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Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

Blackstone Strategic Credit 2027 Term Fund logo
$12.32 +0.02 (+0.15%)
As of 01/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Blackstone Strategic Credit 2027 Term Fund (NYSE:BGB)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$22.19M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$36.60M
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BGB Institutional Buying and Selling by Quarter

Blackstone Strategic Credit 2027 Term Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC22,131$271K0.0%-9.0%0.000%
1/15/2025 Merit Financial Group LLC210,876$2.58M0.0%-8.5%0.000%
1/13/2025 Capital Investment Advisors LLC212,494$2.60M0.1%-2.6%0.000%
12/3/2024Rivernorth Capital Management LLC820,191$10.11M0.5%-12.9%0.000%
11/25/2024Tidal Investments LLC23,335$287K0.0%-73.7%0.000%
11/15/2024Jane Street Group LLC15,979$197K0.0%N/A0.000%
11/15/2024Stifel Financial Corp91,295$1.13M0.0%+29.7%0.000%
11/15/2024Rivernorth Capital Management LLC820,191$10.11M0.5%-12.9%0.000%
11/15/2024Integrated Wealth Concepts LLC507,418$6.25M0.1%-8.1%0.000%
11/15/2024HighTower Advisors LLC856,327$10.55M0.0%+9.5%0.000%
11/14/2024Westchester Capital Management LLC15,960$197K0.0%-87.4%0.000%
11/14/2024Rockefeller Capital Management L.P.69,653$858K0.0%+1.5%0.000%
11/12/2024Penserra Capital Management LLC387,372$4.77M0.1%-65.8%0.000%
11/8/2024Moors & Cabot Inc.13,500$166K0.0%+22.7%0.000%
11/8/2024Advisors 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%
11/7/2024Pathstone Holdings LLC1,891,571$23.31M0.1%+15.3%0.000%
11/7/2024Thrivent Financial for Lutherans172,226$2.12M0.0%-6.3%0.000%
11/6/2024Oppenheimer & Co. Inc.27,876$343K0.0%-9.8%0.000%
10/31/2024Shaker Financial Services LLC88,935$1.10M0.4%N/A0.000%
10/30/2024Invictus Private Wealth LLC53,919$664K0.1%+1.7%0.000%
10/30/2024Catalina Capital Group LLC11,658$144K0.0%N/A0.000%
10/19/2024Allspring Global Investments Holdings LLC25,006$308K0.0%-41.9%0.000%
10/18/2024 Capital Investment Advisors LLC218,073$2.69M0.1%-1.1%0.000%
10/11/2024Selway Asset Management49,405$609K0.2%-8.0%0.000%
9/5/2024Sanctuary Advisors LLC16,476$194K0.0%N/A0.000%
8/22/2024Cetera Investment Advisers120,777$1.44M0.0%+2.9%0.000%
8/20/2024Next Capital Management LLC209,509$2.49M1.0%-11.1%0.000%
8/16/2024Coastal Bridge Advisors LLC3,818,910$45.41M11.3%-3.0%0.000%
8/13/2024Summit Trail Advisors LLC21,000$250K0.0%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.343,438$4.08M0.3%-65.7%0.000%
8/8/2024Envestnet Asset Management Inc.174,089$2.07M0.0%+11.3%0.000%
8/7/2024Choreo LLC33,281$397K0.0%+10.7%0.000%
7/31/2024Commonwealth Equity Services LLC608,921$7.24M0.0%+10.9%0.000%
7/31/2024Concurrent Investment Advisors LLC11,395$135K0.0%N/A0.000%
7/25/2024Clear Creek Financial Management LLC14,812$176K0.0%-14.5%0.000%
7/25/2024Tranquility Partners LLC124,267$1.48M0.6%+4.4%0.000%
7/19/2024Raymond James & Associates163,493$1.94M0.0%+15.2%0.000%
7/17/2024Robbins Farley6,113$73K0.0%-13.3%0.000%
7/12/2024 Capital Investment Advisors LLC220,390$2.62M0.1%-2.9%0.000%
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7/2/2024Transcend Capital Advisors LLC449,567$5.35M0.4%+16.0%0.000%
5/24/2024Cetera Advisors LLC82,900$987K0.0%N/A0.000%
5/17/2024Comerica Bank5,508$66K0.0%+32.1%0.000%
5/17/2024Tidal Investments LLC111,617$1.33M0.0%+5.3%0.000%
5/16/2024B. Riley Wealth Advisors Inc.13,905$153K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.248,303$2.96M0.1%+44.5%0.000%
5/14/2024Robinson Capital Management LLC41,884$494K0.2%-66.6%0.000%
5/11/2024Ironsides Asset Advisors LLC13,260$158K0.1%+8.8%0.000%
5/10/2024City of London Investment Management Co. Ltd.1,001,985$11.92M1.0%-3.7%0.000%
5/9/2024Leo Wealth LLC13,872$165K0.0%-45.2%0.000%
5/9/2024 Eagle Bay Advisors LLC2,800$33K0.0%N/A0.000%
