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Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

Blackstone Strategic Credit 2027 Term Fund logo
$11.21 -0.04 (-0.36%)
As of 09/4/2026 03:58 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$49.99M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$27.21M
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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
8/21/2026 Robbins Farley241,957$2.73M1.0%+13.2%0.000%
8/20/2026 BTG Pactual Asset Management US LLC26,375$298K0.0%-9.7%0.000%
6/3/2026 NewEdge Advisors LLC56,984$635K0.0%-11.5%0.000%
5/19/2026 Bank of America Corp DE1,973,911$22.01M0.0%+2.2%0.000%
5/18/2026 Royal Bank of Canada101,710$1.13M0.0%-60.3%0.000%
5/4/2026 Calamos Advisors LLC34,943$390K0.0%+13.5%0.000%
5/1/2026 Fifth Third Bancorp10,621$118K0.0%N/A0.000%
5/1/2026 Walled Lake Planning & Wealth Management LLC27,575$307K0.1%+44.6%0.000%
4/28/2026 Kathmere Capital Management LLC12,842$143K0.0%N/A0.000%
4/27/2026 Elevation Point Wealth Partners LLC262,620$2.93M0.1%+3.6%0.000%
4/20/2026 Tranquility Partners LLC103,079$1.15M0.4%-4.1%0.000%
4/17/2026 Robbins Farley213,678$2.38M1.1%+15.6%0.000%
3/17/2026 Rockefeller Capital Management L.P.9,000$106K0.0%-84.6%0.000%
2/25/2026 Sit Investment Associates Inc.2,025,340$23.86M0.5%+141.9%0.000%
2/19/2026 Invesco Ltd.296,866$3.50M0.0%-18.0%0.000%
2/18/2026 Coastal Bridge Advisors LLC2,469,105$29.09M2.2%-2.1%0.000%
2/18/2026 NewEdge Advisors LLC64,389$759K0.0%+2.2%0.000%
2/18/2026 XTX Topco Ltd11,323$133K0.0%N/A0.000%
2/18/2026 Virtus Investment Advisers LLC42,006$495K0.1%-24.1%0.000%
2/18/2026 Readystate Asset Management LP20,226$238K0.0%-17.7%0.000%
2/18/2026 Millennium Management LLC18,361$216K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC278,481$3.28M0.0%-17.9%0.000%
2/17/2026 Cetera Investment Advisers10,218$120K0.0%-69.0%0.000%
2/17/2026 Osaic Holdings Inc.52,198$615K0.0%-35.5%0.000%
2/17/2026 &PARTNERS78,552$925K0.0%+25.9%0.000%
2/17/2026 Royal Bank of Canada256,453$3.02M0.0%-0.5%0.000%
2/17/2026 Adalta Capital Management LLC10,000$119K0.1%N/A0.000%
2/13/2026 Kestra Advisory Services LLC3,000$35K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp102,881$1.21M0.0%-23.8%0.000%
2/13/2026 First Trust Advisors LP53,958$636K0.0%-56.1%0.000%
2/13/2026 Integrated Wealth Concepts LLC332,233$3.91M0.0%-8.0%0.000%
2/13/2026 Wells Fargo & Company MN1,942,770$22.89M0.0%+1.9%0.000%
2/12/2026 Advisors Asset Management Inc.911,571$10.74M0.2%-10.8%0.000%
2/12/2026 Elevation Point Wealth Partners LLC253,401$3.00M0.1%-8.5%0.000%
2/12/2026 Steward Partners Investment Advisory LLC134,533$1.59M0.0%-4.5%0.000%
2/12/2026 Oder Investment Management LLC47,650$561K0.4%+10.5%0.000%
2/12/2026 Sit Investment Associates Inc.2,025,340$23.86M0.5%+141.9%0.000%
2/11/2026 1776 Wealth LLC10,912$129K0.0%N/A0.000%
2/11/2026 LPL Financial LLC335,974$3.96M0.0%+20.7%0.000%
2/11/2026 Lalia Capital LLC148,800$1.75M1.4%N/A0.000%
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2/11/2026 Closed End Fund Advisors Inc.52,172$615K0.4%N/A0.000%
2/10/2026 Clear Harbor Asset Management LLC82,570$973K0.1%+290.8%0.000%
2/9/2026 Kingsview Wealth Management LLC29,013$342K0.0%+15.3%0.000%
2/9/2026 Cary Street Partners Investment Advisory LLC11,400$134K0.0%+54.1%0.000%
2/9/2026 Cary Street Partners Financial LLC88,481$1.04M0.0%-11.4%0.000%
2/6/2026 Quantify Chaos Advisors LLC68,975$813K2.5%N/A0.000%
2/6/2026 HighTower Advisors LLC900,076$10.60M0.0%+1.6%0.000%
2/2/2026 Oppenheimer & Co. Inc.44,020$519K0.0%+32.0%0.000%
1/29/2026Comerica Bank10,478$123K0.0%+32.9%0.000%
1/29/2026 UBS Group AG489,740$5.77M0.0%-0.3%0.000%
1/29/2026 Calamos Advisors LLC30,783$363K0.0%+32.1%0.000%
1/26/2026 Shaker Financial Services LLC136,680$1.62M0.5%-2.8%0.000%
1/26/2026 Merit Financial Group LLC167,971$1.98M0.0%-5.0%0.000%
1/23/2026 Eagle Bay Advisors LLC2,800$33K0.0%N/A0.000%
1/23/2026 Transcend Capital Advisors LLC454,372$5.35M0.4%-15.8%0.000%
1/23/2026 Robbins Farley184,871$2.18M1.0%+7.1%0.000%
1/16/2026 Perigon Wealth Management LLC16,349$193K0.0%-13.6%0.000%
1/13/2026 Capital Investment Advisors LLC189,062$2.23M0.0%-4.0%0.000%
1/12/2026 SeaCrest Wealth Management LLC11,318$135K0.0%N/A0.000%
1/12/2026 Spinnaker Investment Group LLC11,428$135K0.0%-74.6%0.000%
1/12/2026 Stolper Co60,417$712K0.2%+2.2%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC48,285$573K0.0%-2.6%0.000%
1/5/2026 Noble Wealth Management PBC6,275$74K0.0%+213.8%0.000%
11/18/2025 Advisory Services Network LLC19,722$240K0.0%-13.2%0.000%
11/17/2025 Moors & Cabot Inc.23,050$281K0.0%+9.1%0.000%
11/17/2025 Integrated Wealth Concepts LLC360,943$4.39M0.0%-6.9%0.000%
11/17/2025 Elevation Point Wealth Partners LLC277,023$3.37M0.2%N/A0.000%
11/17/2025 City of London Investment Management Co. Ltd.186,254$2.27M0.2%-20.8%0.000%
11/17/2025 Bank of America Corp DE2,522,001$30.69M0.0%+1.9%0.000%
11/14/2025 Raymond James Financial Inc.350,629$4.27M0.0%+14.7%0.000%
11/13/2025 Pathstone Holdings LLC323,306$3.94M0.0%-70.7%0.000%
11/13/2025 Invesco Ltd.361,916$4.41M0.0%+0.3%0.000%
11/13/2025 UBS Group AG491,352$5.98M0.0%+9.3%0.000%
11/13/2025 First Trust Advisors LP122,982$1.50M0.0%+15.0%0.000%
11/12/2025 JT Stratford LLC13,490$164K0.0%+32.2%0.000%
11/12/2025 Cresset Asset Management LLC622,636$7.58M0.0%+59.1%0.000%
11/12/2025 Kingsview Wealth Management LLC25,164$306K0.0%+4.1%0.000%
11/7/2025 Readystate Asset Management LP24,583$299K0.0%-76.8%0.000%
11/7/2025 Merit Financial Group LLC176,892$2.15M0.0%-11.7%0.000%
11/7/2025 HighTower Advisors LLC886,020$10.78M0.0%-0.3%0.000%
11/6/2025 Advisors Asset Management Inc.1,022,137$12.44M0.2%+4.5%0.000%
11/6/2025 Oppenheimer & Co. Inc.33,344$406K0.0%+26.8%0.000%
11/5/2025 Envestnet Asset Management Inc.29,402$358K0.0%+5.4%0.000%
11/4/2025 Transcend Capital Advisors LLC539,523$6.57M0.5%+91.2%0.000%
11/4/2025 Thrivent Financial for Lutherans177,226$2.16M0.0%-4.8%0.000%
11/3/2025 Coastal Bridge Advisors LLC2,522,877$30.70M2.3%-12.8%0.000%
10/30/2025 Tranquility Partners LLC108,303$1.32M0.4%-2.9%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC49,575$594K0.0%+2.7%0.000%
10/24/2025Catalina Capital Group LLC17,923$218K0.1%N/A0.000%
10/23/2025 Capital Investment Advisors LLC196,880$2.40M0.0%-1.8%0.000%
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10/23/2025 Ethos Financial Group LLC15,434$188K0.0%N/A0.000%
10/22/2025 Commonwealth Equity Services LLC780,984$9.51M0.0%+1.5%0.000%
10/20/2025 Merit Financial Group LLC177,802$2.16M0.0%-11.3%0.000%
10/20/2025 Calamos Advisors LLC23,295$284K0.0%+21.7%0.000%
10/17/2025 Perigon Wealth Management LLC18,924$230K0.0%-18.5%0.000%
10/15/2025 Robbins Farley172,692$2.10M0.9%+36.6%0.000%
10/10/2025 Spinnaker Investment Group LLC44,941$547K0.1%N/A0.000%
9/4/2025 Osaic Holdings Inc.84,947$1.03M0.0%+34.2%0.000%
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%


BGB Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of Blackstone Strategic Credit 2027 Term Fund. The most heavily invested institutionals were Coastal Bridge Advisors LLC ($29.09M), Sit Investment Associates Inc. ($23.86M), Wells Fargo & Company MN ($22.89M), Bank of America Corp DE ($22.01M), Advisors Asset Management Inc. ($10.74M), HighTower Advisors LLC ($10.60M), and Rivernorth Capital Management LLC ($10.11M).Learn more on Blackstone Strategic Credit 2027 Term Fund's institutional investors.

Of the 73 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: Sit Investment Associates Inc. ($2.71M), Bank of America Corp DE ($1.28M), Advisors Asset Management Inc. ($745.11K), Raymond James Financial Inc. ($628.21K), Cresset Asset Management LLC ($509.10K), Pathstone Holdings LLC ($286.47K), and Elevation Point Wealth Partners LLC ($286.24K).

Institutional investors have bought a total of 4,213,052 shares in the last 24 months. This purchase volume represents approximately $49.99M in transactions.

Of the 32 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: Pathstone Holdings LLC ($778.55K), Coastal Bridge Advisors LLC ($423.10K), Royal Bank of Canada ($156.11K), Advisors Asset Management Inc. ($110.57K), Readystate Asset Management LP ($85.57K), Transcend Capital Advisors LLC ($85.15K), and First Trust Advisors LP ($69.02K).

Institutional investors have sold a total of 2,272,101 shares in the last 24 months. This volume of shares sold represents approximately $27.21M in transactions.


Related Companies

Institutional ownership data for NYSE:BGB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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