Vault-13

BLACKSTONE STRATEGIC CRED 20 BGB

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

98 institutional holders +4 vs Q1 2023
23,150,57023.2m shares reported held*
$253.1mreported value*
10 new 30 added 30 reduced 8 sold out net bought ≈ $755.7k (+89.1k 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 ≈ $10.93.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 90Q4 22: 97Q1 23: 94Q2 23: 9898Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202290
Q4 202297
Q1 202394
Q2 202398

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 23Q2 23: 40 bought or addedQ2 23: 38 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224931
Q1 20234636
Q2 20234038

Biggest buyers

Integrated Wealth Concepts LLC Added +202,416+202.4k
Merit Financial Group, LLC New +192,608+192.6k
Allspring Global Investments Holdings, LLC Added +127,179+127.2k
MORGAN STANLEY Added +114,154+114.2k
Atlas Wealth LLC Added +105,415+105.4k
AQR Arbitrage LLC Added +63,087+63.1k
Penserra Capital Management LLC Added +61,745+61.7k
Almitas Capital LLC New +61,400+61.4k
Bulldog Investors, LLP Added +54,033+54.0k
Weiss Asset Management LP Added +54,013+54.0k

Biggest sellers

OAKTREE CAPITAL MANAGEMENT LP Sold out -512,113-512.1k
Saba Capital Management, L.P. Reduced -137,644-137.6k
Logan Stone Capital, LLC Reduced -90,091-90.1k
WOLVERINE ASSET MANAGEMENT LLC Sold out -68,518-68.5k
WELLS FARGO & COMPANY/MN Reduced -62,745-62.7k
GUGGENHEIM CAPITAL LLC Reduced -56,844-56.8k
ICON ADVISERS INC/CO Reduced -53,558-53.6k
BANK OF AMERICA CORP /DE/ Reduced -43,270-43.3k
Invesco Ltd. Reduced -42,793-42.8k
SIT INVESTMENT ASSOCIATES INC Reduced -37,622-37.6k

