Vault-13

BLACKSTONE STRATEGIC CRED 20 BGB

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

94 institutional holders -3 vs Q4 2022
23,022,68323.0m shares reported held*
$245.4mreported value*
8 new 38 added 25 reduced 11 sold out net bought ≈ $1.5m (+126.3k 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 ≈ $10.66.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 90Q4 22: 97Q1 23: 9494Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202290
Q4 202297
Q1 202394

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 49 bought or addedQ4 22: 31 cut or sold outQ4 22Q1 23: 46 bought or addedQ1 23: 36 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224931
Q1 20234636

Biggest buyers

Penserra Capital Management LLC Added +194,052+194.1k
Thomas J. Herzfeld Advisors, Inc. New +183,284+183.3k
MORGAN STANLEY Added +165,439+165.4k
Atlas Wealth LLC Added +112,181+112.2k
Coastal Bridge Advisors, LLC Added +110,442+110.4k
Tranquility Partners, LLC New +101,520+101.5k
WOLVERINE ASSET MANAGEMENT LLC New +68,518+68.5k
Allspring Global Investments Holdings, LLC Added +67,427+67.4k
ENVESTNET ASSET MANAGEMENT INC Added +67,088+67.1k
AQR Arbitrage LLC Added +48,405+48.4k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -937,524-937.5k
BANK OF AMERICA CORP /DE/ Reduced -61,029-61.0k
Almitas Capital LLC Sold out -57,362-57.4k
FIRST TRUST ADVISORS LP Reduced -42,455-42.5k
Meteora Capital, LLC Sold out -39,875-39.9k
Hennion & Walsh Asset Management, Inc. Reduced -24,750-24.8k
Invesco Ltd. Reduced -20,591-20.6k
OTA Financial Group L.P. Sold out -20,209-20.2k
Capital Investment Advisors, LLC Reduced -19,477-19.5k
BOOTHBAY FUND MANAGEMENT, LLC Sold out -18,712-18.7k

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 Q1 2023

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
101Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 0 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 1 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20221$5560——
Q4 20220—0——
Q1 20230—0——

