Purchases and Sales Made in Q3 2023 in Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
698+ 25.64% |
$64.2K - $80.4K
|
3.42K
$549K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
697+ 6.68% |
$64.1K - $80.2K
|
11.1K
$1.79M
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
694+ 3.18% |
$63.8K - $79.9K
|
22.5K
$3.61M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
690+ 4.77% |
$63.4K - $79.4K
|
15.2K
$2.43M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
664+ 1.81% |
$61K - $76.4K
|
37.3K
$5.98M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
663+ 4.26% |
$60.9K - $76.3K
|
16.2K
$2.61M
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
656+ 24.43% |
$60.3K - $75.5K
|
3.34K
$536K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
652+ 19.74% |
$59.9K - $75.1K
|
3.96K
$635K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
651+ 1.55% |
$59.8K - $74.9K
|
42.6K
$6.84M
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
642+ 1.24% |
$59K - $73.9K
|
52.3K
$8.4M
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
640+ 1.45% |
$58.8K - $73.7K
|
44.9K
$7.2M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
638+ 20.71% |
$58.6K - $73.4K
|
3.72K
$597K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
632+ 1.2% |
$58.1K - $72.8K
|
53.3K
$8.55M
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
631+ 2.97% |
$58K - $72.6K
|
21.9K
$3.51M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
631+ 0.89% |
$58K - $72.6K
|
71.7K
$11.5M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
623+ 4.27% |
$57.3K - $71.7K
|
15.2K
$2.44M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
622+ 27.46% |
$57.2K - $71.6K
|
2.89K
$463K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
619+ 128.16% |
$56.9K - $71.3K
|
1.1K
$177K
|
|
Nov 13, 2023
Q3 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
619+ 0.67% |
$56.9K - $71.3K
|
93K
$14.9M
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
611+ 3.43% |
$56.2K - $70.3K
|
18.4K
$2.96M
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
608+ 7.09% |
$55.9K - $70K
|
9.18K
$1.47M
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
593+ 26.19% |
$54.5K - $68.3K
|
2.86K
$458K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
591+ 114.09% |
$54.3K - $68K
|
1.11K
$178K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
589+ 10.06% |
$54.1K - $67.8K
|
6.44K
$1.03M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
581+ 54.91% |
$53.4K - $66.9K
|
1.64K
$263K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
568+ 3.18% |
$52.2K - $65.4K
|
18.4K
$2.96M
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
556+ 8.42% |
$51.1K - $64K
|
7.16K
$1.15M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
540+ 5.0% |
$49.6K - $62.2K
|
11.3K
$1.82M
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
532+ 0.34% |
$48.9K - $61.2K
|
157K
$25.1M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
532New |
$48.9K - $61.2K
|
532
$85.4K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
527+ 418.25% |
$48.4K - $60.7K
|
653
$105K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
521+ 15.04% |
$47.9K - $60K
|
3.99K
$640K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
521+ 437.82% |
$47.9K - $60K
|
640
$103K
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
520+ 1.38% |
$47.8K - $59.9K
|
38.1K
$6.11M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
517+ 3.57% |
$47.5K - $59.5K
|
15K
$2.4M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
503+ 0.79% |
$46.2K - $57.9K
|
64.2K
$10.3M
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
483+ 9.92% |
$44.4K - $55.6K
|
5.35K
$859K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
471+ 42.97% |
$43.3K - $54.2K
|
1.57K
$251K
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
471+ 10.33% |
$43.3K - $54.2K
|
5.03K
$807K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
470New |
$43.2K - $54.1K
|
470
$75.4K
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
466+ 1.28% |
$42.8K - $53.6K
|
36.9K
$5.92M
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
450+ 0.09% |
$41.4K - $51.8K
|
481K
$77.2M
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
441New |
$40.5K - $50.8K
|
441
$70.8K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
441+ 6.52% |
$40.5K - $50.8K
|
7.2K
$1.16M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
438+ 5.11% |
$40.3K - $50.4K
|
9.02K
$1.45M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
438+ 3.32% |
$40.3K - $50.4K
|
13.6K
$2.19M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
437+ 6.28% |
$40.2K - $50.3K
|
7.4K
$1.19M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
435+ 3.88% |
$40K - $50.1K
|
11.6K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
432+ 1.06% |
$39.7K - $49.7K
|
41.3K
$6.62M
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
429+ 24.78% |
$39.4K - $49.4K
|
2.16K
$347K
|