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 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-704- 19.52% |
$63.1K - $93.7K
|
2.9K
$466K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-706- 3.76% |
$63.3K - $94K
|
18.1K
$2.9M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-710- 1.58% |
$63.6K - $94.5K
|
44.2K
$7.09M
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-712- 3.48% |
$63.8K - $94.8K
|
19.8K
$3.17M
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-712- 2.83% |
$63.8K - $94.8K
|
24.5K
$3.92M
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-713- 4.6% |
$63.9K - $94.9K
|
14.8K
$2.37M
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-715- 5.18% |
$64.1K - $95.2K
|
13.1K
$2.1M
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-720- 5.01% |
$64.5K - $95.9K
|
13.7K
$2.19M
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-722- 2.99% |
$64.7K - $96.1K
|
23.4K
$3.76M
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-723- 30.05% |
$64.8K - $96.3K
|
1.68K
$270K
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-731- 16.89% |
$65.5K - $97.3K
|
3.6K
$577K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-750- 8.32% |
$67.2K - $99.8K
|
8.27K
$1.33M
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-774- 3.77% |
$69.4K - $103K
|
19.8K
$3.17M
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-774- 12.02% |
$69.4K - $103K
|
5.67K
$909K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-778- 12.08% |
$69.7K - $104K
|
5.66K
$909K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-795- 1.84% |
$71.2K - $106K
|
42.5K
$6.82M
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-806- 21.67% |
$72.2K - $107K
|
2.91K
$468K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-810- 0.49% |
$72.6K - $108K
|
165K
$26.4M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-832- 3.13% |
$74.6K - $111K
|
25.8K
$4.14M
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-835- 11.19% |
$74.8K - $111K
|
6.63K
$1.06M
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-842- 2.76% |
$75.5K - $112K
|
29.7K
$4.76M
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-850- 1.7% |
$76.2K - $113K
|
49.1K
$7.88M
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-850- 3.24% |
$76.2K - $113K
|
25.4K
$4.07M
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-864- 12.06% |
$77.4K - $115K
|
6.3K
$1.01M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-867- 15.93% |
$77.7K - $115K
|
4.58K
$735K
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-871- 27.87% |
$78.1K - $116K
|
2.25K
$362K
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-872- 25.62% |
$78.1K - $116K
|
2.53K
$406K
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-876- 6.59% |
$78.5K - $117K
|
12.4K
$1.99M
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-881- 4.78% |
$78.9K - $117K
|
17.5K
$2.81M
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-887- 1.41% |
$79.5K - $118K
|
62K
$9.95M
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-904- 4.13% |
$81K - $120K
|
21K
$3.37M
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-908- 32.79% |
$81.4K - $121K
|
1.86K
$299K
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-908- 1.57% |
$81.4K - $121K
|
56.8K
$9.11M
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-911- 20.38% |
$81.6K - $121K
|
3.56K
$571K
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-915- 6.7% |
$82K - $122K
|
12.7K
$2.04M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-917- 64.04% |
$82.2K - $122K
|
515
$82.6K
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-920- 11.94% |
$82.4K - $122K
|
6.79K
$1.09M
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-935- 2.37% |
$83.8K - $124K
|
38.6K
$6.19M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-939- 3.71% |
$84.1K - $125K
|
24.4K
$3.92M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-949- 8.8% |
$85K - $126K
|
9.84K
$1.58M
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-953- 26.78% |
$85.4K - $127K
|
2.61K
$418K
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-953- 26.42% |
$85.4K - $127K
|
2.65K
$426K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-953- 1.19% |
$85.4K - $127K
|
79K
$12.7M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-979- 14.85% |
$87.7K - $130K
|
5.61K
$901K
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-987- 23.03% |
$88.4K - $131K
|
3.3K
$529K
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-992- 9.01% |
$88.9K - $132K
|
10K
$1.61M
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-996- 0.16% |
$89.3K - $133K
|
604K
$96.9M
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 2.27% |
$89.6K - $133K
|
43K
$6.9M
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1K- 14.99% |
$89.6K - $133K
|
5.67K
$910K
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1K- 18.69% |
$89.6K - $133K
|
4.35K
$698K
|