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, Q2 2025
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Jun 30, 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
- 80
- 0 vs. Q1 2025
- Shares held
- 19.6M
- −345.6K (−1.7%) vs. Q1 2025
- Total value
- $237.3M
- −$3.35M (−1.4%) vs. Q1 2025
- New holders
- 11
- 33 more added
- Sold out
- 11
- 20 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 2,892,203 | $35.1M | 2.91% | −308,875−9.6% | Reduced |
| Bank of America Corp | 2,474,962 | $30.0M | 0.00% | −159,007−6.0% | Reduced |
| Morgan Stanley | 2,077,174 | $25.2M | 0.00% | −12,354−0.6% | Reduced |
| Wells Fargo & Company | 1,828,968 | $22.2M | 0.00% | −59,775−3.2% | Reduced |
| Pathstone Holdings, LLC | 1,101,851 | $13.4M | 0.05% | −308,651−21.9% | Reduced |
| Advisors Asset Management, Inc. | 978,222 | $11.9M | 0.21% | +164,225+20.2% | Added |
| HighTower Advisors, LLC | 888,803 | $10.8M | 0.01% | +13,459+1.5% | Added |
| Commonwealth Equity Services, LLC | 769,784 | $9.33M | 0.01% | +25,918+3.5% | Added |
| Sit Investment Associates Inc | 747,429 | $9.06M | 0.19% | +416,533+125.9% | Added |
| UBS Group AG | 449,604 | $5.45M | 0.00% | +18,591+4.3% | Added |
| Guggenheim Capital LLC | 399,206 | $4.84M | 0.04% | −108,653−21.4% | Reduced |
| Integrated Wealth Concepts LLC | 387,604 | $4.70M | 0.05% | −42,066−9.8% | Reduced |
| Invesco Ltd. | 360,715 | $4.37M | 0.00% | +31,042+9.4% | Added |
| Cresset Asset Management, LLC | 338,928 | $4.11M | 0.02% | +124,368+58.0% | Added |
| Raymond James Financial Inc | 305,741 | $3.71M | 0.00% | +28,757+10.4% | Added |
| Transcend Wealth Collective, LLC | 282,142 | $3.42M | 0.27% | −254,860−47.5% | Reduced |
| LPL Financial LLC | 273,512 | $3.31M | 0.00% | +25,282+10.2% | Added |
| Royal Bank of Canada | 269,234 | $3.26M | 0.00% | −13,154−4.7% | Reduced |
| City of London Investment Management Co Ltd | 235,030 | $2.85M | 0.26% | −6,218−2.6% | Reduced |
| Capital Investment Advisors, LLC | 200,584 | $2.43M | 0.04% | −7,325−3.5% | Reduced |
| Merit Financial Group, LLC | 200,403 | $2.43M | 0.03% | −10,339−4.9% | Reduced |
| Thrivent Financial for Lutherans | 186,226 | $2.26M | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 140,951 | $1.71M | 0.01% | +4,150+3.0% | Added |
| Shaker Financial Services, LLC | 140,782 | $1.71M | 0.62% | +15,991+12.8% | Added |
| Robbins Farley LLC | 126,397 | $1.53M | 0.71% | +6,383+5.3% | Added |
| Stifel Financial Corp | 115,690 | $1.40M | 0.00% | +4,920+4.4% | Added |
| Tranquility Partners, LLC | 111,496 | $1.35M | 0.48% | −4,258−3.7% | Reduced |
| First Trust Advisors LP | 106,926 | $1.30M | 0.00% | +3,971+3.9% | Added |
| Readystate Asset Management LP | 105,798 | $1.28M | 0.05% | +67,001+172.7% | Added |
| Cary Street Partners Financial LLC | 99,829 | $1.21M | 0.03% | +14,437+16.9% | Added |
| Advisor Group Holdings, Inc. | 84,947 | $1.03M | 0.00% | +21,652+34.2% | Added |
| Rockefeller Capital Management L.P. | 75,509 | $915.2K | 0.00% | +1,064+1.4% | Added |
| GWM Advisors LLC | 63,389 | $768.3K | 0.00% | +200+0.3% | Added |
| Stolper Co | 59,317 | $719.0K | 0.24% | +2,543+4.5% | Added |
| Lido Advisors, LLC | 56,848 | $689.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 48,270 | $591.8K | 0.00% | +48,270 | New |
| Wiley Bros.-Aintree Capital, LLC | 46,056 | $558.2K | 0.00% | +46,056 | New |
| Oder Investment Management, LLC | 36,033 | $436.7K | 0.33% | −14,163−28.2% | Reduced |
| Cetera Investment Advisers | 28,626 | $347.0K | 0.00% | +1,791+6.7% | Added |
