BLACKSTONE STRATEGIC CRED 20 (BGB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
81
Reporting holders
$218.4M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $28.7M | 2,536,491 | 0.00% | 35q | +14.0%+$3.5M |
| Coastal Bridge Advisors, LLC | $25.5M | 2,259,024 | 1.58% | 31q | -7.9%-$2.2M |
| WELLS FARGO & COMPANY/MN | $19.9M | 1,760,729 | 0.00% | 31q | -52.9%-$22.3M |
| BANK OF AMERICA CORP /DE/ | $18.7M | 1,657,405 | 0.00% | 31q | -16.0%-$3.6M |
| RAYMOND JAMES FINANCIAL INC | $12.9M | 1,144,384 | 0.00% | 7q | -1.2%-$162.9K |
| Atlas Wealth LLC | $10.6M | 939,961 | 1.51% | new | NEW |
| HighTower Advisors, LLC | $10.6M | 934,510 | 0.01% | 19q | +2.6%+$265.2K |
| Cresset Asset Management, LLC | $8.2M | 722,558 | 0.03% | 17q | +6.5%+$501.4K |
| Advisors Asset Management, Inc. | $6.7M | 591,684 | 0.10% | 19q | -29.6%-$2.8M |
| Integrated Wealth Concepts LLC | $6.0M | 529,787 | 0.03% | 15q | +83.9%+$2.7M |
| UBS Group AG | $5.7M | 502,174 | 0.00% | 31q | +1.9%+$104.2K |
| LOOMIS SAYLES & CO L P | $5.6M | 497,855 | 0.01% | 2q | +15.9%+$772.2K |
| TRANSCEND CAPITAL ADVISORS, LLC | $5.0M | 438,553 | 0.33% | 13q | HELD |
| LPL Financial LLC | $4.7M | 417,101 | 0.00% | 24q | +10.9%+$462.7K |
| Pathstone Holdings, LLC | $3.7M | 331,531 | 0.01% | 11q | +0.6%+$21.0K |
| Logan Stone Capital, LLC | $3.7M | 323,899 | 0.77% | 3q | +0.8%+$30.5K |
| Merit Financial Group, LLC | $3.6M | 322,238 | 0.01% | 13q | +89.1%+$1.7M |
| GUGGENHEIM CAPITAL LLC | $3.1M | 278,123 | 0.02% | 31q | HELD |
| Robbins Farley | $2.7M | 241,957 | 1.05% | 12q | +13.2%+$319.6K |
| Vestmark Advisory Solutions, Inc. | $2.7M | 234,528 | 0.02% | 3q | -10.8%-$319.3K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.6M | 234,122 | 0.05% | 4q | -10.9%-$322.0K |
| Invesco Ltd. | $2.1M | 189,997 | 0.00% | 31q | -24.3%-$688.6K |
| Capital Investment Advisors, LLC | $1.7M | 153,574 | 0.02% | 31q | -2.4%-$42.8K |
| Almitas Capital LLC | $1.6M | 144,834 | 0.39% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 142,157 | 0.00% | new | NEW |
| Thomas J. Herzfeld Advisors, Inc. | $1.3M | 112,665 | 0.39% | new | NEW |
| JANE STREET GROUP, LLC | $1.2M | 105,228 | 0.00% | new | NEW |
| QUANTIFY CHAOS ADVISORS, LLC | $1.2M | 103,629 | 3.30% | 3q | +1.3%+$15.1K |
| ROYAL BANK OF CANADA | $1.1M | 101,807 | 0.00% | 31q | HELD |
| STIFEL FINANCIAL CORP | $1.1M | 100,602 | 0.00% | 31q | +4.0%+$43.5K |
| Tranquility Partners, LLC | $964.0K | 85,313 | 0.33% | 14q | -17.2%-$200.8K |
| Clear Harbor Asset Management, LLC | $963.9K | 85,305 | 0.06% | 5q | -0.9%-$8.6K |
| CSS LLC/IL | $935.5K | 82,787 | 0.04% | 3q | +14.7%+$119.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $795.3K | 70,378 | 0.02% | 7q | -10.8%-$96.5K |
| OPPENHEIMER & CO INC | $685.8K | 60,692 | 0.01% | 31q | +15.6%+$92.4K |
| ICON ADVISERS INC/CO | $678.8K | 60,067 | 0.13% | new | NEW |