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 Q2 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
101Q3 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 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20221$5560——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-26 McKemie Gordon Portfolio Manager Bought 11,500 $10.70 $123.0k11.5k shares +63%
2023-06-22 McKemie Gordon Portfolio Manager Bought 18,000 $10.62 $191.2k18.0k shares +5405%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coastal Bridge Advisors, LLC 11.07% of their portfolio WESTPORT, CT 4,132,6224.1m $45.2m $45.2m 11.07% Added +36.2k +36,179
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,226,1083.2m $35.3m $35.3m 0.00% Added +114.2k +114,154
3 Atlas Wealth LLC 3.34% of their portfolio CINCINNATI, OH 1,656,9741.7m $18.2m $18.2m 3.34% Added +105.4k +105,415
4 SIT INVESTMENT ASSOCIATES INC 0.40% of their portfolio Minneapolis, MN 1,386,2371.4m $15.2m $15.2m 0.40% Reduced -37.6k -37,622
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,042,0711.0m $11.4m $11.4m 0.00% Reduced -62.7k -62,745
6 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.92% of their portfolio London, X0 1,040,2081.0m $11.4m $11.4m 0.92% Unchanged
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,038,2601.0m $11.3m $11.3m 0.00% Reduced -43.3k -43,270
8 Penserra Capital Management LLC 0.21% of their portfolio ORINDA, CA 990,580990.6k $10.8m $10.8m 0.21% Added +61.7k +61,745
9 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.51% of their portfolio WEST PALM BEACH, FL 936,107936.1k $10.2m $10.2m 0.51% Added +41.4k +41,409
10 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 865,552865.6k $9.5m $9.5m 0.16% Added +202.4k +202,416
11 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 795,074795.1k $8.7m $8.7m 0.07% Reduced -56.8k -56,844
12 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 598,913598.9k $6.5m $6.5m 0.01% Added +127.2k +127,179
13 DEBUSSY CAPITAL MANAGEMENT LP 1.35% of their portfolio CHICAGO, IL 400,365400.4k $4.4m $4.4m 1.35% Reduced -5.8k -5,800
14 Next Capital Management LLC 1.23% of their portfolio NEW YORK, NY 243,125243.1k $2.7m $2.7m 1.23% Reduced -7.5k -7,480
15 Capital Investment Advisors, LLC 0.08% of their portfolio ATLANTA, GA 232,899232.9k $2.5m $2.5m 0.08% Reduced -13.1k -13,074
16 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 217,124217.1k $2.4m $2.4m 0.00% Reduced -42.8k -42,793
17 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 204,405204.4k $2.2m $2.2m 0.05% Reduced -3.4k -3,411
18 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 192,608192.6k $2.1m $2.1m 0.07% New
19 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 183,726183.7k $2.0m $2.0m 0.00% Unchanged
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 179,042179.0k $2.0m $2.0m 0.00% Reduced -31.9k -31,860
21 AQR Arbitrage LLC 0.08% of their portfolio Greenwich, CT 178,704178.7k $2.0m $2.0m 0.08% Added +63.1k +63,087
22 Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio Parsippany, NJ 172,973173.0k $1.9m $1.9m 0.11% Reduced -29.5k -29,539
23 Thomas J. Herzfeld Advisors, Inc. 0.71% of their portfolio MIAMI BEACH, FL 162,755162.8k $1.8m $1.8m 0.71% Reduced -20.5k -20,529
24 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 157,414157.4k $1.7m $1.7m 0.00% Reduced -6.8k -6,777
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 156,686156.7k $1.7m $1.7m 0.00% Added +23.4k +23,366
26 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 148,238148.2k $1.6m $1.6m 0.00% Added +12.1k +12,100
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 139,235139.2k $1.5m $1.5m 0.00% Reduced -22.6k -22,595
28 Bulldog Investors, LLP 0.44% of their portfolio SADDLE BROOK, NJ 121,405121.4k $1.3m $1.3m 0.44% Added +54.0k +54,033
29 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 113,540113.5k $1.2m $1.2m 0.01% Unchanged
30 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 110,764110.8k $1.2m $1.2m 0.02% Added +4.5k +4,516
31 ICON ADVISERS INC/CO 0.29% of their portfolio GREENWOOD VILLAGE, CO 105,268105.3k $1.2m $1.2m 0.29% Reduced -53.6k -53,558
32 Tranquility Partners, LLC 0.48% of their portfolio Brentwood, TN 101,520101.5k $1.1m $1.1m 0.48% Unchanged
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 91,42091.4k $999.2k $999.2k 0.00% Added +10.6k +10,572
34 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 83,95484.0k $917.6k $917.6k 0.03% Added +21.6k +21,617
35 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 83,18383.2k $909.2k $909.2k 0.00% Reduced -3.0k -3,026
36 Selway Asset Management 0.38% of their portfolio BOISE, ID 79,80579.8k $872.3k $872.3k 0.38% Reduced -1.4k -1,400
37 Saba Capital Management, L.P. 0.03% of their portfolio NEW YORK, NY 73,25273.3k $800.6k $800.6k 0.03% Reduced -137.6k -137,644
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 72,78472.8k $791.0k $791.0k 0.00% Added +16.1k +16,133
39 Weiss Asset Management LP 0.10% of their portfolio BOSTON, MA 68,83468.8k $752.4k $752.4k 0.10% Added +54.0k +54,013
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 68,28468.3k $746.3k $746.3k 0.01% Added +3.3k +3,308
41 Oder Investment Management, LLC 0.75% of their portfolio WOODLAND HILLS, CA 62,65762.7k $684.8k $684.8k 0.75% Reduced -99 -99
42 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 62,13462.1k $679.1k $679.1k 0.02% Reduced -1.7k -1,725
43 Almitas Capital LLC 0.29% of their portfolio SANTA MONICA, CA 61,40061.4k $684.0k $684.0k 0.29% New
44 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 60,16460.2k $657.6k $657.6k 0.01% Reduced -5.2k -5,152
45 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 55,59255.6k $607.6k $607.6k 0.01% Added +9.4k +9,409
