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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
468+ 0.93% |
$12.2K - $13.4K
|
50.5K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
444+ 157.45% |
$11.6K - $12.7K
|
726
$23.9K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
400New |
$10.4K - $11.5K
|
400
$13.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
319+ 6.71% |
$8.31K - $9.13K
|
5.07K
$167K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
301+ 0.72% |
$7.84K - $8.62K
|
42K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
300+ 1.09% |
$7.82K - $8.59K
|
27.9K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
293New |
$7.64K - $8.39K
|
293
$9.65K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
212+ 2.65% |
$5.52K - $6.07K
|
8.21K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
210+ 2.89% |
$5.47K - $6.01K
|
7.47K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
190+ 0.48% |
$4.95K - $5.44K
|
39.4K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
182+ 1.26% |
$4.74K - $5.21K
|
14.7K
$483K
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
173New |
$4.51K - $4.95K
|
173
$5.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
150+ 0.13% |
$3.91K - $4.29K
|
114K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 100.0% |
$2.61K - $2.86K
|
200
$6.59K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
99+ 0.67% |
$2.58K - $2.83K
|
14.8K
$488K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
77+ 0.48% |
$2.01K - $2.2K
|
16K
$526K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 11.9% |
$1.3K - $1.43K
|
470
$15.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
48+ 0.46% |
$1.25K - $1.37K
|
10.4K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
47New |
$1.22K - $1.35K
|
47
$1.55K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.12% |
$104 - $115
|
3.26K
$107K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.04% |
$104 - $115
|
10.1K
$333K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$52.1 - $57.3
|
2
$65.9
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2- 0.01% |
$52.1 - $57.3
|
29.6K
$974K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-27- 0.18% |
$704 - $773
|
14.8K
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 0.71% |
$1.02K - $1.12K
|
5.43K
$179K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-62- 43.06% |
$1.62K - $1.78K
|
82
$2.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-455- 55.49% |
$11.9K - $13K
|
365
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-496- 0.97% |
$12.9K - $14.2K
|
50.7K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-525- 0.5% |
$13.7K - $15K
|
105K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-582- 4.33% |
$15.2K - $16.7K
|
12.9K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-600- 5.17% |
$15.6K - $17.2K
|
11K
$362K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-670- 55.42% |
$17.5K - $19.2K
|
539
$17.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-779- 9.35% |
$20.3K - $22.3K
|
7.55K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-805- 0.81% |
$21K - $23K
|
98.9K
$3.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-834- 5.65% |
$21.7K - $23.9K
|
13.9K
$458K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-877- 22.01% |
$22.9K - $25.1K
|
3.11K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-928- 1.35% |
$24.2K - $26.6K
|
67.9K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 4.84% |
$37.9K - $41.6K
|
28.6K
$941K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.65K- 2.91% |
$42.9K - $47.1K
|
54.9K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.73K- 0.47% |
$45.2K - $49.6K
|
369K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-1.73K- 0.47% |
$45.2K - $49.6K
|
369K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.91K- 1.34% |
$49.9K - $54.8K
|
141K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.96K- 2.66% |
$51.1K - $56.1K
|
71.7K
$2.36M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.15KClosed |
$56K - $61.6K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.21K- 49.21% |
$57.6K - $63.3K
|
2.28K
$75.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.5K- 37.59% |
$65.2K - $71.6K
|
4.15K
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.56K- 3.29% |
$66.7K - $73.3K
|
75.2K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.58K- 30.07% |
$67.3K - $74K
|
6.01K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.72K- 4.58% |
$70.8K - $77.8K
|
56.5K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.72K- 1.14% |
$70.9K - $77.9K
|
237K
$7.79M
|