| OSAIC HOLDINGS, INC. | $625.3K | 55,332 | 0.00% | 26q | +59.4%+$232.9K |
| NewEdge Advisors, LLC | $622.5K | 55,084 | 0.00% | new | NEW |
| Closed-End Fund Advisors, Inc. | $594.9K | 52,645 | 0.58% | 3q | -0.7%-$4.5K |
| Oder Investment Management, LLC | $553.5K | 48,984 | 0.37% | 23q | +1.4%+$7.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $492.9K | 43,585 | 0.00% | 5q | -4.8%-$24.9K |
| &PARTNERS | $462.4K | 40,924 | 0.00% | 5q | +0.8%+$3.5K |
| Calamos Advisors LLC | $423.1K | 37,439 | 0.00% | 5q | +7.1%+$28.2K |
| Kingsview Wealth Management, LLC | $388.3K | 34,367 | 0.00% | 9q | HELD |
| Moors & Cabot, Inc. | $323.2K | 28,600 | 0.01% | 10q | +5.1%+$15.5K |
| DAVENPORT & Co LLC | $314.4K | 27,827 | 0.00% | 8q | HELD |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $311.6K | 27,575 | 0.08% | 13q | HELD |
| Virtus Investment Advisers, LLC | $309.5K | 27,390 | 0.07% | 4q | -22.1%-$88.0K |
| BTG Pactual Asset Management US LLC | $298.0K | 26,375 | 0.02% | 8q | -9.7%-$32.2K |
| Snowden Capital Advisors LLC | $227.6K | 20,138 | 0.01% | 19q | HELD |
| Advisory Services Network, LLC | $221.4K | 19,597 | 0.00% | 30q | HELD |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $200.9K | 17,779 | 0.01% | 20q | -85.0%-$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $196.2K | 17,362 | 0.00% | 3q | +33.6%+$49.3K |
| Ethos Financial Group, LLC | $194.6K | 17,222 | 0.01% | 4q | +9.6%+$17.0K |
| Essex Financial Services, Inc. | $188.1K | 16,649 | 0.01% | 12q | HELD |
| XTX Topco Ltd | $175.4K | 15,520 | 0.00% | new | NEW |
| CHOREO, LLC | $170.6K | 15,099 | 0.00% | new | NEW |
| SIERRA SUMMIT ADVISORS LLC | $159.4K | 14,109 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $159.0K | 14,073 | 0.00% | 10q | +56.4%+$57.3K |
| Sanctuary Advisors, LLC | $149.5K | 13,226 | 0.00% | 9q | -6.8%-$11.0K |
| Keystone Financial Group | $136.3K | 12,059 | 0.01% | 8q | +8.6%+$10.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $132.1K | 11,686 | 0.01% | 17q | HELD |
| Beacon Pointe Advisors, LLC | $130.6K | 11,555 | 0.00% | new | NEW |
| M&T Bank Corp | $127.8K | 11,306 | 0.00% | 6q | HELD |
| FIFTH THIRD BANCORP | $127.2K | 11,257 | 0.00% | 2q | +6.0%+$7.2K |
| MELFA WEALTH MANAGEMENT, INC. | $126.2K | 11,167 | 0.07% | 13q | HELD |
| 1776 Wealth LLC | $123.3K | 10,912 | 0.04% | 3q | HELD |
| JT Stratford LLC | $115.0K | 10,175 | 0.01% | 5q | -18.0%-$25.3K |
| EVOLVE PRIVATE WEALTH, LLC | $114.6K | 10,145 | 0.01% | new | NEW |
| Graves Light Lenhart Wealth, Inc. | $113.0K | 10,000 | 0.01% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $108.5K | 9,600 | 0.00% | 31q | -5.0%-$5.7K |
| Horrell Capital Management, Inc. | $56.5K | 5,000 | 0.03% | 31q | HELD |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $47.1K | 4,170 | 0.01% | 7q | -63.4%-$81.7K |
