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 2026
Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Jun 30, 2026. 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
- 86
- +6 vs. Q1 2026
- Shares held
- 22.8M
- +1.69M (+8.0%) vs. Q1 2026
- Total value
- $257.7M
- +$22.5M (+9.6%) vs. Q1 2026
- New holders
- 13
- 28 more added
- Sold out
- 7
- 27 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 205 | $2.32K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 350 | $3.96K | 0.00% | +350 | New |
| Noble Wealth Management PBC | 600 | $6.78K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 780 | $8.81K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,800 | $20.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,950 | $22.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $28.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,170 | $47.1K | 0.01% | −7,230−63.4% | Reduced |
| Horrell Capital Management, Inc. | 5,000 | $56.5K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,600 | $108.5K | 0.00% | −500−5.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 10,145 | $114.6K | 0.01% | +10,145 | New |
| JT Stratford LLC | 10,175 | $115.0K | 0.01% | −2,240−18.0% | Reduced |
| 1776 Wealth LLC | 10,912 | $123.3K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,093 | $125.0K | 0.00% | +11,093 | New |
| Melfa Wealth Management, LLC | 11,167 | $126.2K | 0.07% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,257 | $127.2K | 0.00% | +636+6.0% | Added |
| M&T Bank Corp | 11,306 | $127.8K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,555 | $130.6K | 0.00% | +11,555 | New |
| Nations Financial Group Inc, | 11,686 | $132.1K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 12,059 | $136.3K | 0.01% | +950+8.6% | Added |
| Sanctuary Advisors, LLC | 13,226 | $149.5K | 0.00% | −970−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 14,073 | $159.0K | 0.00% | +5,073+56.4% | Added |
| Sierra Summit Advisors LLC | 14,109 | $159.4K | 0.02% | +14,109 | New |
| RSM US Wealth Management LLC | 15,099 | $170.6K | 0.00% | +15,099 | New |
| XTX Topco Ltd | 15,520 | $175.4K | 0.00% | +15,520 | New |
| Essex Financial Services, Inc. | 16,649 | $188.1K | 0.01% | +30.0% | Added |
| Ethos Financial Group, LLC | 17,222 | $194.6K | 0.01% | +1,504+9.6% | Added |
| Susquehanna International Group, LLP | 17,362 | $196.2K | 0.00% | +4,367+33.6% | Added |
| City of London Investment Management Co Ltd | 17,779 | $200.9K | 0.01% | −100,887−85.0% | Reduced |
| Advisory Services Network, LLC | 19,597 | $221.4K | 0.00% | −18−0.1% | Reduced |
| Snowden Capital Advisors LLC | 20,138 | $227.6K | 0.01% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 26,375 | $298.0K | 0.02% | −2,848−9.7% | Reduced |
| Virtus Investment Advisers, Inc. | 27,390 | $309.5K | 0.07% | −7,785−22.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 27,575 | $311.6K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 27,827 | $314.4K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 28,600 | $323.2K | 0.01% | +1,375+5.1% | Added |
| Kingsview Wealth Management, LLC | 34,367 | $388.3K | 0.00% | +27+0.1% | Added |
| HRT Financial LP | 36,497 | $412.0K | 0.00% | +36,497 | New |
| Calamos Advisors LLC | 37,439 | $423.1K | 0.00% | +2,496+7.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 40,924 | $462.4K | 0.00% | +307+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,585 | $492.9K | 0.00% | −2,200−4.8% | Reduced |
| Oder Investment Management, LLC | 48,984 | $553.5K | 0.37% | +679+1.4% | Added |
| Closed-End Fund Advisors, Inc. | 52,645 | $594.9K | 0.58% | −396−0.7% | Reduced |
