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This page summarizes the BXSL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether BXSL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing BXSL Share Count |
|---|
| Activest Wealth Management |
1,309 |
18,371 |
+17,062 |
+1303.44% |
| Register Financial Advisors LLC |
14,121 |
47,548 |
+33,427 |
+236.72% |
| PSI Advisors LLC |
1,250 |
2,100 |
+850 |
+68.00% |
| GFS Advisors LLC |
26,800 |
43,900 |
+17,100 |
+63.81% |
| Walter & Keenan Financial Consulting Co. MI ADV |
28,896 |
44,120 |
+15,224 |
+52.69% |
| Cambridge Investment Research Advisors Inc. |
34,300 |
52,085 |
+17,785 |
+51.85% |
| Kingswood Wealth Advisors LLC |
8,565 |
12,247 |
+3,682 |
+42.99% |
| Private Trust Co. NA |
2,662 |
3,489 |
+827 |
+31.07% |
| Columbia Advisory Partners LLC |
27,823 |
34,499 |
+6,676 |
+23.99% |
| Cooper Financial Group |
13,561 |
15,726 |
+2,165 |
+15.96% |
| Allspring Global Investments Holdings LLC |
143,881 |
166,394 |
+22,513 |
+15.65% |
| Van ECK Associates Corp |
1,340,394 |
1,540,503 |
+200,109 |
+14.93% |
| GraniteShares Advisors LLC |
53,591 |
61,403 |
+7,812 |
+14.58% |
| Park Avenue Securities LLC |
7,698 |
8,773 |
+1,075 |
+13.96% |
| Raymond James & Associates |
331,900 |
377,044 |
+45,144 |
+13.60% |
| Cornerstone Wealth Management LLC |
37,946 |
42,942 |
+4,996 |
+13.17% |
| Institute for Wealth Management LLC. |
49,278 |
53,368 |
+4,090 |
+8.30% |
| Stablepoint Partners LLC |
12,568 |
13,568 |
+1,000 |
+7.96% |
| Acorn Creek Capital LLC |
16,336 |
17,634 |
+1,298 |
+7.95% |
| RWM Asset Management LLC |
335,285 |
358,970 |
+23,685 |
+7.06% |
| Brown Advisory Inc. |
43,174 |
45,806 |
+2,632 |
+6.10% |
| Leavell Investment Management Inc. |
54,918 |
58,093 |
+3,175 |
+5.78% |
| Pasadena Private Wealth LLC |
14,806 |
15,535 |
+729 |
+4.92% |
| Pallas Capital Advisors LLC |
136,091 |
142,627 |
+6,536 |
+4.80% |
| Hennion & Walsh Asset Management Inc. |
122,655 |
127,887 |
+5,232 |
+4.27% |
| Inlet Private Wealth LLC |
52,180 |
54,074 |
+1,894 |
+3.63% |
| Global Retirement Partners LLC |
134,958 |
139,222 |
+4,264 |
+3.16% |
| Stratos Wealth Partners LTD. |
15,349 |
15,824 |
+475 |
+3.09% |
| Crescent Grove Advisors LLC |
63,960 |
65,686 |
+1,726 |
+2.70% |
| Bank of New York Mellon Corp |
15,283 |
15,670 |
+387 |
+2.53% |
| Private Advisor Group LLC |
29,249 |
29,938 |
+689 |
+2.36% |
| Perigon Wealth Management LLC |
39,367 |
40,108 |
+741 |
+1.88% |
| Dynamic Advisor Solutions LLC |
29,001 |
29,401 |
+400 |
+1.38% |
| Allworth Financial LP |
42,036 |
42,332 |
+296 |
+0.70% |
| Summit Global Investments |
50,714 |
50,908 |
+194 |
+0.38% |
| Everpar Advisors LLC |
27,923 |
28,023 |
+100 |
+0.36% |
| 13F Filers Reporting New Positions In BXSL |
|---|
| Campbell Capital Management Inc. |
0 |
20,000 |
+20,000 |
+100% |
| Confluence Investment Management LLC |
0 |
188,309 |
+188,309 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
12,000 |
+12,000 |
+100% |
| Chicago Partners Investment Group LLC |
0 |
6,631 |
+6,631 |
+100% |
| LVW Advisors LLC |
0 |
7,000 |
+7,000 |
+100% |
| First Horizon Advisors Inc. |
0 |
390 |
+390 |
+100% |
| Wealth Enhancement Advisory Services LLC |
0 |
8,161 |
+8,161 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
9,170 |
+9,170 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
3,500 |
+3,500 |
+100% |
| Sovereign Financial Group Inc. |
0 |
7,586 |
+7,586 |
+100% |
| Naviter Wealth LLC |
0 |
104,418 |
+104,418 |
+100% |
| Simplicity Wealth LLC |
0 |
23,664 |
+23,664 |
+100% |
| Global Assets Advisory LLC |
0 |
27,711 |
+27,711 |
+100% |
| Cyndeo Wealth Partners LLC |
0 |
11,560 |
+11,560 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
11,542 |
+11,542 |
+100% |
| Cascade Wealth Advisors Inc |
0 |
71,686 |
+71,686 |
+100% |
| Diversify Advisory Services LLC |
0 |
87,221 |
+87,221 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Guyasuta Investment Advisors Inc. |
31,400 |
31,400 |
UNCH |
0.00% |
| Adams Asset Advisors LLC |
64,850 |
64,850 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
3,968 |
3,968 |
UNCH |
0.00% |
| Joel Isaacson & Co. LLC |
32,500 |
32,500 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
48,000 |
48,000 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
9,883 |
9,883 |
UNCH |
0.00% |
| GenTrust LLC |
40,715 |
40,715 |
UNCH |
0.00% |
| Bogart Wealth LLC |
1,998 |
1,998 |
UNCH |
0.00% |
| Security National Bank |
2,635 |
2,635 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
300 |
300 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
539 |
539 |
UNCH |
0.00% |
| Retirement Group LLC |
200 |
200 |
UNCH |
0.00% |
| S.A. Mason LLC |
682 |
682 |
UNCH |
0.00% |
| Fountainhead AM LLC |
15,874 |
15,874 |
UNCH |
0.00% |
| Oakwell Private Wealth Management LLC |
8,675 |
8,675 |
UNCH |
0.00% |
| Accurate Wealth Management LLC |
11,891 |
11,891 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
425 |
425 |
UNCH |
0.00% |
| Core Wealth Partners LLC |
8,892 |
8,892 |
UNCH |
0.00% |
| Tritonpoint Wealth LLC |
8,000 |
8,000 |
UNCH |
0.00% |
| Fairman Group LLC |
2,972 |
2,972 |
UNCH |
0.00% |
| 13F Filers Decreasing BXSL Share Count |
|---|
| Venturi Wealth Management LLC |
82 |
38 |
-44 |
-53.66% |
| Hexagon Capital Partners LLC |
365 |
257 |
-108 |
-29.59% |
| Raymond James Financial Services Advisors Inc. |
158,254 |
117,154 |
-41,100 |
-25.97% |
| Amplius Wealth Advisors LLC |
1,182,681 |
909,711 |
-272,970 |
-23.08% |
| Commonwealth Equity Services LLC |
33,161 |
26,452 |
-6,709 |
-20.23% |
| North Star Investment Management Corp. |
6,008 |
4,996 |
-1,012 |
-16.84% |
| Triumph Capital Management |
32,864 |
27,970 |
-4,894 |
-14.89% |
| Shikiar Asset Management Inc. |
542,810 |
481,365 |
-61,445 |
-11.32% |
| Sumitomo Mitsui Trust Holdings Inc. |
369,231 |
333,579 |
-35,652 |
-9.66% |
| CWM LLC |
3,200 |
2,899 |
-301 |
-9.41% |
| Monument Capital Management |
13,919 |
13,363 |
-556 |
-3.99% |
| Global Strategic Investment Solutions LLC |
515,230 |
498,508 |
-16,722 |
-3.25% |
| Taylor & Morgan Wealth Management LLC |
48,971 |
47,396 |
-1,575 |
-3.22% |
| HTLF Bank |
98,288 |
95,879 |
-2,409 |
-2.45% |
| MGO Private Wealth LLC |
113,737 |
111,351 |
-2,386 |
-2.10% |
| Investment Partners Asset Management Inc. |
17,992 |
17,913 |
-79 |
-0.44% |
| 13F Filers Exiting BXSL |
|---|
| International Assets Investment Management LLC |
198,041 |
0 |
-198,041 |
-100.00% |
| Royal Harbor Partners LLC |
89,903 |
0 |
-89,903 |
-100.00% |
| UMA Financial Services Inc. |
14,653 |
0 |
-14,653 |
-100.00% |
| Ibex Wealth Advisors |
173 |
0 |
-173 |
-100.00% |
| First United Bank Trust |
400 |
0 |
-400 |
-100.00% |
See Summary: Institutional Holders of BXSL
See Details: Top 10 Hedge Funds Holding BXSL
Also See: BXSL Insider Buying
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