Latest Institutional Transactions on Broadstone Net Lease, Inc. (BNL)
This table provides information on the latest institutional transactions involving Broadstone Net Lease, Inc. (BNL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
83KNew |
$1.14M - $1.45M
|
83K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13.5KNew |
$186K - $236K
|
13.5K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
189+ 0.86% |
$2.6K - $3.3K
|
22.1K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
215New |
$2.96K - $3.76K
|
215
$3.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.8KNew |
$149K - $189K
|
10.8K
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.19K- 14.23% |
$71.5K - $90.7K
|
31.3K
$573K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5K- 32.2% |
$68.9K - $87.4K
|
10.5K
$193K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5.85K- 6.99% |
$80.5K - $102K
|
77.8K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.22K- 3.69% |
$16.8K - $21.3K
|
31.8K
$582K
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-126- 0.27% |
$1.74K - $2.2K
|
45.8K
$839K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
60.8KNew |
$838K - $1.06M
|
60.8K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.5K- 44.86% |
$241K - $306K
|
21.5K
$394K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5KNew |
$68.9K - $87.4K
|
5K
$91.6K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
37.3KNew |
$515K - $653K
|
37.3K
$685K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15.6KNew |
$215K - $273K
|
15.6K
$286K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
116KNew |
$1.64M - $1.98M
|
116K
$2.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
SELL
|
- |
-268K- 25.21% |
$3.78M - $4.57M
|
794K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.9KNew |
$168K - $202K
|
11.9K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
561KNew |
$7.92M - $9.56M
|
561K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
156KNew |
$2.2M - $2.66M
|
156K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.1KNew |
$142K - $172K
|
10.1K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-29- 58.0% |
$410 - $494
|
21
$385
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
12.3KNew |
$173K - $209K
|
12.3K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-3.42K- 20.65% |
$48.3K - $58.3K
|
13.1K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-395- 0.75% |
$5.58K - $6.73K
|
52.4K
$960K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-130K- 97.93% |
$1.84M - $2.22M
|
2.75K
$50.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
11.6KNew |
$164K - $198K
|
11.6K
$212K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.6KNew |
$150K - $181K
|
10.6K
$195K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.49KNew |
$35.1K - $42.4K
|
2.49K
$45.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
64New |
$904 - $1.09K
|
64
$1.17K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
35.5KNew |
$502K - $605K
|
35.5K
$651K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5Closed |
$70.7 - $85.3
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-252K- 80.07% |
$3.83M - $4.24M
|
62.7K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-642K- 45.77% |
$9.75M - $10.8M
|
761K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.2K+ 5.2% |
$200K - $222K
|
266K
$4.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-99- 0.7% |
$1.5K - $1.67K
|
14.1K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
32.4KNew |
$492K - $544K
|
32.4K
$593K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.52K- 2.99% |
$23.1K - $25.6K
|
49.3K
$903K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.87KNew |
$74K - $81.9K
|
4.87K
$89.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
27.2KNew |
$413K - $457K
|
27.2K
$498K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-102- 0.85% |
$1.55K - $1.72K
|
11.9K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-9.06K- 43.42% |
$138K - $152K
|
11.8K
$216K
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
10.8KNew |
$164K - $181K
|
10.8K
$198K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-7.5K- 37.5% |
$114K - $126K
|
12.5K
$229K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.6KNew |
$161K - $178K
|
10.6K
$194K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.1KNew |
$215K - $238K
|
14.1K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
607+ 1.38% |
$9.22K - $10.2K
|
44.5K
$815K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
10.3KNew |
$156K - $173K
|
10.3K
$189K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-15.6K- 60.93% |
$237K - $262K
|
10K
$183K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.6KNew |
$237K - $263K
|
15.6K
$286K
|
|