ProVise Management Group, LLC

Position in BX — Blackstone Inc.

CIK 1305707 CLEARWATER, FL

Position in BX

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$3,826,867

-$1,356,707 QoQ

Shares Held

33,280

-1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ProVise Management Group, LLC holds $27,685,151 across 21 Asset Management names. BX ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	11,619	$11,174,108
2	BX	Blackstone Inc. This page	33,280	$3,826,867
3	RMM	RiverNorth Managed Duration Municipal Income Fund, Inc.	167,888	$2,288,313
4	VBF	Invesco Bond Fund	114,900	$1,723,500
5	MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund	95,676	$1,420,788
6	WEA	Western Asset Premier Bond Fund	118,381	$1,252,470
7	EVN	Eaton Vance Municipal Income Trust	105,320	$1,096,381
8	BHK	Blackrock Core Bond Trust	116,046	$1,062,981

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,826,867	33,280	-1.0%	Shares	Sole	2026-05-07
2025-12-31	$5,183,574	33,629	+1.4%	Shares	Sole	2026-01-29
2025-09-30	$5,666,069	33,164	-1.5%	Shares	Sole	2025-11-13
2025-06-30	$5,036,956	33,674	-4.6%	Shares	Sole	2025-08-08
2025-03-31	$4,932,696	35,289	-4.6%	Shares	Sole	2025-05-08
2024-12-31	$6,380,229	37,004	-8.1%	Shares	Sole	2025-02-11
2024-09-30	$6,167,157	40,274	-0.9%	Shares	Sole	2024-11-12
2024-06-30	$5,032,346	40,649	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$5,451,723	41,499	-10.6%	Shares	Sole	2024-05-09
2023-12-31	$6,076,259	46,412	-0.2%	Shares	Sole	2024-02-09
2023-09-30	$4,983,295	46,512	-2.8%	Shares	Sole	2023-11-08
2023-06-30	$4,449,451	47,859	0.0%	Shares	Sole	2023-08-24
2023-03-31	$4,203,934	47,859	-2.7%	Shares	Sole	2023-05-08
2022-12-31	$3,648,738	49,181	-4.2%	Shares	Sole	2023-02-10
2022-09-30	$4,296,404	51,331	+2.0%	Shares	Sole	2022-11-09
2022-06-30	$4,589,416	50,306	-3.6%	Shares	Sole	2022-08-08
2022-03-31	$6,622,967	52,174	-13.6%	Shares	Sole	2022-04-27
2021-12-31	$7,809,721	60,358	-1.5%	Shares	Sole	2022-01-18
2021-09-30	$7,126,755	61,258	+23.5%	Shares	Sole	2021-10-20
2021-06-30	$4,816,492	49,583	-4.3%	Shares	Sole	2021-08-06
2021-03-31	$3,861,995	51,818	-2.6%	Shares	Sole	2021-04-22
2020-12-31	$3,446,336	53,176	-1.9%	Shares	Sole	2021-01-19
2020-09-30	$2,829,292	54,201	-1.3%	Shares	Sole	2020-10-26
2020-06-30	$3,112,957	54,941	-4.4%	Shares	Sole	2020-08-07
2020-03-31	$2,619,864	57,491	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.