Free Trial

Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

Blackstone Strategic Credit 2027 Term Fund logo
$12.02 -0.02 (-0.17%)
As of 01:24 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$56.01M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$35.46M
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.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
9/4/2025Osaic Holdings Inc.84,947$1.03M0.0%+34.2%0.000%
8/15/2025Bank of America Corp DE2,474,962$30.00M0.0%-6.0%0.000%
8/14/2025Raymond James Financial Inc.305,741$3.71M0.0%+10.4%0.000%
8/14/2025Cary Street Partners Financial LLC99,829$1.21M0.0%+16.9%0.000%
8/13/2025Cary Street Partners Investment Advisory LLC7,400$90K0.0%+15.6%0.000%
8/13/2025Cresset Asset Management LLC391,450$4.74M0.0%+82.4%0.000%
8/13/2025First Trust Advisors LP106,926$1.30M0.0%+3.9%0.000%
8/13/2025Guggenheim Capital LLC399,206$4.84M0.0%-21.4%0.000%
8/13/2025Invesco Ltd.360,715$4.37M0.0%+9.4%0.000%
8/13/2025JT Stratford LLC10,205$124K0.0%N/A0.000%
8/12/2025Advisors Asset Management Inc.978,222$11.86M0.2%+20.2%0.000%
8/12/2025Steward Partners Investment Advisory LLC140,951$1.71M0.0%+3.0%0.000%
8/8/2025Rockefeller Capital Management L.P.75,509$915K0.0%+1.4%0.000%
8/8/2025Kingsview Wealth Management LLC24,163$293K0.0%+9.2%0.000%
8/8/2025City of London Investment Management Co. Ltd.235,030$2.85M0.3%-2.6%0.000%
8/8/2025Cetera Investment Advisers28,626$347K0.0%+6.7%0.000%
8/8/2025Calamos Advisors LLC19,135$232K0.0%N/A0.000%
8/6/2025Moors & Cabot Inc.21,125$256K0.0%+10.2%0.000%
8/5/2025Shaker Financial Services LLC140,782$1.71M0.6%+12.8%0.000%
8/4/2025Wolverine Asset Management LLC6,351$77K0.0%N/A0.000%
8/1/2025Transcend Capital Advisors LLC282,142$3.42M0.3%-47.5%0.000%
8/1/2025Envestnet Asset Management Inc.27,892$338K0.0%+23.7%0.000%
7/25/2025Tranquility Partners LLC111,496$1.35M0.5%-3.7%0.000%
7/25/2025Apollon Wealth Management LLC10,398$126K0.0%-34.2%0.000%
7/21/2025Ameritas Advisory Services LLC4,400$53K0.0%N/A0.000%
7/17/2025Robbins Farley126,397$1.53M0.7%+5.3%0.000%
7/17/2025Capital Investment Advisors LLC200,584$2.43M0.0%-3.5%0.000%
7/14/2025Clear Harbor Asset Management LLC21,208$257K0.0%N/A0.000%
7/10/2025Stolper Co59,317$719K0.2%+4.5%0.000%
7/10/2025Wealth Enhancement Advisory Services LLC48,270$592K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC63,189$763K0.0%+12.5%0.000%
5/16/2025Integrated Wealth Concepts LLC429,670$5.19M0.1%-11.9%0.000%
5/16/2025Advisors Asset Management Inc.813,997$9.83M0.2%+10.1%0.000%
5/15/2025Royal Bank of Canada282,388$3.41M0.0%+23.7%0.000%
5/13/2025Oder Investment Management LLC50,196$606K0.5%-7.2%0.000%
5/13/2025Cresset Asset Management LLC214,560$2.59M0.0%+89.0%0.000%
5/13/2025Sit Investment Associates Inc.330,896$4.00M0.1%N/A0.000%
5/13/2025HighTower Advisors LLC875,344$10.57M0.0%+0.7%0.000%
5/12/2025Invesco Ltd.329,673$3.98M0.0%+30.0%0.000%
5/9/2025City of London Investment Management Co. Ltd.241,248$2.91M0.3%-21.7%0.000%
5/9/2025Shaker Financial Services LLC124,791$1.51M0.6%+45.9%0.000%
5/9/2025Cary Street Partners Financial LLC85,392$1.03M0.0%-1.2%0.000%
5/8/2025Moors & Cabot Inc.19,175$232K0.0%+32.5%0.000%
5/8/2025Invictus Private Wealth LLC56,339$681K0.1%+2.9%0.000%
5/8/2025Coastal Bridge Advisors LLC3,201,078$38.67M9.9%-2.2%0.000%
5/7/2025LPL Financial LLC248,230$3.00M0.0%-4.9%0.000%
5/6/2025Cetera Investment Advisers26,835$324K0.0%-21.5%0.000%
5/6/2025Readystate Asset Management LP38,797$469K0.0%N/A0.000%
5/2/2025Kingsview Wealth Management LLC22,121$267K0.0%+22.3%0.000%
5/2/2025Apollon Wealth Management LLC15,798$191K0.0%+30.8%0.000%
4/30/2025M&T Bank Corp11,306$137K0.0%N/A0.000%
4/28/2025DAVENPORT & Co LLC27,827$336K0.0%-4.0%0.000%
4/24/2025Transcend Capital Advisors LLC537,002$6.49M0.5%-3.7%0.000%
4/24/2025Tranquility Partners LLC115,754$1.40M0.5%-3.0%0.000%
4/23/2025Perigon Wealth Management LLC23,538$284K0.0%-7.6%0.000%
4/23/2025Spire Wealth Management2,500$30K0.0%-54.5%0.000%
4/23/2025Oppenheimer & Co. Inc.28,445$344K0.0%+9.7%0.000%
4/21/2025Avior Wealth Management LLC18,060$218K0.0%-18.4%0.000%
4/16/2025Robbins Farley120,014$1.45M0.8%+1,774.9%0.000%
4/14/2025Capital Investment Advisors LLC207,909$2.51M0.0%-2.2%0.000%
4/9/2025Selway Asset Management47,005$568K0.2%-9.4%0.000%
2/18/2025Elequin Capital LP8,451$103K0.0%N/A0.000%
