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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 7 | $85 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 85 | $1.03K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 87 | $1.05K | 0.00% | +87 | New |
| JPMorgan Chase & Co | 90 | $1.09K | 0.00% | −310−77.5% | Reduced |
| Rothschild Investment LLC | 780 | $9.42K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $12.1K | 0.00% | +1,000 | New |
| Elequin Capital LP | 1,499 | $18.1K | 0.00% | −6,952−82.3% | Reduced |
| Private Trust Co NA | 1,800 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,110 | $25.0K | 0.00% | −422−16.7% | Reduced |
| Spire Wealth Management | 2,500 | $30.2K | 0.00% | −3,000−54.5% | Reduced |
| Horrell Capital Management, Inc. | 5,000 | $60.4K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,700 | $68.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,400 | $77.3K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 7,296 | $88.1K | 0.00% | −354−4.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $120.8K | 0.01% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 10,209 | $123.3K | 0.03% | 00.0% | Unchanged |
| Leo Wealth, LLC | 10,722 | $129.5K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 11,167 | $134.9K | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 11,306 | $136.6K | 0.00% | +11,306 | New |
| Janney Montgomery Scott LLC | 11,736 | $142.0K | 0.00% | +286+2.5% | Added |
| Clear Creek Financial Management, LLC | 11,938 | $144.2K | 0.01% | −456−3.7% | Reduced |
| Keystone Financial Group | 12,859 | $155.3K | 0.02% | −393−3.0% | Reduced |
| Nations Financial Group Inc, | 13,474 | $162.8K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 13,530 | $163.4K | 0.00% | −3,507−20.6% | Reduced |
| Apollon Wealth Management, LLC | 15,798 | $190.8K | 0.00% | +3,723+30.8% | Added |
| Essex Financial Services, Inc. | 16,637 | $201.0K | 0.01% | +105+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,060 | $218.2K | 0.01% | −4,071−18.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,100 | $218.6K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,362 | $221.8K | 0.01% | −20,774−53.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 19,075 | $230.4K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 19,175 | $231.6K | 0.01% | +4,700+32.5% | Added |
| Snowden Capital Advisors LLC | 19,357 | $233.8K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 20,748 | $250.6K | 0.05% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 20,879 | $252.2K | 0.03% | +1,481+7.6% | Added |
| Kingsview Wealth Management, LLC | 22,121 | $267.2K | 0.01% | +4,034+22.3% | Added |
| Envestnet Asset Management Inc | 22,551 | $272.4K | 0.00% | −145,822−86.6% | Reduced |
| Advisory Services Network, LLC | 22,675 | $273.9K | 0.01% | −6,525−22.3% | Reduced |
| Perigon Wealth Management, LLC | 23,538 | $284.3K | 0.01% | −1,949−7.6% | Reduced |
| Millennium Management LLC | 25,861 | $312.4K | 0.00% | +5,631+27.8% | Added |
| Cetera Investment Advisers | 26,835 | $324.2K | 0.00% | −7,329−21.5% | Reduced |
| Davenport & Co LLC | 27,827 | $336.1K | 0.00% | −1,173−4.0% | Reduced |
| Oppenheimer & Co Inc | 28,445 | $343.6K | 0.01% | +2,511+9.7% | Added |
| Robinson Capital Management, LLC | 36,884 | $445.6K | 0.18% | −5,000−11.9% | Reduced |
| Readystate Asset Management LP | 38,797 | $468.7K | 0.02% | +38,797 | New |
| Selway Asset Management | 47,005 | $567.8K | 0.23% | −4,900−9.4% | Reduced |
| Oder Investment Management, LLC | 50,196 | $606.4K | 0.52% | −3,900−7.2% | Reduced |
| Invictus Private Wealth, LLC | 56,339 | $680.6K | 0.05% | +1,606+2.9% | Added |
| Stolper Co | 56,774 | $686.0K | 0.22% | +649+1.2% | Added |
| Lido Advisors, LLC | 56,848 | $686.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 63,189 | $763.3K | 0.00% | +7,005+12.5% | Added |
| Advisor Group Holdings, Inc. | 63,295 | $764.6K | 0.00% | −3,570−5.3% | Reduced |
| Rockefeller Capital Management L.P. | 74,445 | $899.3K | 0.00% | +3,833+5.4% | Added |
| Cary Street Partners Financial LLC | 85,392 | $1.03M | 0.03% | −1,056−1.2% | Reduced |
| First Trust Advisors LP | 102,955 | $1.24M | 0.00% | −57,557−35.9% | Reduced |
| Stifel Financial Corp | 110,770 | $1.34M | 0.00% | −1,640−1.5% | Reduced |
| Tranquility Partners, LLC | 115,754 | $1.40M | 0.54% | −3,525−3.0% | Reduced |
| Robbins Farley LLC | 120,014 | $1.45M | 0.77% | +113,613+1,774.9% | Added |
| Shaker Financial Services, LLC | 124,791 | $1.51M | 0.59% | +39,244+45.9% | Added |
| Steward Partners Investment Advisory, LLC | 136,801 | $1.65M | 0.01% | +14,008+11.4% | Added |
| Thrivent Financial for Lutherans | 186,226 | $2.25M | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 207,909 | $2.51M | 0.05% | −4,585−2.2% | Reduced |
| Merit Financial Group, LLC | 210,742 | $2.55M | 0.04% | −134−0.1% | Reduced |
| Cresset Asset Management, LLC | 214,560 | $2.59M | 0.01% | +101,020+89.0% | Added |
| City of London Investment Management Co Ltd | 241,248 | $2.91M | 0.31% | −67,020−21.7% | Reduced |
| LPL Financial LLC | 248,230 | $3.00M | 0.00% | −12,688−4.9% | Reduced |
| Raymond James Financial Inc | 276,984 | $3.35M | 0.00% | −300−0.1% | Reduced |
| Royal Bank of Canada | 282,388 | $3.41M | 0.00% | +54,059+23.7% | Added |
| Invesco Ltd. | 329,673 | $3.98M | 0.00% | +76,089+30.0% | Added |
| Sit Investment Associates Inc | 330,896 | $4.00M | 0.09% | +330,896 | New |
| Integrated Wealth Concepts LLC | 429,670 | $5.19M | 0.06% | −57,870−11.9% | Reduced |
| UBS Group AG | 431,013 | $5.21M | 0.00% | +26,700+6.6% | Added |
| Guggenheim Capital LLC | 507,859 | $6.13M | 0.06% | −84,357−14.2% | Reduced |
| Transcend Wealth Collective, LLC | 537,002 | $6.49M | 0.47% | −20,666−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 743,866 | $8.99M | 0.01% | +21,952+3.0% | Added |
| Advisors Asset Management, Inc. | 813,997 | $9.83M | 0.18% | +74,943+10.1% | Added |
| HighTower Advisors, LLC | 875,344 | $10.6M | 0.01% | +6,397+0.7% | Added |
| Pathstone Holdings, LLC | 1,410,502 | $17.0M | 0.07% | −516,115−26.8% | Reduced |
| Wells Fargo & Company | 1,888,743 | $22.8M | 0.01% | +43,559+2.4% | Added |
| Morgan Stanley | 2,089,528 | $25.2M | 0.00% | +296,944+16.6% | Added |
| Bank of America Corp | 2,633,969 | $31.8M | 0.00% | +297,342+12.7% | Added |
| Coastal Bridge Advisors, LLC | 3,201,078 | $38.7M | 5.53% | −71,530−2.2% | Reduced |
| 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 |