| GWM Advisors LLC | 55,084 | $622.5K | 0.00% | −1,900−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 55,332 | $625.3K | 0.00% | +20,614+59.4% | Added |
| Icon Advisers Inc | 60,067 | $678.8K | 0.13% | +60,067 | New |
| Oppenheimer & Co Inc | 60,692 | $685.8K | 0.01% | +8,179+15.6% | Added |
| Stolper Co | 64,513 | $729.0K | 0.19% | +38,582+148.8% | Added |
| Cary Street Partners Financial LLC | 70,378 | $795.3K | 0.02% | −8,538−10.8% | Reduced |
| CSS LLC | 82,787 | $935.5K | 0.04% | +10,600+14.7% | Added |
| Clear Harbor Asset Management, LLC | 85,305 | $963.9K | 0.06% | −765−0.9% | Reduced |
| Tranquility Partners, LLC | 85,313 | $964.0K | 0.33% | −17,766−17.2% | Reduced |
| Stifel Financial Corp | 100,602 | $1.14M | 0.00% | +3,851+4.0% | Added |
| Royal Bank of Canada | 101,807 | $1.15M | 0.00% | +97+0.1% | Added |
| Quantify Chaos Advisors, LLC | 103,629 | $1.17M | 3.30% | +1,333+1.3% | Added |
| Jane Street Group, LLC | 105,228 | $1.19M | 0.00% | +105,228 | New |
| Thomas J. Herzfeld Advisors, Inc. | 112,665 | $1.27M | 0.39% | +112,665 | New |
| Envestnet Asset Management Inc | 142,157 | $1.61M | 0.00% | +142,157 | New |
| Almitas Capital LLC | 144,834 | $1.64M | 0.39% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 153,574 | $1.74M | 0.02% | −3,789−2.4% | Reduced |
| Thrivent Financial for Lutherans | 155,716 | $1.76M | 0.00% | −8,000−4.9% | Reduced |
| Merit Financial Group, LLC | 161,119 | $1.82M | 0.01% | −9,249−5.4% | Reduced |
| Invesco Ltd. | 189,997 | $2.15M | 0.00% | −60,941−24.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 234,122 | $2.65M | 0.05% | −28,498−10.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 234,528 | $2.65M | 0.02% | −28,256−10.8% | Reduced |
| Robbins Farley LLC | 241,957 | $2.73M | 1.05% | +28,279+13.2% | Added |
| Integrated Wealth Concepts LLC | 269,895 | $3.05M | 0.02% | −18,113−6.3% | Reduced |
| Guggenheim Capital LLC | 278,123 | $3.14M | 0.02% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 323,899 | $3.66M | 0.77% | +2,697+0.8% | Added |
| Pathstone Holdings, LLC | 331,531 | $3.75M | 0.01% | +1,861+0.6% | Added |
| LPL Financial LLC | 417,101 | $4.71M | 0.00% | +40,951+10.9% | Added |
| Transcend Wealth Collective, LLC | 438,553 | $4.96M | 0.34% | −1,944−0.4% | Reduced |
| Loomis Sayles & Co L P | 497,855 | $5.63M | 0.01% | +68,337+15.9% | Added |
| UBS Group AG | 502,174 | $5.67M | 0.00% | +9,219+1.9% | Added |
| Advisors Asset Management, Inc. | 591,684 | $6.69M | 0.10% | −248,345−29.6% | Reduced |
| Cresset Asset Management, LLC | 722,558 | $8.16M | 0.03% | +44,376+6.5% | Added |
| HighTower Advisors, LLC | 934,510 | $10.6M | 0.01% | +23,472+2.6% | Added |
| Atlas Wealth LLC | 939,961 | $10.6M | 1.51% | +939,961 | New |
| Raymond James Financial Inc | 1,144,384 | $12.9M | 0.00% | −14,416−1.2% | Reduced |
| Bank of America Corp | 1,657,405 | $18.7M | 0.00% | −316,506−16.0% | Reduced |
| Wells Fargo & Company | 1,760,729 | $19.9M | 0.00% | −106,794−5.7% | Reduced |
| Coastal Bridge Advisors, LLC | 2,259,024 | $25.5M | 1.58% | −192,476−7.9% | Reduced |
| Morgan Stanley | 2,536,491 | $28.7M | 0.00% | +312,287+14.0% | Added |
| Sit Investment Associates Inc | 3,635,425 | $41.1M | 0.78% | +882,292+32.0% | Added |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −56,848−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −13,918−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,263−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −12,842−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,855−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sofos Investments, Inc. | – | – | – | – | Not filed |