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, Q4 2025
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Dec 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
- 90
- +6 vs. Q3 2025
- Shares held
- 20.5M
- +905.1K (+4.6%) vs. Q3 2025
- Total value
- $242.0M
- +$3.13M (+1.3%) vs. Q3 2025
- New holders
- 18
- 26 more added
- Sold out
- 12
- 29 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 10 | $118 | 0.00% | −9−47.4% | Reduced |
| Huntington National Bank | – | $1.17K | 0.00% | – | – |
| Blue Bell Private Wealth Management, LLC | 205 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 500 | $5.89K | 0.00% | +500 | New |
| Rothschild Investment LLC | 780 | $9.19K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 875 | $10.3K | 0.00% | +875 | New |
| Private Trust Co NA | 1,800 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,950 | $23.0K | 0.00% | +1,950 | New |
| National Bank of Canada | 2,300 | $27.1K | 0.00% | +2,300 | New |
| Spire Wealth Management | 2,500 | $29.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,800 | $33.2K | 0.02% | +2,800 | New |
| Kestra Advisory Services, LLC | 3,000 | $35.3K | 0.00% | +3,000 | New |
| Horrell Capital Management, Inc. | 5,000 | $58.9K | 0.03% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 6,275 | $73.9K | 0.04% | +4,275+213.8% | Added |
| Rockefeller Capital Management L.P. | 9,000 | $106.0K | 0.00% | −49,514−84.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $117.8K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 10,000 | $118.6K | 0.05% | +10,000 | New |
| Cetera Investment Advisers | 10,218 | $120.4K | 0.00% | −22,699−69.0% | Reduced |
| Comerica Bank | 10,478 | $123.4K | 0.00% | +2,595+32.9% | Added |
| 1776 Wealth LLC | 10,912 | $128.5K | 0.05% | +10,912 | New |
| Melfa Wealth Management, LLC | 11,167 | $131.5K | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 11,306 | $133.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,323 | $133.4K | 0.00% | +11,323 | New |
| Cary Street Partner Investment Advisory LLC | 11,400 | $134.3K | 0.04% | +4,000+54.1% | Added |
| Spinnaker Investment Group, LLC | 11,428 | $134.6K | 0.02% | −33,513−74.6% | Reduced |
| SeaCrest Wealth Management, LLC | 11,318 | $134.7K | 0.01% | +11,318 | New |
| Keystone Financial Group | 11,509 | $135.6K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,686 | $137.7K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,700 | $138.0K | 0.00% | −36−0.3% | Reduced |
| JT Stratford LLC | 13,150 | $154.9K | 0.02% | −340−2.5% | Reduced |
| Sanctuary Advisors, LLC | 13,928 | $164.1K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 15,718 | $185.2K | 0.01% | +284+1.8% | Added |
| Perigon Wealth Management, LLC | 16,349 | $192.6K | 0.00% | −2,575−13.6% | Reduced |
| Susquehanna International Group, LLP | 16,424 | $193.5K | 0.00% | +16,424 | New |
| Essex Financial Services, Inc. | 16,644 | $196.1K | 0.01% | +20.0% | Added |
| Millennium Management LLC | 18,361 | $216.3K | 0.00% | +18,361 | New |
| Walled Lake Planning & Wealth Management, LLC | 19,075 | $224.7K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,725 | $232.4K | 0.00% | +30.0% | Added |
| Readystate Asset Management LP | 20,226 | $238.3K | 0.01% | −4,357−17.7% | Reduced |
| Snowden Capital Advisors LLC | 20,327 | $241.0K | 0.01% | +370+1.9% | Added |
| BTG Pactual Asset Management US LLC | 20,251 | $245.4K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 23,350 | $275.1K | 0.01% | +300+1.3% | Added |
| Davenport & Co LLC | 27,827 | $327.8K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 29,013 | $341.8K | 0.00% | +3,849+15.3% | Added |
| Calamos Advisors LLC | 30,783 | $362.6K | 0.00% | +7,488+32.1% | Added |
| Virtus Investment Advisers, Inc. | 42,006 | $494.8K | 0.13% | −13,347−24.1% | Reduced |
| Oppenheimer & Co Inc | 44,020 | $518.6K | 0.01% | +10,676+32.0% | Added |
