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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
13+ 0.61% |
$1.16K - $1.73K
|
2.14K
$353K
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12+ 0.49% |
$1.08K - $1.6K
|
2.46K
$405K
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12+ 0.28% |
$1.08K - $1.6K
|
4.28K
$705K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 5.74% |
$1.08K - $1.6K
|
221
$36.4K
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.47% |
$1.08K - $1.6K
|
2.57K
$423K
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
12+ 0.61% |
$1.08K - $1.6K
|
2K
$329K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11+ 0.12% |
$986 - $1.46K
|
8.88K
$1.46M
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
11+ 0.19% |
$986 - $1.46K
|
5.93K
$976K
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
11+ 0.06% |
$986 - $1.46K
|
18.3K
$3.01M
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 100.0% |
$896 - $1.33K
|
20
$3.3K
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
10+ 0.02% |
$896 - $1.33K
|
40.7K
$6.71M
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.03% |
$896 - $1.33K
|
30.5K
$5.03M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9+ 0.09% |
$806 - $1.2K
|
9.66K
$1.59M
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 33.33% |
$806 - $1.2K
|
36
$5.93K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 3.4% |
$717 - $1.07K
|
243
$40K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.29% |
$627 - $932
|
2.41K
$397K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.2% |
$627 - $932
|
3.49K
$576K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.86% |
$538 - $799
|
704
$116K
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.26% |
$538 - $799
|
2.35K
$387K
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6+ 0.12% |
$538 - $799
|
4.9K
$808K
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.29% |
$538 - $799
|
2.11K
$347K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6New |
$538 - $799
|
6
$989
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6+ 0.31% |
$538 - $799
|
1.96K
$323K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.03% |
$538 - $799
|
17.5K
$2.88M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.09% |
$538 - $799
|
6.57K
$1.08M
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.05% |
$448 - $666
|
9.72K
$1.6M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.17% |
$448 - $666
|
2.89K
$477K
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.75% |
$448 - $666
|
672
$111K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5New |
$448 - $666
|
5
$824
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
5+ 0.07% |
$448 - $666
|
6.9K
$1.14M
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.02% |
$448 - $666
|
26.9K
$4.43M
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.14% |
$448 - $666
|
3.6K
$594K
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.07% |
$358 - $533
|
5.98K
$985K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.11% |
$358 - $533
|
3.81K
$628K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.62% |
$358 - $533
|
251
$41.4K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 6.25% |
$269 - $399
|
51
$8.4K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3New |
$269 - $399
|
3
$494
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$179 - $266
|
8.65K
$1.43M
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$179 - $266
|
2.91K
$480K
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.1% |
$179 - $266
|
2.04K
$336K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.43% |
$179 - $266
|
462
$76.1K
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2+ 0.11% |
$179 - $266
|
1.89K
$311K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.7% |
$179 - $266
|
287
$47.3K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.91% |
$179 - $266
|
222
$36.6K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.03% |
$179 - $266
|
5.95K
$980K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.7% |
$179 - $266
|
287
$47.3K
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
1+ 0.0% |
$89.6 - $133
|
26.1K
$4.3M
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$89.6 - $133
|
4.15K
$684K
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1+ 0.01% |
$89.6 - $133
|
17.8K
$2.93M
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.03% |
$89.6 - $133
|
3.54K
$583K
|