Purchases and Sales Made in Q1 2024 in Blackstone Secured Lending Fund (BXSL)
This table provides information about the institutional ownership of Blackstone Secured Lending Fund (BXSL) during Q1 2024. The information is specifically focused on institutions that hold shares of Blackstone Secured Lending Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.28K+ 2.42% |
$147K - $166K
|
224K
$7.42M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.23K+ 4.27% |
$146K - $164K
|
128K
$4.24M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.12K+ 30.72% |
$143K - $161K
|
21.8K
$723K
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.05K+ 51.04% |
$141K - $159K
|
14.9K
$495K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5K+ 13.17% |
$139K - $157K
|
42.9K
$1.42M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.74K+ 6.6% |
$132K - $149K
|
76.5K
$2.54M
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.58K+ 8.58% |
$128K - $144K
|
58K
$1.92M
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
4.38K+ 8.39% |
$122K - $138K
|
56.6K
$1.88M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.26K+ 3.16% |
$119K - $134K
|
139K
$4.62M
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.09K+ 8.3% |
$114K - $129K
|
53.4K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
4K+ 9.39% |
$111K - $126K
|
46.5K
$1.54M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.92K+ 0.95% |
$109K - $123K
|
415K
$13.8M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.68K+ 42.99% |
$103K - $116K
|
12.2K
$406K
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.55K+ 10.04% |
$98.9K - $112K
|
38.9K
$1.29M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.5KNew |
$97.5K - $110K
|
3.5K
$116K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.46K+ 38.84% |
$96.5K - $109K
|
12.4K
$410K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.18K+ 20.68% |
$88.7K - $100K
|
18.6K
$616K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.18K+ 5.78% |
$88.5K - $99.8K
|
58.1K
$1.93M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.12K+ 28.32% |
$86.8K - $97.9K
|
14.1K
$468K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.9K+ 5.33% |
$80.7K - $91K
|
57.3K
$1.9M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.86K+ 113.63% |
$79.7K - $89.8K
|
5.38K
$178K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$76.7K - $86.5K
|
2.75K
$91.3K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.63K+ 6.1% |
$73.4K - $82.7K
|
45.8K
$1.52M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.4K+ 8.41% |
$67K - $75.5K
|
31K
$1.03M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.25K+ 20.61% |
$62.7K - $70.6K
|
13.2K
$436K
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2.17K+ 15.96% |
$60.3K - $68K
|
15.7K
$521K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.16KNew |
$60.3K - $68K
|
2.16K
$71.8K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.16K+ 10.61% |
$60.2K - $67.8K
|
22.5K
$746K
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.89K+ 3.63% |
$52.8K - $59.5K
|
54.1K
$1.79M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.89K+ 15.69% |
$52.6K - $59.4K
|
13.9K
$462K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.73K+ 2.7% |
$48.1K - $54.2K
|
65.7K
$2.18M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.64K+ 8.23% |
$45.8K - $51.7K
|
21.6K
$717K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 220.15% |
$39.9K - $45K
|
2.08K
$69K
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.3K+ 7.95% |
$36.2K - $40.8K
|
17.6K
$585K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.26K+ 5.22% |
$35.2K - $39.7K
|
25.5K
$844K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.1K+ 7.42% |
$30.7K - $34.6K
|
15.9K
$528K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.08K+ 13.96% |
$30K - $33.8K
|
8.77K
$291K
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1K+ 7.96% |
$27.9K - $31.4K
|
13.6K
$450K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
962+ 576.05% |
$26.8K - $30.2K
|
1.13K
$37.4K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
949+ 5.26% |
$26.4K - $29.8K
|
19K
$630K
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
877+ 9.88% |
$24.4K - $27.6K
|
9.75K
$323K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
875New |
$24.4K - $27.5K
|
875
$29K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
850+ 68.0% |
$23.7K - $26.7K
|
2.1K
$69.6K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
842+ 3.69% |
$23.5K - $26.5K
|
23.7K
$785K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
827+ 31.07% |
$23K - $26K
|
3.49K
$116K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
783+ 25.19% |
$21.8K - $24.6K
|
3.89K
$129K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
771+ 1.93% |
$21.5K - $24.2K
|
40.7K
$1.35M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
741+ 1.88% |
$20.7K - $23.3K
|
40.1K
$1.33M
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
729+ 4.92% |
$20.3K - $22.9K
|
15.5K
$515K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
715+ 9.86% |
$19.9K - $22.5K
|
7.97K
$264K
|