None reported in Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coastal Bridge Advisors, LLC 11.03% of their portfolio WESTPORT, CT 4,096,4434.1m $43.6m $43.6m 11.03% Added +110.4k +110,442
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,111,9543.1m $33.1m $33.1m 0.00% Added +165.4k +165,439
3 Atlas Wealth LLC 3.24% of their portfolio CINCINNATI, OH 1,551,5591.6m $16.5m $16.5m 3.24% Added +112.2k +112,181
4 SIT INVESTMENT ASSOCIATES INC 0.41% of their portfolio Minneapolis, MN 1,423,8591.4m $15.2m $15.2m 0.41% Added +45.3k +45,310
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,104,8161.1m $11.8m $11.8m 0.00% Added +38.9k +38,917
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,081,5301.1m $11.5m $11.5m 0.00% Reduced -61.0k -61,029
7 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.85% of their portfolio London, X0 1,040,2081.0m $11.1m $11.1m 0.85% Added +7.9k +7,906
8 Penserra Capital Management LLC 0.21% of their portfolio ORINDA, CA 928,835928.8k $9.9m $9.9m 0.21% Added +194.1k +194,052
9 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.46% of their portfolio WEST PALM BEACH, FL 894,698894.7k $9.5m $9.5m 0.46% Reduced -17.1k -17,149
10 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 851,918851.9k $9.1m $9.1m 0.08% Reduced -937.5k -937,524
11 Integrated Wealth Concepts LLC 0.15% of their portfolio WALTHAM, MA 663,136663.1k $7.1m $7.1m 0.15% Added +4.8k +4,761
12 OAKTREE CAPITAL MANAGEMENT LP 0.06% of their portfolio LOS ANGELES, CA 512,113512.1k $5.5m $5.5m 0.06% Unchanged
13 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 471,734471.7k $5.0m $5.0m 0.01% Added +67.4k +67,427
14 DEBUSSY CAPITAL MANAGEMENT LP 1.31% of their portfolio CHICAGO, IL 406,165406.2k $4.3m $4.3m 1.31% Added +2.3k +2,346
15 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 259,917259.9k $2.8m $2.8m 0.00% Reduced -20.6k -20,591
16 Next Capital Management LLC 1.29% of their portfolio NEW YORK, NY 250,605250.6k $2.7m $2.7m 1.29% Unchanged
17 Capital Investment Advisors, LLC 0.08% of their portfolio ATLANTA, GA 245,973246.0k $2.6m $2.6m 0.08% Reduced -19.5k -19,477
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 210,902210.9k $2.2m $2.2m 0.00% Added +3.7k +3,720
19 Saba Capital Management, L.P. 0.05% of their portfolio NEW YORK, NY 210,896210.9k $2.2m $2.2m 0.05% Added +11.1k +11,143
20 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 207,816207.8k $2.2m $2.2m 0.05% Reduced -3.0k -2,950
21 Hennion & Walsh Asset Management, Inc. 0.13% of their portfolio Parsippany, NJ 202,512202.5k $2.2m $2.2m 0.13% Reduced -24.8k -24,750
22 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 183,726183.7k $2.0m $2.0m 0.00% Added +21.5k +21,500
23 Thomas J. Herzfeld Advisors, Inc. 0.79% of their portfolio MIAMI BEACH, FL 183,284183.3k $2.0m $2.0m 0.79% New
24 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 164,191164.2k $1.7m $1.7m 0.00% Reduced -42.5k -42,455
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 161,830161.8k $1.7m $1.7m 0.00% Added +44.3k +44,268
26 ICON ADVISERS INC/CO 0.43% of their portfolio GREENWOOD VILLAGE, CO 158,826158.8k $1.7m $1.7m 0.43% Unchanged
27 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 136,138136.1k $1.4m $1.4m 0.00% Added +540 +540
28 Logan Stone Capital, LLC 0.57% of their portfolio CHICAGO, IL 134,243134.2k $1.4m $1.4m 0.57% Added +16.0k +15,959
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 133,320133.3k $1.4m $1.4m 0.00% Added +19.2k +19,223
30 AQR Arbitrage LLC 0.04% of their portfolio Greenwich, CT 115,617115.6k $1.2m $1.2m 0.04% Added +48.4k +48,405
31 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 113,540113.5k $1.2m $1.2m 0.02% Unchanged
32 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 106,248106.2k $1.1m $1.1m 0.02% Added +5.7k +5,731
33 Tranquility Partners, LLC 0.52% of their portfolio Brentwood, TN 101,520101.5k $1.1m $1.1m 0.52% New
34 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 86,20986.2k $918.1k $918.1k 0.00% Added +11.5k +11,511
35 Selway Asset Management 0.42% of their portfolio BOISE, ID 81,20581.2k $864.8k $864.8k 0.42% Reduced -1.2k -1,250
36 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 80,84880.8k $861.0k $861.0k 0.00% Added +67.1k +67,088
37 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 68,51868.5k $729.7k $729.7k 0.01% New
38 Bulldog Investors, LLP 0.23% of their portfolio SADDLE BROOK, NJ 67,37267.4k $717.5k $717.5k 0.23% Added +31.8k +31,759
39 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 65,31665.3k $695.6k $695.6k 0.01% Reduced -471 -471
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 64,97665.0k $694.6k $694.6k 0.01% Reduced -2.3k -2,289
41 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 63,85963.9k $680.1k $680.1k 0.02% Added +100 +100
42 Oder Investment Management, LLC 0.78% of their portfolio WOODLAND HILLS, CA 62,75662.8k $668.4k $668.4k 0.78% Added +2.0k +2,032
43 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 62,33762.3k $663.9k $663.9k 0.03% Added +2.8k +2,789
44 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 56,65156.7k $603.0k $603.0k 0.00% Added +1.4k +1,394
45 Stolper Co 0.25% of their portfolio TULSA, OK 55,26855.3k $589.0k $589.0k 0.25% Reduced -1.3k -1,273