2/17/2025Pathstone Holdings LLC1,926,617$23.57M0.1%+1.9%0.000%
2/17/2025Millennium Management LLC20,230$247K0.0%-74.2%0.000%
2/17/2025Coastal Bridge Advisors LLC3,272,608$40.02M10.1%-9.7%0.000%
2/17/2025Cresset Asset Management LLC113,540$1.39M0.0%-50.0%0.000%
2/17/2025Cetera Investment Advisers34,164$418K0.0%-70.6%0.000%
2/17/2025Citadel Advisors LLC10,355$127K0.0%N/A0.000%
2/17/2025Cary Street Partners Financial LLC86,448$1.06M0.0%N/A0.000%
2/17/2025Bank of America Corp DE2,336,627$28.58M0.0%+104.7%0.000%
2/14/2025Integrated Wealth Concepts LLC487,540$5.96M0.1%-3.9%0.000%
2/14/2025Stifel Financial Corp112,410$1.38M0.0%+23.1%0.000%
2/14/2025Shaker Financial Services LLC85,547$1.05M0.4%-3.8%0.000%
2/14/2025First Trust Advisors LP160,512$1.96M0.0%-0.7%0.000%
2/13/2025Guggenheim Capital LLC592,216$7.24M0.1%-13.8%0.000%
2/13/2025Keystone Financial Group13,252$162K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.70,612$864K0.0%+1.4%0.000%
2/13/2025Oder Investment Management LLC54,096$662K0.6%-3.4%0.000%
2/13/2025Raymond James Financial Inc.277,284$3.39M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC29,200$357K0.0%-36.3%0.000%
2/13/2025Invesco Ltd.253,584$3.10M0.0%+37.4%0.000%
2/13/2025Wells Fargo & Company MN1,845,184$22.57M0.0%+0.8%0.000%
2/12/2025Selway Asset Management51,905$635K0.2%+5.1%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.165,122$2.02M0.6%+8.5%0.000%
2/11/2025LPL Financial LLC260,918$3.19M0.0%+33.8%0.000%
2/11/2025Next Capital Management LLC26,899$329K0.1%-65.0%0.000%
2/10/2025Advisors Asset Management Inc.739,054$9.04M0.2%+64.7%0.000%
2/10/2025Thrivent Financial for Lutherans186,226$2.28M0.0%+8.1%0.000%
2/10/2025Commonwealth Equity Services LLC721,914$8.83M0.0%+5.2%0.000%
2/7/2025HighTower Advisors LLC868,947$10.63M0.0%+1.5%0.000%
2/7/2025Moors & Cabot Inc.14,475$177K0.0%+7.2%0.000%
2/6/2025Raymond James Financial Inc.277,284$3.39M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC122,793$1.50M0.0%-5.1%0.000%
2/5/2025US Bancorp DE3,649$45K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.25,934$317K0.0%-7.0%0.000%
2/3/2025Transcend Capital Advisors LLC557,668$6.82M0.5%+1.0%0.000%
1/29/2025Tranquility Partners LLC119,279$1.46M0.5%-4.1%0.000%
1/28/2025Kingsview Wealth Management LLC18,087$221K0.0%+60.9%0.000%
1/28/2025Apollon Wealth Management LLC12,075$148K0.0%N/A0.000%
1/28/2025Leo Wealth LLC10,722$131K0.0%-16.9%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, 103 institutional investors and hedge funds held shares of Blackstone Strategic Credit 2027 Term Fund. The most heavily invested institutionals were Coastal Bridge Advisors LLC ($38.67M), Bank of America Corp DE ($30.00M), Pathstone Holdings LLC ($23.57M), Wells Fargo & Company MN ($22.57M), Atlas Wealth LLC ($18.73M), Advisors Asset Management Inc. ($11.86M), and HighTower Advisors LLC ($10.57M).Learn more on Blackstone Strategic Credit 2027 Term Fund's institutional investors.

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

Of the 85 institutional investors that purchased Blackstone Strategic Credit 2027 Term Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($1.20M), Advisors Asset Management Inc. ($777.69K), Raymond James Financial Inc. ($583.33K), HighTower Advisors LLC ($400.50K), Commonwealth Equity Services LLC ($394.92K), Advisor Partners II LLC ($341.37K), and Sit Investment Associates Inc. ($330.90K).

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

Institutional investors have bought a total of 4,592,596 shares in the last 24 months. This purchase volume represents approximately $56.01M in transactions.

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

Of the 36 institutional investors that sold Blackstone Strategic Credit 2027 Term Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($745.57K), Coastal Bridge Advisors LLC ($422.43K), Transcend Capital Advisors LLC ($275.53K), Rivernorth Capital Management LLC ($242.37K), Guggenheim Capital LLC ($203.14K), Bank of America Corp DE ($159.01K), and Integrated Wealth Concepts LLC ($122.46K).

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

Institutional investors have sold a total of 2,899,146 shares in the last 24 months. This volume of shares sold represents approximately $35.46M in transactions.



This page (NYSE:BGB) was last updated on 10/6/2025 by MarketBeat.com Staff
From Our Partners