Blackstone Strategic Credit 2027 Term Fund (BGB) Institutional Ownership

$11.72
-0.07 (-0.59%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$33.39M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$24.91M
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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
4/10/2024 Selway Asset Management60,105$715K0.3%-2.0%0.000%
3/14/2024Leo Wealth LLC25,313$287K0.0%N/A0.000%
2/14/2024Vivaldi Capital Management LP250,817$2.91M0.9%-37.5%0.000%
2/13/2024Aristides Capital LLC14,962$169K0.1%N/A0.000%
2/13/2024Accuvest Global Advisors14,863$168K0.2%N/A0.000%
2/12/2024Invictus Private Wealth LLC45,485$515K0.1%+47.8%0.000%
2/12/2024Steward Partners Investment Advisory LLC122,124$1.38M0.0%+6.8%0.000%
2/9/2024Advisory Services Network LLC51,784$586K0.0%-6.3%0.000%
2/9/2024Wells Fargo & Company MN1,115,569$12.63M0.0%+7.4%0.000%
2/8/2024Robinson Capital Management LLC125,361$1.42M0.5%+215.3%0.000%
2/7/2024 Selway Asset Management61,305$694K0.3%-17.9%0.000%
2/6/2024FourThought Financial Partners LLC60,676$687K0.1%+1.9%0.000%
2/6/2024Merit Financial Group LLC261,812$2.96M0.1%+5.8%0.000%
2/5/2024Transcend Capital Advisors LLC291,854$3.30M0.3%+154.5%0.000%
1/31/2024Tranquility Partners LLC100,493$1.14M0.5%-10.8%0.000%
1/30/2024CTC Alternative Strategies Ltd.12,320$139K0.3%N/A0.000%
1/26/2024Cerity Partners LLC44,500$504K0.0%N/A0.000%
1/25/2024 Allspring Global Investments Holdings LLC43,032$487K0.0%-94.0%0.000%
1/24/2024Clear Creek Financial Management LLC14,250$161K0.0%N/A0.000%
1/19/2024Next Capital Management LLC236,459$2.68M1.1%-0.8%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.54,722$619K0.0%-57.0%0.000%
1/16/2024 Raymond James & Associates107,129$1.21M0.0%+30.0%0.000%
1/12/2024 Stolper Co54,670$619K0.2%+2.2%0.000%
1/5/2024 Capital Investment Advisors LLC235,696$2.67M0.1%+4.0%0.000%
12/1/2023B. Riley Wealth Advisors Inc.13,905$153K0.0%+14.9%0.000%
11/21/2023Almitas Capital LLC48,111$529K0.3%-21.6%0.000%
11/16/2023 Essex Financial Services Inc.16,532$182K0.0%N/A0.000%
11/16/2023Penserra Capital Management LLC1,005,896$11.05M0.2%+1.5%0.000%
11/15/2023Integrated Wealth Concepts LLC822,717$9.04M0.2%-4.9%0.000%
11/15/2023JT Stratford LLC10,276$113K0.0%-14.4%0.000%
11/14/2023AQR Arbitrage LLC164,159$1.80M0.1%-8.1%0.000%
11/14/2023Alpine Global Management LLC97,623$1.07M0.3%N/A0.000%
11/14/2023Summit Financial Wealth Advisors LLC19,400$212K0.1%-26.1%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.150,365$1.65M0.6%-7.6%0.000%
11/13/2023Bramshill Investments LLC10,185$112K0.0%-32.2%0.000%
11/9/2023UBS Group AG197,338$2.17M0.0%+10.2%0.000%
11/8/2023HighTower Advisors LLC379,789$4.18M0.0%+421.8%0.000%
11/8/2023Oppenheimer & Co. Inc.25,882$284K0.0%+26.3%0.000%
11/7/2023Merit Financial Group LLC247,488$2.72M0.1%+28.5%0.000%
11/7/2023Virtus ETF Advisers LLC48,910$538K0.3%+85.2%0.000%
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11/7/2023Oder Investment Management LLC66,807$734K0.8%+6.6%0.000%
11/7/2023Atlas Wealth LLC1,704,047$18.73M3.5%+2.8%0.000%
11/2/2023 Selway Asset Management74,705$821K0.4%-6.4%0.000%
11/2/2023Shaker Financial Services LLC12,000$132K0.1%N/A0.000%
11/1/2023Ironsides Asset Advisors LLC13,763$151K0.1%+10.9%0.000%
11/1/2023 Selway Asset Management69,955$737K0.3%-12.3%0.000%
10/31/2023Tranquility Partners LLC112,682$1.24M0.5%+11.0%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.146,967$1.62M0.1%-15.0%0.000%
10/27/2023 Allspring Global Investments Holdings LLC712,818$7.83M0.0%+19.0%0.000%
10/26/2023Advisor Partners II LLC341,373$3.75M0.2%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.127,247$1.40M0.0%-14.2%0.000%
10/24/2023 Robbins Farley7,051$77K0.1%N/A0.000%
10/23/2023Commonwealth Equity Services LLC225,764$2.48M0.0%+44.1%0.000%
10/18/2023Next Capital Management LLC238,364$2.62M1.2%-2.0%0.000%
10/16/2023Riverbridge Partners LLC88,535$973K0.0%+47.2%0.000%
10/16/2023 Capital Investment Advisors LLC226,582$2.49M0.1%-2.7%0.000%
10/11/2023 Ignite Planners LLC13,309$145K0.0%N/A0.000%
8/17/2023Coastal Bridge Advisors LLC4,132,622$45.17M11.0%+0.9%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.162,755$1.78M0.7%-11.2%0.000%
8/15/2023Rivernorth Capital Management LLC936,107$10.23M0.5%+4.6%0.000%
8/15/2023Ironsides Asset Advisors LLC12,406$134K0.1%+21.9%0.000%
8/15/2023Bulldog Investors LLP121,405$1.33M0.4%+80.2%0.000%
8/14/2023Vivaldi Capital Management LP400,365$4.38M1.3%-1.4%0.000%
8/14/2023Bison Wealth LLC26,414$289K0.1%N/A0.000%
8/14/2023Snowden Capital Advisors LLC83,954$918K0.0%+34.7%0.000%
8/11/2023Almitas Capital LLC61,400$684K0.3%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.17,523$192K0.0%+6.6%0.000%
8/11/2023Weiss Asset Management LP68,834$752K0.1%+364.4%0.000%
8/11/2023Guggenheim Capital LLC795,074$8.69M0.1%-6.7%0.000%
8/11/2023Penserra Capital Management LLC990,580$10.83M0.2%+6.6%0.000%
8/10/2023Commonwealth Equity Services LLC156,686$1.71M0.0%+17.5%0.000%
8/10/2023Sit Investment Associates Inc.1,386,237$15.15M0.4%-2.6%0.000%
8/10/2023Cetera Investment Advisers55,592$608K0.0%+20.4%0.000%
8/9/2023Robinson Capital Management LLC39,759$436K0.2%N/A0.000%
8/7/2023Keystone Financial Group13,733$150K0.0%N/A0.000%
8/3/2023Oppenheimer & Co. Inc.20,497$224K0.0%+7.0%0.000%
8/1/2023Merit Financial Group LLC192,608$2.11M0.1%N/A0.000%
7/27/2023 Selway Asset Management79,805$872K0.4%-1.7%0.000%
7/27/2023Next Capital Management LLC243,125$2.66M1.2%-3.0%0.000%
7/27/2023Icon Advisers Inc. Co.105,268$1.15M0.3%-33.7%0.000%
7/26/2023Riverbridge Partners LLC60,164$658K0.0%-7.9%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.148,238$1.62M0.0%+8.9%0.000%
7/25/2023 Raymond James & Associates83,183$909K0.0%-3.5%0.000%
7/24/2023 Allspring Global Investments Holdings LLC598,913$6.55M0.0%+27.0%0.000%
7/18/2023 Melfa Wealth Management LLC11,167$122K0.1%N/A0.000%
7/18/2023 Allspring Global Investments Holdings LLC598,913$6.55M0.0%+27.0%0.000%
7/17/2023Claybrook Capital LLC44,898$491K0.3%+16.0%0.000%
7/13/2023Transcend Capital Advisors LLC32,713$358K0.0%N/A0.000%
7/11/2023 Capital Investment Advisors LLC232,899$2.55M0.1%-5.3%0.000%
6/5/2023Invictus Private Wealth LLC30,771$328K0.0%-8.2%0.000%
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5/16/2023Family Management Corp14,570$155K0.0%-43.9%0.000%
5/11/2023Ironsides Asset Advisors LLC10,180$108K0.0%N/A0.000%
5/11/2023Elequin Securities LLC2,411$26K0.0%-68.9%0.000%
5/11/2023Guggenheim Capital LLC851,918$9.07M0.1%-52.4%0.000%
5/10/2023Oppenheimer & Co. Inc.19,153$204K0.0%-27.2%0.000%
5/10/2023 Selway Asset Management81,205$865K0.4%-1.5%0.000%
5/10/2023Landscape Capital Management L.L.C.16,441$175K0.0%-25.9%0.000%
5/10/2023Weiss Asset Management LP14,821$158K0.0%N/A0.000%
5/9/2023Atlas Wealth LLC1,551,559$16.52M3.2%+7.8%0.000%
5/8/2023Wolverine Asset Management LLC68,518$730K0.0%N/A0.000%
(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, 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 ($45.17M), Atlas Wealth LLC ($18.73M), Sit Investment Associates Inc. ($15.15M), Wells Fargo & Company MN ($12.63M), Penserra Capital Management LLC ($11.05M), City of London Investment Management Co. Ltd. ($10.90M), and Rivernorth Capital Management LLC ($10.23M).Learn more on BGB's institutional investors.

Which institutional investors have been buying Blackstone Strategic Credit 2027 Term Fund stock?

Of the 81 institutional investors that purchased Blackstone Strategic Credit 2027 Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Wealth LLC ($1.60M), Coastal Bridge Advisors LLC ($893.78K), Integrated Wealth Concepts LLC ($663.14K), Allspring Global Investments Holdings LLC ($626.36K), City of London Investment Management Co. Ltd. ($547.04K), Penserra Capital Management LLC ($382.11K), and HighTower Advisors LLC ($350.03K).

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

Institutional investors have bought a total of 8,557,653 shares in the last 24 months. This purchase volume represents approximately $94.07M in transactions.

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

Of the 44 institutional investors that sold Blackstone Strategic Credit 2027 Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($1.05M), Allspring Global Investments Holdings LLC ($669.79K), Sit Investment Associates Inc. ($540.11K), Shaker Financial Services LLC ($198.17K), Vivaldi Capital Management LP ($155.99K), Rivernorth Capital Management LLC ($143.96K), and Hennion & Walsh Asset Management Inc. ($109.54K).

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

Institutional investors have sold a total of 3,618,411 shares in the last 24 months. This volume of shares sold represents approximately $40.59M in transactions.


This page (NYSE:BGB) was last updated on 4/26/2024 by MarketBeat.com Staff

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