Blackstone Strategic CreditBGB
13F holders, Q1 2025 (March 31)81holders −9
5new positions
13sold out
1famous investor
$12.08avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Blackstone Strategic Credit (BGB) in their 13F filings, down 9 from Q4 2024. 5 opened new positions and 13 sold out. The largest holders were Coastal Bridge Advisors, LLC ($38.7M), Bank of America Corp. ($31.8M) and Morgan Stanley ($25.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.6M |
| Exits | 13 | $9.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,583,520 shares bought and 1,865,495 shares sold, net −281,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Coastal Bridge Advisors, LLC | 5.53% | Reduce -2.2% | 3,201,078 | $38.7M |
| Bank of America Corp. | 0.00% | Add +12.7% | 2,633,969 | $31.8M |
| Morgan Stanley | 0.00% | Add +16.6% | 2,089,528 | $25.2M |
| Wells Fargo & Company | 0.01% | Add +2.4% | 1,888,743 | $22.8M |
| Pathstone Holdings, LLC | 0.07% | Reduce -26.8% | 1,410,502 | $17.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 875,344 | $10.6M |
| Advisors Asset Management, Inc. | 0.18% | Add +10.1% | 813,997 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.0% | 743,866 | $9.0M |
| Transcend Capital Advisors, LLC | 0.47% | Reduce -3.7% | 537,002 | $6.5M |
| Guggenheim Capital LLC | 0.06% | Reduce -14.2% | 507,859 | $6.1M |
| UBS Group AG | 0.00% | Add +6.6% | 431,013 | $5.2M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -11.9% | 429,670 | $5.2M |
| Sit Investment Associates Inc. | 0.09% | New | 330,896 | $4.0M |
| Invesco Ltd. | 0.00% | Add +30.0% | 329,673 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +23.7% | 282,388 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 276,984 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -4.9% | 248,230 | $3.0M |
| City of London Investment Management Co. Ltd. | 0.31% | Reduce -21.7% | 241,248 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +89.0% | 214,560 | $2.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -0.1% | 210,742 | $2.5M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -2.2% | 207,909 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | No change | 186,226 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +11.4% | 136,801 | $1.7M |
| Shaker Financial Services, LLC | 0.59% | Add +45.9% | 124,791 | $1.5M |
| Robbins Farley | 0.77% | Add +1774.9% | 120,014 | $1.4M |
| Tranquility Partners, LLC | 0.54% | Reduce -3.0% | 115,754 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 110,770 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -35.9% | 102,955 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -1.2% | 85,392 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.4% | 74,445 | $899K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 63,295 | $765K |
| NewEdge Advisors, LLC | 0.00% | Add +12.5% | 63,189 | $763K |
| Lido Advisors, LLC | 0.00% | No change | 56,848 | $687K |
| Stolper Co | 0.23% | Add +1.2% | 56,774 | $686K |
| Invictus Private Wealth, LLC | 0.05% | Add +2.9% | 56,339 | $681K |
| Oder Investment Management, LLC | 0.52% | Reduce -7.2% | 50,196 | $606K |
| Selway Asset Management | 0.23% | Reduce -9.4% | 47,005 | $568K |
| Readystate Asset Management LP | 0.04% | New | 38,797 | $469K |
| Robinson Capital Management, LLC | 0.18% | Reduce -11.9% | 36,884 | $446K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.7% | 28,445 | $344K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.0% | 27,827 | $336K |
| Cetera Investment Advisers | 0.00% | Reduce -21.4% | 26,835 | $324K |
| Millennium Management | 0.00% | Add +27.8% | 25,861 | $312K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.7% | 23,538 | $284K |
| Advisory Services Network, LLC | 0.01% | Reduce -22.4% | 22,675 | $274K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -86.6% | 22,551 | $272K |
| Kingsview Wealth Management, LLC | 0.01% | Add +22.3% | 22,121 | $267K |
| BTG Pactual Asset Management US LLC | 0.03% | Add +7.6% | 20,879 | $252K |
| Round Rock Advisors LLC | 0.05% | No change | 20,748 | $251K |
| Snowden Capital Advisors LLC | 0.01% | No change | 19,357 | $234K |
| Moors & Cabot, Inc. | 0.01% | Add +32.5% | 19,175 | $232K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 19,075 | $230K |
| Independent Financial Group, LLC | 0.01% | Reduce -53.1% | 18,362 | $222K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 18,100 | $219K |
| Avior Wealth Management, LLC | 0.01% | Reduce -18.4% | 18,060 | $218K |
| Essex Financial Services, Inc. | 0.01% | Add +0.6% | 16,637 | $201K |
| Apollon Wealth Management, LLC | 0.00% | Add +30.8% | 15,798 | $191K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -20.6% | 13,530 | $163K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 13,474 | $163K |
| Keystone Financial Group | 0.02% | Reduce -3.0% | 12,859 | $155K |
| Clear Creek Financial Management, LLC | 0.01% | Reduce -3.7% | 11,938 | $144K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 11,736 | $142K |
| M&T Bank Corp | 0.00% | New | 11,306 | $137K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 11,167 | $135K |
| Leo Wealth, LLC | 0.02% | No change | 10,722 | $130K |
| Twelve Points Wealth Management LLC | 0.03% | No change | 10,209 | $123K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 10,000 | $121K |
| Comerica Bank | 0.00% | Reduce -4.6% | 7,296 | $88K |
| Cary Street Partners Investment Advisory LLC | 0.04% | No change | 6,400 | $77K |
| CoreCap Advisors, LLC | 0.00% | No change | 5,700 | $69K |
| Horrell Capital Management, Inc. | 0.03% | No change | 5,000 | $60K |
| Spire Wealth Management | 0.00% | Reduce -54.5% | 2,500 | $30K |
| Bessemer Group Inc. | 0.00% | Reduce -16.7% | 2,110 | $25K |
| Private Trust Co. NA | 0.00% | No change | 1,800 | $22K |
| Elequin Capital, LP | 0.00% | Reduce -82.3% | 1,499 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,000 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 780 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.5% | 90 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 87 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 85 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 7 | $85 |
"% of holder's portfolio" is BGB's weight in each manager's 13F, not the share of Blackstone Strategic Credit the manager owns.