Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BGB on NYSE
Shares outstanding
44,935,135
Price per share
$11.78
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
19,651,023
Total reported value
$239,148,932
% of total 13F portfolios
0%
Share change
+38,889
Value change
+$473,229
Number of holders
84
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BANK OF AMERICA CORP /DE/ 5.2% $27,198,338 2,336,627 BANK OF AMERICA CORP /DE/ 31 Dec 2024
As of 30 Sep 2025, Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB) has 84 institutional shareholders filing 13F forms. They hold 19,651,023 shares. of 44,935,135 outstanding shares (44%) .

Top 25 institutional shareholders own 40% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Coastal Bridge Advisors, LLC 5.6% 2,522,877 -13% 2.3% $30,703,418
BANK OF AMERICA CORP /DE/ 5.6% 2,522,001 +1.9% 0% $30,692,757
MORGAN STANLEY 4.8% 2,137,159 +2.9% 0% $26,009,225
WELLS FARGO & COMPANY/MN 4.2% 1,906,245 +4.2% 0% $23,198,994
Advisors Asset Management, Inc. 2.3% 1,022,137 +4.5% 0.21% $12,439,407
HighTower Advisors, LLC 2% 886,020 -0.31% 0.01% $10,782,845
SIT INVESTMENT ASSOCIATES INC 1.9% 837,319 +12% 0.21% $10,190,000
COMMONWEALTH EQUITY SERVICES, LLC 1.7% 780,984 +1.5% 0.01% $9,505,000
Cresset Asset Management, LLC 1.4% 622,636 +59% 0.03% $7,577,480
TRANSCEND CAPITAL ADVISORS, LLC 1.2% 539,523 +91% 0.47% $6,565,995
UBS Group AG 1.1% 491,352 +9.3% 0% $5,979,754
Invesco Ltd. 0.81% 361,916 +0.33% 0% $4,404,517
Integrated Wealth Concepts LLC 0.8% 360,943 -6.9% 0.04% $4,392,688
RAYMOND JAMES FINANCIAL INC 0.78% 350,629 +15% 0% $4,267,159
GUGGENHEIM CAPITAL LLC 0.75% 339,178 -15% 0.03% $4,127,796
Pathstone Holdings, LLC 0.72% 323,306 -71% 0.02% $3,934,640
LPL Financial LLC 0.62% 278,417 +1.8% 0% $3,388,337
ELEVATION POINT WEALTH PARTNERS, LLC 0.62% 277,023 0.23% $3,371,365
ROYAL BANK OF CANADA 0.57% 257,815 -4.2% 0% $3,137,000
Capital Investment Advisors, LLC 0.44% 196,880 -1.8% 0.04% $2,396,032
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.41% 186,254 -21% 0.17% $2,266,711
Thrivent Financial for Lutherans 0.39% 177,226 -4.8% 0% $2,157,000
Merit Financial Group, LLC 0.39% 176,892 -12% 0.02% $2,152,771
Robbins Farley 0.38% 172,692 +37% 0.87% $2,101,662
Steward Partners Investment Advisory, LLC 0.31% 140,869 -0.06% 0.01% $1,714,374

Institutional Holders of Blackstone Strategic Credit 2027 Term Fund - Common Stock (BGB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 164,232 $1,938,804 -$344,591 $11.78 6
2025 Q3 19,651,023 $239,148,932 +$473,229 $12.17 84
2025 Q2 19,597,980 $237,541,397 -$3,677,473 $12.12 78
2025 Q1 19,937,123 $240,818,048 -$3,216,078 $12.08 79
2024 Q4 20,224,353 $247,374,936 +$1,616,690 $12.23 89
2024 Q3 19,979,977 $246,131,429 -$28,248,801 $12.32 90
2024 Q2 22,336,692 $265,930,737 +$11,132,180 $11.89 92
2024 Q1 21,408,105 $254,760,208 -$6,283,073 $11.90 90
2023 Q4 21,975,896 $248,850,613 -$28,667,956 $11.32 99
2023 Q3 23,817,119 $261,730,189 +$8,024,838 $10.99 99
2023 Q2 23,113,295 $252,693,400 +$1,118,957 $10.93 96
2023 Q1 23,014,802 $245,094,631 +$1,390,621 $10.65 91
2022 Q4 22,770,368 $240,936,289 +$8,575,584 $10.58 95
2022 Q3 20,601,744 $219,007,000 +$3,727,783 $10.63 88
2022 Q2 20,114,254 $224,687,506 +$19,151,784 $11.17 87
2022 Q1 19,185,674 $250,371,000 +$2,174,425 $13.05 81
2021 Q4 19,028,219 $256,707,000 -$4,241,509 $13.49 87
2021 Q3 19,160,500 $265,382,000 -$7,140,432 $13.85 77
2021 Q2 19,676,928 $274,105,000 -$462,106 $13.93 74
2021 Q1 19,706,780 $262,661,411 +$3,274,315 $13.33 77
2020 Q4 19,218,422 $239,846,000 +$4,151,100 $12.48 80
2020 Q3 18,665,839 $227,887,000 +$6,826,859 $12.22 69
2020 Q2 18,128,160 $207,020,000 -$3,817,963 $11.42 66
2020 Q1 18,524,988 $192,789,613 +$14,487,989 $10.41 77
2019 Q4 17,114,785 $246,420,000 +$239,106 $14.38 64
2019 Q3 17,066,830 $248,781,098 -$11,400,190 $14.60 58
2019 Q2 17,881,152 $262,129,647 -$15,865,085 $14.67 61
2019 Q1 18,982,740 $270,533,190 -$12,483,016 $14.25 66
2018 Q4 19,900,820 $268,207,800 +$11,927,235 $13.47 75
2018 Q3 18,628,696 $296,199,612 -$2,022,786 $15.90 54
2018 Q2 18,754,651 $296,514,471 -$5,014,976 $15.81 57
2018 Q1 19,042,259 $302,409,152 -$4,699,823 $15.88 51
2017 Q4 19,374,548 $304,387,988 -$6,487,325 $15.71 62
2017 Q3 19,631,590 $313,528,000 +$6,419,214 $15.98 64
2017 Q2 19,298,076 $307,228,000 +$16,029,162 $15.92 65
2017 Q1 18,280,654 $289,582,000 -$13,562,351 $15.84 66
2016 Q4 19,159,885 $293,858,000 -$4,045,112 $15.34 68
2016 Q3 19,438,323 $290,021,000 -$4,538,356 $14.92 54
2016 Q2 19,746,740 $284,166,000 +$11,494,105 $14.39 53
2016 Q1 19,024,665 $259,280,000 -$2,726,671 $13.63 53
2015 Q4 19,263,041 $257,581,581 +$2,608,010 $13.37 61
2015 Q3 18,871,990 $268,165,164 +$2,516,226 $14.21 50
2015 Q2 18,645,326 $291,409,919 +$9,628,628 $15.63 41
2015 Q1 18,085,016 $292,620,996 +$30,197,742 $16.18 44
2014 Q4 16,076,998 $264,927,519 +$36,083,103 $16.48 49
2014 Q3 13,073,609 $219,062,850 +$40,666,592 $16.78 42
2014 Q2 10,622,591 $188,140,668 +$29,971,628 $17.77 43
2014 Q1 8,917,920 $157,284,424 +$15,013,717 $17.72 40