Blackstone Strategic CreditBGB

13F holders, Q1 2024 (March 31)
92holders
1famous investor
$11.95avg. 13F price*

At the end of Q1 2024, 92 institutions reported holding Blackstone Strategic Credit (BGB) in their 13F filings. The largest holders were Coastal Bridge Advisors, LLC ($46.9M), Morgan Stanley ($28.2M) and Pathstone Holdings, LLC ($15.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Blackstone Strategic Credit
CUSIP
09257R101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 92Q1 2024Q2 2024: 93Q2 2024Q3 2024: 91Q3 2024Q4 2024: 90Q4 2024Q1 2025: 81Q1 2025Q2 2025: 79Q2 2025Q3 2025: 84Q3 2025Q4 2025: 89Q4 2025Q1 2026: 80Q1 2026Q2 2026: 86Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions11$2.5M
Exits18$6.9M

Ownership 92 holders

Coastal Bridge Advisors, LLC 10.78% Reduce -1.9% 3,937,162 $46.9M
Morgan Stanley 0.00% Add +4.1% 2,365,653 $28.2M
Pathstone Holdings, LLC 0.07% Add +4.6% 1,261,042 $15.0M
Wells Fargo & Company 0.00% Add +6.9% 1,192,502 $14.2M
Bank of America Corp. 0.00% Add +3.4% 1,162,103 $13.8M
Penserra Capital Management LLC 0.17% Add +2.5% 1,107,769 $13.2M
City of London Investment Management Co. Ltd. 0.98% Reduce -3.7% 1,001,985 $11.9M
Rivernorth Capital Management, LLC 0.56% No change 973,294 $11.6M
Guggenheim Capital LLC 0.07% Add +14.1% 815,205 $9.7M
Integrated Wealth Concepts LLC 0.10% Reduce -12.7% 603,386 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +72.3% 548,884 $6.5M
Sit Investment Associates Inc. 0.12% Reduce -69.7% 420,475 $5.0M
HighTower Advisors, LLC 0.01% Add +1.8% 392,481 $4.7M
Transcend Capital Advisors, LLC 0.37% Add +32.8% 387,469 $4.6M
LPL Financial LLC 0.00% Add +17.0% 295,000 $3.5M
Merit Financial Group, LLC 0.07% Reduce -4.7% 249,540 $3.0M
Advisors Asset Management, Inc. 0.06% Add +44.5% 248,303 $3.0M
Next Capital Management LLC 1.14% Reduce -0.3% 235,634 $2.8M
Capital Investment Advisors, LLC 0.06% Reduce -3.7% 226,975 $2.7M
Debussy Capital Management LP 0.77% Reduce -12.2% 220,305 $2.6M
UBS Group AG 0.00% Reduce -0.9% 193,006 $2.3M
Thrivent Financial for Lutherans 0.00% No change 183,726 $2.2M
Alpine Global Management, LLC 0.50% No change 180,556 $2.1M
Royal Bank of Canada 0.00% Add +811.5% 177,486 $2.1M
Thomas J. Herzfeld Advisors, Inc. 0.70% Reduce -3.2% 167,346 $2.0M
Envestnet Asset Management Inc. 0.00% Add +18.3% 156,424 $1.9M
First Trust Advisors LP 0.00% Add +8.4% 155,720 $1.9M
Raymond James & Associates 0.00% Add +32.4% 141,878 $1.7M
Osaic Holdings, Inc. 0.00% Add +5.0% 140,398 $1.7M
Steward Partners Investment Advisory, LLC 0.02% Add +6.4% 129,957 $1.5M
Westchester Capital Management, LLC 0.07% Add +22.6% 126,522 $1.5M
Invesco Ltd. 0.00% Reduce -25.3% 120,644 $1.4M
Tranquility Partners, LLC 0.55% Add +18.5% 119,058 $1.4M
Cetera Investment Advisers 0.00% Add +35.8% 117,390 $1.4M
Cresset Asset Management, LLC 0.01% No change 113,540 $1.4M
Tidal Investments LLC 0.02% Add +5.3% 111,617 $1.3M
Bramshill Investments, LLC 0.14% Reduce -1.8% 10,005 $1.2M
Riverbridge Partners LLC 0.01% Add +0.9% 90,174 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -5.2% 78,384 $933K
Rockefeller Capital Management L.P. 0.00% New 73,839 $879K
Oder Investment Management, LLC 0.73% Reduce -1.0% 65,934 $785K
Raymond James Financial Services Advisors, Inc. 0.00% Add +15.8% 63,395 $754K
Stifel Financial Corp. 0.00% Add +22.7% 61,768 $735K
Selway Asset Management 0.29% Reduce -2.0% 60,105 $715K
Stolper Co 0.24% Add +1.4% 55,460 $660K
Advisory Services Network, LLC 0.01% Reduce -4.7% 49,329 $587K
Virtus Advisers, LLC 0.30% Add +29.1% 47,474 $565K
Invictus Private Wealth, LLC 0.05% Add +4.0% 47,285 $563K
Lido Advisors, LLC 0.00% No change 44,898 $534K
Cerity Partners LLC 0.00% No change 44,500 $530K
Allspring Global Investments Holdings, LLC 0.00% No change 43,032 $512K
Bulldog Investors, LLP 0.17% Reduce -65.2% 42,295 $503K
Robinson Capital Management, LLC 0.18% Reduce -66.6% 41,884 $494K
Snowden Capital Advisors LLC 0.02% Add +264.8% 40,601 $483K
Independent Financial Group, LLC 0.02% Reduce -3.7% 38,475 $458K
Oppenheimer & Co. Inc. 0.01% Add +7.2% 30,775 $366K
Choreo, LLC 0.01% New 30,055 $358K
Round Rock Advisors LLC 0.08% No change 29,498 $351K
Raymond James Trust N.A. 0.01% No change 24,819 $295K
Greytown Advisors Inc. 0.16% No change 23,982 $285K
Millennium Management 0.00% No change 19,611 $233K
Walled Lake Planning & Wealth Management, LLC 0.09% No change 19,075 $227K
Summit Financial Wealth Advisors, LLC 0.04% Reduce -6.7% 18,100 $215K
Moors & Cabot, Inc. 0.01% New 17,750 $211K
Clear Creek Financial Management, LLC 0.03% Add +21.5% 17,314 $206K
Janney Montgomery Scott LLC 0.00% New 17,150 $204K
Avior Wealth Management, LLC 0.01% New 16,973 $202K
Essex Financial Services, Inc. 0.02% No change 16,532 $197K
Mercer Global Advisors Inc. 0.00% New 15,142 $180K
FirstPurpose Wealth LLC 0.06% No change 15,000 $177K
Keystone Financial Group 0.02% Reduce -1.5% 14,319 $170K
Leo Wealth, LLC 0.02% Reduce -45.2% 13,872 $165K
Nations Financial Group Inc, /Ia/ 0.01% No change 13,474 $160K
Ironsides Asset Advisors, LLC 0.05% Add +8.8% 13,260 $158K
B. Riley Wealth Advisors, Inc. 0.00% New 13,905 $153K
Perigon Wealth Management, LLC 0.00% New 12,712 $151K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 12,500 $149K
Twelve Points Wealth Management LLC 0.05% No change 12,169 $145K
Melfa Wealth Management, Inc. 0.10% No change 11,167 $133K
Bank of New York Mellon Corp 0.00% New 10,003 $119K
Graves Light Lenhart Wealth, Inc. 0.01% No change 10,000 $119K
Robbins Farley 0.05% No change 7,051 $84K
Comerica Bank 0.00% Add +32.1% 5,508 $66K
Horrell Capital Management, Inc. 0.02% No change 5,000 $60K
Eagle Bay Advisors LLC 0.02% New 2,800 $33K
Bessemer Group Inc. 0.00% No change 2,532 $30K
CoreCap Advisors, LLC 0.00% New 2,000 $24K
Private Trust Co. NA 0.00% No change 1,800 $21K
Rothschild Investment LLC 0.00% No change 780 $9K
PNC Financial Services Group, Inc. 0.00% No change 500 $6K
Hexagon Capital Partners LLC 0.00% No change 100 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 85 $1K

"% of holder's portfolio" is BGB's weight in each manager's 13F, not the share of Blackstone Strategic Credit the manager owns.