Purchases and Sales Made in Q1 2023 in Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX) during Q1 2023. The information is specifically focused on institutions that hold shares of Blackstone Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
75+ 2.99% |
$5.71K - $7.5K
|
2.59K
$426K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
74+ 1.39% |
$5.63K - $7.4K
|
5.38K
$887K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
73+ 0.58% |
$5.56K - $7.3K
|
12.7K
$2.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
70+ 3.58% |
$5.33K - $7K
|
2.02K
$334K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
67+ 0.27% |
$5.1K - $6.7K
|
25.3K
$4.16M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
67New |
$5.1K - $6.7K
|
67
$11K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
66+ 2.24% |
$5.02K - $6.6K
|
3.01K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
64+ 38.55% |
$4.87K - $6.4K
|
230
$37.9K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
64+ 0.83% |
$4.87K - $6.4K
|
7.82K
$1.29M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
63+ 1.34% |
$4.8K - $6.3K
|
4.78K
$787K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
63+ 0.17% |
$4.8K - $6.3K
|
36.4K
$5.99M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
62+ 0.82% |
$4.72K - $6.2K
|
7.66K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
60+ 1.57% |
$4.57K - $6K
|
3.87K
$638K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
57+ 0.04% |
$4.34K - $5.7K
|
140K
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
57New |
$4.34K - $5.7K
|
57
$9.39K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
56New |
$4.26K - $5.6K
|
56
$9.23K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
52+ 0.06% |
$3.96K - $5.2K
|
94.4K
$15.6M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52+ 1.32% |
$3.96K - $5.2K
|
3.98K
$656K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
51+ 1.13% |
$3.88K - $5.1K
|
4.56K
$751K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
50+ 0.98% |
$3.81K - $5K
|
5.15K
$849K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50+ 0.79% |
$3.81K - $5K
|
6.36K
$1.05M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
50+ 1.15% |
$3.81K - $5K
|
4.39K
$724K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
49+ 0.82% |
$3.73K - $4.9K
|
6K
$988K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
48+ 0.26% |
$3.65K - $4.8K
|
18.4K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
48+ 1.41% |
$3.65K - $4.8K
|
3.45K
$569K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
47+ 0.51% |
$3.58K - $4.7K
|
9.21K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
43+ 0.22% |
$3.27K - $4.3K
|
19.8K
$3.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.95% |
$3.2K - $4.2K
|
4.45K
$733K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
41+ 0.32% |
$3.12K - $4.1K
|
12.9K
$2.12M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
40+ 190.48% |
$3.05K - $4K
|
61
$10.1K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
39+ 0.56% |
$2.97K - $3.9K
|
7.01K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
38+ 0.85% |
$2.89K - $3.8K
|
4.54K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
37+ 0.26% |
$2.82K - $3.7K
|
14.1K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
36+ 4.03% |
$2.74K - $3.6K
|
929
$153K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
35+ 0.14% |
$2.66K - $3.5K
|
24.2K
$3.98M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
34+ 0.83% |
$2.59K - $3.4K
|
4.13K
$681K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33New |
$2.51K - $3.3K
|
33
$5.44K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
32+ 1.62% |
$2.44K - $3.2K
|
2K
$330K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
31+ 0.24% |
$2.36K - $3.1K
|
13.1K
$2.17M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 0.47% |
$2.36K - $3.1K
|
6.68K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
30+ 0.52% |
$2.28K - $3K
|
5.84K
$962K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
26+ 0.48% |
$1.98K - $2.6K
|
5.42K
$892K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
25+ 0.18% |
$1.9K - $2.5K
|
14K
$2.3M
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
25+ 0.09% |
$1.9K - $2.5K
|
26.5K
$4.37M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
24+ 0.35% |
$1.83K - $2.4K
|
6.97K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.83K - $2.4K
|
24
$3.95K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 0.66% |
$1.75K - $2.3K
|
3.51K
$578K
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
22+ 0.13% |
$1.67K - $2.2K
|
16.4K
$2.71M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
21+ 0.31% |
$1.6K - $2.1K
|
6.8K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
20+ 0.26% |
$1.52K - $2K
|
7.75K
$1.28M
|