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Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

Blackstone Strategic Credit 2027 Term Fund logo
$12.25 +0.02 (+0.16%)
Closing price 07/11/2025 03:59 PM Eastern
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$12.23 -0.02 (-0.16%)
As of 07/11/2025 04:10 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)
47
Total
Institutional Inflows
(last 12 months)
$51.35M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$38.44M
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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
7/10/2025 Stolper Co59,317$719K0.2%+4.5%0.000%
7/10/2025 Wealth 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%
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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%
1/27/2025Choreo LLC38,146$466K0.0%+30.4%0.000%
1/24/2025Spire Wealth Management5,500$67K0.0%N/A0.000%
1/24/2025DAVENPORT & Co LLC29,000$355K0.0%-3.3%0.000%
1/24/2025Clear Creek Financial Management LLC12,394$152K0.0%-16.6%0.000%
1/23/2025Twelve Points Wealth Management LLC10,209$125K0.0%-16.1%0.000%
1/17/2025Avior Wealth Management LLC22,131$271K0.0%-9.0%0.000%
1/15/2025Merit Financial Group LLC210,876$2.58M0.0%-8.5%0.000%
1/13/2025Capital 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%
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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%
11/8/2024Avior 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%
(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, 105 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 ($28.58M), Pathstone Holdings LLC ($23.57M), Wells Fargo & Company MN ($22.57M), Atlas Wealth LLC ($18.73M), HighTower Advisors LLC ($10.57M), and Rivernorth Capital Management LLC ($10.11M).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 88 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. ($613.47K), Raymond James Financial Inc. ($554.57K), Commonwealth Equity Services LLC ($418.29K), HighTower Advisors LLC ($400.50K), Allspring Global Investments Holdings LLC ($368.26K), and Advisor Partners II LLC ($341.37K).

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

Institutional investors have bought a total of 4,210,621 shares in the last 24 months. This purchase volume represents approximately $51.35M in transactions.

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

Of the 35 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), City of London Investment Management Co. Ltd. ($725.57K), Coastal Bridge Advisors LLC ($540.68K), Rivernorth Capital Management LLC ($242.37K), Integrated Wealth Concepts LLC ($122.46K), Cresset Asset Management LLC ($113.54K), and Westchester Capital Management LLC ($110.56K).

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

Institutional investors have sold a total of 3,159,789 shares in the last 24 months. This volume of shares sold represents approximately $38.44M in transactions.



This page (NYSE:BGB) was last updated on 7/13/2025 by MarketBeat.com Staff
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