Blackstone Strategic CreditBGB
13F holders, Q4 2024 (December 31)90holders −1
7new positions
8sold out
2famous investors
$12.23avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Blackstone Strategic Credit (BGB) in their 13F filings, down 1 from Q3 2024. 7 opened new positions and 8 sold out. The largest holders were Coastal Bridge Advisors, LLC ($40.0M), Bank of America Corp. ($28.6M) and Pathstone Holdings, LLC ($23.6M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Blackstone Strategic Credit
- CUSIP
- 09257R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $691K |
| Exits | 8 | $11.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,054,299 shares bought and 1,916,583 shares sold, net +137,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Coastal Bridge Advisors, LLC | 10.08% | Reduce -9.7% | 3,272,608 | $40.0M |
| Bank of America Corp. | 0.00% | Add +104.7% | 2,336,627 | $28.6M |
| Pathstone Holdings, LLC | 0.10% | Add +1.9% | 1,926,617 | $23.6M |
| Wells Fargo & Company | 0.01% | Add +0.8% | 1,845,184 | $22.6M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 1,792,584 | $21.9M |
| HighTower Advisors, LLC | 0.01% | Add +1.5% | 868,947 | $10.6M |
| Advisors Asset Management, Inc. | 0.17% | Add +64.7% | 739,054 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.2% | 721,914 | $8.8M |
| Guggenheim Capital LLC | 0.06% | Reduce -13.8% | 592,216 | $7.2M |
| Transcend Capital Advisors, LLC | 0.49% | Add +1.0% | 557,668 | $6.8M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -3.9% | 487,540 | $6.0M |
| Penserra Capital Management LLC | 0.09% | Add +7.2% | 415,359 | $5.1M |
| UBS Group AG | 0.00% | Add +69.6% | 404,313 | $4.9M |
| City of London Investment Management Co. Ltd. | 0.37% | Reduce -5.5% | 308,268 | $3.8M |
| Raymond James Financial Inc. | 0.00% | — | 277,284 | $3.4M |
| LPL Financial LLC | 0.00% | Add +33.8% | 260,918 | $3.2M |
| Invesco Ltd. | 0.00% | Add +37.4% | 253,584 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 228,329 | $2.8M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -2.6% | 212,494 | $2.6M |
| Merit Financial Group, LLC | 0.05% | Reduce -8.5% | 210,876 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.1% | 186,226 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 168,373 | $2.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | Add +8.5% | 165,122 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 160,512 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.1% | 122,793 | $1.5M |
| Tranquility Partners, LLC | 0.55% | Reduce -4.1% | 119,279 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -50.0% | 113,540 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +23.1% | 112,410 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | — | 86,448 | $1.1M |
| Shaker Financial Services, LLC | 0.40% | Reduce -3.8% | 85,547 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 70,612 | $864K |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 66,865 | $818K |
| Lido Advisors, LLC | 0.00% | No change | 56,848 | $700K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 56,184 | $687K |
| Stolper Co | 0.23% | Reduce -1.0% | 56,125 | $686K |
| Invictus Private Wealth, LLC | 0.05% | Add +1.5% | 54,733 | $669K |
| Oder Investment Management, LLC | 0.55% | Reduce -3.4% | 54,096 | $662K |
| Selway Asset Management | 0.25% | Add +5.1% | 51,905 | $635K |
| Robinson Capital Management, LLC | 0.21% | No change | 41,884 | $512K |
| Jones Road Capital Management, L.P. | 0.45% | No change | 39,751 | $486K |
| Independent Financial Group, LLC | 0.02% | Reduce -3.8% | 39,136 | $479K |
| Choreo, LLC | 0.01% | Add +30.4% | 38,146 | $466K |
| Cetera Investment Advisers | 0.00% | Reduce -70.6% | 34,164 | $418K |
| Advisory Services Network, LLC | 0.01% | Reduce -36.3% | 29,200 | $357K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.3% | 29,000 | $355K |
| Next Capital Management LLC | 0.14% | Reduce -65.0% | 26,899 | $329K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -7.0% | 25,934 | $317K |
| Perigon Wealth Management, LLC | 0.01% | No change | 25,487 | $313K |
| Avior Wealth Management, LLC | 0.01% | Reduce -9.0% | 22,131 | $271K |
| Round Rock Advisors LLC | 0.05% | No change | 20,748 | $254K |
| Millennium Management | 0.00% | Reduce -74.2% | 20,230 | $247K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 19,398 | $240K |
| Snowden Capital Advisors LLC | 0.01% | No change | 19,357 | $238K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | No change | 19,075 | $233K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 18,100 | $226K |
| Kingsview Wealth Management, LLC | 0.00% | Add +60.9% | 18,087 | $221K |
| Sanctuary Advisors, LLC | 0.00% | No change | 17,037 | $211K |
| Essex Financial Services, Inc. | 0.01% | No change | 16,532 | $202K |
| Moors & Cabot, Inc. | 0.01% | Add +7.2% | 14,475 | $177K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 13,474 | $165K |
| Keystone Financial Group | 0.02% | Reduce -5.6% | 13,252 | $162K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 12,500 | $153K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -16.6% | 12,394 | $152K |
| Apollon Wealth Management, LLC | 0.00% | New | 12,075 | $148K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.0% | 11,720 | $143K |
| Catalina Capital Group, LLC | 0.05% | No change | 11,658 | $143K |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,450 | $140K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 11,167 | $137K |
| Leo Wealth, LLC | 0.01% | Reduce -16.9% | 10,722 | $131K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -4.8% | 10,479 | $128K |
| Citadel Advisors | 0.00% | New | 10,355 | $127K |
| Twelve Points Wealth Management LLC | 0.04% | Reduce -16.1% | 10,209 | $125K |
| Neuberger Berman Group LLC | 0.00% | New | 10,062 | $123K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 10,000 | $122K |
| Elequin Capital, LP | 0.02% | New | 8,451 | $103K |
| Comerica Bank | 0.00% | No change | 7,650 | $94K |
| Robbins Farley | 0.04% | Add +0.9% | 6,401 | $78K |
| Cary Street Partners Investment Advisory LLC | 0.05% | New | 6,400 | $78K |
| CoreCap Advisors, LLC | 0.00% | Add +9.6% | 5,700 | $70K |
| Spire Wealth Management | 0.00% | New | 5,500 | $67K |
| Horrell Capital Management, Inc. | 0.02% | No change | 5,000 | $61K |
| US Bancorp \de | 0.00% | New | 3,649 | $45K |
| Eagle Bay Advisors LLC | 0.02% | No change | 2,800 | $34K |
| Bessemer Group Inc. | 0.00% | No change | 2,532 | $31K |
| Private Trust Co. NA | 0.00% | No change | 1,800 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 780 | $10K |
| JPMorgan Chase & Co. | 0.00% | No change | 400 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 85 | $1K |
| WPG Advisers, LLC | 0.00% | — | 45 | $550 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 7 | $86 |
"% of holder's portfolio" is BGB's weight in each manager's 13F, not the share of Blackstone Strategic Credit the manager owns.