Blackstone Strategic CreditBGB
13F holders, Q2 2024 (June 30)93holders +1
8new positions
8sold out
1famous investor
$11.91avg. 13F price*
At the end of Q2 2024, 93 institutions reported holding Blackstone Strategic Credit (BGB) in their 13F filings, up 1 from Q1 2024. 8 opened new positions and 8 sold out. The largest holders were Coastal Bridge Advisors, LLC ($45.4M), Morgan Stanley ($22.9M) and Atlas Wealth LLC ($20.5M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $21.4M |
| Exits | 8 | $3.5M |
All 13F filers, Q1 2024 → Q2 2024: 3,221,625 shares bought and 2,320,069 shares sold, net +901,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Coastal Bridge Advisors, LLC | 11.28% | Reduce -3.0% | 3,818,910 | $45.4M |
| Morgan Stanley | 0.00% | Reduce -18.6% | 1,924,381 | $22.9M |
| Atlas Wealth LLC | 3.63% | New | 1,694,161 | $20.5M |
| Pathstone Holdings, LLC | 0.09% | Add +30.1% | 1,640,152 | $19.5M |
| Wells Fargo & Company | 0.00% | Add +19.9% | 1,429,631 | $17.0M |
| Penserra Capital Management LLC | 0.17% | Add +2.3% | 1,132,945 | $13.5M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 1,084,073 | $12.9M |
| Rivernorth Capital Management, LLC | 0.53% | Reduce -3.3% | 941,374 | $11.2M |
| Guggenheim Capital LLC | 0.07% | Add +1.5% | 827,237 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Add +99.2% | 781,849 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.9% | 608,921 | $7.2M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -8.5% | 552,126 | $6.6M |
| Transcend Capital Advisors, LLC | 0.39% | Add +16.0% | 449,567 | $5.3M |
| City of London Investment Management Co. Ltd. | 0.35% | Reduce -65.7% | 343,438 | $4.1M |
| Advisors Asset Management, Inc. | 0.06% | Add +11.6% | 277,027 | $3.3M |
| Merit Financial Group, LLC | 0.06% | Reduce -2.7% | 242,763 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +100.0% | 227,080 | $2.7M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -2.9% | 220,390 | $2.6M |
| Next Capital Management LLC | 1.05% | Reduce -11.1% | 209,509 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 198,061 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -34.9% | 192,046 | $2.3M |
| Debussy Capital Management LP | 0.65% | Reduce -13.1% | 191,462 | $2.3M |
| UBS Group AG | 0.00% | Reduce -1.2% | 190,665 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | No change | 183,726 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.3% | 174,089 | $2.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.72% | Add +3.3% | 172,840 | $2.1M |
| Raymond James & Associates | 0.00% | Add +15.2% | 163,493 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +3.1% | 160,497 | $1.9M |
| Sit Investment Associates Inc. | 0.04% | Reduce -63.5% | 153,361 | $1.8M |
| Invesco Ltd. | 0.00% | Add +12.4% | 135,567 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.7% | 128,994 | $1.5M |
| Westchester Capital Management, LLC | 0.07% | No change | 126,522 | $1.5M |
| Tranquility Partners, LLC | 0.57% | Add +4.4% | 124,267 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 120,777 | $1.4M |
| Tidal Investments LLC | 0.01% | Reduce -20.6% | 88,651 | $1.1M |
| Riverbridge Partners LLC | 0.01% | Reduce -14.3% | 77,293 | $919K |
| Stifel Financial Corp. | 0.00% | Add +14.0% | 70,416 | $837K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.0% | 68,633 | $816K |
| Virtus Advisers, LLC | 0.36% | Add +31.7% | 62,515 | $743K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.8% | 60,713 | $722K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.8% | 60,362 | $718K |
| NewEdge Advisors, LLC | 0.00% | Reduce -27.2% | 57,084 | $679K |
| Stolper Co | 0.24% | Add +1.3% | 56,205 | $668K |
| Oder Investment Management, LLC | 0.60% | Reduce -16.0% | 55,389 | $659K |
| Selway Asset Management | 0.26% | Reduce -10.7% | 53,705 | $639K |
| Invictus Private Wealth, LLC | 0.05% | Add +12.1% | 53,015 | $630K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.0% | 45,854 | $545K |
| Lido Advisors, LLC | 0.00% | No change | 44,898 | $534K |
| Cerity Partners LLC | 0.00% | No change | 44,500 | $529K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 43,032 | $512K |
| Robinson Capital Management, LLC | 0.18% | No change | 41,884 | $504K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.4% | 37,925 | $451K |
| Choreo, LLC | 0.01% | Add +10.7% | 33,281 | $397K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.4% | 30,892 | $367K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -24.2% | 30,778 | $366K |
| Jones Road Capital Management, L.P. | 0.38% | New | 30,000 | $357K |
| Perigon Wealth Management, LLC | 0.01% | Add +93.9% | 24,652 | $293K |
| Raymond James Trust N.A. | 0.01% | Reduce -14.2% | 21,284 | $253K |
| Avior Wealth Management, LLC | 0.01% | Add +25.1% | 21,224 | $252K |
| Summit Trail Advisors, LLC | 0.01% | New | 21,000 | $250K |
| Round Rock Advisors LLC | 0.06% | Reduce -29.7% | 20,748 | $247K |
| Millennium Management | 0.00% | No change | 19,611 | $233K |
| Greytown Advisors Inc. | 0.14% | Reduce -19.1% | 19,398 | $231K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | No change | 19,075 | $227K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 18,100 | $215K |
| Essex Financial Services, Inc. | 0.01% | No change | 16,532 | $197K |
| Sanctuary Advisors, LLC | 0.00% | — | 16,476 | $194K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.8% | 15,019 | $179K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -14.4% | 14,812 | $176K |
| Diversify Wealth Management, LLC | 0.02% | — | 15,000 | $174K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 13,474 | $160K |
| Leo Wealth, LLC | 0.02% | Reduce -6.9% | 12,909 | $153K |
| 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 |
| Concurrent Investment Advisors, LLC | 0.00% | New | 11,395 | $135K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 11,167 | $133K |
| Moors & Cabot, Inc. | 0.01% | Reduce -38.0% | 11,000 | $131K |
| Kingsview Wealth Management, LLC | 0.00% | New | 10,665 | $127K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 10,000 | $119K |
| Bramshill Investments, LLC | 0.01% | Reduce -30.4% | 6,961 | $83K |
| Robbins Farley | 0.04% | Reduce -13.3% | 6,113 | $73K |
| Comerica Bank | 0.00% | Reduce -8.1% | 5,063 | $60K |
| Horrell Capital Management, Inc. | 0.02% | No change | 5,000 | $59K |
| CoreCap Advisors, LLC | 0.00% | Add +75.0% | 3,500 | $42K |
| Eagle Bay Advisors LLC | 0.02% | No change | 2,800 | $33K |
| Bessemer Group Inc. | 0.00% | No change | 2,532 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,934 | $23K |
| 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 |
| JPMorgan Chase & Co. | 0.00% | New | 400 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 85 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 13 | $155 |
"% of holder's portfolio" is BGB's weight in each manager's 13F, not the share of Blackstone Strategic Credit the manager owns.