Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free BGB Stock Alerts

Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

Blackstone Strategic Credit 2027 Term Fund logo
$11.32 -0.01 (-0.04%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$11.32 +0.01 (+0.04%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$56.85M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$33.78M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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%
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%


BGB Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 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 77 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 4,777,571 shares in the last 24 months. This purchase volume represents approximately $56.85M in transactions.

Of the 33 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), Transcend Capital Advisors LLC ($340.01K), Guggenheim Capital LLC ($169.35K), Bank of America Corp DE ($159.01K), Royal Bank of Canada ($156.11K), and Advisors Asset Management Inc. ($110.57K).

Institutional investors have sold a total of 2,814,974 shares in the last 24 months. This volume of shares sold represents approximately $33.78M in transactions.


Related Companies

This page (NYSE:BGB) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel