Purchases and Sales Made in Q2 2023 in Blackstone Secured Lending Fund (BXSL)
This table provides information about the institutional ownership of Blackstone Secured Lending Fund (BXSL) during Q2 2023. The information is specifically focused on institutions that hold shares of Blackstone Secured Lending Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 6.24% |
$51.1K - $58.7K
|
36.3K
$1.23M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2K+ 31.33% |
$47.9K - $55K
|
8.38K
$283K
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2K+ 38.1% |
$47.9K - $55K
|
7.25K
$245K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.91K+ 15.65% |
$45.8K - $52.6K
|
14.1K
$476K
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.57K+ 1.69% |
$37.6K - $43.2K
|
94.4K
$3.18M
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.5K+ 5.14% |
$35.9K - $41.3K
|
30.7K
$1.04M
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.25K+ 2.94% |
$29.9K - $34.4K
|
43.8K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
998New |
$23.9K - $27.5K
|
998
$33.7K
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
918+ 0.21% |
$22K - $25.3K
|
441K
$14.9M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
868+ 1.77% |
$20.8K - $23.9K
|
49.9K
$1.68M
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
675+ 0.66% |
$16.2K - $18.6K
|
103K
$3.49M
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
646+ 0.34% |
$15.5K - $17.8K
|
189K
$6.37M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
525+ 1.04% |
$12.6K - $14.4K
|
51.2K
$1.73M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
500New |
$12K - $13.8K
|
500
$16.9K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
441+ 2.37% |
$10.6K - $12.1K
|
19K
$642K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
400+ 5.19% |
$9.58K - $11K
|
8.1K
$273K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
390+ 8.93% |
$9.34K - $10.7K
|
4.76K
$160K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
377+ 2.74% |
$9.03K - $10.4K
|
14.1K
$477K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
376+ 57.14% |
$9.01K - $10.3K
|
1.03K
$34.9K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
222+ 2.34% |
$5.32K - $6.11K
|
9.72K
$328K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
175+ 0.44% |
$4.19K - $4.81K
|
39.8K
$1.34M
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
144+ 24.49% |
$3.45K - $3.96K
|
732
$24.7K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
96+ 1.16% |
$2.3K - $2.64K
|
8.37K
$282K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
92New |
$2.2K - $2.53K
|
92
$3.11K
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
71+ 0.45% |
$1.7K - $1.95K
|
15.8K
$534K
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27+ 0.18% |
$647 - $743
|
15.4K
$521K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
18+ 0.12% |
$431 - $495
|
14.5K
$490K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.25% |
$383 - $440
|
6.53K
$220K
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4+ 0.01% |
$95.8 - $110
|
51.1K
$1.72M
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$71.9 - $82.5
|
10.1K
$341K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.09% |
$71.9 - $82.5
|
3.22K
$109K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-29- 0.26% |
$695 - $798
|
11K
$370K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-68- 0.17% |
$1.63K - $1.87K
|
40.2K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-89- 0.01% |
$2.13K - $2.45K
|
630K
$21.3M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-254- 1.19% |
$6.08K - $6.99K
|
21.1K
$711K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-272- 0.14% |
$6.51K - $7.48K
|
201K
$6.79M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-275- 71.43% |
$6.59K - $7.57K
|
110
$3.71K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-486- 0.36% |
$11.6K - $13.4K
|
134K
$4.52M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-525- 3.67% |
$12.6K - $14.4K
|
13.8K
$465K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-707- 8.29% |
$16.9K - $19.4K
|
7.82K
$264K
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-809- 1.6% |
$19.4K - $22.3K
|
49.8K
$1.68M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.12K- 8.26% |
$26.9K - $30.9K
|
12.5K
$421K
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.73K- 22.39% |
$41.5K - $47.6K
|
6.01K
$203K
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.1K- 0.92% |
$50.2K - $57.6K
|
226K
$7.61M
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.15K- 4.28% |
$51.6K - $59.3K
|
48.1K
$1.62M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 83.79% |
$56.5K - $64.8K
|
456
$15.4K
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.4K- 20.72% |
$57.4K - $65.9K
|
9.17K
$309K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.44K- 22.15% |
$58.3K - $67K
|
8.56K
$289K
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.63K- 5.75% |
$62.9K - $72.3K
|
43.1K
$1.45M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.49K- 7.77% |
$83.6K - $96.1K
|
41.5K
$1.4M
|