.17% |
$59.1K - $65.4K
|
86.1K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
23.3KNew |
$520K - $575K
|
23.3K
$756K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
731K+ 298.9% |
$16.3M - $18M
|
976K
$31.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$22.3 - $24.7
|
14.4K
$467K
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
110K+ 78.21% |
$2.46M - $2.71M
|
251K
$8.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$44.6 - $49.4
|
2
$64.9
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
425New |
$9.49K - $10.5K
|
425
$13.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
15.6KNew |
$349K - $386K
|
15.6K
$507K
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
1.83K+ 9.7% |
$40.7K - $45K
|
20.6K
$670K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
11.9KNew |
$262K - $299K
|
11.9K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
11.7KNew |
$259K - $296K
|
11.7K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
75.1K+ 122.65% |
$1.66M - $1.9M
|
136K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 2.98% |
$310 - $353
|
484
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10.1KNew |
$223K - $255K
|
10.1K
$328K
|
|