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 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-138- 1.4% |
$10.5K - $13.8K
|
9.73K
$1.6M
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-140- 1.5% |
$10.7K - $14K
|
9.18K
$1.51M
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-142- 0.58% |
$10.8K - $14.2K
|
24.1K
$3.98M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-147- 5.63% |
$11.2K - $14.7K
|
2.46K
$406K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-147- 0.64% |
$11.2K - $14.7K
|
22.8K
$3.76M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-150- 4.81% |
$11.4K - $15K
|
2.97K
$489K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-150- 3.21% |
$11.4K - $15K
|
4.53K
$746K
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-150- 3.3% |
$11.4K - $15K
|
4.4K
$725K
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-150- 0.36% |
$11.4K - $15K
|
41K
$6.75M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-151- 2.69% |
$11.5K - $15.1K
|
5.47K
$902K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-158- 4.49% |
$12K - $15.8K
|
3.36K
$554K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-160- 1.65% |
$12.2K - $16K
|
9.52K
$1.57M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-162- 0.44% |
$12.3K - $16.2K
|
36.5K
$6.02M
|
|
Dec 02, 2024
Q1 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-174- 0.68% |
$13.2K - $17.4K
|
25.3K
$4.17M
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-175- 5.22% |
$13.3K - $17.5K
|
3.18K
$524K
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-175- 0.47% |
$13.3K - $17.5K
|
37.1K
$6.11M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-178- 1.94% |
$13.6K - $17.8K
|
8.99K
$1.48M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-180- 0.75% |
$13.7K - $18K
|
23.7K
$3.91M
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-189- 6.15% |
$14.4K - $18.9K
|
2.89K
$476K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-189- 14.25% |
$14.4K - $18.9K
|
1.14K
$187K
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-190- 6.15% |
$14.5K - $19K
|
2.9K
$478K
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-190- 4.84% |
$14.5K - $19K
|
3.73K
$615K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-193- 1.39% |
$14.7K - $19.3K
|
13.7K
$2.26M
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-193- 76.89% |
$14.7K - $19.3K
|
58
$9.56K
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-200- 6.4% |
$15.2K - $20K
|
2.93K
$482K
|
|
Apr 20, 2023
Q1 2023
|
Penbrook Management LLC
|
SELL
|
- |
-200- 1.02% |
$15.2K - $20K
|
19.4K
$3.2M
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-200- 18.42% |
$15.2K - $20K
|
886
$146K
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 3.4% |
$15.2K - $20K
|
5.68K
$936K
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-200- 1.64% |
$15.2K - $20K
|
12K
$1.97M
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-203- 2.63% |
$15.5K - $20.3K
|
7.52K
$1.24M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-204- 49.51% |
$15.5K - $20.4K
|
208
$34.3K
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-205- 5.99% |
$15.6K - $20.5K
|
3.22K
$530K
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-207- 0.85% |
$15.8K - $20.7K
|
24.1K
$3.97M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-210- 6.76% |
$16K - $21K
|
2.9K
$477K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-215- 1.17% |
$16.4K - $21.5K
|
18.2K
$3M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-217- 1.18% |
$16.5K - $21.7K
|
18.2K
$2.99M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-218- 9.82% |
$16.6K - $21.8K
|
2K
$330K
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-220- 4.37% |
$16.7K - $22K
|
4.82K
$794K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-225- 7.71% |
$17.1K - $22.5K
|
2.69K
$444K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-225- 15.0% |
$17.1K - $22.5K
|
1.28K
$210K
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-235- 45.19% |
$17.9K - $23.5K
|
285
$47K
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-249- 2.19% |
$19K - $24.9K
|
11.1K
$1.83M
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-260- 1.05% |
$19.8K - $26K
|
24.5K
$4.04M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-262- 15.13% |
$19.9K - $26.2K
|
1.47K
$242K
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-264- 1.84% |
$20.1K - $26.4K
|
14.1K
$2.32M
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-264- 4.06% |
$20.1K - $26.4K
|
6.24K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-264- 1.02% |
$20.1K - $26.4K
|
25.7K
$4.24M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-264- 0.29% |
$20.1K - $26.4K
|
89.3K
$14.7M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-267- 2.09% |
$20.3K - $26.7K
|
12.5K
$2.07M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-269Closed |
$20.5K - $26.9K
|
0
$0
|