Position in BX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$916,296
+$102,052 QoQ
Shares Held
7,787
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,073
of 2,112 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $20,441,708 across 25 Asset Management names. BX ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
163,844 | $4,943,173 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
320,063 | $3,453,479 | |
| 3 | BLK |
BlackRock, Inc.
|
2,894 | $2,782,754 | |
| 4 | RJF |
Raymond James Financial Inc
|
9,673 | $1,470,586 | |
| 5 | USA |
Liberty All Star Equity Fund
|
193,049 | $1,121,614 | |
| 6 | BX |
Blackstone Inc.
This page
|
7,787 | $916,296 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
56,870 | $826,889 | |
| 8 | JFR |
Nuveen Floating Rate Income Fund
|
71,605 | $549,210 |
All Filings in BX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,296 | 7,787 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $814,244 | 7,081 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $915,745 | 5,941 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,019,291 | 5,966 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $910,942 | 6,090 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $845,808 | 6,051 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,036,589 | 6,012 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $953,999 | 6,230 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $750,847 | 6,065 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $741,583 | 5,645 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,005,989 | 7,684 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $800,228 | 7,469 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,402,623 | 25,843 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,679,149 | 19,116 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,791,391 | 24,146 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,286,098 | 27,313 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $2,077,580 | 22,773 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $2,974,331 | 23,431 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $558,576 | 4,317 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $509,452 | 4,379 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $392,154 | 4,037 | Shares | Sole | 2023-01-30 | |
| 2020-03-31 | $242,022 | 5,311 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||