Purchases and Sales Made in Q4 2022 in Blackstone Secured Lending Fund (BXSL)
This table provides information about the institutional ownership of Blackstone Secured Lending Fund (BXSL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
385+ 19.27% |
$8.59K - $9.5K
|
2.38K
$79K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
363New |
$8.1K - $8.96K
|
363
$12K
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
353+ 7.55% |
$7.88K - $8.71K
|
5.03K
$167K
|
|
Feb 13, 2023
Q4 2022
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
300+ 0.62% |
$6.7K - $7.4K
|
48.4K
$1.6M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
216+ 2.85% |
$4.82K - $5.33K
|
7.8K
$259K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
204+ 0.46% |
$4.55K - $5.03K
|
44.7K
$1.48M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$4.46K - $4.94K
|
200
$6.63K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
200+ 0.51% |
$4.46K - $4.94K
|
39.4K
$1.31M
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
169+ 0.34% |
$3.77K - $4.17K
|
50.1K
$1.66M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
108New |
$2.41K - $2.67K
|
108
$3.58K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
89New |
$1.99K - $2.2K
|
89
$2.95K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 0.97% |
$625 - $691
|
2.91K
$96.5K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.09% |
$67 - $74
|
3.22K
$107K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$44.6 - $49.4
|
2
$66.3
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.02% |
$44.6 - $49.4
|
10.1K
$335K
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$22.3 - $24.7
|
14.4K
$477K
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-318- 0.26% |
$7.1K - $7.85K
|
124K
$4.11M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.39K- 9.39% |
$31.1K - $34.4K
|
13.4K
$446K
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.6K- 23.36% |
$35.7K - $39.5K
|
5.25K
$174K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.7K- 7.35% |
$37.8K - $41.8K
|
21.4K
$708K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.91K- 3.61% |
$42.7K - $47.2K
|
51.1K
$1.69M
|
|
Feb 06, 2023
Q4 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-2.9K- 5.01% |
$64.7K - $71.6K
|
55K
$1.82M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.96KClosed |
$88.5K - $97.8K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.57K- 5.58% |
$102K - $113K
|
77.3K
$2.56M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.63K- 10.01% |
$103K - $114K
|
41.6K
$1.38M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.15K- 5.0% |
$160K - $177K
|
136K
$4.51M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.24K- 8.66% |
$161K - $179K
|
76.3K
$2.53M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.68K- 16.09% |
$216K - $239K
|
50.5K
$1.67M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.9K- 0.42% |
$288K - $319K
|
3.04M
$101M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14.5KClosed |
$323K - $358K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.1K- 1.04% |
$360K - $398K
|
1.54M
$50.9M
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-29.3K- 5.67% |
$654K - $724K
|
488K
$16.2M
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-40.6K- 59.18% |
$906K - $1M
|
28K
$928K
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-47.2K- 7.7% |
$1.05M - $1.16M
|
566K
$18.8M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-58.4K- 21.66% |
$1.3M - $1.44M
|
211K
$7.01M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-63.8K- 42.65% |
$1.42M - $1.57M
|
85.8K
$2.84M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-64.5K- 12.18% |
$1.44M - $1.59M
|
465K
$15.4M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-132K- 12.4% |
$2.94M - $3.25M
|
929K
$30.8M
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-182K- 2.76% |
$4.06M - $4.49M
|
6.42M
$213M
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-182K- 2.76% |
$4.06M - $4.49M
|
6.42M
$213M
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-297K- 56.73% |
$6.62M - $7.32M
|
226K
$7.5M
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-5.67M- 46.96% |
$126M - $140M
|
6.4M
$212M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.93M- 99.9% |
$222M - $245M
|
9.94K
$330K
|