J.W. COLE ADVISORS, INC.

Position in BX — Blackstone Inc.

CIK 1404763 TAMPA, FL

Position in BX

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$7,545,873

-$2,464,595 QoQ

Shares Held

65,622

+1.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.42%

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

J.W. COLE ADVISORS, INC. holds $59,246,558 across 26 Asset Management names. BX ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND	793,054	$9,754,564
2	BX	Blackstone Inc. This page	65,622	$7,545,873
3	DNP	Dnp Select Income Fund Inc	728,901	$7,507,680
4	PSLV	Sprott Physical Silver Trust	265,800	$6,482,862
5	MAIN	Main Street Capital CORP	106,862	$5,659,411
6	DPG	Duff & Phelps Utility & Infrastructure Fund Inc.	243,330	$3,513,685
7	PHYS	Sprott Physical Gold Trust	89,004	$3,154,301
8	KKR	KKR & Co. Inc.	26,470	$2,448,475

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,545,873	65,622	+1.0%	Shares	Sole	2026-04-23
2025-12-31	$10,010,468	64,944	-12.9%	Shares	Sole	2026-02-11
2025-09-30	$12,740,113	74,569	-3.2%	Shares	Sole	2025-11-05
2025-06-30	$11,519,006	77,009	+51.5%	Shares	Sole	2025-08-12
2025-03-31	$7,106,974	50,844	+123.9%	Shares	Sole	2025-05-05
2024-12-31	$3,915,658	22,710	-4.6%	Shares	Sole	2025-01-31
2024-09-30	$3,646,790	23,815	+1.9%	Shares	Sole	2024-10-24
2024-06-30	$2,894,567	23,381	-4.4%	Shares	Sole	2024-08-08
2024-03-31	$3,212,784	24,456	+9.4%	Shares	Sole	2024-04-30
2023-12-31	$2,926,978	22,357	-5.8%	Shares	Sole	2024-01-31
2023-09-30	$2,542,860	23,734	+1.5%	Shares	Sole	2023-10-24
2023-06-30	$2,174,103	23,385	-11.7%	Shares	Sole	2023-07-27
2023-03-31	$2,326,705	26,488	+4.4%	Shares	Sole	2023-05-03
2022-12-31	$1,882,497	25,374	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$2,130,834	25,458	+3.3%	Shares	Sole	2022-10-31
2022-06-30	$2,247,998	24,641	+1.5%	Shares	Sole	2022-07-27
2022-03-31	$3,081,849	24,278	-4.3%	Shares	Sole	2022-06-10
2021-12-31	$3,282,236	25,367	+7.0%	Shares	Sole	2022-01-25
2021-09-30	$2,758,421	23,710	-1.6%	Shares	Sole	2021-10-26
2021-06-30	$2,340,491	24,094	+33.6%	Shares	Sole	2021-08-06
2021-03-31	$1,343,924	18,032	-1.7%	Shares	Sole	2021-04-28
2020-12-31	$1,189,198	18,349	-58.3%	Shares	Sole	2021-02-12
2020-09-30	$2,298,679	44,036	+116.8%	Shares	Sole	2020-11-05
2020-06-30	$1,151,047	20,315	+359.5%	Shares	Sole	2020-08-07
2020-03-31	$201,464	4,421	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.