| SIT INVESTMENT ASSOCIATES INC | $41.1K | 3,635,425 | 0.78% | 6q | +32.0%+$10.0K |
| Spire Wealth Management | $28.2K | 2,500 | 0.00% | 7q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $26.0K | 2,300 | 0.00% | 3q | HELD |
| Blue Trust, Inc. | $22.0K | 1,950 | 0.00% | 3q | HELD |
| PRIVATE TRUST CO NA | $20.3K | 1,800 | 0.00% | 17q | HELD |
| ROTHSCHILD INVESTMENT LLC | $8.8K | 780 | 0.00% | 11q | HELD |
| Noble Wealth Management PBC | $6.8K | 600 | 0.00% | 4q | HELD |
| Institute for Wealth Management, LLC. | $4.0K | 350 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.3K | 205 | 0.00% | 11q | HELD |
| Thrivent Financial for Lutherans | $1.8K | 155,716 | 0.00% | 19q | -4.9% |
| Stolper Co | $729 | 64,513 | 0.19% | 18q | +148.8% |
| HRT FINANCIAL LP | $412 | 36,497 | 0.00% | new | NEW |
| Virtu Financial LLC | $125 | 11,093 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G | Morgan Stanleywith 1 co-filers | 5.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 81 | $218.4M | 19,324,067 | 12 | 25 | 21 | 0.0% |
| Q1 2026 | 76 | $222.7M | 19,973,993 | 5 | 28 | 23 | 0.0% |
| Q4 2025 | 86 | $225.9M | 19,166,352 | 15 | 23 | 27 | 0.0% |
| Q3 2025 | 78 | $215.9M | 17,736,820 | 9 | 25 | 17 | 0.0% |
| Q2 2025 | 74 | $220.1M | 18,144,691 | 10 | 27 | 19 | 0.0% |
| Q1 2025 | 75 | $225.1M | 18,637,407 | 4 | 21 | 30 | 0.0% |
| Q4 2024 | 82 | $239.3M | 19,564,802 | 7 | 21 | 27 | 0.0% |
| Q3 2024 | 82 | $234.8M | 19,059,677 | 8 | 28 | 23 | 0.0% |
| Q2 2024 | 85 | $243.8M | 20,471,429 | 8 | 22 | 33 | 0.0% |
| Q1 2024 | 82 | $286.4M | 23,973,834 | 9 | 29 | 19 | 0.0% |
| Q4 2023 | 92 | $242.9M | 21,494,056 | 12 | 30 | 22 | 0.0% |
| Q3 2023 | 91 | $230.1M | 20,942,952 | 10 | 29 | 26 | 0.0% |
| Q2 2023 | 86 | $219.9M | 20,109,135 | 12 | 24 | 26 | 0.0% |
| Q1 2023 | 78 | $205.9M | 19,332,375 | 7 | 26 | 21 | 0.0% |
| Q4 2022 | 77 | $198.6M | 18,766,158 | 11 | 29 | 17 | 0.0% |
| Q3 2022 | 89 | $219.0M | 20,601,903 | 5 | 23 | 28 | 0.0% |
| Q2 2022 | 88 | $224.7M | 20,114,283 | 16 | 25 | 23 | 0.0% |
| Q1 2022 | 82 | $250.4M | 19,186,053 | 6 | 25 | 29 | 0.0% |
| Q4 2021 | 87 | $256.7M | 19,028,219 | 15 | 17 | 23 | 0.0% |
| Q3 2021 | 77 | $265.4M | 19,160,730 | 11 | 18 | 28 | 0.0% |
| Q2 2021 | 74 | $274.1M | 19,677,145 | 6 | 28 | 22 | 0.0% |
| Q1 2021 | 77 | $265.5M | 19,923,347 | 9 | 34 | 17 | 0.0% |
| Q4 2020 | 80 | $239.8M | 19,218,422 | 14 | 26 | 21 | 0.0% |
| Q3 2020 | 69 | $227.9M | 18,665,884 | 9 | 21 | 19 | 0.0% |
| Q2 2020 | 66 | $207.0M | 18,128,160 | 2 | 24 | 24 | 0.0% |
| Q1 2020 | 77 | $192.8M | 18,524,988 | 24 | 15 | 26 | 0.0% |
| Q4 2019 | 64 | $246.4M | 17,114,785 | 12 | 18 | 19 | 0.0% |
| Q3 2019 | 58 | $249.5M | 17,115,194 | 5 | 21 | 17 | 0.0% |
| Q2 2019 | 61 | $262.8M | 17,929,772 | 6 | 23 | 18 | 0.0% |
| Q1 2019 | 66 | $271.2M | 19,030,337 | 6 | 27 | 22 | 0.0% |
| Q4 2018 | 75 | $268.2M | 19,900,820 | 1 | 0 | 1 | 0.0% |