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Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

Blackstone Strategic Credit 2027 Term Fund logo
$11.06 +0.09 (+0.77%)
Closing price 03:59 PM Eastern
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$11.07 +0.01 (+0.05%)
As of 04:04 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)
45
Total
Institutional Inflows
(last 12 months)
$49.02M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$27.43M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Noble Wealth Management PBC13,120$147K0.1%+2,086.7%0.000%
9/9/2026Integrated Wealth Concepts LLC269,895$3.05M0.0%-6.3%0.000%
9/9/2026NewEdge Advisors LLC55,084$622K0.0%-3.3%0.000%
8/21/2026Robbins Farley241,957$2.73M1.0%+13.2%0.000%
8/20/2026BTG Pactual Asset Management US LLC26,375$298K0.0%-9.7%0.000%
6/3/2026NewEdge Advisors LLC56,984$635K0.0%-11.5%0.000%
5/19/2026Bank of America Corp DE1,973,911$22.01M0.0%+2.2%0.000%
5/18/2026Royal Bank of Canada101,710$1.13M0.0%-60.3%0.000%
5/4/2026Calamos Advisors LLC34,943$390K0.0%+13.5%0.000%
5/1/2026Fifth Third Bancorp10,621$118K0.0%N/A0.000%
5/1/2026Walled Lake Planning & Wealth Management LLC27,575$307K0.1%+44.6%0.000%
4/28/2026Kathmere Capital Management LLC12,842$143K0.0%N/A0.000%
4/27/2026Elevation Point Wealth Partners LLC262,620$2.93M0.1%+3.6%0.000%
4/20/2026Tranquility Partners LLC103,079$1.15M0.4%-4.1%0.000%
4/17/2026Robbins Farley213,678$2.38M1.1%+15.6%0.000%
3/17/2026Rockefeller Capital Management L.P.9,000$106K0.0%-84.6%0.000%
2/25/2026Sit Investment Associates Inc.2,025,340$23.86M0.5%+141.9%0.000%
2/19/2026Invesco Ltd.296,866$3.50M0.0%-18.0%0.000%
2/18/2026Coastal Bridge Advisors LLC2,469,105$29.09M2.2%-2.1%0.000%
2/18/2026NewEdge Advisors LLC64,389$759K0.0%+2.2%0.000%
2/18/2026XTX Topco Ltd11,323$133K0.0%N/A0.000%
2/18/2026Virtus Investment Advisers LLC42,006$495K0.1%-24.1%0.000%
2/18/2026Readystate Asset Management LP20,226$238K0.0%-17.7%0.000%
2/18/2026Millennium Management LLC18,361$216K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC278,481$3.28M0.0%-17.9%0.000%
2/17/2026Cetera Investment Advisers10,218$120K0.0%-69.0%0.000%
2/17/2026Osaic Holdings Inc.52,198$615K0.0%-35.5%0.000%
2/17/2026&PARTNERS78,552$925K0.0%+25.9%0.000%
2/17/2026Royal Bank of Canada256,453$3.02M0.0%-0.5%0.000%
2/17/2026Adalta Capital Management LLC10,000$119K0.1%N/A0.000%
2/13/2026Kestra Advisory Services LLC3,000$35K0.0%N/A0.000%
2/13/2026Stifel Financial Corp102,881$1.21M0.0%-23.8%0.000%
2/13/2026First Trust Advisors LP53,958$636K0.0%-56.1%0.000%
2/13/2026Integrated Wealth Concepts LLC332,233$3.91M0.0%-8.0%0.000%
2/13/2026Wells Fargo & Company MN1,942,770$22.89M0.0%+1.9%0.000%
2/12/2026Advisors Asset Management Inc.911,571$10.74M0.2%-10.8%0.000%
2/12/2026Elevation Point Wealth Partners LLC253,401$3.00M0.1%-8.5%0.000%
2/12/2026Steward Partners Investment Advisory LLC134,533$1.59M0.0%-4.5%0.000%
2/12/2026Oder Investment Management LLC47,650$561K0.4%+10.5%0.000%
2/12/2026Sit Investment Associates Inc.2,025,340$23.86M0.5%+141.9%0.000%
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2/11/20261776 Wealth LLC10,912$129K0.0%N/A0.000%
2/11/2026LPL Financial LLC335,974$3.96M0.0%+20.7%0.000%
2/11/2026Lalia Capital LLC148,800$1.75M1.4%N/A0.000%
2/11/2026Closed End Fund Advisors Inc.52,172$615K0.4%N/A0.000%
2/10/2026Clear Harbor Asset Management LLC82,570$973K0.1%+290.8%0.000%
2/9/2026Kingsview Wealth Management LLC29,013$342K0.0%+15.3%0.000%
2/9/2026Cary Street Partners Investment Advisory LLC11,400$134K0.0%+54.1%0.000%
2/9/2026Cary Street Partners Financial LLC88,481$1.04M0.0%-11.4%0.000%
2/6/2026Quantify Chaos Advisors LLC68,975$813K2.5%N/A0.000%
2/6/2026HighTower Advisors LLC900,076$10.60M0.0%+1.6%0.000%
2/2/2026Oppenheimer & Co. Inc.44,020$519K0.0%+32.0%0.000%
1/29/2026Comerica Bank10,478$123K0.0%+32.9%0.000%
1/29/2026UBS Group AG489,740$5.77M0.0%-0.3%0.000%
1/29/2026Calamos Advisors LLC30,783$363K0.0%+32.1%0.000%
1/26/2026Shaker Financial Services LLC136,680$1.62M0.5%-2.8%0.000%
1/26/2026Merit Financial Group LLC167,971$1.98M0.0%-5.0%0.000%
1/23/2026Eagle Bay Advisors LLC2,800$33K0.0%N/A0.000%
1/23/2026Transcend Capital Advisors LLC454,372$5.35M0.4%-15.8%0.000%
1/23/2026Robbins Farley184,871$2.18M1.0%+7.1%0.000%
1/16/2026Perigon Wealth Management LLC16,349$193K0.0%-13.6%0.000%
1/13/2026Capital Investment Advisors LLC189,062$2.23M0.0%-4.0%0.000%
1/12/2026SeaCrest Wealth Management LLC11,318$135K0.0%N/A0.000%
1/12/2026Spinnaker Investment Group LLC11,428$135K0.0%-74.6%0.000%
1/12/2026Stolper Co60,417$712K0.2%+2.2%0.000%
1/8/2026Wealth 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%
11/18/2025Advisory Services Network LLC19,722$240K0.0%-13.2%0.000%
11/17/2025Moors & Cabot Inc.23,050$281K0.0%+9.1%0.000%
11/17/2025Integrated Wealth Concepts LLC360,943$4.39M0.0%-6.9%0.000%
11/17/2025Elevation Point Wealth Partners LLC277,023$3.37M0.2%N/A0.000%
11/17/2025City of London Investment Management Co. Ltd.186,254$2.27M0.2%-20.8%0.000%
11/17/2025Bank of America Corp DE2,522,001$30.69M0.0%+1.9%0.000%
11/14/2025Raymond James Financial Inc.350,629$4.27M0.0%+14.7%0.000%
11/13/2025Pathstone Holdings LLC323,306$3.94M0.0%-70.7%0.000%
11/13/2025Invesco Ltd.361,916$4.41M0.0%+0.3%0.000%
11/13/2025UBS Group AG491,352$5.98M0.0%+9.3%0.000%
11/13/2025First Trust Advisors LP122,982$1.50M0.0%+15.0%0.000%
11/12/2025JT Stratford LLC13,490$164K0.0%+32.2%0.000%
11/12/2025Cresset Asset Management LLC622,636$7.58M0.0%+59.1%0.000%
11/12/2025Kingsview Wealth Management LLC25,164$306K0.0%+4.1%0.000%
11/7/2025Readystate Asset Management LP24,583$299K0.0%-76.8%0.000%
11/7/2025Merit Financial Group LLC176,892$2.15M0.0%-11.7%0.000%
11/7/2025HighTower Advisors LLC886,020$10.78M0.0%-0.3%0.000%
11/6/2025Advisors Asset Management Inc.1,022,137$12.44M0.2%+4.5%0.000%
11/6/2025Oppenheimer & Co. Inc.33,344$406K0.0%+26.8%0.000%
11/5/2025Envestnet Asset Management Inc.29,402$358K0.0%+5.4%0.000%
11/4/2025Transcend Capital Advisors LLC539,523$6.57M0.5%+91.2%0.000%
11/4/2025Thrivent Financial for Lutherans177,226$2.16M0.0%-4.8%0.000%
11/3/2025Coastal Bridge Advisors LLC2,522,877$30.70M2.3%-12.8%0.000%
10/30/2025Tranquility Partners LLC108,303$1.32M0.4%-2.9%0.000%
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10/29/2025Wealth Enhancement Advisory Services LLC49,575$594K0.0%+2.7%0.000%
10/24/2025Catalina Capital Group LLC17,923$218K0.1%N/A0.000%
10/23/2025Capital Investment Advisors LLC196,880$2.40M0.0%-1.8%0.000%
10/23/2025Ethos Financial Group LLC15,434$188K0.0%N/A0.000%
10/22/2025Commonwealth Equity Services LLC780,984$9.51M0.0%+1.5%0.000%
10/20/2025Merit Financial Group LLC177,802$2.16M0.0%-11.3%0.000%
10/20/2025Calamos Advisors LLC23,295$284K0.0%+21.7%0.000%
10/17/2025Perigon Wealth Management LLC18,924$230K0.0%-18.5%0.000%
10/15/2025Robbins Farley172,692$2.10M0.9%+36.6%0.000%
10/10/2025Spinnaker Investment Group LLC44,941$547K0.1%N/A0.000%


BGB Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 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 72 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 4,134,336 shares in the last 24 months. This purchase volume represents approximately $49.02M 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 Integrated Wealth Concepts LLC ($73.48K).

Institutional investors have sold a total of 2,292,114 shares in the last 24 months. This volume of shares sold represents approximately $27.43M 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 10/1/2026. New 13F filings are added each quarter as they're published.
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