Blackstone Strategic CreditBGB
13F holders, Q2 2025 (June 30)79holders −2
9new positions
11sold out
$12.13avg. 13F price*
At the end of Q2 2025, 79 institutions reported holding Blackstone Strategic Credit (BGB) in their 13F filings, down 2 from Q1 2025. 9 opened new positions and 11 sold out. The largest holders were Coastal Bridge Advisors, LLC ($35.1M), Bank of America Corp. ($30.0M) and Morgan Stanley ($25.2M).
- Company
- Blackstone Strategic Credit
- CUSIP
- 09257R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.9M |
| Exits | 11 | $2.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,160,242 shares bought and 1,518,301 shares sold, net −358,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Coastal Bridge Advisors, LLC | 2.91% | Reduce -9.7% | 2,892,203 | $35.1M |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 2,474,962 | $30.0M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 2,077,174 | $25.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.2% | 1,828,968 | $22.2M |
| Pathstone Holdings, LLC | 0.05% | Reduce -21.9% | 1,101,851 | $13.4M |
| Advisors Asset Management, Inc. | 0.21% | Add +20.2% | 978,222 | $11.9M |
| HighTower Advisors, LLC | 0.01% | Add +1.5% | 888,803 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 769,784 | $9.3M |
| Sit Investment Associates Inc. | 0.19% | Add +125.9% | 747,429 | $9.1M |
| UBS Group AG | 0.00% | Add +4.3% | 449,604 | $5.4M |
| Guggenheim Capital LLC | 0.04% | Reduce -21.4% | 399,206 | $4.8M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -9.8% | 387,604 | $4.7M |
| Invesco Ltd. | 0.00% | Add +9.4% | 360,715 | $4.4M |
| Cresset Asset Management, LLC | 0.02% | Add +58.0% | 338,928 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +10.4% | 305,741 | $3.7M |
| Transcend Capital Advisors, LLC | 0.27% | Reduce -47.5% | 282,142 | $3.4M |
| LPL Financial LLC | 0.00% | Add +10.2% | 273,512 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 269,234 | $3.3M |
| City of London Investment Management Co. Ltd. | 0.26% | Reduce -2.6% | 235,030 | $2.8M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -3.5% | 200,584 | $2.6M |
| Merit Financial Group, LLC | 0.03% | Reduce -4.9% | 200,403 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | No change | 186,226 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.0% | 140,951 | $1.7M |
| Shaker Financial Services, LLC | 0.62% | Add +12.8% | 140,782 | $1.7M |
| Robbins Farley | 0.71% | Add +5.3% | 126,397 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 115,690 | $1.4M |
| Tranquility Partners, LLC | 0.48% | Reduce -3.7% | 111,496 | $1.4M |
| First Trust Advisors LP | 0.00% | Add +3.9% | 106,926 | $1.3M |
| Readystate Asset Management LP | 0.10% | Add +172.7% | 105,798 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +16.9% | 99,829 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +34.2% | 84,947 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 75,509 | $915K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 63,389 | $768K |
| Stolper Co | 0.24% | Add +4.5% | 59,317 | $719K |
| Lido Advisors, LLC | 0.00% | No change | 56,848 | $689K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 48,270 | $592K |
| &partners | 0.00% | New | 46,056 | $558K |
| Oder Investment Management, LLC | 0.33% | Reduce -28.2% | 36,033 | $437K |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 28,626 | $347K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.7% | 27,892 | $338K |
| DAVENPORT & Co LLC | 0.00% | No change | 27,827 | $337K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -7.6% | 26,289 | $319K |
| Kingsview Wealth Management, LLC | 0.01% | Add +9.2% | 24,163 | $293K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 22,722 | $282K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.4% | 23,219 | $281K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 21,208 | $257K |
| Moors & Cabot, Inc. | 0.01% | Add +10.2% | 21,125 | $256K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 20,879 | $253K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.1% | 19,957 | $242K |
| Calamos Advisors LLC | 0.00% | New | 19,135 | $232K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 19,075 | $231K |
| Independent Financial Group, LLC | 0.01% | Reduce -7.8% | 16,938 | $205K |
| Essex Financial Services, Inc. | 0.01% | Add +0.0% | 16,640 | $202K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.6% | 14,154 | $172K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 12,500 | $152K |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,736 | $142K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -13.3% | 11,686 | $142K |
| Keystone Financial Group | 0.01% | Reduce -10.1% | 11,559 | $140K |
| M&T Bank Corp | 0.00% | No change | 11,306 | $137K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 11,167 | $135K |
| Leo Wealth, LLC | 0.01% | No change | 10,722 | $130K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -34.2% | 10,398 | $126K |
| Twelve Points Wealth Management LLC | 0.03% | No change | 10,209 | $124K |
| JT Stratford LLC | 0.02% | New | 10,205 | $124K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 10,000 | $121K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +15.6% | 7,400 | $90K |
| Comerica Bank | 0.00% | Add +0.0% | 7,297 | $88K |
| Wolverine Asset Management LLC | 0.01% | New | 6,351 | $77K |
| Horrell Capital Management, Inc. | 0.02% | No change | 5,000 | $61K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,400 | $53K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $30K |
| Bessemer Group Inc. | 0.00% | No change | 2,110 | $26K |
| Private Trust Co. NA | 0.00% | No change | 1,800 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 780 | $9K |
| NFSG Corp | 0.00% | New | 400 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +141.2% | 205 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 190 | $2K |
| JPMorgan Chase & Co. | 0.00% | Add +11.1% | 100 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +157.1% | 18 | $218 |
"% of holder's portfolio" is BGB's weight in each manager's 13F, not the share of Blackstone Strategic Credit the manager owns.