| Envestnet Asset Management Inc | 27,892 | $338.1K | 0.00% | +5,341+23.7% | Added |
| Davenport & Co LLC | 27,827 | $337.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 26,289 | $318.6K | 0.00% | −2,156−7.6% | Reduced |
| Kingsview Wealth Management, LLC | 24,163 | $292.9K | 0.00% | +2,042+9.2% | Added |
| Advisory Services Network, LLC | 22,722 | $282.0K | 0.00% | +47+0.2% | Added |
| Perigon Wealth Management, LLC | 23,219 | $281.4K | 0.01% | −319−1.4% | Reduced |
| Clear Harbor Asset Management, LLC | 21,208 | $257.0K | 0.02% | +21,208 | New |
| Moors & Cabot, Inc. | 21,125 | $256.0K | 0.01% | +1,950+10.2% | Added |
| BTG Pactual Asset Management US LLC | 20,879 | $253.1K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,957 | $241.9K | 0.01% | +600+3.1% | Added |
| Calamos Advisors LLC | 19,135 | $231.9K | 0.00% | +19,135 | New |
| Walled Lake Planning & Wealth Management, LLC | 19,075 | $231.2K | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,938 | $205.3K | 0.01% | −1,424−7.8% | Reduced |
| Essex Financial Services, Inc. | 16,640 | $201.7K | 0.01% | +30.0% | Added |
| Sanctuary Advisors, LLC | 14,154 | $171.5K | 0.00% | +624+4.6% | Added |
| Wetherby Asset Management Inc | 12,500 | $151.5K | 0.01% | +12,500 | New |
| Janney Montgomery Scott LLC | 11,736 | $142.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,686 | $141.6K | 0.01% | −1,788−13.3% | Reduced |
| Keystone Financial Group | 11,559 | $140.1K | 0.01% | −1,300−10.1% | Reduced |
| M&T Bank Corp | 11,306 | $137.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 11,167 | $135.3K | 0.09% | 00.0% | Unchanged |
| Leo Wealth, LLC | 10,722 | $130.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,398 | $126.0K | 0.00% | −5,400−34.2% | Reduced |
| Twelve Points Wealth Management LLC | 10,209 | $123.7K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 10,205 | $123.7K | 0.02% | +10,205 | New |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $121.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,400 | $89.7K | 0.04% | +1,000+15.6% | Added |
| Comerica Bank | 7,297 | $88.4K | 0.00% | +10.0% | Added |
| Wolverine Asset Management LLC | 6,351 | $77.0K | 0.00% | +6,351 | New |
| Horrell Capital Management, Inc. | 5,000 | $60.6K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,400 | $53.3K | 0.00% | +4,400 | New |
| Spire Wealth Management | 2,500 | $30.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,110 | $26.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,800 | $21.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 780 | $9.45K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 400 | $4.85K | 0.00% | +400 | New |
| Blue Bell Private Wealth Management, LLC | 205 | $2.48K | 0.00% | +120+141.2% | Added |
| Harbour Investments, Inc. | 190 | $2.30K | 0.00% | +190 | New |
| JPMorgan Chase & Co | 100 | $1.21K | 0.00% | +10+11.1% | Added |
| Huntington National Bank | – | $1.20K | 0.00% | – | New |
| Tower Research Capital LLC (TRC) | 18 | $218 | 0.00% | +11+157.1% | Added |
| Invictus Private Wealth, LLC | 0 | $0 | 0.00% | −56,339−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −36,884−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −25,861−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −20,748−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −18,060−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −11,938−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Selway Asset Management | – | – | – | – | Not filed |