HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BXSL Share Count | ||||
| Register Financial Advisors LLC | 14,121 | 47,548 | +33,427 | +236.72% |
| Kingswood Wealth Advisors LLC | 8,565 | 12,247 | +3,682 | +42.99% |
| Columbia Advisory Partners LLC | 27,823 | 34,499 | +6,676 | +23.99% |
| Cooper Financial Group | 13,561 | 15,726 | +2,165 | +15.96% |
| Park Avenue Securities LLC | 7,698 | 8,773 | +1,075 | +13.96% |
| RWM Asset Management LLC | 335,285 | 358,970 | +23,685 | +7.06% |
| 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% |
| Stratos Wealth Partners LTD. | 15,349 | 15,824 | +475 | +3.09% |
| Dynamic Advisor Solutions LLC | 29,001 | 29,401 | +400 | +1.38% |
| 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% |
| Wealth Enhancement Advisory Services LLC | 0 | 8,161 | +8,161 | +100% |
| Future Financial Wealth Managment LLC | 0 | 3,500 | +3,500 | +100% |
| Sovereign Financial Group Inc. | 0 | 7,586 | +7,586 | +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% |
| 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% |
| Sunbelt Securities Inc. | 48,000 | 48,000 | UNCH | 0.00% |
| Harbour Capital Advisors LLC | 9,883 | 9,883 | UNCH | 0.00% |
| Security National Bank | 2,635 | 2,635 | UNCH | 0.00% |
| Sound Income Strategies LLC | 539 | 539 | UNCH | 0.00% |
| S.A. Mason LLC | 682 | 682 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 425 | 425 | UNCH | 0.00% |
| 13F Filers Decreasing BXSL Share Count | ||||
| Amplius Wealth Advisors LLC | 1,182,681 | 909,711 | -272,970 | -23.08% |
| CWM LLC | 3,200 | 2,899 | -301 | -9.41% |
| Taylor & Morgan Wealth Management LLC | 48,971 | 47,396 | -1,575 | -3.22% |
| 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% |
| UMA Financial Services Inc. | 14,653 | 0 | -14,653 | -100.00% |
See Summary: Institutional Holders of BXSL
See Details: Top 10 Hedge Funds Holding BXSL
Also See: BXSL Insider Buying
