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 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-519- 83.84% |
$46.5K - $69.1K
|
100
$16K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-520- 19.7% |
$46.6K - $69.2K
|
2.12K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-521- 81.41% |
$46.7K - $69.4K
|
119
$19.1K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-521- 81.41% |
$46.7K - $69.4K
|
119
$19.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-529- 7.23% |
$47.4K - $70.4K
|
6.79K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-530- 2.04% |
$47.5K - $70.6K
|
25.5K
$4.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-531- 20.12% |
$47.6K - $70.7K
|
2.11K
$338K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-532- 1.32% |
$47.7K - $70.8K
|
39.9K
$6.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-535- 3.07% |
$47.9K - $71.2K
|
16.9K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-540- 11.26% |
$48.4K - $71.9K
|
4.26K
$683K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-541- 20.11% |
$48.5K - $72K
|
2.15K
$345K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-552- 2.79% |
$49.5K - $73.5K
|
19.3K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-554- 5.31% |
$49.6K - $73.8K
|
9.88K
$1.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-561- 0.92% |
$50.3K - $74.7K
|
60.6K
$9.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-562- 8.12% |
$50.4K - $74.8K
|
6.36K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-565- 1.55% |
$50.6K - $75.2K
|
35.9K
$5.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-569- 6.58% |
$51K - $75.8K
|
8.08K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-570- 0.28% |
$51.1K - $75.9K
|
201K
$32.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-572- 15.16% |
$51.3K - $76.2K
|
3.2K
$514K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-575- 4.88% |
$51.5K - $76.5K
|
11.2K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-577- 2.16% |
$51.7K - $76.8K
|
26.2K
$4.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-579- 2.06% |
$51.9K - $77.1K
|
27.5K
$4.41M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-584- 70.36% |
$52.3K - $77.7K
|
246
$39.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-592- 14.77% |
$53K - $78.8K
|
3.42K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-600- 5.42% |
$53.8K - $79.9K
|
10.5K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-605- 4.28% |
$54.2K - $80.5K
|
13.5K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-610- 17.8% |
$54.7K - $81.2K
|
2.82K
$452K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-612- 3.23% |
$54.8K - $81.5K
|
18.3K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-613- 3.81% |
$54.9K - $81.6K
|
15.5K
$2.49M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-616- 10.63% |
$55.2K - $82K
|
5.18K
$831K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-620- 24.08% |
$55.6K - $82.5K
|
1.96K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-625- 0.34% |
$56K - $83.2K
|
186K
$29.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-630- 10.15% |
$56.5K - $83.9K
|
5.58K
$895K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-631- 19.33% |
$56.5K - $84K
|
2.63K
$423K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-640- 8.32% |
$57.4K - $85.2K
|
7.05K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-643- 4.32% |
$57.6K - $85.6K
|
14.3K
$2.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-650- 6.05% |
$58.2K - $86.5K
|
10.1K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-650- 0.85% |
$58.2K - $86.5K
|
76.3K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-654- 1.58% |
$58.6K - $87.1K
|
40.7K
$6.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-660- 3.49% |
$59.1K - $87.9K
|
18.3K
$2.93M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-664- 5.02% |
$59.5K - $88.4K
|
12.6K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-667- 0.88% |
$59.8K - $88.8K
|
75.4K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-670- 6.01% |
$60K - $89.2K
|
10.5K
$1.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-674- 4.02% |
$60.4K - $89.7K
|
16.1K
$2.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-675- 19.68% |
$60.5K - $89.9K
|
2.76K
$442K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-675- 24.41% |
$60.5K - $89.9K
|
2.09K
$335K
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-682- 3.73% |
$61.1K - $90.8K
|
17.6K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-694- 8.28% |
$62.2K - $92.4K
|
7.69K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-700- 6.3% |
$62.7K - $93.2K
|
10.4K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-701- 0.72% |
$62.8K - $93.3K
|
96.4K
$15.5M
|