Purchases and Sales Made in Q4 2023 in Blackstone Secured Lending Fund (BXSL)
This table provides information about the institutional ownership of Blackstone Secured Lending Fund (BXSL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
7.49KNew |
$195K - $214K
|
7.49K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
7.4K+ 82.89% |
$193K - $212K
|
16.3K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6.94K+ 43.78% |
$181K - $199K
|
22.8K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.67K+ 11.36% |
$174K - $191K
|
65.4K
$2.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.53K+ 85.97% |
$170K - $187K
|
14.1K
$465K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.49K+ 20.64% |
$169K - $186K
|
37.9K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.34K+ 3.64% |
$165K - $182K
|
181K
$5.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5.74K+ 13.28% |
$150K - $164K
|
49K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.71K+ 13.39% |
$149K - $163K
|
48.3K
$1.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5.55K+ 1.09% |
$145K - $159K
|
515K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.21K+ 21.65% |
$136K - $149K
|
29.2K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.05K+ 9.9% |
$131K - $144K
|
56K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5K+ 5.56% |
$130K - $143K
|
95K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.86K+ 0.94% |
$127K - $139K
|
523K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.59K+ 13.01% |
$120K - $131K
|
39.9K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.47K+ 3.4% |
$117K - $128K
|
136K
$4.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.08K+ 20.29% |
$106K - $117K
|
24.2K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.89K+ 12.35% |
$101K - $111K
|
35.4K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.68K+ 14.58% |
$95.8K - $105K
|
28.9K
$952K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.61K+ 90.3% |
$94.1K - $103K
|
7.61K
$251K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.6KNew |
$93.8K - $103K
|
3.6K
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.56K+ 8.3% |
$92.8K - $102K
|
46.4K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.44K+ 20.35% |
$89.6K - $98.5K
|
20.3K
$670K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.18K+ 23.57% |
$82.9K - $91.1K
|
16.7K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.04K+ 17.97% |
$79.3K - $87.1K
|
20K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3.01K+ 1.31% |
$78.5K - $86.3K
|
234K
$7.7M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.97KNew |
$77.5K - $85.1K
|
2.97K
$97.9K
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
2.96K+ 6.01% |
$77.2K - $84.8K
|
52.3K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.95K+ 23.82% |
$77K - $84.5K
|
15.3K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
2.64KNew |
$68.7K - $75.4K
|
2.64K
$86.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.56K+ 2535.64% |
$66.7K - $73.3K
|
2.66K
$87.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.34KNew |
$61.1K - $67.1K
|
2.34K
$77.2K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.3KNew |
$60K - $65.9K
|
2.3K
$75.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.27K+ 5.54% |
$59K - $64.8K
|
43.2K
$1.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.01K+ 2.91% |
$52.5K - $57.6K
|
71.1K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.01K+ 15.2% |
$52.3K - $57.4K
|
15.2K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$49.9K - $54.8K
|
1.91K
$63K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.79K+ 13.15% |
$46.6K - $51.2K
|
15.4K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.7K+ 6.23% |
$44.3K - $48.7K
|
29K
$955K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1.31KNew |
$34.1K - $37.5K
|
1.31K
$43.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.3KNew |
$33.9K - $37.2K
|
1.3K
$42.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.27K+ 4.77% |
$33K - $36.3K
|
27.8K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.13K+ 81.66% |
$29.5K - $32.4K
|
2.52K
$82.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
875+ 10.88% |
$22.8K - $25.1K
|
8.92K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
707+ 9.04% |
$18.4K - $20.2K
|
8.52K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
695+ 1.73% |
$18.1K - $19.9K
|
40.8K
$1.34M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
682New |
$17.8K - $19.5K
|
682
$22.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
615+ 0.57% |
$16K - $17.6K
|
109K
$3.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
500+ 1.62% |
$13K - $14.3K
|
31.4K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
482+ 6.53% |
$12.6K - $13.8K
|
7.86K
$259K
|