| Oder Investment Management, LLC | 47,650 | $561.3K | 0.41% | +4,534+10.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 48,285 | $572.7K | 0.00% | −1,290−2.6% | Reduced |
| Closed-End Fund Advisors, Inc. | 52,172 | $614.6K | 0.36% | +52,172 | New |
| Advisor Group Holdings, Inc. | 52,198 | $614.9K | 0.00% | −28,738−35.5% | Reduced |
| First Trust Advisors LP | 53,958 | $635.6K | 0.00% | −69,024−56.1% | Reduced |
| CSS LLC | 55,491 | $653.7K | 0.04% | +55,491 | New |
| Lido Advisors, LLC | 56,848 | $691.8K | 0.00% | 00.0% | Unchanged |
| Stolper Co | 60,417 | $712.0K | 0.21% | +1,284+2.2% | Added |
| GWM Advisors LLC | 64,389 | $758.5K | 0.00% | +1,400+2.2% | Added |
| Quantify Chaos Advisors, LLC | 68,975 | $812.5K | 2.46% | +68,975 | New |
| Wiley Bros.-Aintree Capital, LLC | 78,552 | $925.3K | 0.00% | +16,174+25.9% | Added |
| Clear Harbor Asset Management, LLC | 82,570 | $972.7K | 0.07% | +61,442+290.8% | Added |
| Cary Street Partners Financial LLC | 88,481 | $1.04M | 0.03% | −11,387−11.4% | Reduced |
| Stifel Financial Corp | 102,881 | $1.21M | 0.00% | −32,154−23.8% | Reduced |
| Tranquility Partners, LLC | 107,455 | $1.27M | 0.46% | −848−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 134,533 | $1.58M | 0.01% | −6,336−4.5% | Reduced |
| Shaker Financial Services, LLC | 136,680 | $1.62M | 0.51% | −3,904−2.8% | Reduced |
| Lalia Capital, LLC | 148,800 | $1.75M | 1.37% | +148,800 | New |
| Merit Financial Group, LLC | 167,971 | $1.98M | 0.02% | −8,921−5.0% | Reduced |
| Thrivent Financial for Lutherans | 177,226 | $2.09M | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 184,871 | $2.18M | 0.99% | +12,179+7.1% | Added |
| Capital Investment Advisors, LLC | 189,062 | $2.23M | 0.03% | −7,818−4.0% | Reduced |
| City of London Investment Management Co Ltd | 191,182 | $2.25M | 0.17% | +4,928+2.6% | Added |
| Logan Stone Capital, LLC | 202,024 | $2.38M | 0.59% | +202,024 | New |
| Vestmark Advisory Solutions, Inc. | 253,152 | $2.98M | 0.04% | +253,152 | New |
| Mount Yale Investment Advisors, LLC | 253,401 | $3.00M | 0.14% | −23,622−8.5% | Reduced |
| Royal Bank of Canada | 256,453 | $3.02M | 0.00% | −1,362−0.5% | Reduced |
| Guggenheim Capital LLC | 278,481 | $3.28M | 0.02% | −60,697−17.9% | Reduced |
| Invesco Ltd. | 296,866 | $3.50M | 0.00% | −65,050−18.0% | Reduced |
| Pathstone Holdings, LLC | 327,771 | $3.86M | 0.01% | +4,465+1.4% | Added |
| Integrated Wealth Concepts LLC | 332,233 | $3.91M | 0.05% | −28,710−8.0% | Reduced |
| LPL Financial LLC | 335,974 | $3.96M | 0.00% | +57,557+20.7% | Added |
| Transcend Wealth Collective, LLC | 454,372 | $5.35M | 0.42% | −85,151−15.8% | Reduced |
| UBS Group AG | 489,740 | $5.77M | 0.00% | −1,612−0.3% | Reduced |
| Cresset Asset Management, LLC | 637,602 | $7.56M | 0.03% | +39,726+6.6% | Added |
| HighTower Advisors, LLC | 900,076 | $10.6M | 0.01% | +14,056+1.6% | Added |
| Advisors Asset Management, Inc. | 911,571 | $10.7M | 0.18% | −110,566−10.8% | Reduced |
| Raymond James Financial Inc | 1,068,630 | $12.6M | 0.00% | +718,001+204.8% | Added |
| Bank of America Corp | 1,931,495 | $22.8M | 0.00% | −590,506−23.4% | Reduced |
| Wells Fargo & Company | 1,942,770 | $22.9M | 0.00% | +36,525+1.9% | Added |
| Sit Investment Associates Inc | 2,025,340 | $23.9M | 0.47% | +1,188,021+141.9% | Added |
| Morgan Stanley | 2,213,045 | $26.1M | 0.00% | +75,885+3.6% | Added |
| Coastal Bridge Advisors, LLC | 2,469,105 | $29.1M | 2.17% | −53,772−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −780,984−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,102−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −29,402−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −17,923−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,216−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −10,398−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −10,238−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −905−100.0% | Sold out |