Blackstone Strategic Credit 2027 Term Fund
BGB- Exchange
- NYSE
- SEC CIK
- 0001546429
No open-market purchases or sales by Blackstone Strategic Credit 2027 Term Fund insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $257.7M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 81
- −8 vs. Q4 2024
- Shares held
- 20.0M
- −282.0K (−1.4%) vs. Q4 2024
- Total value
- $241.2M
- −$6.50M (−2.6%) vs. Q4 2024
- New holders
- 5
- 25 more added
- Sold out
- 13
- 33 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BGB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 86 | $257.7M |
| Q1 2026 | 81 | $235.2M |
| Q4 2025 | 90 | $242.0M |
| Q3 2025 | 85 | $239.0M |
| Q2 2025 | 80 | $237.3M |
| Q1 2025 | 81 | $241.2M |
| Q4 2024 | 90 | $247.9M |
| Q3 2024 | 91 | $246.6M |
| Q2 2024 | 93 | $266.4M |
| Q1 2024 | 92 | $255.2M |
| Q4 2023 | 100 | $249.8M |
| Q3 2023 | 99 | $261.1M |
| Q2 2023 | 97 | $253.1M |
| Q1 2023 | 93 | $245.4M |
| Q4 2022 | 97 | $241.1M |
| Q3 2022 | 89 | $219.0M |
| Q2 2022 | 88 | $224.7M |
| Q1 2022 | 81 | $249.1M |
| Q4 2021 | 88 | $256.7M |
| Q3 2021 | 78 | $265.4M |
| Q2 2021 | 74 | $274.1M |
| Q1 2021 | 77 | $262.7M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 3,201,078 | $38.7M | 5.53% | −71,530−2.2% | Reduced |
| Bank of America Corp | 2,633,969 | $31.8M | 0.00% | +297,342+12.7% | Added |
| Morgan Stanley | 2,089,528 | $25.2M | 0.00% | +296,944+16.6% | Added |
| Wells Fargo & Company | 1,888,743 | $22.8M | 0.01% | +43,559+2.4% | Added |
| Pathstone Holdings, LLC | 1,410,502 | $17.0M | 0.07% | −516,115−26.8% | Reduced |
| HighTower Advisors, LLC | 875,344 | $10.6M | 0.01% | +6,397+0.7% | Added |
| Advisors Asset Management, Inc. | 813,997 | $9.83M | 0.18% | +74,943+10.1% | Added |
| Commonwealth Equity Services, LLC | 743,866 | $8.99M | 0.01% | +21,952+3.0% | Added |
| Transcend Wealth Collective, LLC | 537,002 | $6.49M | 0.47% | −20,666−3.7% | Reduced |
| Guggenheim Capital LLC | 507,859 | $6.13M | 0.06% | −84,357−14.2% | Reduced |
| UBS Group AG | 431,013 | $5.21M | 0.00% | +26,700+6.6% | Added |
| Integrated Wealth Concepts LLC | 429,670 | $5.19M | 0.06% | −57,870−11.9% | Reduced |
| Sit Investment Associates Inc | 330,896 | $4.00M | 0.09% | +330,896 | New |
| Invesco Ltd. | 329,673 | $3.98M | 0.00% | +76,089+30.0% | Added |
| Royal Bank of Canada | 282,388 | $3.41M | 0.00% | +54,059+23.7% | Added |
| Raymond James Financial Inc | 276,984 | $3.35M | 0.00% | −300−0.1% | Reduced |
| LPL Financial LLC | 248,230 | $3.00M | 0.00% | −12,688−4.9% | Reduced |
| City of London Investment Management Co Ltd | 241,248 | $2.91M | 0.31% | −67,020−21.7% | Reduced |
| Cresset Asset Management, LLC | 214,560 | $2.59M | 0.01% | +101,020+89.0% | Added |
| Merit Financial Group, LLC | 210,742 | $2.55M | 0.04% | −134−0.1% | Reduced |
| Capital Investment Advisors, LLC | 207,909 | $2.51M | 0.05% | −4,585−2.2% | Reduced |
| Thrivent Financial for Lutherans | 186,226 | $2.25M | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 136,801 | $1.65M | 0.01% | +14,008+11.4% | Added |
| Shaker Financial Services, LLC | 124,791 | $1.51M | 0.59% | +39,244+45.9% | Added |
| Robbins Farley LLC | 120,014 | $1.45M | 0.77% | +113,613+1,774.9% | Added |
| Tranquility Partners, LLC | 115,754 | $1.40M | 0.54% | −3,525−3.0% | Reduced |
| Stifel Financial Corp | 110,770 | $1.34M | 0.00% | −1,640−1.5% | Reduced |
| First Trust Advisors LP | 102,955 | $1.24M | 0.00% | −57,557−35.9% | Reduced |
| Cary Street Partners Financial LLC | 85,392 | $1.03M | 0.03% | −1,056−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 74,445 | $899.3K | 0.00% | +3,833+5.4% | Added |
| Advisor Group Holdings, Inc. | 63,295 | $764.6K | 0.00% | −3,570−5.3% | Reduced |
| GWM Advisors LLC | 63,189 | $763.3K | 0.00% | +7,005+12.5% | Added |
| Lido Advisors, LLC | 56,848 | $686.7K | 0.00% | 00.0% | Unchanged |
| Stolper Co | 56,774 | $686.0K | 0.22% | +649+1.2% | Added |
| Invictus Private Wealth, LLC | 56,339 | $680.6K | 0.05% | +1,606+2.9% | Added |
| Oder Investment Management, LLC | 50,196 | $606.4K | 0.52% | −3,900−7.2% | Reduced |
