HolderBook

BLACKSTONE LONG SHORT CR INC (BGX)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

48
Reporting holders
$53.2M
Reported value
0.0%
Held as options
-1
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

FilerValueShares Their book Held Change
Pathstone Holdings, LLC$6.9M638,6870.02%11q-9.7%-$742.3K
Logan Stone Capital, LLC$3.6M335,3860.77%3q-4.7%-$180.9K
GUGGENHEIM CAPITAL LLC$3.5M326,2650.02%31q-35.0%-$1.9M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.1M285,4300.20%27q+103.2%+$1.6M
WOLVERINE ASSET MANAGEMENT LLC$3.0M274,4620.03%6q+10.7%+$288.2K
Invesco Ltd.$2.9M270,2910.00%31q-3.5%-$106.2K
MORGAN STANLEY$2.6M234,7810.00%35q-40.0%-$1.7M
BANK OF AMERICA CORP /DE/$2.5M234,2600.00%31q+8.8%+$206.8K
ENVESTNET ASSET MANAGEMENT INC$2.5M229,5410.00%16q+46.4%+$791.6K
ADAPT WEALTH ADVISORS, LLC$2.1M196,9500.70%4q+3.0%+$63.0K
Atlas Wealth LLC$2.1M196,1870.30%newNEW
Bulldog Investors, LLP$2.0M185,5050.44%newNEW
WELLS FARGO & COMPANY/MN$2.0M180,3950.00%31q-39.7%-$1.3M
Thomas J. Herzfeld Advisors, Inc.$1.9M177,1050.59%5q+50.3%+$644.5K
Matisse Capital$1.8M170,0000.74%2qHELD
Saba Capital Management, L.P.$1.6M149,4940.04%2q+3.9%+$61.1K
UBS Group AG$1.1M99,5280.00%31q-1.1%-$12.3K
1607 Capital Partners, LLC$1.1M98,8150.09%2q-49.6%-$1.1M
Closed-End Fund Advisors, Inc.$1.1M96,9411.03%3q+28.2%+$231.8K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$661.5K60,8000.03%18qHELD
RAYMOND JAMES FINANCIAL INC$485.0K44,5800.00%7q+10.5%+$46.2K
SeaCrest Wealth Management, LLC$467.3K42,9500.05%5q-27.5%-$177.3K
OSAIC HOLDINGS, INC.$429.7K39,4900.00%26q+398.9%+$343.5K
Capital Investment Advisors, LLC$365.8K33,6240.00%31q-0.5%-$2.0K
Calamos Advisors LLC$332.0K30,5150.00%newNEW
Almitas Capital LLC$272.9K25,0850.07%2qHELD
CHOREO, LLC$262.0K24,0780.00%4q+51.7%+$89.3K
Rockefeller Capital Management L.P.$238.5K21,9170.00%3q+1.4%+$3.4K
SAX WEALTH ADVISORS, LLC$204.8K18,7870.01%3q-1.2%-$2.5K
LPL Financial LLC$185.1K17,0100.00%newNEW
Kestra Advisory Services, LLC$182.2K16,7510.00%3q-48.8%-$173.9K
OPPENHEIMER & CO INC$177.3K16,3000.00%24q-3.0%-$5.4K
World Investment Advisors$173.8K15,9660.00%3q-34.3%-$90.9K
Ethos Financial Group, LLC$168.7K15,5070.01%4q+14.9%+$21.8K
NewEdge Advisors, LLC$167.7K15,4150.00%19qHELD
Hennion & Walsh Asset Management, Inc.$159.5K14,6580.00%9q+0.8%+$1.3K
Cetera Investment Advisers$150.0K13,7910.00%10q-41.5%-$106.5K
ROYAL BANK OF CANADA$142.0K13,0300.00%31q-22.7%-$41.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$138.5K12,7300.00%2q+8.2%+$10.4K
Ausdal Financial Partners, Inc.$121.9K11,2000.00%13qHELD
Noble Wealth Management PBC$53.9K4,9500.02%3q-19.5%-$13.1K
FIFTH THIRD BANCORP$19.3K1,7710.00%2qHELD
SIT INVESTMENT ASSOCIATES INC$6.6K607,2520.13%26q-5.1%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$6.5K6000.00%2qHELD
BNP PARIBAS FINANCIAL MARKETS$5.8K5370.00%newNEW
FIDUCIARY FINANCIAL ADVISORS$3.8K3520.00%newNEW
HIGHLINE WEALTH PARTNERS LLC$3.8K3500.00%4qHELD
Clear Street Group Inc.$2.4K2180.00%newNEW
COHEN & STEERS, INC.$1.6K149,9960.00%20qHELD
MERCER GLOBAL ADVISORS INC /ADV$1.0K940.00%newNEW

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 →

FiledFormFiler % of class
2026-07-0613G/ASit Investment Associates, Inc.with 1 co-filers4.8%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202648$53.2M4,893,079815170.0%
Q1 202649$53.3M4,884,9081112170.0%
Q4 202550$54.5M4,673,722141990.0%
Q3 202542$48.3M4,021,557916140.0%
Q2 202536$48.0M3,868,46451680.0%
Q1 202531$40.8M3,307,12351280.0%
Q4 202432$47.8M3,839,70311480.0%
Q3 202434$52.4M4,095,916512100.0%
Q2 202435$51.3M4,128,066612100.0%
Q1 202434$58.5M4,748,88861840.0%
Q4 202340$47.3M4,127,877513130.0%
Q3 202337$46.0M3,947,81827150.0%
Q2 202339$43.8M3,858,516313130.0%
Q1 202338$40.4M3,706,761115120.0%
Q4 202235$34.4M3,241,429811100.0%
Q3 202242$46.4M4,253,873517110.0%
Q2 202241$48.7M4,232,887911150.0%
Q1 202237$52.6M3,916,34959190.0%
Q4 202138$54.0M3,672,76575180.0%
Q3 202133$54.7M3,608,668214110.0%
Q2 202146$56.2M3,715,549815180.0%
Q1 202142$52.8M3,734,09112650.0%
Q4 202043$45.8M3,416,428109160.0%
Q3 202036$38.9M3,027,203513100.0%
Q2 202033$32.5M2,694,834610120.0%
Q1 202038$32.5M3,086,942107130.0%
Q4 201937$39.5M2,525,96281390.0%
Q3 201934$40.8M2,585,05348130.0%
Q2 201931$46.2M2,943,26261170.0%
Q1 201929$42.7M2,795,47841280.0%
Q4 201838$44.3M3,228,0880010.0%