Purchases and Sales Made in Q3 2023 in Blackstone Secured Lending Fund (BXSL)
This table provides information about the institutional ownership of Blackstone Secured Lending Fund (BXSL) during Q3 2023. 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 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4K+ 150.94% |
$107K - $115K
|
6.65K
$220K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.77K+ 40.03% |
$101K - $108K
|
13.2K
$435K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.38K+ 9.67% |
$90.2K - $97.3K
|
38.4K
$1.27M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.48K+ 22.57% |
$66K - $71.2K
|
13.4K
$444K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.18K+ 2.11% |
$58.1K - $62.7K
|
106K
$3.48M
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.15KNew |
$57.3K - $61.9K
|
2.15K
$71K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.06K+ 14.91% |
$54.8K - $59.1K
|
15.8K
$523K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2KNew |
$53.3K - $57.5K
|
2K
$66K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.77K+ 8.41% |
$47.2K - $50.9K
|
22.8K
$753K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.77K+ 20.49% |
$47.2K - $50.9K
|
10.4K
$343K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.3K+ 5.0% |
$34.7K - $37.4K
|
27.3K
$901K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.28K+ 1159.09% |
$34K - $36.7K
|
1.39K
$45.7K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.25KNew |
$33.3K - $36K
|
1.25K
$41.3K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.12K+ 9.01% |
$30K - $32.3K
|
13.6K
$449K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 16.31% |
$28.4K - $30.6K
|
7.59K
$251K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 4.69% |
$28.1K - $30.3K
|
23.5K
$776K
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
829+ 5.37% |
$22.1K - $23.9K
|
16.3K
$537K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
779+ 181.16% |
$20.8K - $22.4K
|
1.21K
$39.9K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
755+ 1.88% |
$20.1K - $21.7K
|
40.9K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
620+ 3.08% |
$16.5K - $17.8K
|
20.7K
$685K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
517+ 10.43% |
$13.8K - $14.9K
|
5.47K
$181K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
500+ 6.29% |
$13.3K - $14.4K
|
8.45K
$279K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
479+ 1.11% |
$12.8K - $13.8K
|
43.6K
$1.44M
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
465+ 1.16% |
$12.4K - $13.4K
|
40.4K
$1.33M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
420New |
$11.2K - $12.1K
|
420
$13.9K
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
370+ 0.37% |
$9.87K - $10.6K
|
99.7K
$3.29M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
370+ 0.85% |
$9.87K - $10.6K
|
44.1K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
315New |
$8.4K - $9.06K
|
315
$10.4K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
258+ 0.62% |
$6.88K - $7.42K
|
41.7K
$1.38M
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
200+ 0.65% |
$5.33K - $5.75K
|
30.9K
$1.02M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
183+ 2.34% |
$4.88K - $5.26K
|
8K
$264K
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
137+ 0.05% |
$3.65K - $3.94K
|
292K
$9.63M
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
133New |
$3.55K - $3.83K
|
133
$4.39K
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
112+ 0.22% |
$2.99K - $3.22K
|
51.2K
$1.69M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
88+ 1.05% |
$2.35K - $2.53K
|
8.45K
$279K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 12.02% |
$2.35K - $2.53K
|
820
$27.1K
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
81+ 0.04% |
$2.16K - $2.33K
|
189K
$6.23M
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
66+ 0.42% |
$1.76K - $1.9K
|
15.9K
$525K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
54New |
$1.44K - $1.55K
|
54
$1.78K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
35+ 0.41% |
$933 - $1.01K
|
8.59K
$284K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.99% |
$853 - $921
|
3.26K
$107K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 14.38% |
$560 - $604
|
167
$5.51K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15+ 11.63% |
$400 - $432
|
144
$4.75K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 13.48% |
$320 - $345
|
101
$3.33K
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.02% |
$53.3 - $57.5
|
10.1K
$334K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32- 3.21% |
$853 - $921
|
966
$31.9K
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-57- 0.39% |
$1.52K - $1.64K
|
14.5K
$478K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-60- 0.19% |
$1.6K - $1.73K
|
32.2K
$1.06M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-321- 0.32% |
$8.56K - $9.24K
|
100K
$3.31M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-384- 37.14% |
$10.2K - $11K
|
650
$21.5K
|