Blackstone Strategic CreditBGB

13F holders, Q3 2025 (September 30)
84holders +5
9new positions
5sold out
$12.17avg. 13F price*

At the end of Q3 2025, 84 institutions reported holding Blackstone Strategic Credit (BGB) in their 13F filings, up 5 from Q2 2025. 9 opened new positions and 5 sold out. The largest holders were Coastal Bridge Advisors, LLC ($30.7M), Bank of America Corp. ($30.7M) and Morgan Stanley ($26.0M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$5.7M
Exits5$334K

All 13F filers, Q2 2025 → Q3 2025: 1,540,932 shares bought and 1,482,582 shares sold, net +58,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Coastal Bridge Advisors, LLC 2.33% Reduce -12.8% 2,522,877 $30.7M
Bank of America Corp. 0.00% Add +1.9% 2,522,001 $30.7M
Morgan Stanley 0.00% Add +2.9% 2,137,160 $26.0M
Wells Fargo & Company 0.00% Add +4.2% 1,906,245 $23.2M
Advisors Asset Management, Inc. 0.21% Add +4.5% 1,022,137 $12.4M
HighTower Advisors, LLC 0.01% Reduce -0.3% 886,020 $10.8M
Sit Investment Associates Inc. 0.21% Add +12.0% 837,319 $10.2M
Commonwealth Equity Services, LLC 0.01% Add +1.4% 780,984 $9.5M
Cresset Asset Management, LLC 0.03% Add +76.4% 597,876 $7.3M
Transcend Capital Advisors, LLC 0.46% Add +91.2% 539,523 $6.6M
UBS Group AG 0.00% Add +9.3% 491,352 $6.0M
Invesco Ltd. 0.00% Add +0.3% 361,916 $4.4M
Integrated Wealth Concepts LLC 0.04% Reduce -6.9% 360,943 $4.4M
Raymond James Financial Inc. 0.00% Add +14.7% 350,629 $4.3M
Guggenheim Capital LLC 0.03% Reduce -15.0% 339,178 $4.1M
Pathstone Holdings, LLC 0.01% Reduce -70.7% 323,306 $3.9M
LPL Financial LLC 0.00% Add +1.8% 278,417 $3.4M
Elevation Point Wealth Partners, LLC 0.23% New 277,023 $3.4M
Royal Bank of Canada 0.00% Reduce -4.2% 257,815 $3.1M
Capital Investment Advisors, LLC 0.04% Reduce -1.9% 196,880 $2.4M
City of London Investment Management Co. Ltd. 0.17% Reduce -20.8% 186,254 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -4.8% 177,226 $2.2M
Merit Financial Group, LLC 0.02% Reduce -11.7% 176,892 $2.2M
Robbins Farley 0.87% Add +36.6% 172,692 $2.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.1% 140,869 $1.7M
Shaker Financial Services, LLC 0.59% Reduce -0.1% 140,584 $1.7M
Stifel Financial Corp. 0.00% Add +16.7% 135,035 $1.6M
First Trust Advisors LP 0.00% Add +15.0% 122,982 $1.5M
Tranquility Partners, LLC 0.45% Reduce -2.9% 108,303 $1.3M
Cary Street Partners Financial LLC 0.03% Add +0.0% 99,868 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -4.7% 80,936 $992K
NewEdge Advisors, LLC 0.00% Reduce -0.6% 62,989 $767K
&partners 0.00% Add +35.4% 62,378 $759K
Stolper Co 0.22% Reduce -0.3% 59,133 $720K
Rockefeller Capital Management L.P. 0.00% Reduce -22.5% 58,514 $712K
Lido Advisors, LLC 0.00% No change 56,848 $692K
Virtus Investment Advisers, LLC 0.19% New 55,353 $674K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.7% 49,575 $594K
HRT Financial LP 0.00% New 45,102 $548K
Spinnaker Investment Group, LLC 0.10% New 44,941 $547K
Oder Investment Management, LLC 0.38% Add +19.7% 43,116 $525K
Oppenheimer & Co. Inc. 0.01% Add +26.8% 33,344 $406K
Cetera Investment Advisers 0.00% Add +15.0% 32,917 $401K
Envestnet Asset Management Inc. 0.00% Add +5.4% 29,402 $358K
DAVENPORT & Co LLC 0.00% No change 27,827 $339K
Kingsview Wealth Management, LLC 0.00% Add +4.1% 25,164 $306K
Readystate Asset Management LP 0.03% Reduce -76.8% 24,583 $299K
Calamos Advisors LLC 0.00% Add +21.7% 23,295 $284K
Moors & Cabot, Inc. 0.01% Add +9.1% 23,050 $281K
Clear Harbor Asset Management, LLC 0.02% Reduce -0.4% 21,128 $257K
BTG Pactual Asset Management US LLC 0.03% Reduce -3.0% 20,251 $245K
Snowden Capital Advisors LLC 0.01% No change 19,957 $243K
Advisory Services Network, LLC 0.00% Reduce -13.2% 19,722 $240K
Walled Lake Planning & Wealth Management, LLC 0.08% No change 19,075 $232K
Perigon Wealth Management, LLC 0.00% Reduce -18.5% 18,924 $230K
Catalina Capital Group, LLC 0.13% New 17,923 $218K
Essex Financial Services, Inc. 0.01% Add +0.0% 16,642 $203K
Ethos Financial Group, LLC 0.01% New 15,434 $188K
Jane Street Group, LLC 0.00% New 15,216 $185K
Sanctuary Advisors, LLC 0.00% Reduce -1.6% 13,928 $170K
JT Stratford LLC 0.02% Add +32.2% 13,490 $164K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 12,500 $152K
Janney Montgomery Scott LLC 0.00% No change 11,736 $143K
Nations Financial Group Inc, /Ia/ 0.01% No change 11,686 $142K
Keystone Financial Group 0.01% Reduce -0.4% 11,509 $140K
M&T Bank Corp 0.00% No change 11,306 $138K
Melfa Wealth Management, Inc. 0.08% No change 11,167 $136K
Apollon Wealth Management, LLC 0.00% No change 10,398 $127K
Independent Financial Group, LLC 0.00% Reduce -39.6% 10,238 $125K
Graves Light Lenhart Wealth, Inc. 0.01% No change 10,000 $122K
Comerica Bank 0.00% Add +8.0% 7,883 $96K
Cary Street Partners Investment Advisory LLC 0.04% No change 7,400 $90K
Horrell Capital Management, Inc. 0.03% No change 5,000 $61K
Ameritas Advisory Services, LLC 0.00% No change 4,400 $54K
Spire Wealth Management 0.00% No change 2,500 $30K
Bessemer Group Inc. 0.00% No change 2,110 $26K
Noble Wealth Management PBC 0.01% — 2,000 $24K
Private Trust Co. NA 0.00% No change 1,800 $22K
PNC Financial Services Group, Inc. 0.00% New 905 $11K
Rothschild Investment LLC 0.00% No change 780 $9K
NFSG Corp 0.00% No change 400 $5K
Turning Point Benefit Group, Inc. 0.00% New 396 $5K
Blue Bell Private Wealth Management, LLC 0.00% No change 205 $2K
Tower Research Capital LLC (TRC) 0.00% Add +5.6% 19 $231

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