5/8/2024Tranquility Partners LLC119,058$1.42M0.5%+18.5%0.000%
5/7/2024Oppenheimer & Co. Inc.30,775$366K0.0%+7.2%0.000%
5/2/2024Summit Financial Wealth Advisors LLC18,100$215K0.0%-6.7%0.000%
5/2/2024Choreo LLC30,055$358K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC17,150$204K0.0%N/A0.000%
4/30/2024Perigon Wealth Management LLC12,712$151K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC548,884$6.53M0.0%+72.3%0.000%
4/26/2024Clear Creek Financial Management LLC17,314$206K0.0%+21.5%0.000%
4/10/2024Selway Asset Management60,105$715K0.3%-2.0%0.000%
3/14/2024Leo Wealth LLC25,313$287K0.0%N/A0.000%
2/14/2024Vivaldi Capital Management LP250,817$2.91M0.9%-37.5%0.000%
2/13/2024Aristides Capital LLC14,962$169K0.1%N/A0.000%
2/13/2024Accuvest Global Advisors14,863$168K0.2%N/A0.000%
2/12/2024Invictus Private Wealth LLC45,485$515K0.1%+47.8%0.000%
2/12/2024Steward Partners Investment Advisory LLC122,124$1.38M0.0%+6.8%0.000%
2/9/2024Advisory Services Network LLC51,784$586K0.0%-6.3%0.000%
2/9/2024Wells Fargo & Company MN1,115,569$12.63M0.0%+7.4%0.000%
2/8/2024Robinson Capital Management LLC125,361$1.42M0.5%+215.3%0.000%
2/7/2024Selway Asset Management61,305$694K0.3%-17.9%0.000%
2/6/2024FourThought Financial Partners LLC60,676$687K0.1%+1.9%0.000%
2/6/2024 Merit Financial Group LLC261,812$2.96M0.1%+5.8%0.000%
2/5/2024Transcend Capital Advisors LLC291,854$3.30M0.3%+154.5%0.000%
1/31/2024Tranquility Partners LLC100,493$1.14M0.5%-10.8%0.000%
1/30/2024CTC Alternative Strategies Ltd.12,320$139K0.3%N/A0.000%
1/26/2024Cerity Partners LLC44,500$504K0.0%N/A0.000%
1/25/2024Allspring Global Investments Holdings LLC43,032$487K0.0%-94.0%0.000%
1/24/2024Clear Creek Financial Management LLC14,250$161K0.0%N/A0.000%
1/19/2024Next 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%
1/5/2024 Capital 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%
11/21/2023Almitas Capital LLC48,111$529K0.3%-21.6%0.000%
11/16/2023Essex Financial Services Inc.16,532$182K0.0%N/A0.000%
11/16/2023Penserra Capital Management LLC1,005,896$11.05M0.2%+1.5%0.000%
11/15/2023Integrated Wealth Concepts LLC822,717$9.04M0.2%-4.9%0.000%
11/15/2023JT Stratford LLC10,276$113K0.0%-14.4%0.000%
11/14/2023AQR Arbitrage LLC164,159$1.80M0.1%-8.1%0.000%
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11/14/2023Alpine Global Management LLC97,623$1.07M0.3%N/A0.000%
11/14/2023Summit Financial Wealth Advisors LLC19,400$212K0.1%-26.1%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.150,365$1.65M0.6%-7.6%0.000%
11/13/2023Bramshill Investments LLC10,185$112K0.0%-32.2%0.000%
11/9/2023UBS Group AG197,338$2.17M0.0%+10.2%0.000%
11/8/2023HighTower Advisors LLC379,789$4.18M0.0%+421.8%0.000%
11/8/2023Oppenheimer & Co. Inc.25,882$284K0.0%+26.3%0.000%
11/7/2023 Merit Financial Group LLC247,488$2.72M0.1%+28.5%0.000%
11/7/2023Virtus ETF Advisers LLC48,910$538K0.3%+85.2%0.000%
11/7/2023Oder Investment Management LLC66,807$734K0.8%+6.6%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, 93 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 78 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 7,427,866 shares in the last 24 months. This purchase volume represents approximately $81.92M in transactions.

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

Of the 44 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), Rivernorth Capital Management LLC ($242.37K), Sit Investment Associates Inc. ($168.92K), and Vivaldi Capital Management LP ($155.99K).

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

Institutional investors have sold a total of 4,701,887 shares in the last 24 months. This volume of shares sold represents approximately $54.10M in transactions.


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This page (NYSE:BGB) was last updated on 1/22/2025 by MarketBeat.com Staff
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