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, Q3 2025
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Sep 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
- 85
- +5 vs. Q2 2025
- Shares held
- 19.6M
- +60.4K (+0.3%) vs. Q2 2025
- Total value
- $239.0M
- +$1.70M (+0.7%) vs. Q2 2025
- New holders
- 10
- 29 more added
- Sold out
- 5
- 25 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 19 | $231 | 0.00% | +1+5.6% | Added |
| Huntington National Bank | – | $1.21K | 0.00% | – | – |
| Blue Bell Private Wealth Management, LLC | 205 | $2.50K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 396 | $4.81K | 0.00% | +396 | New |
| Newbridge Financial Services Group, Inc. | 400 | $4.87K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 780 | $9.49K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 905 | $11.0K | 0.00% | +905 | New |
| Private Trust Co NA | 1,800 | $21.9K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,000 | $24.3K | 0.01% | +2,000 | New |
| Bessemer Group Inc | 2,110 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $30.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,400 | $53.5K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5,000 | $60.9K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,400 | $90.1K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 7,883 | $95.9K | 0.00% | +586+8.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $121.7K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,238 | $124.6K | 0.00% | −6,700−39.6% | Reduced |
| Apollon Wealth Management, LLC | 10,398 | $126.5K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 11,167 | $135.9K | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 11,306 | $137.6K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 11,509 | $140.1K | 0.01% | −50−0.4% | Reduced |
| Nations Financial Group Inc, | 11,686 | $142.2K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,736 | $143.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,500 | $152.1K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 13,490 | $164.2K | 0.02% | +3,285+32.2% | Added |
| Sanctuary Advisors, LLC | 13,928 | $169.5K | 0.00% | −226−1.6% | Reduced |
| Jane Street Group, LLC | 15,216 | $185.2K | 0.00% | +15,216 | New |
| Ethos Financial Group, LLC | 15,434 | $187.8K | 0.01% | +15,434 | New |
| Essex Financial Services, Inc. | 16,642 | $202.5K | 0.01% | +20.0% | Added |
| Catalina Capital Group, LLC | 17,923 | $218.1K | 0.13% | +17,923 | New |
| Perigon Wealth Management, LLC | 18,924 | $230.3K | 0.00% | −4,295−18.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 19,075 | $232.1K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,722 | $240.0K | 0.00% | −3,000−13.2% | Reduced |
| Snowden Capital Advisors LLC | 19,957 | $242.9K | 0.01% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 20,251 | $245.4K | 0.03% | −628−3.0% | Reduced |
| Clear Harbor Asset Management, LLC | 21,128 | $257.1K | 0.02% | −80−0.4% | Reduced |
| Moors & Cabot, Inc. | 23,050 | $280.5K | 0.01% | +1,925+9.1% | Added |
| Calamos Advisors LLC | 23,295 | $283.5K | 0.00% | +4,160+21.7% | Added |
| Readystate Asset Management LP | 24,583 | $299.2K | 0.01% | −81,215−76.8% | Reduced |
| Kingsview Wealth Management, LLC | 25,164 | $306.2K | 0.00% | +1,001+4.1% | Added |
| Davenport & Co LLC | 27,827 | $338.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,402 | $357.8K | 0.00% | +1,510+5.4% | Added |
| Cetera Investment Advisers | 32,917 | $400.6K | 0.00% | +4,291+15.0% | Added |
| Oppenheimer & Co Inc | 33,344 | $405.8K | 0.00% | +7,055+26.8% | Added |
| Oder Investment Management, LLC | 43,116 | $524.7K | 0.38% | +7,083+19.7% | Added |
| Spinnaker Investment Group, LLC | 44,941 | $546.9K | 0.10% | +44,941 | New |
| HRT Financial LP | 45,102 | $548.0K | 0.00% | +45,102 | New |
| Wealth Enhancement Advisory Services, LLC | 49,575 | $594.4K | 0.00% | +1,305+2.7% | Added |
| Virtus Investment Advisers, Inc. | 55,353 | $673.6K | 0.19% | +55,353 | New |
| Lido Advisors, LLC | 56,848 | $691.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 58,514 | $712.1K | 0.00% | −16,995−22.5% | Reduced |
| Stolper Co | 59,133 | $720.0K | 0.22% | −184−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 62,378 | $759.1K | 0.00% | +16,322+35.4% | Added |
| GWM Advisors LLC | 62,989 | $766.6K | 0.00% | −400−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 80,936 | $992.4K | 0.00% | −4,011−4.7% | Reduced |
| Cary Street Partners Financial LLC | 99,868 | $1.22M | 0.03% | +390.0% | Added |
| Tranquility Partners, LLC | 108,303 | $1.32M | 0.45% | −3,193−2.9% | Reduced |
| First Trust Advisors LP | 122,982 | $1.50M | 0.00% | +16,056+15.0% | Added |
| Stifel Financial Corp | 135,035 | $1.64M | 0.00% | +19,345+16.7% | Added |
| Shaker Financial Services, LLC | 140,584 | $1.71M | 0.59% | −198−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 140,869 | $1.71M | 0.01% | −82−0.1% | Reduced |
| Robbins Farley LLC | 172,692 | $2.10M | 0.87% | +46,295+36.6% | Added |
| Merit Financial Group, LLC | 176,892 | $2.15M | 0.02% | −23,511−11.7% | Reduced |
| Thrivent Financial for Lutherans | 177,226 | $2.16M | 0.00% | −9,000−4.8% | Reduced |
| City of London Investment Management Co Ltd | 186,254 | $2.27M | 0.17% | −48,776−20.8% | Reduced |
| Capital Investment Advisors, LLC | 196,880 | $2.40M | 0.04% | −3,704−1.8% | Reduced |
| Royal Bank of Canada | 257,815 | $3.14M | 0.00% | −11,419−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 277,023 | $3.37M | 0.23% | +277,023 | New |
| LPL Financial LLC | 278,417 | $3.39M | 0.00% | +4,905+1.8% | Added |
| Pathstone Holdings, LLC | 323,306 | $3.93M | 0.02% | −778,545−70.7% | Reduced |
| Guggenheim Capital LLC | 339,178 | $4.13M | 0.03% | −60,028−15.0% | Reduced |
| Raymond James Financial Inc | 350,629 | $4.27M | 0.00% | +44,888+14.7% | Added |
| Integrated Wealth Concepts LLC | 360,943 | $4.39M | 0.04% | −26,661−6.9% | Reduced |
| Invesco Ltd. | 361,916 | $4.40M | 0.00% | +1,201+0.3% | Added |
| UBS Group AG | 491,352 | $5.98M | 0.00% | +41,748+9.3% | Added |
| Transcend Wealth Collective, LLC | 539,523 | $6.57M | 0.46% | +257,381+91.2% | Added |
| Cresset Asset Management, LLC | 597,876 | $7.28M | 0.03% | +258,948+76.4% | Added |
| Commonwealth Equity Services, LLC | 780,984 | $9.51M | 0.01% | +11,200+1.5% | Added |
| Sit Investment Associates Inc | 837,319 | $10.2M | 0.21% | +89,890+12.0% | Added |
| HighTower Advisors, LLC | 886,020 | $10.8M | 0.01% | −2,783−0.3% | Reduced |
| Advisors Asset Management, Inc. | 1,022,137 | $12.4M | 0.21% | +43,915+4.5% | Added |
| Wells Fargo & Company | 1,906,245 | $23.2M | 0.00% | +77,277+4.2% | Added |
| Morgan Stanley | 2,137,160 | $26.0M | 0.00% | +59,986+2.9% | Added |
| Bank of America Corp | 2,522,001 | $30.7M | 0.00% | +47,039+1.9% | Added |
| Coastal Bridge Advisors, LLC | 2,522,877 | $30.7M | 2.33% | −369,326−12.8% | Reduced |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −10,722−100.0% | Sold out |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −10,209−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |