Institute for Wealth Management, LLC.

Position in BX — Blackstone Inc.

CIK 1533954 DENVER, CO

Position in BX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,011,635

-$611,519 QoQ

Shares Held

17,494

+2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

Institute for Wealth Management, LLC. holds $12,677,890 across 31 Asset Management names. BX ranks #1 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	17,494	$2,011,635
2	KKR	KKR & Co. Inc.	9,779	$904,557
3	CET	Central Securities Corp	16,394	$814,126
4	BXSL	Blackstone Secured Lending Fund	34,270	$811,856
5	CHI	Calamos Convertible Opportunities & Income Fund	59,277	$636,634
6	ECF	Ellsworth Growth & Income Fund Ltd	52,756	$588,229
7	USA	Liberty All Star Equity Fund	89,063	$494,299
8	APO	Apollo Global Management, Inc.	4,369	$486,793

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,011,635	17,494	+2.8%	Shares	Sole	2026-05-14
2025-12-31	$2,623,154	17,018	-4.1%	Shares	Sole	2026-01-27
2025-09-30	$3,031,220	17,742	+1.1%	Shares	Sole	2025-10-17
2025-06-30	$2,624,829	17,548	+1.4%	Shares	Sole	2025-07-18
2025-03-31	$2,420,011	17,313	+5.1%	Shares	Sole	2025-04-21
2024-12-31	$2,840,274	16,473	0.0%	Shares	Sole	2025-01-23
2024-09-30	$2,522,510	16,473	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$2,040,100	16,479	-1.0%	Shares	Sole	2024-07-25
2024-03-31	$2,187,573	16,652	-0.5%	Shares	Sole	2024-04-30
2023-12-31	$2,191,731	16,741	-2.9%	Shares	Sole	2024-01-31
2023-09-30	$1,847,522	17,244	-0.9%	Shares	Sole	2023-10-13
2023-06-30	$1,618,235	17,406	-0.5%	Shares	Sole	2023-07-25
2023-03-31	$1,537,112	17,499	-0.7%	Shares	Sole	2023-04-20
2022-12-31	$1,307,895	17,629	+1.9%	Shares	Sole	2023-02-02
2022-09-30	$1,448,679	17,308	0.0%	Shares	Sole	2022-10-18
2022-06-30	$1,579,008	17,308	-1.5%	Shares	Sole	2022-07-25
2022-03-31	$2,231,224	17,577	+0.0%	Shares	Sole	2022-04-29
2021-12-31	$2,273,641	17,572	-0.0%	Shares	Sole	2022-01-21
2021-09-30	$2,044,675	17,575	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$1,705,098	17,553	-1.2%	Shares	Sole	2021-07-21
2021-03-31	$1,324,621	17,773	+10.1%	Shares	Sole	2021-05-04
2020-12-31	$1,046,292	16,144	+13.6%	Shares	Sole	2021-02-01
2020-09-30	$742,023	14,215	0.0%	Shares	Sole	2020-11-03
2020-06-30	$805,421	14,215	0.0%	Shares	Sole	2020-07-30
2020-03-31	$647,777	14,215	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.