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Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

Blackstone Strategic Credit 2027 Term Fund logo
$12.41 -0.01 (-0.08%)
(As of 11/19/2024 ET)

Institutional Ownership Changes (13F Filings) for Blackstone Strategic Credit 2027 Term Fund (NYSE:BGB)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$22.60M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$34.95M
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BGB Institutional Buying and Selling by Quarter

Blackstone Strategic Credit 2027 Term Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC15,979$197K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp91,295$1.13M0.0%+29.7%0.000%
11/15/2024 Rivernorth Capital Management LLC820,191$10.11M0.5%-12.9%0.000%
11/15/2024 Integrated Wealth Concepts LLC507,418$6.25M0.1%-8.1%0.000%
11/15/2024 HighTower Advisors LLC856,327$10.55M0.0%+9.5%0.000%
11/14/2024 Westchester Capital Management LLC15,960$197K0.0%-87.4%0.000%
11/14/2024 Rockefeller Capital Management L.P.69,653$858K0.0%+1.5%0.000%
11/12/2024 Penserra Capital Management LLC387,372$4.77M0.1%-65.8%0.000%
11/8/2024 Moors & Cabot Inc.13,500$166K0.0%+22.7%0.000%
11/8/2024 Advisors Asset Management Inc.448,817$5.53M0.1%+62.0%0.000%
11/8/2024 Avior Wealth Management LLC24,315$300K0.0%+14.6%0.000%
11/7/2024 Pathstone Holdings LLC1,891,571$23.31M0.1%+15.3%0.000%
11/7/2024 Thrivent Financial for Lutherans172,226$2.12M0.0%-6.3%0.000%
11/6/2024 Oppenheimer & Co. Inc.27,876$343K0.0%-9.8%0.000%
10/31/2024 Shaker Financial Services LLC88,935$1.10M0.4%N/A0.000%
10/30/2024 Invictus Private Wealth LLC53,919$664K0.1%+1.7%0.000%
10/30/2024 Catalina Capital Group LLC11,658$144K0.0%N/A0.000%
10/19/2024 Allspring Global Investments Holdings LLC25,006$308K0.0%-41.9%0.000%
10/18/2024Capital Investment Advisors LLC218,073$2.69M0.1%-1.1%0.000%
10/11/2024 Selway Asset Management49,405$609K0.2%-8.0%0.000%
9/5/2024Sanctuary Advisors LLC16,476$194K0.0%N/A0.000%
8/22/2024 Cetera Investment Advisers120,777$1.44M0.0%+2.9%0.000%
8/20/2024 Next Capital Management LLC209,509$2.49M1.0%-11.1%0.000%
8/16/2024 Coastal Bridge Advisors LLC3,818,910$45.41M11.3%-3.0%0.000%
8/13/2024 Summit Trail Advisors LLC21,000$250K0.0%N/A0.000%
8/9/2024 City of London Investment Management Co. Ltd.343,438$4.08M0.3%-65.7%0.000%
8/8/2024 Envestnet Asset Management Inc.174,089$2.07M0.0%+11.3%0.000%
8/7/2024 Choreo LLC33,281$397K0.0%+10.7%0.000%
7/31/2024Commonwealth Equity Services LLC608,921$7.24M0.0%+10.9%0.000%
7/31/2024 Concurrent Investment Advisors LLC11,395$135K0.0%N/A0.000%
7/25/2024 Clear Creek Financial Management LLC14,812$176K0.0%-14.5%0.000%
7/25/2024 Tranquility Partners LLC124,267$1.48M0.6%+4.4%0.000%
7/19/2024Raymond James & Associates163,493$1.94M0.0%+15.2%0.000%
7/17/2024 Robbins Farley6,113$73K0.0%-13.3%0.000%
7/12/2024Capital Investment Advisors LLC220,390$2.62M0.1%-2.9%0.000%
7/2/2024 Transcend Capital Advisors LLC449,567$5.35M0.4%+16.0%0.000%
5/24/2024Cetera Advisors LLC82,900$987K0.0%N/A0.000%
5/17/2024 Comerica Bank5,508$66K0.0%+32.1%0.000%
5/17/2024 Tidal Investments LLC111,617$1.33M0.0%+5.3%0.000%
5/16/2024B. Riley Wealth Advisors Inc.13,905$153K0.0%N/A0.000%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

5/14/2024 Advisors Asset Management Inc.248,303$2.96M0.1%+44.5%0.000%
5/14/2024 Robinson Capital Management LLC41,884$494K0.2%-66.6%0.000%
5/11/2024 Ironsides Asset Advisors LLC13,260$158K0.1%+8.8%0.000%
5/10/2024 City of London Investment Management Co. Ltd.1,001,985$11.92M1.0%-3.7%0.000%
5/9/2024 Leo Wealth LLC13,872$165K0.0%-45.2%0.000%
5/9/2024 Eagle Bay Advisors LLC2,800$33K0.0%N/A0.000%
5/8/2024 Tranquility Partners LLC119,058$1.42M0.5%+18.5%0.000%
5/7/2024 Oppenheimer & Co. Inc.30,775$366K0.0%+7.2%0.000%
5/2/2024 Summit Financial Wealth Advisors LLC18,100$215K0.0%-6.7%0.000%
5/2/2024 Choreo LLC30,055$358K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC17,150$204K0.0%N/A0.000%
4/30/2024 Perigon Wealth Management LLC12,712$151K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC548,884$6.53M0.0%+72.3%0.000%
4/26/2024 Clear Creek Financial Management LLC17,314$206K0.0%+21.5%0.000%
4/10/2024 Selway Asset Management60,105$715K0.3%-2.0%0.000%
3/14/2024 Leo Wealth LLC25,313$287K0.0%N/A0.000%
2/14/2024 Vivaldi Capital Management LP250,817$2.91M0.9%-37.5%0.000%
2/13/2024 Aristides Capital LLC14,962$169K0.1%N/A0.000%
2/13/2024 Accuvest Global Advisors14,863$168K0.2%N/A0.000%
2/12/2024 Invictus Private Wealth LLC45,485$515K0.1%+47.8%0.000%
2/12/2024 Steward Partners Investment Advisory LLC122,124$1.38M0.0%+6.8%0.000%
2/9/2024 Advisory Services Network LLC51,784$586K0.0%-6.3%0.000%
2/9/2024 Wells Fargo & Company MN1,115,569$12.63M0.0%+7.4%0.000%
2/8/2024 Robinson Capital Management LLC125,361$1.42M0.5%+215.3%0.000%
2/7/2024 Selway Asset Management61,305$694K0.3%-17.9%0.000%
2/6/2024 FourThought Financial Partners LLC60,676$687K0.1%+1.9%0.000%
2/6/2024Merit Financial Group LLC261,812$2.96M0.1%+5.8%0.000%
2/5/2024 Transcend Capital Advisors LLC291,854$3.30M0.3%+154.5%0.000%
1/31/2024 Tranquility Partners LLC100,493$1.14M0.5%-10.8%0.000%
1/30/2024 CTC Alternative Strategies Ltd.12,320$139K0.3%N/A0.000%
1/26/2024 Cerity Partners LLC44,500$504K0.0%N/A0.000%
1/25/2024 Allspring Global Investments Holdings LLC43,032$487K0.0%-94.0%0.000%
1/24/2024 Clear Creek Financial Management LLC14,250$161K0.0%N/A0.000%
1/19/2024 Next Capital Management LLC236,459$2.68M1.1%-0.8%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.54,722$619K0.0%-57.0%0.000%
1/16/2024Raymond James & Associates107,129$1.21M0.0%+30.0%0.000%
1/12/2024 Stolper Co54,670$619K0.2%+2.2%0.000%
1/5/2024Capital Investment Advisors LLC235,696$2.67M0.1%+4.0%0.000%
12/1/2023B. Riley Wealth Advisors Inc.13,905$153K0.0%+14.9%0.000%
11/21/2023 Almitas Capital LLC48,111$529K0.3%-21.6%0.000%
11/16/2023 Essex Financial Services Inc.16,532$182K0.0%N/A0.000%
11/16/2023 Penserra Capital Management LLC1,005,896$11.05M0.2%+1.5%0.000%
11/15/2023 Integrated Wealth Concepts LLC822,717$9.04M0.2%-4.9%0.000%
11/15/2023 JT Stratford LLC10,276$113K0.0%-14.4%0.000%
11/14/2023 AQR Arbitrage LLC164,159$1.80M0.1%-8.1%0.000%
11/14/2023 Alpine Global Management LLC97,623$1.07M0.3%N/A0.000%
11/14/2023 Summit Financial Wealth Advisors LLC19,400$212K0.1%-26.1%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.150,365$1.65M0.6%-7.6%0.000%
11/13/2023 Bramshill Investments LLC10,185$112K0.0%-32.2%0.000%
11/9/2023 UBS Group AG197,338$2.17M0.0%+10.2%0.000%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