46 Stolper Co 0.25% of their portfolio TULSA, OK 54,38654.4k $594.0k $594.0k 0.25% Reduced -882 -882
47 FourThought Financial Partners, LLC 0.07% of their portfolio VENICE, FL 50,81050.8k $555.4k $555.4k 0.07% Added +2.4k +2,421
48 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 48,16048.2k $526.4k $526.4k 0.00% Added +3.2k +3,169
49 Claybrook Capital, LLC 0.26% of their portfolio WELLESLEY, MA 44,89844.9k $490.7k $490.7k 0.26% Added +6.2k +6,190
50 Logan Stone Capital, LLC 0.16% of their portfolio CHICAGO, IL 44,15244.2k $482.6k $482.6k 0.16% Reduced -90.1k -90,091
51 ROBINSON CAPITAL MANAGEMENT, LLC 0.19% of their portfolio GROSSE POINTE FARMS, MI 39,75939.8k $436.4k $436.4k 0.19% New
52 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 37,27537.3k $407.4k $407.4k 0.03% Added +9.4k +9,400
53 TRANSCEND CAPITAL ADVISORS, LLC 0.03% of their portfolio MADISON, NJ 32,71332.7k $357.6k $357.6k 0.03% New
54 INVICTUS PRIVATE WEALTH, LLC 0.04% of their portfolio Denver, CO 30,72830.7k $335.9k $335.9k 0.04% Reduced -43 -43
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,59329.6k $323.0k $323.0k 0.00% Reduced -5.5k -5,504
56 Round Rock Advisors LLC 0.12% of their portfolio WILTON, CT 29,49829.5k $322.4k $322.4k 0.12% Unchanged
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,57828.6k $312.4k $312.4k 0.00% New
58 Bison Wealth, LLC 0.05% of their portfolio Atlanta, GA 26,41426.4k $288.7k $288.7k 0.05% New
59 VIRTUS ADVISERS, LLC 0.17% of their portfolio HARTFORD, CT 26,41326.4k $288.7k $288.7k 0.17% Reduced -6.6k -6,621
60 Summit Financial Wealth Advisors, LLC 0.07% of their portfolio Lafayette, LA 26,25026.2k $286.9k $286.9k 0.07% Reduced -500 -500
61 ROTHSCHILD INVESTMENT LLC /IL 0.02% of their portfolio CHICAGO, IL 25,78025.8k $282.0k $282.0k 0.02% Unchanged
62 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,36525.4k $277.2k $277.2k 0.00% Added +4.9k +4,935
63 LEO BROKERAGE, LLC 0.03% of their portfolio HURST, TX 25,31325.3k $276.7k $276.7k 0.03% Unchanged
64 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,01025.0k $273.4k $273.4k 0.00% First filing
65 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 24,81924.8k $271.0k $271.0k 0.01% Added +7.1k +7,070
66 Greytown Advisors Inc. 0.14% of their portfolio MIAMI, FL 23,98224.0k $262.1k $262.1k 0.14% Unchanged
67 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 20,49720.5k $224.0k $224.0k 0.00% Added +1.3k +1,344
68 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,61119.6k $214.3k $214.3k 0.00% Unchanged
69 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.10% of their portfolio HIGHLAND PARK, IL 19,07519.1k $208.5k $208.5k 0.10% New
70 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio Englewood, NJ 17,52317.5k $191.5k $191.5k 0.03% Added +1.1k +1,082
71 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 17,18317.2k $187.8k $187.8k 0.00% Added +219 +219
72 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 17,16417.2k $187.6k $187.6k 0.00% Unchanged
73 Bramshill Investments, LLC 0.01% of their portfolio NAPLES, FL 15,02215.0k $164.2k $164.2k 0.01% Reduced -128 -128
74 FirstPurpose Wealth LLC 0.07% of their portfolio OREM, UT 15,00015.0k $163.9k $163.9k 0.07% Unchanged
75 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 14,31914.3k $156.5k $156.5k 0.02% Reduced -10.2k -10,178
76 Keystone Financial Group 0.03% of their portfolio LEXINGTON, KY 13,73313.7k $150.1k $150.1k 0.03% First filing
77 Twelve Points Wealth Management LLC 0.08% of their portfolio CONCORD, MA 13,44913.4k $147.0k $147.0k 0.08% Unchanged
78 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 12,50012.5k $136.6k $136.6k 0.01% Unchanged
79 Ironsides Asset Advisors, LLC 0.06% of their portfolio ROCKY MOUNT, NC 12,40612.4k $134.5k $134.5k 0.06% Added +2.2k +2,226
80 B. Riley Wealth Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 12,10012.1k $132.3k $132.3k 0.00% Unchanged
81 JT Stratford LLC 0.04% of their portfolio GAINESVILLE, GA 12,00112.0k $131.2k $131.2k 0.04% Unchanged
82 MELFA WEALTH MANAGEMENT, INC. 0.12% of their portfolio WESTBOROUGH, MA 11,16711.2k $122.1k $122.1k 0.12% New
83 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 10,49310.5k $114.7k $114.7k 0.00% New
84 Graves Light Lenhart Wealth, Inc. 0.01% of their portfolio HARRISONBURG, VA 10,00010.0k $109.3k $109.3k 0.01% Unchanged
85 Meteora Capital, LLC 0.02% of their portfolio Boca Raton, FL 10,00010.0k $109.3k $109.3k 0.02% New
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,8895.9k $64.4k $64.4k 0.00% Reduced -860 -860
87 Horrell Capital Management, Inc. 0.02% of their portfolio LITTLE ROCK, AR 5,0005.0k $55.0k $55.0k 0.02% Unchanged
88 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 3,9734.0k $44.0k $44.0k 0.00% Added +342 +342
89 Pinnacle Financial Partners Inc 0.00% of their portfolio Nashville, TN 2,2342.2k $24.4k $24.4k 0.00% Unchanged
90 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8001.8k $19.7k $19.7k 0.00% Unchanged
91 M&R CAPITAL MANAGEMENT INC 0.00% of their portfolio SUMMIT, NJ 1,6251.6k $17.8k $17.8k 0.00% Unchanged
92 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,5001.5k $16.4k $16.4k 0.00% Unchanged
93 Eagle Bay Advisors LLC 0.00% of their portfolio NEW YORK, NY 554554 $6.1k $6.1k 0.00% Unchanged
94 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 500500 $5.5k $5.5k 0.00% Unchanged
95 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 275275 $3.0k $3.0k 0.00% Unchanged
96 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 100100 $1.1k $1.1k 0.00% Unchanged
97 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1616 $175 $175 0.00% Added +10 +10
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged