Vault-13

BLACKSTONE STRATEGIC CRED 20 BGB

COM SHS BEN IN · Closed-End Fund · CUSIP 09257R101

97 institutional holders +7 vs Q3 2022
22,885,50822.9m shares reported held*
$242.2mreported value*
14 new 35 added 23 reduced 8 sold out net bought ≈ $8.6m (+816.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.58.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 90Q4 22: 9797Q3 22Q4 22
Numbers
QuarterHolders
Q3 202290
Q4 202297

Biggest buyers

Integrated Wealth Concepts LLC New +658,375+658.4k
MORGAN STANLEY Added +269,042+269.0k
OAKTREE CAPITAL MANAGEMENT LP Added +123,070+123.1k
Coastal Bridge Advisors, LLC Added +114,965+115.0k
Saba Capital Management, L.P. Added +87,346+87.3k
Penserra Capital Management LLC Added +66,021+66.0k
Raymond James Financial Services Advisors, Inc. Added +63,841+63.8k
Almitas Capital LLC New +57,362+57.4k
AQR Arbitrage LLC Added +47,352+47.4k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Added +43,727+43.7k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -256,460-256.5k
BANK OF AMERICA CORP /DE/ Reduced -236,965-237.0k
SIT INVESTMENT ASSOCIATES INC Reduced -131,299-131.3k
Steward Partners Investment Advisory, LLC Reduced -122,227-122.2k
Shaker Financial Services, LLC Sold out -93,422-93.4k
Hennion & Walsh Asset Management, Inc. Reduced -50,984-51.0k
Capital Investment Advisors, LLC Reduced -48,461-48.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -29,045-29.0k
RAYMOND JAMES & ASSOCIATES Reduced -22,001-22.0k
TRANSCEND CAPITAL ADVISORS, LLC Sold out -21,200-21.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2026-04-06 6.2% new 2.8m≈ $31.1m 2026-04-06
MORGAN STANLEY 13G · institution new · filed 2026-08-13 5.7% new 2.5m≈ $28.7m 2026-08-13
Coastal Bridge Advisors, LLC 13G · passive investor new · filed 2026-10-09 5.1% new 2.3m≈ $25.6m 2026-10-09

Fell to 5% or below in the last year: BANK OF AMERICA CORP /DE/ (4.4%, 2026-02-12)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 1 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20221$5560——
Q4 20220—0——

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coastal Bridge Advisors, LLC 11.97% of their portfolio WESTPORT, CT 3,986,0014.0m $42.2m $42.2m 11.97% Added +115.0k +114,965
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,946,5152.9m $31.2m $31.2m 0.00% Added +269.0k +269,042
3 GUGGENHEIM CAPITAL LLC 0.17% of their portfolio CHICAGO, IL 1,789,4421.8m $18.9m $18.9m 0.17% Reduced -256.5k -256,460
4 Atlas Wealth LLC 4.11% of their portfolio CINCINNATI, OH 1,439,3781.4m $15.2m $15.2m 4.11% First filing
5 SIT INVESTMENT ASSOCIATES INC 0.41% of their portfolio Minneapolis, MN 1,378,5491.4m $14.6m $14.6m 0.41% Reduced -131.3k -131,299
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,142,5591.1m $12.1m $12.1m 0.00% Reduced -237.0k -236,965
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,065,8991.1m $11.3m $11.3m 0.00% Added +29.3k +29,342
8 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.88% of their portfolio London, X0 1,032,3021.0m $10.9m $10.9m 0.88% Added +43.7k +43,727
9 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.43% of their portfolio WEST PALM BEACH, FL 911,847911.8k $9.6m $9.6m 0.43% Reduced -13.1k -13,082
10 Penserra Capital Management LLC 0.17% of their portfolio ORINDA, CA 734,783734.8k $7.8m $7.8m 0.17% Added +66.0k +66,021
11 Integrated Wealth Concepts LLC 0.19% of their portfolio WALTHAM, MA 658,375658.4k $7.0m $7.0m 0.19% New
12 OAKTREE CAPITAL MANAGEMENT LP 0.06% of their portfolio LOS ANGELES, CA 512,113512.1k $5.4m $5.4m 0.06% Added +123.1k +123,070
13 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 404,307404.3k $4.3m $4.3m 0.01% Added +18.2k +18,200
14 DEBUSSY CAPITAL MANAGEMENT LP 1.07% of their portfolio CHICAGO, IL 403,819403.8k $4.3m $4.3m 1.07% Added +25.1k +25,128
15 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 280,508280.5k $3.0m $3.0m 0.00% Added +7.8k +7,797
16 Capital Investment Advisors, LLC 0.08% of their portfolio ATLANTA, GA 265,450265.4k $2.8m $2.8m 0.08% Reduced -48.5k -48,461
17 Next Capital Management LLC 1.43% of their portfolio NEW YORK, NY 250,605250.6k $2.7m $2.7m 1.43% Added +29.5k +29,536
18 Hennion & Walsh Asset Management, Inc. 0.15% of their portfolio Parsippany, NJ 227,262227.3k $2.4m $2.4m 0.15% Reduced -51.0k -50,984
19 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 210,766210.8k $2.2m $2.2m 0.05% Added +21.1k +21,078
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 207,182207.2k $2.2m $2.2m 0.00% Added +15.5k +15,535
21 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 206,646206.6k $2.2m $2.2m 0.00% Reduced -743 -743
22 Saba Capital Management, L.P. 0.04% of their portfolio NEW YORK, NY 199,753199.8k $2.1m $2.1m 0.04% Added +87.3k +87,346
23 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 162,226162.2k $1.7m $1.7m 0.00% Added +6.0k +6,000
24 ICON ADVISERS INC/CO 0.43% of their portfolio GREENWOOD VILLAGE, CO 158,826158.8k $1.7m $1.7m 0.43% Added +22.0k +22,000
25 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 135,598135.6k $1.4m $1.4m 0.00% Added +63.8k +63,841
26 Logan Stone Capital, LLC 0.47% of their portfolio CHICAGO, IL 118,284118.3k $1.3m $1.3m 0.47% Added +12.9k +12,875
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 117,562117.6k $1.2m $1.2m 0.00% Added +20.8k +20,835
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 114,097114.1k $1.2m $1.2m 0.00% Reduced -4.0k -3,953
29 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 113,540113.5k $1.2m $1.2m 0.02% Unchanged
30 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 100,517100.5k $1.1m $1.1m 0.02% Reduced -122.2k -122,227
31 Selway Asset Management 0.46% of their portfolio BOISE, ID 82,45582.5k $872.4k $872.4k 0.46% Added +5.7k +5,650
32 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 74,69874.7k $790.3k $790.3k 0.00% Reduced -22.0k -22,001
33 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 67,26567.3k $706.7k $706.7k 0.02% Reduced -3.3k -3,290
34 AQR Arbitrage LLC 0.02% of their portfolio Greenwich, CT 67,21267.2k $711.1k $711.1k 0.02% Added +47.4k +47,352
35 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 65,78765.8k $696.0k $696.0k 0.01% Added +4.6k +4,563
36 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 63,75963.8k $674.6k $674.6k 0.02% Reduced -13.2k -13,165
37 Oder Investment Management, LLC 0.80% of their portfolio WOODLAND HILLS, CA 60,72460.7k $642.5k $642.5k 0.80% Reduced -2.5k -2,452
38 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 59,54859.5k $630.0k $630.0k 0.03% Added +9.2k +9,214
39 Almitas Capital LLC 0.28% of their portfolio SANTA MONICA, CA 57,36257.4k $606.9k $606.9k 0.28% New
40 Stolper Co 0.26% of their portfolio TULSA, OK 56,54156.5k $598.0k $598.0k 0.26% Reduced -2.1k -2,122
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 55,25755.3k $586.0k $586.0k 0.00% Added +43.0k +43,023
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 49,32249.3k $521.8k $521.8k 0.00% Added +2.1k +2,144
43 FourThought Financial Partners, LLC 0.07% of their portfolio VENICE, FL 43,82643.8k $463.7k $463.7k 0.07% First filing
44 Meteora Capital, LLC 0.09% of their portfolio Boca Raton, FL 39,87539.9k $421.9k $421.9k 0.09% New
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 38,40438.4k $406.0k $406.0k 0.00% Reduced -18.0k -18,046
46 Claybrook Capital, LLC 0.23% of their portfolio WELLESLEY, MA 35,98836.0k $380.8k $380.8k 0.23% Unchanged
47 Bulldog Investors, LLP 0.11% of their portfolio SADDLE BROOK, NJ 35,61335.6k $376.8k $376.8k 0.11% Unchanged
48 INVICTUS PRIVATE WEALTH, LLC 0.05% of their portfolio Denver, CO 33,50433.5k $354.5k $354.5k 0.05% First filing
49 VIRTUS ADVISERS, LLC 0.18% of their portfolio HARTFORD, CT 33,11933.1k $350.4k $350.4k 0.18% Reduced -2.3k -2,333
50 Round Rock Advisors LLC 0.13% of their portfolio WILTON, CT 29,49829.5k $312.1k $312.1k 0.13% Added +1.7k +1,700
51 Summit Financial Wealth Advisors, LLC 0.07% of their portfolio Lafayette, LA 26,75026.8k $283.0k $283.0k 0.07% Reduced -1.7k -1,700
52 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 26,30126.3k $278.3k $278.3k 0.01% Added +1.1k +1,133
53 Family Manage LLC 0.07% of their portfolio NEW YORK, NY 25,98626.0k $274.9k $274.9k 0.07% Added +1.1k +1,065
54 ROTHSCHILD INVESTMENT LLC /IL 0.03% of their portfolio CHICAGO, IL 25,78025.8k $273.0k $273.0k 0.03% Unchanged
55 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 24,84824.8k $263.0k $263.0k 0.01% Unchanged
56 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 24,49724.5k $259.2k $259.2k 0.03% Added +7.1k +7,147
57 Greytown Advisors Inc. 0.14% of their portfolio MIAMI, FL 23,98224.0k $253.7k $253.7k 0.14% Unchanged
58 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio Englewood, NJ 22,18622.2k $234.7k $234.7k 0.03% Added +4.9k +4,878
59 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 20,73220.7k $219.3k $219.3k 0.00% Added +5.9k +5,918
60 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,39520.4k $215.8k $215.8k 0.00% Reduced -8.9k -8,881
61 OTA Financial Group L.P. 0.21% of their portfolio PURCHASE, NY 20,20920.2k $213.0k $213.0k 0.21% New
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 20,00020.0k $211.6k $211.6k 0.00% Unchanged
63 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 18,71218.7k $198.0k $198.0k 0.01% New
64 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 16,90816.9k $178.9k $178.9k 0.00% New
65 Twelve Points Wealth Management LLC 0.11% of their portfolio CONCORD, MA 15,84915.8k $167.7k $167.7k 0.11% Reduced -2.1k -2,100
66 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 15,00015.0k $158.7k $158.7k 0.00% Unchanged
67 FirstPurpose Wealth LLC 0.09% of their portfolio OREM, UT 15,00015.0k $158.7k $158.7k 0.09% Unchanged
68 Bramshill Investments, LLC 0.02% of their portfolio NAPLES, FL 14,94314.9k $158.1k $158.1k 0.02% Reduced -1.5k -1,465
69 Keystone Financial Group 0.03% of their portfolio LEXINGTON, KY 14,47414.5k $153.1k $153.1k 0.03% Added +834 +834
70 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,27314.3k $151.0k $151.0k 0.00% New
71 Detalus Advisors, LLC 0.07% of their portfolio ST. LOUIS, MO 13,95314.0k $147.6k $147.6k 0.07% Unchanged
72 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,76013.8k $145.6k $145.6k 0.00% Added +1.0k +1,026
73 B. Riley Wealth Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 13,01013.0k $137.6k $137.6k 0.00% Reduced -2.0k -2,000
74 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 12,50012.5k $132.2k $132.2k 0.01% Unchanged
75 JT Stratford LLC 0.04% of their portfolio GAINESVILLE, GA 12,00112.0k $127.0k $127.0k 0.04% Unchanged
76 Magnus Financial Group LLC 0.02% of their portfolio NEW YORK, NY 11,50011.5k $121.7k $121.7k 0.02% Unchanged
77 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 10,90010.9k $115.3k $115.3k 0.01% New
78 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 10,25010.2k $108.4k $108.4k 0.01% New
79 Graves Light Lenhart Wealth, Inc. 0.02% of their portfolio HARRISONBURG, VA 10,00010.0k $105.8k $105.8k 0.02% Unchanged
80 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 9,2589.3k $98.0k $98.0k 0.00% New
81 Elequin Capital, LP 0.02% of their portfolio NEW YORK, NY 7,7527.8k $82.0k $82.0k 0.02% New
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,4426.4k $68.2k $68.2k 0.00% Reduced -29.0k -29,045
83 Horrell Capital Management, Inc. 0.02% of their portfolio LITTLE ROCK, AR 5,0005.0k $53.0k $53.0k 0.02% Unchanged
84 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 3,5983.6k $38.0k $38.0k 0.00% Added +1.1k +1,066
85 M&R CAPITAL MANAGEMENT INC 0.01% of their portfolio SUMMIT, NJ 3,2503.2k $34.4k $34.4k 0.01% New
86 Pinnacle Financial Partners Inc 0.00% of their portfolio Nashville, TN 2,2342.2k $23.6k $23.6k 0.00% Unchanged
87 Activest Wealth Management 0.01% of their portfolio AVENTURA, FL 2,0002.0k $23.4k $23.4k 0.01% Unchanged
88 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8001.8k $19.0k $19.0k 0.00% Added +300 +300
89 High Net Worth Advisory Group LLC 0.01% of their portfolio NAPLES, FL 1,5051.5k $15.9k $15.9k 0.01% Added +33 +33
90 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,5001.5k $15.9k $15.9k 0.00% New
91 Eagle Bay Advisors LLC 0.01% of their portfolio NEW YORK, NY 1,1261.1k $11.9k $11.9k 0.01% Reduced -15.5k -15,543
92 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 1,0001.0k $10.0k $10.0k 0.00% Unchanged
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 500500 $5.3k $5.3k 0.00% Unchanged
94 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 275275 $2.9k $2.9k 0.00% Unchanged
95 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 100100 $1.1k $1.1k 0.00% Unchanged
96 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $11 $11 0.00% New
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged