Purchases and Sales Made in Q4 2023 in Blackstone Inc. (BX)
This table provides information about the institutional ownership of Blackstone Inc. (BX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.04K+ 8.24% |
$92.8K - $138K
|
13.6K
$2.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.03K+ 14.52% |
$92.3K - $137K
|
8.13K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.03K+ 3.66% |
$91.9K - $137K
|
29K
$4.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.03K+ 6.81% |
$91.9K - $136K
|
16.1K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.01K+ 10.59% |
$90.6K - $135K
|
10.6K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1K+ 14.62% |
$89.7K - $133K
|
7.85K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1K+ 9.9% |
$89.6K - $133K
|
11.1K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
991+ 1.28% |
$88.8K - $132K
|
78.7K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
986+ 16.73% |
$88.4K - $131K
|
6.88K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
983+ 47.03% |
$88.1K - $131K
|
3.07K
$518K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
981New |
$87.9K - $131K
|
981
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
974+ 8.91% |
$87.3K - $130K
|
11.9K
$2.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
970+ 21.71% |
$86.9K - $129K
|
5.44K
$917K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
964+ 5.94% |
$86.4K - $128K
|
17.2K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
959+ 2.92% |
$85.9K - $128K
|
33.8K
$5.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
952+ 17.72% |
$85.3K - $127K
|
6.32K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
951New |
$85.2K - $127K
|
951
$160K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
950+ 18.89% |
$85.1K - $126K
|
5.98K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
944+ 0.84% |
$84.6K - $126K
|
113K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
934+ 14.39% |
$83.7K - $124K
|
7.42K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
930New |
$83.3K - $124K
|
930
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
912+ 0.48% |
$81.7K - $121K
|
191K
$32.2M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
910+ 6.67% |
$81.5K - $121K
|
14.6K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
908+ 16.45% |
$81.4K - $121K
|
6.43K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
905+ 0.93% |
$81.1K - $120K
|
97.8K
$16.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
899New |
$80.6K - $120K
|
899
$152K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
892+ 13.12% |
$79.9K - $119K
|
7.69K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
871+ 20.6% |
$78.1K - $116K
|
5.1K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
871+ 5.92% |
$78.1K - $116K
|
15.6K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
864+ 2.97% |
$77.4K - $115K
|
30K
$5.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
861+ 1.17% |
$77.2K - $115K
|
74.7K
$12.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
843+ 4.1% |
$75.5K - $112K
|
21.4K
$3.61M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
830New |
$74.4K - $110K
|
830
$140K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
826New |
$74K - $110K
|
826
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
822+ 20.99% |
$73.7K - $109K
|
4.74K
$799K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
820+ 2.61% |
$73.5K - $109K
|
32.2K
$5.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
801+ 16.78% |
$71.8K - $107K
|
5.58K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
801+ 16.78% |
$71.8K - $107K
|
5.58K
$940K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
795+ 40.77% |
$71.2K - $106K
|
2.75K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
790+ 15.49% |
$70.8K - $105K
|
5.89K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
790+ 17.28% |
$70.8K - $105K
|
5.36K
$904K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
786+ 98.25% |
$70.4K - $105K
|
1.59K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
784+ 3.2% |
$70.3K - $104K
|
25.3K
$4.27M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
756+ 2.56% |
$67.7K - $101K
|
30.2K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
751+ 2.49% |
$67.3K - $100K
|
30.9K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
751+ 1.34% |
$67.3K - $100K
|
56.8K
$9.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
750New |
$67.2K - $99.8K
|
750
$126K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
748+ 6.78% |
$67K - $99.6K
|
11.8K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
747+ 0.68% |
$66.9K - $99.4K
|
111K
$18.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
745+ 11.06% |
$66.8K - $99.2K
|
7.48K
$1.26M
|