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Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

Blackstone Strategic Credit 2027 Term Fund logo
$12.54 +0.05 (+0.36%)
Closing price 03:59 PM Eastern
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$12.54 0.00 (0.00%)
As of 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)
51
Total
Institutional Inflows
(last 12 months)
$55.94M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$35.46M
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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
8/15/2025 Bank of America Corp DE2,474,962$30.00M0.0%-6.0%0.000%
8/14/2025 Raymond James Financial Inc.305,741$3.71M0.0%+10.4%0.000%
8/14/2025 Cary Street Partners Financial LLC99,829$1.21M0.0%+16.9%0.000%
8/13/2025 Cary Street Partners Investment Advisory LLC7,400$90K0.0%+15.6%0.000%
8/13/2025 Cresset Asset Management LLC391,450$4.74M0.0%+82.4%0.000%
8/13/2025 First Trust Advisors LP106,926$1.30M0.0%+3.9%0.000%
8/13/2025 Guggenheim Capital LLC399,206$4.84M0.0%-21.4%0.000%
8/13/2025 Invesco Ltd.360,715$4.37M0.0%+9.4%0.000%
8/13/2025 JT Stratford LLC10,205$124K0.0%N/A0.000%
8/12/2025 Advisors Asset Management Inc.978,222$11.86M0.2%+20.2%0.000%
8/12/2025 Steward Partners Investment Advisory LLC140,951$1.71M0.0%+3.0%0.000%
8/8/2025 Rockefeller Capital Management L.P.75,509$915K0.0%+1.4%0.000%
8/8/2025 Kingsview Wealth Management LLC24,163$293K0.0%+9.2%0.000%
8/8/2025 City of London Investment Management Co. Ltd.235,030$2.85M0.3%-2.6%0.000%
8/8/2025 Cetera Investment Advisers28,626$347K0.0%+6.7%0.000%
8/8/2025 Calamos Advisors LLC19,135$232K0.0%N/A0.000%
8/6/2025 Moors & Cabot Inc.21,125$256K0.0%+10.2%0.000%
8/5/2025 Shaker Financial Services LLC140,782$1.71M0.6%+12.8%0.000%
8/4/2025 Wolverine Asset Management LLC6,351$77K0.0%N/A0.000%
8/1/2025 Transcend Capital Advisors LLC282,142$3.42M0.3%-47.5%0.000%
8/1/2025 Envestnet Asset Management Inc.27,892$338K0.0%+23.7%0.000%
7/25/2025 Tranquility Partners LLC111,496$1.35M0.5%-3.7%0.000%
7/25/2025 Apollon Wealth Management LLC10,398$126K0.0%-34.2%0.000%
7/21/2025 Ameritas Advisory Services LLC4,400$53K0.0%N/A0.000%
7/17/2025 Robbins Farley126,397$1.53M0.7%+5.3%0.000%
7/17/2025 Capital Investment Advisors LLC200,584$2.43M0.0%-3.5%0.000%
7/14/2025 Clear Harbor Asset Management LLC21,208$257K0.0%N/A0.000%
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%
5/16/2025 NewEdge Advisors LLC63,189$763K0.0%+12.5%0.000%
5/16/2025 Integrated Wealth Concepts LLC429,670$5.19M0.1%-11.9%0.000%
5/16/2025 Advisors Asset Management Inc.813,997$9.83M0.2%+10.1%0.000%
5/15/2025 Royal Bank of Canada282,388$3.41M0.0%+23.7%0.000%
5/13/2025 Oder Investment Management LLC50,196$606K0.5%-7.2%0.000%
5/13/2025 Cresset Asset Management LLC214,560$2.59M0.0%+89.0%0.000%
5/13/2025 Sit Investment Associates Inc.330,896$4.00M0.1%N/A0.000%
5/13/2025 HighTower Advisors LLC875,344$10.57M0.0%+0.7%0.000%
5/12/2025 Invesco Ltd.329,673$3.98M0.0%+30.0%0.000%
5/9/2025 City of London Investment Management Co. Ltd.241,248$2.91M0.3%-21.7%0.000%
5/9/2025 Shaker Financial Services LLC124,791$1.51M0.6%+45.9%0.000%
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5/9/2025 Cary Street Partners Financial LLC85,392$1.03M0.0%-1.2%0.000%
5/8/2025 Moors & Cabot Inc.19,175$232K0.0%+32.5%0.000%
5/8/2025 Invictus Private Wealth LLC56,339$681K0.1%+2.9%0.000%
5/8/2025 Coastal Bridge Advisors LLC3,201,078$38.67M9.9%-2.2%0.000%
5/7/2025 LPL Financial LLC248,230$3.00M0.0%-4.9%0.000%
5/6/2025 Cetera Investment Advisers26,835$324K0.0%-21.5%0.000%
5/6/2025 Readystate Asset Management LP38,797$469K0.0%N/A0.000%
5/2/2025 Kingsview Wealth Management LLC22,121$267K0.0%+22.3%0.000%
5/2/2025 Apollon Wealth Management LLC15,798$191K0.0%+30.8%0.000%
4/30/2025 M&T Bank Corp11,306$137K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC27,827$336K0.0%-4.0%0.000%
4/24/2025 Transcend Capital Advisors LLC537,002$6.49M0.5%-3.7%0.000%
4/24/2025 Tranquility Partners LLC115,754$1.40M0.5%-3.0%0.000%
4/23/2025 Perigon Wealth Management LLC23,538$284K0.0%-7.6%0.000%
4/23/2025 Spire Wealth Management2,500$30K0.0%-54.5%0.000%
4/23/2025 Oppenheimer & Co. Inc.28,445$344K0.0%+9.7%0.000%
4/21/2025 Avior Wealth Management LLC18,060$218K0.0%-18.4%0.000%
4/16/2025 Robbins Farley120,014$1.45M0.8%+1,774.9%0.000%
4/14/2025 Capital Investment Advisors LLC207,909$2.51M0.0%-2.2%0.000%
4/9/2025Selway Asset Management47,005$568K0.2%-9.4%0.000%
2/18/2025 Elequin Capital LP8,451$103K0.0%N/A0.000%
2/17/2025 Pathstone Holdings LLC1,926,617$23.57M0.1%+1.9%0.000%
2/17/2025 Millennium Management LLC20,230$247K0.0%-74.2%0.000%
2/17/2025 Coastal Bridge Advisors LLC3,272,608$40.02M10.1%-9.7%0.000%
2/17/2025 Cresset Asset Management LLC113,540$1.39M0.0%-50.0%0.000%
2/17/2025 Cetera Investment Advisers34,164$418K0.0%-70.6%0.000%
2/17/2025 Citadel Advisors LLC10,355$127K0.0%N/A0.000%
2/17/2025 Cary Street Partners Financial LLC86,448$1.06M0.0%N/A0.000%
2/17/2025 Bank of America Corp DE2,336,627$28.58M0.0%+104.7%0.000%
2/14/2025 Integrated Wealth Concepts LLC487,540$5.96M0.1%-3.9%0.000%
2/14/2025 Stifel Financial Corp112,410$1.38M0.0%+23.1%0.000%
2/14/2025 Shaker Financial Services LLC85,547$1.05M0.4%-3.8%0.000%
2/14/2025 First Trust Advisors LP160,512$1.96M0.0%-0.7%0.000%
2/13/2025 Guggenheim Capital LLC592,216$7.24M0.1%-13.8%0.000%
2/13/2025 Keystone Financial Group13,252$162K0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.70,612$864K0.0%+1.4%0.000%
2/13/2025 Oder Investment Management LLC54,096$662K0.6%-3.4%0.000%
2/13/2025 Raymond James Financial Inc.277,284$3.39M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC29,200$357K0.0%-36.3%0.000%
2/13/2025 Invesco Ltd.253,584$3.10M0.0%+37.4%0.000%
2/13/2025 Wells Fargo & Company MN1,845,184$22.57M0.0%+0.8%0.000%
2/12/2025Selway Asset Management51,905$635K0.2%+5.1%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.165,122$2.02M0.6%+8.5%0.000%
2/11/2025 LPL Financial LLC260,918$3.19M0.0%+33.8%0.000%
2/11/2025 Next Capital Management LLC26,899$329K0.1%-65.0%0.000%
2/10/2025 Advisors Asset Management Inc.739,054$9.04M0.2%+64.7%0.000%
2/10/2025 Thrivent Financial for Lutherans186,226$2.28M0.0%+8.1%0.000%
2/10/2025 Commonwealth Equity Services LLC721,914$8.83M0.0%+5.2%0.000%
2/7/2025 HighTower Advisors LLC868,947$10.63M0.0%+1.5%0.000%
2/7/2025 Moors & Cabot Inc.14,475$177K0.0%+7.2%0.000%
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2/6/2025 Raymond James Financial Inc.277,284$3.39M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC122,793$1.50M0.0%-5.1%0.000%
2/5/2025 US Bancorp DE3,649$45K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.25,934$317K0.0%-7.0%0.000%
2/3/2025 Transcend Capital Advisors LLC557,668$6.82M0.5%+1.0%0.000%
1/29/2025 Tranquility Partners LLC119,279$1.46M0.5%-4.1%0.000%
1/28/2025 Kingsview Wealth Management LLC18,087$221K0.0%+60.9%0.000%
1/28/2025 Apollon Wealth Management LLC12,075$148K0.0%N/A0.000%
1/28/2025 Leo Wealth LLC10,722$131K0.0%-16.9%0.000%
1/27/2025 Choreo LLC38,146$466K0.0%+30.4%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, 102 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 84 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 4,587,420 shares in the last 24 months. This purchase volume represents approximately $55.94M 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.


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This page (NYSE:BGB) was last updated on 8/28/2025 by MarketBeat.com Staff
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