Free Trial

Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

$11.84
-0.08 (-0.67%)
(As of 05/28/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$35.54M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$16.19M
Get BGB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Blackstone Strategic Credit 2027 Term Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/24/2024 Cetera 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%
5/16/2024 B. Riley Wealth Advisors Inc.13,905$153K0.0%N/A0.000%
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%
2/6/2024 Merit 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%
1/16/2024 Raymond James Financial Services Advisors Inc.54,722$619K0.0%-57.0%0.000%
1/16/2024 Raymond James & Associates107,129$1.21M0.0%+30.0%0.000%
Obama’s Forever Term [exposed] (Ad)

Over a decade ago, I tried to warn you... Because the same forces are once again brewing… and what’s coming next will forever reshape everything you think you know about America.

Start streaming it now at no cost here
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%
12/1/2023 B. 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%
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%
11/7/2023 Merit 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%
10/31/2023 Tranquility Partners LLC112,682$1.24M0.5%+11.0%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.146,967$1.62M0.1%-15.0%0.000%
10/27/2023 Allspring Global Investments Holdings LLC712,818$7.83M0.0%+19.0%0.000%
10/26/2023Advisor Partners II LLC341,373$3.75M0.2%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.127,247$1.40M0.0%-14.2%0.000%
10/24/2023 Robbins Farley7,051$77K0.1%N/A0.000%
10/23/2023Commonwealth Equity Services LLC225,764$2.48M0.0%+44.1%0.000%
10/18/2023 Next Capital Management LLC238,364$2.62M1.2%-2.0%0.000%
10/16/2023 Riverbridge Partners LLC88,535$973K0.0%+47.2%0.000%
10/16/2023 Capital Investment Advisors LLC226,582$2.49M0.1%-2.7%0.000%
10/11/2023 Ignite Planners LLC13,309$145K0.0%N/A0.000%
8/17/2023 Coastal Bridge Advisors LLC4,132,622$45.17M11.0%+0.9%0.000%
8/16/2023 Thomas J. Herzfeld Advisors Inc.162,755$1.78M0.7%-11.2%0.000%
8/15/2023 Rivernorth Capital Management LLC936,107$10.23M0.5%+4.6%0.000%
8/15/2023 Ironsides Asset Advisors LLC12,406$134K0.1%+21.9%0.000%
8/15/2023 Bulldog Investors LLP121,405$1.33M0.4%+80.2%0.000%
8/14/2023 Vivaldi Capital Management LP400,365$4.38M1.3%-1.4%0.000%
8/14/2023 Bison Wealth LLC26,414$289K0.1%N/A0.000%
8/14/2023 Snowden Capital Advisors LLC83,954$918K0.0%+34.7%0.000%
8/11/2023 Almitas Capital LLC61,400$684K0.3%N/A0.000%
8/11/2023 Landscape Capital Management L.L.C.17,523$192K0.0%+6.6%0.000%
8/11/2023 Weiss Asset Management LP68,834$752K0.1%+364.4%0.000%
8/11/2023 Guggenheim Capital LLC795,074$8.69M0.1%-6.7%0.000%
8/11/2023 Penserra Capital Management LLC990,580$10.83M0.2%+6.6%0.000%
8/10/2023Commonwealth Equity Services LLC156,686$1.71M0.0%+17.5%0.000%
8/10/2023 Sit Investment Associates Inc.1,386,237$15.15M0.4%-2.6%0.000%
Next President (Not Trump. Not Biden.) (Ad)

Do you want to see who I believe will be the next president of the U.S.A? It won’t be Biden…And it won’t be Trump.

Click here to see why it will be ______ _________.
8/10/2023 Cetera Investment Advisers55,592$608K0.0%+20.4%0.000%
8/9/2023 Robinson Capital Management LLC39,759$436K0.2%N/A0.000%
8/7/2023 Keystone Financial Group13,733$150K0.0%N/A0.000%
8/3/2023 Oppenheimer & Co. Inc.20,497$224K0.0%+7.0%0.000%
8/1/2023 Merit Financial Group LLC192,608$2.11M0.1%N/A0.000%
7/27/2023 Selway Asset Management79,805$872K0.4%-1.7%0.000%
7/27/2023 Next Capital Management LLC243,125$2.66M1.2%-3.0%0.000%
7/27/2023 Icon Advisers Inc. Co.105,268$1.15M0.3%-33.7%0.000%
7/26/2023 Riverbridge Partners LLC60,164$658K0.0%-7.9%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.148,238$1.62M0.0%+8.9%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, 98 institutional investors and hedge funds held shares of Blackstone Strategic Credit 2027 Term Fund. The most heavily invested institutionals were Coastal Bridge Advisors LLC ($45.17M), Atlas Wealth LLC ($18.73M), Sit Investment Associates Inc. ($15.15M), Wells Fargo & Company MN ($12.63M), City of London Investment Management Co. Ltd. ($11.92M), Penserra Capital Management LLC ($11.05M), and Rivernorth Capital Management LLC ($10.23M).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 ($626.36K), Coastal Bridge Advisors LLC ($587.08K), City of London Investment Management Co. Ltd. ($547.04K), Penserra Capital Management LLC ($382.11K), and HighTower Advisors LLC ($350.03K).

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

Institutional investors have bought a total of 8,404,780 shares in the last 24 months. This purchase volume represents approximately $91.51M in transactions.

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

Of the 43 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 ($1.05M), Allspring Global Investments Holdings LLC ($669.79K), Sit Investment Associates Inc. ($282.21K), Shaker Financial Services LLC ($165.31K), Vivaldi Capital Management LP ($155.99K), Hennion & Walsh Asset Management Inc. ($109.54K), and Capital Investment Advisors LLC ($108.65K).

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

Institutional investors have sold a total of 3,232,534 shares in the last 24 months. This volume of shares sold represents approximately $35.40M in transactions.


This page (NYSE:BGB) was last updated on 5/29/2024 by MarketBeat.com Staff

From Our Partners