| Selway Asset Management | 47,005 | $567.8K | 0.23% | −4,900−9.4% | Reduced |
| Readystate Asset Management LP | 38,797 | $468.7K | 0.02% | +38,797 | New |
| Robinson Capital Management, LLC | 36,884 | $445.6K | 0.18% | −5,000−11.9% | Reduced |
| Oppenheimer & Co Inc | 28,445 | $343.6K | 0.01% | +2,511+9.7% | Added |
| Davenport & Co LLC | 27,827 | $336.1K | 0.00% | −1,173−4.0% | Reduced |
| Cetera Investment Advisers | 26,835 | $324.2K | 0.00% | −7,329−21.5% | Reduced |
| Millennium Management LLC | 25,861 | $312.4K | 0.00% | +5,631+27.8% | Added |
| Perigon Wealth Management, LLC | 23,538 | $284.3K | 0.01% | −1,949−7.6% | Reduced |
| Advisory Services Network, LLC | 22,675 | $273.9K | 0.01% | −6,525−22.3% | Reduced |
| Envestnet Asset Management Inc | 22,551 | $272.4K | 0.00% | −145,822−86.6% | Reduced |
| Kingsview Wealth Management, LLC | 22,121 | $267.2K | 0.01% | +4,034+22.3% | Added |
| BTG Pactual Asset Management US LLC | 20,879 | $252.2K | 0.03% | +1,481+7.6% | Added |
| Round Rock Advisors, LLC | 20,748 | $250.6K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,357 | $233.8K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 19,175 | $231.6K | 0.01% | +4,700+32.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 19,075 | $230.4K | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,362 | $221.8K | 0.01% | −20,774−53.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,100 | $218.6K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,060 | $218.2K | 0.01% | −4,071−18.4% | Reduced |
| Essex Financial Services, Inc. | 16,637 | $201.0K | 0.01% | +105+0.6% | Added |
| Apollon Wealth Management, LLC | 15,798 | $190.8K | 0.00% | +3,723+30.8% | Added |
| Sanctuary Advisors, LLC | 13,530 | $163.4K | 0.00% | −3,507−20.6% | Reduced |
| Nations Financial Group Inc, | 13,474 | $162.8K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 12,859 | $155.3K | 0.02% | −393−3.0% | Reduced |
| Clear Creek Financial Management, LLC | 11,938 | $144.2K | 0.01% | −456−3.7% | Reduced |
| Janney Montgomery Scott LLC | 11,736 | $142.0K | 0.00% | +286+2.5% | Added |
| M&T Bank Corp | 11,306 | $136.6K | 0.00% | +11,306 | New |
| Melfa Wealth Management, LLC | 11,167 | $134.9K | 0.09% | 00.0% | Unchanged |
| Leo Wealth, LLC | 10,722 | $129.5K | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 10,209 | $123.3K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $120.8K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 7,296 | $88.1K | 0.00% | −354−4.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,400 | $77.3K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,700 | $68.9K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5,000 | $60.4K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $30.2K | 0.00% | −3,000−54.5% | Reduced |
| Bessemer Group Inc | 2,110 | $25.0K | 0.00% | −422−16.7% | Reduced |
| Private Trust Co NA | 1,800 | $21.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,499 | $18.1K | 0.00% | −6,952−82.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $12.1K | 0.00% | +1,000 | New |
| Rothschild Investment LLC | 780 | $9.42K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 90 | $1.09K | 0.00% | −310−77.5% | Reduced |
| Jones Financial Companies LLLP | 87 | $1.05K | 0.00% | +87 | New |
| Blue Bell Private Wealth Management, LLC | 85 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7 | $85 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −415,359−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −165,122−100.0% | Sold out |
| Jones Road Capital Management, L.P. | 0 | $0 | 0.00% | −39,751−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −38,146−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −26,899−100.0% | Sold out |
| North Star Asset Management Inc | 0 | $0 | 0.00% | −11,720−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −11,658−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −10,479−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,355−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |