Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Blackstone Secured Lending Cef (BXSL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 267    15
Total shares held : 
 53,766,248  
% of shares held : 
 59.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   69  
Amount of shares held : 
 2,163,663  
% of shares held change : 
   2.4%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 645,934
 1.2%
 
Increased Positions :
115
 5,035,938
 9.37%
 
Unchanged Positions :
56
 4,846,811
 9.01%
 
Decreased Positions :
61
-1,617,089
-3.01%
 
Closed Positions :
20
-1,901,120
-3.54%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NOMURA ASSET MANAGEMENT CO LTD 30 - 2023-12-31 4,821,617 $133,269,000 -300,949
   CREATIVE PLANNING 110 - 2023-12-31 2,128,236 $58,824,000 -101,778
   J P MORGAN CHASE & CO 1252 - 2024-03-31 1,359,412 $42,346,000 -102,487
   HIGHTOWER ADVISORS, LLC 368 - 2024-03-31 961,209 $29,924,000 -7,779
   Amplius Wealth Advisors LLC 11 - 2024-03-31 909,711 $28,337,000 -272,970
   Global Strategic Investment Solutions LLC 16 - 2024-03-31 498,508 $15,529,000 -16,722
   SHIKIAR ASSET MANAGEMENT INC 8 - 2024-03-31 481,365 $14,995,000 -61,445
   LGT CAPITAL PARTNERS LTD. 41 - 2023-12-31 476,000 $13,157,000 -64,000
   MCKINLEY CAPITAL MANAGEMENT INC /AK 16 - 2024-03-31 345,647 $10,767,000 -7,306
   GRIES FINANCIAL LLC 7 - 2023-12-31 381,733 $10,551,000 -10,269
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 763 - 2024-03-31 333,579 $10,391,000 -35,652
   Muzinich & Co. Inc. 3 - 2023-12-31 369,231 $10,206,000 -1,734
   Quadrant Private Wealth Management LLC 7 - 2023-12-31 302,621 $8,597,000 -56,156
   MARINER WEALTH ADVISORS, LLC 522 - 2023-12-31 310,016 $8,569,000 -19,855
   Advisor Group Holdings Inc. 780 - 2024-03-31 260,262 $8,109,000 -150,549
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 95 - 2023-12-31 290,708 $8,035,000 -1,097
   Americana Partners LLC 42 - 2024-03-31 237,653 $7,403,000 -4,166
   Tranquility Partners LLC 4 - 2024-03-31 213,741 $6,658,000 -109,364
   BECK CAPITAL MANAGEMENT LLC 4 - 2023-12-31 236,669 $6,542,000 -2,720
   NEUBERGER BERMAN GROUP LLC 868 - 2023-12-31 218,547 $6,041,000 -15,143
   CONFLUENCE INVESTMENT MANAGEMENT LLC 116 - 2024-03-31 188,309 $5,866,000 -480
   Cliffwater LLC 17 - 2024-03-31 153,945 $4,795,000 -135,134
   Lakeview Capital Partners LLC 31 - 2024-03-31 133,879 $4,170,000 -6,779
   BDO Wealth Advisors LLC 53 - 2023-06-30 133,882 $3,663,000 -486
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1309 - 2024-03-31 117,154 $3,649,000 -41,100
   WAGONHOUND INVESTMENTS LP 83 - 2023-12-31 127,555 $3,526,000 -5,596
   MGO Private Wealth LLC 14 - 2024-03-31 111,351 $3,469,000 -2,386
   TWO SIGMA INVESTMENTS LLC 1119 - 2023-12-31 116,297 $3,214,000 -120,083
   CFO4Life Group LLC 32 - 2024-03-31 98,276 $3,061,000 -6,723
   KARPAS STRATEGIES LLC 29 - 2024-03-31 97,446 $3,035,000 -11,492
   HTLF Bank 60 - 2024-03-31 95,879 $2,987,000 -2,409
   BARD ASSOCIATES INC 29 - 2023-12-31 98,934 $2,807,000 -805
   DUBUQUE BANK & TRUST CO 61 - 2023-09-30 101,933 $2,789,000 -3,896
   CHILTON INVESTMENT CO LLC 79 - 2023-12-31 79,966 $2,210,000 -6,589
   Integrated Wealth Concepts LLC 463 - 2023-12-31 75,204 $2,079,000 -2,559
   NATIONAL ASSET MANAGEMENT, INC. 355 - 2023-12-31 71,002 $2,017,000 -11,916
   INVESCO LTD 2527 - 2023-12-31 71,725 $1,982,000 -1,960
   Sowell Financial Services LLC 264 - 2024-03-31 51,410 $1,641,000 -15,894
   Taylor & Morgan Wealth Management LLC 18 - 2024-03-31 47,396 $1,476,000 -1,575
   DELPHI MANAGEMENT INC /MA/ - 2023-09-30 49,296 $1,349,000 -489
   Y-Intercept (Hong Kong) Ltd 354 - 2024-03-31 35,203 $1,097,000 -75,797
   Cresset Asset Management LLC 884 - 2023-12-31 34,764 $981,000 -8,160
   CITADEL ADVISORS LLC 2965 - 2023-12-31 34,988 $967,000 -163,538
   CHESAPEAKE CAPITAL CORP /IL/ 42 - 2024-03-31 29,568 $921,000 -9,227
   MADISON WEALTH MANAGEMENT 97 - 2023-09-30 32,225 $882,000 -60
   Triumph Capital Management 68 - 2024-03-31 27,970 $861,000 -4,894
   COMMONWEALTH EQUITY SERVICES LLC. 2368 - 2024-03-31 26,452 $824,000 -6,709
   Green Square Asset Management LLC 76 - 2023-12-31 29,651 $820,000 -29,651
   KEYBANK NATIONAL ASSOCIATION/OH 581 - 2023-12-31 29,581 $818,000 -2
   Greenland Capital Management LP 131 - 2024-03-31 25,920 $807,000 -69,080
   Beacon Pointe Advisors LLC 727 - 2023-12-31 28,579 $790,000 -1,454
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 617 - 2023-12-31 27,500 $760,000 -64,900
   WELLINGTON SHIELDS & CO., LLC 104 - 2024-03-31 22,174 $691,000 -600
   Investment Partners Asset Management Inc. 63 - 2024-03-31 17,913 $558,000 -79
   FORA Capital LLC 320 - 2024-03-31 16,718 $521,000 -6,735
   BI Asset Management Fondsmaeglerselskab A/S 541 - 2024-03-31 15,011 $468,000 -23,263
   Monument Capital Management 128 - 2024-03-31 13,363 $416,000 -556
   JANE STREET GROUP LLC 4271 - 2023-12-31 12,922 $357,000 -25,256
   IPG Investment Advisors LLC 141 - 2023-12-31 11,000 $313,000 -600
   RSM US WEALTH MANAGEMENT LLC 520 - 2024-03-31 9,978 $311,000 -16,077
   JAFFETILCHIN INVESTMENT PARTNERS LLC 282 - 2023-12-31 10,909 $302,000 -9,336
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 163 - 2023-12-31 10,000 $276,000 -20,000
   Virtus ETF Advisers LLC 231 - 2023-12-31 9,890 $273,000 -2,828
   CAPTRUST FINANCIAL ADVISORS 2194 - 2023-12-31 9,466 $262,000 -39,687
   Mutual Advisors LLC 943 - 2024-03-31 7,861 $245,000 -785
   ADVISORY RESEARCH INC 306 - 2023-12-31 8,873 $245,000 -34,689
   ADVISORY SERVICES NETWORK, LLC 1257 - 2024-03-31 7,571 $236,000 -927
   DARK FOREST CAPITAL MANAGEMENT LP 383 - 2023-12-31 7,805 $216,000 -75,331
   Trexquant Investment LP 1327 - 2023-12-31 7,554 $209,000 -779
   PROEQUITIES INC. 724 - 2024-03-31 5,384 $172,000 -50
   NORTH STAR INVESTMENT MANAGEMENT CORP. 451 - 2024-03-31 4,996 $156,000 -1,012
   HM PAYSON & CO 474 - 2023-12-31 4,150 $115,000 -2,500
   CWM LLC 1926 - 2024-03-31 2,899 $90,000 -301
   Sutton Wealth Advisors Inc. 219 - 2023-09-30 1,995 $55,000 -841
   Hexagon Capital Partners LLC 911 - 2024-03-31 257 $8,000 -108
   Venturi Wealth Management LLC 1348 - 2024-03-31 38 $1,000 -44
  76 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us