46 FourThought Financial Partners, LLC 0.07% of their portfolio VENICE, FL 48,38948.4k $515.3k $515.3k 0.07% Added +4.6k +4,563
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 46,18346.2k $491.8k $491.8k 0.00% Added +25.5k +25,451
48 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 44,99145.0k $479.2k $479.2k 0.00% Reduced -4.3k -4,331
49 Claybrook Capital, LLC 0.23% of their portfolio WELLESLEY, MA 38,70838.7k $412.2k $412.2k 0.23% Added +2.7k +2,720
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 35,09735.1k $373.0k $373.0k 0.00% Reduced -3.3k -3,307
51 VIRTUS ADVISERS, LLC 0.19% of their portfolio HARTFORD, CT 33,03433.0k $351.8k $351.8k 0.19% Reduced -85 -85
52 INVICTUS PRIVATE WEALTH, LLC 0.04% of their portfolio Denver, CO 30,77130.8k $327.7k $327.7k 0.04% Reduced -2.7k -2,733
53 Round Rock Advisors LLC 0.12% of their portfolio WILTON, CT 29,49829.5k $314.2k $314.2k 0.12% Unchanged
54 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 27,87527.9k $296.9k $296.9k 0.02% Added +17.0k +16,975
55 Summit Financial Wealth Advisors, LLC 0.07% of their portfolio Lafayette, LA 26,75026.8k $284.9k $284.9k 0.07% Unchanged
56 ROTHSCHILD INVESTMENT LLC /IL 0.02% of their portfolio CHICAGO, IL 25,78025.8k $275.0k $275.0k 0.02% Unchanged
57 LEO BROKERAGE, LLC 0.04% of their portfolio HURST, TX 25,31325.3k $269.6k $269.6k 0.04% First filing
58 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 24,49724.5k $260.9k $260.9k 0.03% Unchanged
59 Greytown Advisors Inc. 0.13% of their portfolio MIAMI, FL 23,98224.0k $255.4k $255.4k 0.13% Unchanged
60 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,43020.4k $217.6k $217.6k 0.00% Added +35 +35
61 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 20,00020.0k $213.0k $213.0k 0.00% Unchanged
62 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 20,00020.0k $213.0k $213.0k 0.00% Added +19.0k +19,000
63 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,61119.6k $209.0k $209.0k 0.00% New
64 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 19,15319.2k $204.0k $204.0k 0.00% Reduced -7.1k -7,148
65 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 17,74917.7k $189.0k $189.0k 0.01% Reduced -7.1k -7,099
66 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 17,16417.2k $182.8k $182.8k 0.00% Added +2.9k +2,891
67 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 16,96417.0k $180.7k $180.7k 0.00% Added +56 +56
68 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio Englewood, NJ 16,44116.4k $175.1k $175.1k 0.02% Reduced -5.7k -5,745
69 Bramshill Investments, LLC 0.02% of their portfolio NAPLES, FL 15,15015.2k $161.3k $161.3k 0.02% Added +207 +207
70 FirstPurpose Wealth LLC 0.08% of their portfolio OREM, UT 15,00015.0k $159.8k $159.8k 0.08% Unchanged
71 Weiss Asset Management LP 0.01% of their portfolio BOSTON, MA 14,82114.8k $157.8k $157.8k 0.01% New
72 Family Manage LLC 0.04% of their portfolio NEW YORK, NY 14,57014.6k $155.2k $155.2k 0.04% Reduced -11.4k -11,416
73 Twelve Points Wealth Management LLC 0.08% of their portfolio CONCORD, MA 13,44913.4k $143.2k $143.2k 0.08% Reduced -2.4k -2,400
74 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 12,50012.5k $133.1k $133.1k 0.01% Unchanged
75 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 12,31012.3k $132.1k $132.1k 0.01% New
76 B. Riley Wealth Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 12,10012.1k $128.9k $128.9k 0.00% Reduced -910 -910
77 JT Stratford LLC 0.04% of their portfolio GAINESVILLE, GA 12,00112.0k $127.8k $127.8k 0.04% Unchanged
78 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 10,45010.4k $111.3k $111.3k 0.01% Added +200 +200
79 Ironsides Asset Advisors, LLC 0.05% of their portfolio ROCKY MOUNT, NC 10,18010.2k $108.4k $108.4k 0.05% New
80 Graves Light Lenhart Wealth, Inc. 0.02% of their portfolio HARRISONBURG, VA 10,00010.0k $106.5k $106.5k 0.02% Unchanged
81 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,7496.7k $71.9k $71.9k 0.00% Added +307 +307
82 Horrell Capital Management, Inc. 0.02% of their portfolio LITTLE ROCK, AR 5,0005.0k $53.0k $53.0k 0.02% Unchanged
83 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 3,6313.6k $39.0k $39.0k 0.00% Added +33 +33
84 Elequin Capital, LP 0.02% of their portfolio NEW YORK, NY 2,4112.4k $25.7k $25.7k 0.02% Reduced -5.3k -5,341
85 Pinnacle Financial Partners Inc 0.00% of their portfolio Nashville, TN 2,2342.2k $23.8k $23.8k 0.00% Unchanged
86 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8001.8k $19.2k $19.2k 0.00% Unchanged
87 M&R CAPITAL MANAGEMENT INC 0.00% of their portfolio SUMMIT, NJ 1,6251.6k $17.3k $17.3k 0.00% Reduced -1.6k -1,625
88 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,5001.5k $16.0k $16.0k 0.00% Unchanged
89 Eagle Bay Advisors LLC 0.00% of their portfolio NEW YORK, NY 554554 $5.9k $5.9k 0.00% Reduced -572 -572
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 500500 $5.3k $5.3k 0.00% Unchanged
91 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 275275 $2.9k $2.9k 0.00% Unchanged
92 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 100100 $1.1k $1.1k 0.00% Unchanged
93 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 66 $0 $0 0.00% New
94 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged