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Sheaff Brock Investment Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$296K Hold
9,150
– – 0.03% 334
2024
Q4 		$296K Hold
9,150
– – 0.03% 338
2024
Q3 		$268K Hold
9,150
– – 0.02% 347
2024
Q2 		$280K Buy
9,150
+484
+6% +$15.1K 0.03% 334
2024
Q1 		$270K Buy
+8,666
New +$254K 0.02% 374

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
Blackstone Inc
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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Sheaff Brock Investment Advisors's BXSL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Blackstone Secured Lending (BXSL) position steady in Q1 2025 at 9,150 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #334.

Sheaff Brock Investment Advisors first reported a position in BXSL in Q1 2024 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold BXSL as of Q1 2025.

  • Sheaff Brock Investment Advisors held 9,150 shares of Blackstone Secured Lending worth $296K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Blackstone Secured Lending share count unchanged in Q1 2025.
  • Blackstone Secured Lending made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #334 holding.
  • Sheaff Brock Investment Advisors first reported a position in Blackstone Secured Lending in Q1 2024 and has held it in 5 quarters since.
  • 372 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.