Position in BX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$536,773
-$657,502 QoQ
Shares Held
4,668
-39.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026MSH Capital Advisors LLC holds $13,048,146 across 12 Asset Management names. BX ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,148 | $3,989,173 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
100,571 | $2,708,377 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
252,239 | $1,901,882 | |
| 4 | TROW |
Price T Rowe Group Inc
|
19,414 | $1,749,977 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
66,947 | $769,890 | |
| 6 | BX |
Blackstone Inc.
This page
|
4,668 | $536,773 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
12,719 | $401,793 | |
| 8 | USA |
Liberty All Star Equity Fund
|
50,960 | $282,828 |
All Filings in BX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $536,773 | 4,668 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,194,275 | 7,748 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $751,740 | 4,400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $656,506 | 4,389 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $445,758 | 3,189 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $523,467 | 3,036 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $467,659 | 3,054 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $389,227 | 3,144 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $411,713 | 3,134 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $413,445 | 3,158 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $400,703 | 3,740 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $409,997 | 4,410 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $327,994 | 3,734 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $280,734 | 3,784 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $294,540 | 3,519 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $290,932 | 3,189 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $301,609 | 2,376 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||