11/8/2023 HighTower Advisors LLC379,789$4.18M0.0%+421.8%0.000%
11/8/2023 Oppenheimer & Co. Inc.25,882$284K0.0%+26.3%0.000%
11/7/2023Merit Financial Group LLC247,488$2.72M0.1%+28.5%0.000%
11/7/2023 Virtus ETF Advisers LLC48,910$538K0.3%+85.2%0.000%
11/7/2023 Oder Investment Management LLC66,807$734K0.8%+6.6%0.000%
11/7/2023 Atlas Wealth LLC1,704,047$18.73M3.5%+2.8%0.000%
11/2/2023 Selway Asset Management74,705$821K0.4%-6.4%0.000%
11/2/2023 Shaker Financial Services LLC12,000$132K0.1%N/A0.000%
11/1/2023 Ironsides Asset Advisors LLC13,763$151K0.1%+10.9%0.000%
11/1/2023 Selway Asset Management69,955$737K0.3%-12.3%0.000%
(Data available from 1/1/2016 forward)

BGB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BGB shares?

During the previous two years, 96 institutional investors and hedge funds held shares of Blackstone Strategic Credit 2027 Term Fund. The most heavily invested institutionals were Coastal Bridge Advisors LLC ($45.41M), Pathstone Holdings LLC ($23.31M), Atlas Wealth LLC ($18.73M), Sit Investment Associates Inc. ($15.15M), Wells Fargo & Company MN ($12.63M), HighTower Advisors LLC ($10.55M), and Rivernorth Capital Management LLC ($10.11M).Learn more on BGB's institutional investors.

Which institutional investors have been buying Blackstone Strategic Credit 2027 Term Fund stock?

Of the 82 institutional investors that purchased Blackstone Strategic Credit 2027 Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Wealth LLC ($1.60M), Integrated Wealth Concepts LLC ($663.14K), Allspring Global Investments Holdings LLC ($453.89K), HighTower Advisors LLC ($424.51K), Commonwealth Equity Services LLC ($382.84K), Advisor Partners II LLC ($341.37K), and Penserra Capital Management LLC ($337.13K).

How much institutional buying is happening at Blackstone Strategic Credit 2027 Term Fund?

Institutional investors have bought a total of 7,479,746 shares in the last 24 months. This purchase volume represents approximately $82.47M in transactions.

Which Blackstone Strategic Credit 2027 Term Fund major shareholders have been selling company stock?

Of the 42 institutional investors that sold Blackstone Strategic Credit 2027 Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($994.37K), Penserra Capital Management LLC ($745.57K), City of London Investment Management Co. Ltd. ($696.77K), Allspring Global Investments Holdings LLC ($687.81K), Sit Investment Associates Inc. ($168.92K), Vivaldi Capital Management LP ($155.99K), and Rivernorth Capital Management LLC ($121.18K).

How much institutional selling is happening at Blackstone Strategic Credit 2027 Term Fund?

Institutional investors have sold a total of 4,600,388 shares in the last 24 months. This volume of shares sold represents approximately $52.66M in transactions.



This page (NYSE:BGB) was last updated on 11/19/2024 by MarketBeat.com Staff
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