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

CUSIP: 09257R101

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 6 signals
Share change
-2,589,011
SEC-reported price per share
$11.32
Number of holders
99
Value change
-$28,667,956
Number of buys
44
Number of sells
38
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
44,405,371

Security key

09257R101

Report period

Q4 2023

Institutions

99

Top holders

10

Ownership snapshot

Top reported holders of BGB - Blackstone Strategic Credit 2027 Term Fund - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Coastal Bridge Advisors, LLC
Disclosed value leader
Coastal Bridge Advisors, LLC
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F Lead comparable stake: 8.6% Showing 1-6 of 15 holder rows.

Quick read

Coastal Bridge Advisors, LLC leads the comparable SEC ownership view at 8.6%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Coastal Bridge Advisors, LLC's linked filing trail.
Comparable ownership Top 5
Coastal Bridge Advisors, LLC 8.6%
MORGAN STANLEY 7.2%
Atlas Wealth LLC 3.8%
SIT INVESTMENT ASSOCIATES INC 3.1%
BANK OF AMERICA CORP /DE/ 2.4%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Coastal Bridge Advisors, LLC
13F
Company
13F
8.6%
$42,086,845
3,829,558 shares
30 Sep 2023
MORGAN STANLEY
13F
Company
13F
7.2%
$34,894,650
3,175,127 shares
30 Sep 2023
Atlas Wealth LLC
13F
Company
13F
3.8%
$18,727,477
1,704,047 shares
30 Sep 2023
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
3.1%
$15,361,000
1,397,757 shares
30 Sep 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
2.4%
$11,743,488
1,068,561 shares
30 Sep 2023
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
13F
Company
13F
2.3%
$11,431,886
1,040,208 shares
30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
99
Shares
21,975,896
Rows available
99
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
99
Q4 2023 holders
99
Holder diff
0
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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