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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 18 | $218 | 0.00% | +11+157.1% | Added |
| Huntington National Bank | – | $1.20K | 0.00% | – | New |
| JPMorgan Chase & Co | 100 | $1.21K | 0.00% | +10+11.1% | Added |
| Harbour Investments, Inc. | 190 | $2.30K | 0.00% | +190 | New |
| Blue Bell Private Wealth Management, LLC | 205 | $2.48K | 0.00% | +120+141.2% | Added |
| Newbridge Financial Services Group, Inc. | 400 | $4.85K | 0.00% | +400 | New |
| Rothschild Investment LLC | 780 | $9.45K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,800 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,110 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $30.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,400 | $53.3K | 0.00% | +4,400 | New |
| Horrell Capital Management, Inc. | 5,000 | $60.6K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,351 | $77.0K | 0.00% | +6,351 | New |
| Comerica Bank | 7,297 | $88.4K | 0.00% | +10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 7,400 | $89.7K | 0.04% | +1,000+15.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $121.2K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 10,205 | $123.7K | 0.02% | +10,205 | New |
| Twelve Points Wealth Management LLC | 10,209 | $123.7K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,398 | $126.0K | 0.00% | −5,400−34.2% | Reduced |
| Leo Wealth, LLC | 10,722 | $130.0K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 11,167 | $135.3K | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 11,306 | $137.0K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 11,559 | $140.1K | 0.01% | −1,300−10.1% | Reduced |
| Nations Financial Group Inc, | 11,686 | $141.6K | 0.01% | −1,788−13.3% | Reduced |
| Janney Montgomery Scott LLC | 11,736 | $142.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,500 | $151.5K | 0.01% | +12,500 | New |
| Sanctuary Advisors, LLC | 14,154 | $171.5K | 0.00% | +624+4.6% | Added |
| Essex Financial Services, Inc. | 16,640 | $201.7K | 0.01% | +30.0% | Added |
| Independent Financial Group, LLC | 16,938 | $205.3K | 0.01% | −1,424−7.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 19,075 | $231.2K | 0.08% | 00.0% | Unchanged |
| Calamos Advisors LLC | 19,135 | $231.9K | 0.00% | +19,135 | New |
| Snowden Capital Advisors LLC | 19,957 | $241.9K | 0.01% | +600+3.1% | Added |
| BTG Pactual Asset Management US LLC | 20,879 | $253.1K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 21,125 | $256.0K | 0.01% | +1,950+10.2% | Added |
| Clear Harbor Asset Management, LLC | 21,208 | $257.0K | 0.02% | +21,208 | New |
| Perigon Wealth Management, LLC | 23,219 | $281.4K | 0.01% | −319−1.4% | Reduced |
| Advisory Services Network, LLC | 22,722 | $282.0K | 0.00% | +47+0.2% | Added |
| Kingsview Wealth Management, LLC | 24,163 | $292.9K | 0.00% | +2,042+9.2% | Added |
| Oppenheimer & Co Inc | 26,289 | $318.6K | 0.00% | −2,156−7.6% | Reduced |
| Davenport & Co LLC | 27,827 | $337.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 27,892 | $338.1K | 0.00% | +5,341+23.7% | Added |
| Cetera Investment Advisers | 28,626 | $347.0K | 0.00% | +1,791+6.7% | Added |
| Oder Investment Management, LLC | 36,033 | $436.7K | 0.33% | −14,163−28.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 46,056 | $558.2K | 0.00% | +46,056 | New |
| Wealth Enhancement Advisory Services, LLC | 48,270 | $591.8K | 0.00% | +48,270 | New |
| Lido Advisors, LLC | 56,848 | $689.0K | 0.00% | 00.0% | Unchanged |
| Stolper Co | 59,317 | $719.0K | 0.24% | +2,543+4.5% | Added |
| GWM Advisors LLC | 63,389 | $768.3K | 0.00% | +200+0.3% | Added |
| Rockefeller Capital Management L.P. | 75,509 | $915.2K | 0.00% | +1,064+1.4% | Added |
| Advisor Group Holdings, Inc. | 84,947 | $1.03M | 0.00% | +21,652+34.2% | Added |
| Cary Street Partners Financial LLC | 99,829 | $1.21M | 0.03% | +14,437+16.9% | Added |
| Readystate Asset Management LP | 105,798 | $1.28M | 0.05% | +67,001+172.7% | Added |
| First Trust Advisors LP | 106,926 | $1.30M | 0.00% | +3,971+3.9% | Added |
| Tranquility Partners, LLC | 111,496 | $1.35M | 0.48% | −4,258−3.7% | Reduced |
| Stifel Financial Corp | 115,690 | $1.40M | 0.00% | +4,920+4.4% | Added |
| Robbins Farley LLC | 126,397 | $1.53M | 0.71% | +6,383+5.3% | Added |
| Shaker Financial Services, LLC | 140,782 | $1.71M | 0.62% | +15,991+12.8% | Added |
| Steward Partners Investment Advisory, LLC | 140,951 | $1.71M | 0.01% | +4,150+3.0% | Added |
| Thrivent Financial for Lutherans | 186,226 | $2.26M | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 200,403 | $2.43M | 0.03% | −10,339−4.9% | Reduced |
| Capital Investment Advisors, LLC | 200,584 | $2.43M | 0.04% | −7,325−3.5% | Reduced |
| City of London Investment Management Co Ltd | 235,030 | $2.85M | 0.26% | −6,218−2.6% | Reduced |
| Royal Bank of Canada | 269,234 | $3.26M | 0.00% | −13,154−4.7% | Reduced |
| LPL Financial LLC | 273,512 | $3.31M | 0.00% | +25,282+10.2% | Added |
| Transcend Wealth Collective, LLC | 282,142 | $3.42M | 0.27% | −254,860−47.5% | Reduced |
| Raymond James Financial Inc | 305,741 | $3.71M | 0.00% | +28,757+10.4% | Added |
| Cresset Asset Management, LLC | 338,928 | $4.11M | 0.02% | +124,368+58.0% | Added |
| Invesco Ltd. | 360,715 | $4.37M | 0.00% | +31,042+9.4% | Added |
| Integrated Wealth Concepts LLC | 387,604 | $4.70M | 0.05% | −42,066−9.8% | Reduced |
| Guggenheim Capital LLC | 399,206 | $4.84M | 0.04% | −108,653−21.4% | Reduced |
| UBS Group AG | 449,604 | $5.45M | 0.00% | +18,591+4.3% | Added |
| Sit Investment Associates Inc | 747,429 | $9.06M | 0.19% | +416,533+125.9% | Added |
| Commonwealth Equity Services, LLC | 769,784 | $9.33M | 0.01% | +25,918+3.5% | Added |
| HighTower Advisors, LLC | 888,803 | $10.8M | 0.01% | +13,459+1.5% | Added |
| Advisors Asset Management, Inc. | 978,222 | $11.9M | 0.21% | +164,225+20.2% | Added |
| Pathstone Holdings, LLC | 1,101,851 | $13.4M | 0.05% | −308,651−21.9% | Reduced |
| Wells Fargo & Company | 1,828,968 | $22.2M | 0.00% | −59,775−3.2% | Reduced |
| Morgan Stanley | 2,077,174 | $25.2M | 0.00% | −12,354−0.6% | Reduced |
| Bank of America Corp | 2,474,962 | $30.0M | 0.00% | −159,007−6.0% | Reduced |
| Coastal Bridge Advisors, LLC | 2,892,203 | $35.1M | 2.91% | −308,875−9.6% | Reduced |
| 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 |