B. Riley Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

B. Riley Wealth Advisors’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.33M	Sell	40,219 -33,644	-46%	-$1.05M	0.04%	365
2024 Q3	$2.22M	Sell	73,863 -2,498	-3%	-$75.4K	0.06%	297
2024 Q2	$2.4M	Sell	76,361 -6,557	-8%	-$205K	0.06%	301
2024 Q1	$2.33M	Buy	82,918 +11,916	+17%	+$349K	0.06%	304
2023 Q4	$2.02M	Sell	71,002 -11,916	-14%	-$329K	0.05%	355
2023 Q3	$2.33M	Buy	82,918 +13,553	+20%	+$375K	0.06%	304
2023 Q2	$1.95M	Buy	69,365 +2,673	+4%	+$68.8K	0.04%	380
2023 Q1	$1.71M	Buy	+66,692	New	+$1.63M	0.05%	387

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's BXSL Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Blackstone Secured Lending (BXSL) stake by 46% in Q4 2024, selling an estimated $1.05M and leaving 40,219 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #365.

B. Riley Wealth Advisors first reported a position in BXSL in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.4M in Q2 2024. 373 funds tracked by Wall St. Rank hold BXSL as of Q4 2024.

B. Riley Wealth Advisors held 40,219 shares of Blackstone Secured Lending worth $1.33M as of Q4 2024.
B. Riley Wealth Advisors sold 33,644 Blackstone Secured Lending shares in Q4 2024, an estimated $1.05M.
Blackstone Secured Lending made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #365 holding.
B. Riley Wealth Advisors first reported a position in Blackstone Secured Lending in Q1 2023 and has held it in 8 quarters since.
B. Riley Wealth Advisors's Blackstone Secured Lending position peaked at $2.4M in Q2 2024.
373 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.