NEW YORK, NY
BLACKSTONE STRATEGIC CREDIT 2027 TERM FUNDBGB— Latest position per institution from SEC 13F filings
15
Institutional holders
21.44M
Total shares held
188.10M
Estimated value
1.07M
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
3.64M
Value
41.08K
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
2.54M
Value
28.66M
Filed
Jun 30, 2026
COASTAL BRIDGE ADVISORS, LLC
CIK 1665976
Shares
2.26M
Value
25.53M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.76M
Value
19.90M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.66M
Value
18.73M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.14M
Value
12.93M
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
939.96K
Value
10.62M
Filed
Jun 30, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
934.51K
Value
10.56M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
820.19K
Value
10.10M
Filed
Sep 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
780.98K
Value
9.51K
Filed
Sep 30, 2025
CRESSET ASSET MANAGEMENT, LLC
CIK 1761013
Shares
722.56K
Value
8.16M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
591.68K
Value
6.69M
Filed
Jun 30, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
529.79K
Value
5.99M
Filed
Jun 30, 2026
OAKTREE CAPITAL MANAGEMENT LP
CIK 949509
Shares
512.11K
Value
5.45M
Filed
Mar 31, 2023
UBS GROUP AG
CIK 1610520
Shares
502.17K
Value
5.67M
Filed
Jun 30, 2026
LOOMIS SAYLES & CO L P
CIK 312348
Shares
497.86K
Value
5.63M
Filed
Jun 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC
CIK 1776082
Shares
438.55K
Value
4.96M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
417.10K
Value
4.71M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
415.36K
Value
5.08K
Filed
Dec 31, 2024
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
341.37K
Value
3.75M
Filed
Sep 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 3.64M | 41.08K | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 2.54M | 28.66M | Jun 30, 2026 |
| 3 | COASTAL BRIDGE ADVISORS, LLC | 1665976 | 2.26M | 25.53M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 1.76M | 19.90M | Jun 30, 2026 |
| 5 | BANK OF AMERICA CORP /DE/ | 70858 | 1.66M | 18.73M | Jun 30, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.14M | 12.93M | Jun 30, 2026 |
| 7 | ATLAS WEALTH LLC | 1964106 | 939.96K | 10.62M | Jun 30, 2026 |
| 8 | HIGHTOWER ADVISORS, LLC | 1462245 | 934.51K | 10.56M | Jun 30, 2026 |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 820.19K | 10.10M | Sep 30, 2024 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 780.98K | 9.51K | Sep 30, 2025 |
| 11 | CRESSET ASSET MANAGEMENT, LLC | 1761013 | 722.56K | 8.16M | Jun 30, 2026 |
| 12 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 591.68K | 6.69M | Jun 30, 2026 |
| 13 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 529.79K | 5.99M | Jun 30, 2026 |
| 14 | OAKTREE CAPITAL MANAGEMENT LP | 949509 | 512.11K | 5.45M | Mar 31, 2023 |
| 15 | UBS GROUP AG | 1610520 | 502.17K | 5.67M | Jun 30, 2026 |
| 16 | LOOMIS SAYLES & CO L P | 312348 | 497.86K | 5.63M | Jun 30, 2026 |
| 17 | TRANSCEND CAPITAL ADVISORS, LLC | 1776082 | 438.55K | 4.96M | Jun 30, 2026 |
| 18 | LPL FINANCIAL LLC | 1403438 | 417.10K | 4.71M | Jun 30, 2026 |
| 19 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 415.36K | 5.08K | Dec 31, 2024 |
| 20 | ADVISOR PARTNERS II, LLC | 1954015 | 341.37K | 3.75M | Sep 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.