NEW YORK, NY
BLACKSTONE STRATEGIC CREDIT 2027 TERM FUNDBGB— Latest position per institution from SEC 13F filings
15
Institutional holders
21.49M
Total shares held
197.91M
Estimated value
1.07M
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
2.75M
Value
30.70K
Filed
Mar 31, 2026
COASTAL BRIDGE ADVISORS, LLC
CIK 1665976
Shares
2.45M
Value
27.33M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
2.22M
Value
24.80M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.97M
Value
22.01M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.87M
Value
20.82M
Filed
Mar 31, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
1.69M
Value
20.52M
Filed
Jun 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.16M
Value
12.92M
Filed
Mar 31, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
911.04K
Value
10.16M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
840.03K
Value
9.37M
Filed
Mar 31, 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
678.18K
Value
7.56M
Filed
Mar 31, 2026
OAKTREE CAPITAL MANAGEMENT LP
CIK 949509
Shares
512.11K
Value
5.45M
Filed
Mar 31, 2023
UBS GROUP AG
CIK 1610520
Shares
492.95K
Value
5.50M
Filed
Mar 31, 2026
TRANSCEND CAPITAL ADVISORS, LLC
CIK 1776082
Shares
440.50K
Value
4.91M
Filed
Mar 31, 2026
LOOMIS SAYLES & CO L P
CIK 312348
Shares
429.52K
Value
4.79M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
415.36K
Value
5.08K
Filed
Dec 31, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
376.15K
Value
4.19M
Filed
Mar 31, 2026
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
341.37K
Value
3.75M
Filed
Sep 30, 2023
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
329.67K
Value
3.68M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 2.75M | 30.70K | Mar 31, 2026 |
| 2 | COASTAL BRIDGE ADVISORS, LLC | 1665976 | 2.45M | 27.33M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 2.22M | 24.80M | Mar 31, 2026 |
| 4 | BANK OF AMERICA CORP /DE/ | 70858 | 1.97M | 22.01M | Mar 31, 2026 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 1.87M | 20.82M | Mar 31, 2026 |
| 6 | ATLAS WEALTH LLC | 1964106 | 1.69M | 20.52M | Jun 30, 2024 |
| 7 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.16M | 12.92M | Mar 31, 2026 |
| 8 | HIGHTOWER ADVISORS, LLC | 1462245 | 911.04K | 10.16M | Mar 31, 2026 |
| 9 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 840.03K | 9.37M | Mar 31, 2026 |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 820.19K | 10.10M | Sep 30, 2024 |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 780.98K | 9.51K | Sep 30, 2025 |
| 12 | CRESSET ASSET MANAGEMENT, LLC | 1761013 | 678.18K | 7.56M | Mar 31, 2026 |
| 13 | OAKTREE CAPITAL MANAGEMENT LP | 949509 | 512.11K | 5.45M | Mar 31, 2023 |
| 14 | UBS GROUP AG | 1610520 | 492.95K | 5.50M | Mar 31, 2026 |
| 15 | TRANSCEND CAPITAL ADVISORS, LLC | 1776082 | 440.50K | 4.91M | Mar 31, 2026 |
| 16 | LOOMIS SAYLES & CO L P | 312348 | 429.52K | 4.79M | Mar 31, 2026 |
| 17 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 415.36K | 5.08K | Dec 31, 2024 |
| 18 | LPL FINANCIAL LLC | 1403438 | 376.15K | 4.19M | Mar 31, 2026 |
| 19 | ADVISOR PARTNERS II, LLC | 1954015 | 341.37K | 3.75M | Sep 30, 2023 |
| 20 | PATHSTONE HOLDINGS, LLC | 2011612 | 329.67K | 3.68M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.