ProVise Management Group, LLC

SEC CIK: 0001305707
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

BX holding history

Blackstone Inc. in every 13F filed by ProVise Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overview All 13F holders of BX Full Q2 2026 holdings

Shares (Q2 2026): 31,874
Value: $3.75M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BX by ProVise Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,874	$3.75M	0.3%	−1,406−4.2%	Reduced	Holders
Q1 2026	33,280	$3.83M	0.3%	−349−1.0%	Reduced	Holders
Q4 2025	33,629	$5.18M	0.4%	+465+1.4%	Added	Holders
Q3 2025	33,164	$5.67M	0.4%	−510−1.5%	Reduced	Holders
Q2 2025	33,674	$5.04M	0.4%	−1,615−4.6%	Reduced	Holders
Q1 2025	35,289	$4.93M	0.4%	−1,715−4.6%	Reduced	Holders
Q4 2024	37,004	$6.38M	0.5%	−3,270−8.1%	Reduced	Holders
Q3 2024	40,274	$6.17M	0.5%	−375−0.9%	Reduced	Holders
Q2 2024	40,649	$5.03M	0.4%	−850−2.0%	Reduced	Holders
Q1 2024	41,499	$5.45M	0.5%	−4,913−10.6%	Reduced	Holders
Q4 2023	46,412	$6.08M	0.5%	−100−0.2%	Reduced	Holders
Q3 2023	46,512	$4.98M	0.5%	−1,347−2.8%	Reduced	Holders
Q2 2023	47,859	$4.45M	0.4%	00.0%	Unchanged	Holders
Q1 2023	47,859	$4.20M	0.4%	−1,322−2.7%	Reduced	Holders
Q4 2022	49,181	$3.65M	0.4%	−2,150−4.2%	Reduced	Holders
Q3 2022	51,331	$4.30M	0.5%	+1,025+2.0%	Added	Holders
Q2 2022	50,306	$4.59M	0.5%	−1,868−3.6%	Reduced	Holders
Q1 2022	52,174	$6.62M	0.6%	−8,184−13.6%	Reduced	Holders
Q4 2021	60,358	$7.81M	0.7%	−900−1.5%	Reduced	Holders
Q3 2021	61,258	$7.13M	0.7%	+11,675+23.5%	Added	Holders
Q2 2021	49,583	$4.82M	0.5%	−2,235−4.3%	Reduced	Holders
Q1 2021	51,818	$3.86M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.