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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
19+ 0.38% |
$1.45K - $1.9K
|
5.06K
$833K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.02% |
$1.45K - $1.9K
|
83.2K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
19+ 0.67% |
$1.45K - $1.9K
|
2.85K
$470K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
18+ 0.03% |
$1.37K - $1.8K
|
58.4K
$9.63M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 0.09% |
$1.29K - $1.7K
|
18.1K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17+ 0.07% |
$1.29K - $1.7K
|
25.1K
$4.14M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17New |
$1.29K - $1.7K
|
17
$2.8K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
16+ 0.45% |
$1.22K - $1.6K
|
3.53K
$582K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
16+ 0.43% |
$1.22K - $1.6K
|
3.77K
$621K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16+ 1.39% |
$1.22K - $1.6K
|
1.17K
$192K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.37% |
$1.14K - $1.5K
|
4.04K
$665K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.94% |
$1.14K - $1.5K
|
1.61K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
15+ 3.89% |
$1.14K - $1.5K
|
401
$66.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
14+ 0.12% |
$1.07K - $1.4K
|
11.9K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 0.66% |
$1.07K - $1.4K
|
2.15K
$354K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14+ 0.47% |
$1.07K - $1.4K
|
2.97K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 0.05% |
$990 - $1.3K
|
25.5K
$4.2M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.95% |
$914 - $1.2K
|
1.27K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
12+ 0.11% |
$914 - $1.2K
|
11K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
11+ 0.36% |
$837 - $1.1K
|
3.07K
$506K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
11+ 0.06% |
$837 - $1.1K
|
19K
$3.13M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
10+ 8.93% |
$761 - $1K
|
122
$20.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.96% |
$685 - $900
|
948
$156K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
8+ 0.03% |
$609 - $800
|
31.7K
$5.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8+ 66.67% |
$609 - $800
|
20
$3.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6+ 0.14% |
$457 - $600
|
4.36K
$718K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
6+ 0.92% |
$457 - $600
|
655
$108K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.88% |
$457 - $600
|
685
$113K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$457 - $600
|
6
$989
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
6+ 0.12% |
$457 - $600
|
4.86K
$801K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5+ 0.07% |
$381 - $500
|
7.69K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.83% |
$381 - $500
|
610
$101K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$305 - $400
|
7.46K
$1.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.06% |
$305 - $400
|
6.36K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.12% |
$305 - $400
|
3.26K
$537K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.11% |
$305 - $400
|
3.8K
$626K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4+ 0.16% |
$305 - $400
|
2.45K
$404K
|
|
|
Apr 03, 2023
Q1 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
3+ 0.01% |
$228 - $300
|
52.5K
$8.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$228 - $300
|
10K
$1.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 1.26% |
$228 - $300
|
242
$39.9K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
3+ 0.07% |
$228 - $300
|
4.27K
$703K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.19% |
$228 - $300
|
1.61K
$264K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.1% |
$228 - $300
|
2.93K
$483K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.96% |
$152 - $200
|
211
$34.8K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
2+ 0.01% |
$152 - $200
|
16.8K
$2.77M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.85% |
$152 - $200
|
236
$38.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$152 - $200
|
8.64K
$1.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.07% |
$152 - $200
|
2.88K
$475K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.85% |
$152 - $200
|
237
$39.1K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.89% |
$152 - $200
|
227
$37.4K
|