Vault-13

BLACKSTONE STRATEGIC CRED 20 BGB

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

100 institutional holders +2 vs Q2 2023
23,857,03123.9m shares reported held*
$262.2mreported value*
10 new 35 added 30 reduced 7 sold out net bought ≈ $8.0m (+731.8k 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 ≈ $10.99.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 90Q4 22: 97Q1 23: 94Q2 23: 98Q3 23: 100100Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202290
Q4 202297
Q1 202394
Q2 202398
Q3 2023100

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 23Q3 23: 45 bought or addedQ3 23: 37 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224931
Q1 20234636
Q2 20234038
Q3 20234537

Biggest buyers

ADVISOR PARTNERS II, LLC New +341,373+341.4k
HighTower Advisors, LLC Added +307,005+307.0k
Alpine Global Management, LLC New +195,246+195.2k
Allspring Global Investments Holdings, LLC Added +113,905+113.9k
TRANSCEND CAPITAL ADVISORS, LLC Added +81,975+82.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +69,078+69.1k
Merit Financial Group, LLC Added +54,880+54.9k
Atlas Wealth LLC Added +47,073+47.1k
GUGGENHEIM CAPITAL LLC Added +38,516+38.5k
BANK OF AMERICA CORP /DE/ Added +30,301+30.3k

Biggest sellers

Coastal Bridge Advisors, LLC Reduced -303,064-303.1k
Snowden Capital Advisors LLC Reduced -72,908-72.9k
MORGAN STANLEY Reduced -50,981-51.0k
Logan Stone Capital, LLC Sold out -44,152-44.2k
Integrated Wealth Concepts LLC Reduced -42,835-42.8k
JPMORGAN CHASE & CO Sold out -28,578-28.6k
Hennion & Walsh Asset Management, Inc. Reduced -26,006-26.0k
ROTHSCHILD INVESTMENT LLC /IL Sold out -25,780-25.8k
ICON ADVISERS INC/CO Reduced -25,257-25.3k
Rockefeller Capital Management L.P. Sold out -25,010-25.0k

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 Q3 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
101Q4 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 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 1 buyingQ3 23: 0 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20221$5560——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20231$1.3k0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-09-28 Naratil Valerie Public Relations Officer Bought 120 $10.99 $1.3k120 shares +34%

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coastal Bridge Advisors, LLC 11.29% of their portfolio WESTPORT, CT 3,829,5583.8m $42.1m $42.1m 11.29% Reduced -303.1k -303,064
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,175,1273.2m $34.9m $34.9m 0.00% Reduced -51.0k -50,981
3 Atlas Wealth LLC 3.50% of their portfolio CINCINNATI, OH 1,704,0471.7m $18.7m $18.7m 3.50% Added +47.1k +47,073
4 SIT INVESTMENT ASSOCIATES INC 0.42% of their portfolio Minneapolis, MN 1,397,7571.4m $15.4m $15.4m 0.42% Added +11.5k +11,520
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,068,5611.1m $11.7m $11.7m 0.00% Added +30.3k +30,301
6 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1.00% of their portfolio London, X0 1,040,2081.0m $11.4m $11.4m 1.00% Unchanged
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,038,7621.0m $11.4m $11.4m 0.00% Reduced -3.3k -3,309
8 Penserra Capital Management LLC 0.23% of their portfolio ORINDA, CA 1,005,8961.0m $11.1m $11.1m 0.23% Added +15.3k +15,316
9 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.53% of their portfolio WEST PALM BEACH, FL 923,412923.4k $10.1m $10.1m 0.53% Reduced -12.7k -12,695
10 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 833,590833.6k $9.2m $9.2m 0.08% Added +38.5k +38,516
11 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 822,717822.7k $9.0m $9.0m 0.16% Reduced -42.8k -42,835
12 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 712,818712.8k $7.8m $7.8m 0.01% Added +113.9k +113,905
13 DEBUSSY CAPITAL MANAGEMENT LP 1.44% of their portfolio CHICAGO, IL 401,004401.0k $4.4m $4.4m 1.44% Added +639 +639
14 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 379,789379.8k $4.2m $4.2m 0.01% Added +307.0k +307,005
15 ADVISOR PARTNERS II, LLC 0.15% of their portfolio WALNUT CREEK, CA 341,373341.4k $3.8m $3.8m 0.15% New
16 Merit Financial Group, LLC 0.09% of their portfolio ALPHARETTA, GA 247,488247.5k $2.7m $2.7m 0.09% Added +54.9k +54,880
17 Next Capital Management LLC 1.19% of their portfolio NEW YORK, NY 238,364238.4k $2.6m $2.6m 1.19% Reduced -4.8k -4,761
18 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 226,582226.6k $2.5m $2.5m 0.07% Reduced -6.3k -6,317
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 225,764225.8k $2.5m $2.5m 0.01% Added +69.1k +69,078
20 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 219,420219.4k $2.4m $2.4m 0.00% Added +2.3k +2,296
21 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 203,597203.6k $2.2m $2.2m 0.05% Reduced -808 -808
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 197,338197.3k $2.2m $2.2m 0.00% Added +18.3k +18,296
23 Alpine Global Management, LLC 0.26% of their portfolio NEW YORK, NY 195,246195.2k $2.1m $2.1m 0.26% New
24 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 183,726183.7k $2.0m $2.0m 0.00% Unchanged
25 AQR Arbitrage LLC 0.08% of their portfolio Greenwich, CT 164,159164.2k $1.8m $1.8m 0.08% Reduced -14.5k -14,545
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 153,850153.8k $1.7m $1.7m 0.00% Added +14.6k +14,615
27 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 153,210153.2k $1.7m $1.7m 0.00% Reduced -4.2k -4,204
28 Thomas J. Herzfeld Advisors, Inc. 0.64% of their portfolio MIAMI BEACH, FL 150,365150.4k $1.7m $1.7m 0.64% Reduced -12.4k -12,390
29 Hennion & Walsh Asset Management, Inc. 0.10% of their portfolio Parsippany, NJ 146,967147.0k $1.6m $1.6m 0.10% Reduced -26.0k -26,006
30 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 127,247127.2k $1.4m $1.4m 0.00% Reduced -21.0k -20,991
31 Bulldog Investors, LLP 0.46% of their portfolio SADDLE BROOK, NJ 121,405121.4k $1.3m $1.3m 0.46% Unchanged
32 TRANSCEND CAPITAL ADVISORS, LLC 0.12% of their portfolio MADISON, NJ 114,688114.7k $1.3m $1.3m 0.12% Added +82.0k +81,975
33 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 114,388114.4k $1.3m $1.3m 0.02% Added +3.6k +3,624
34 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 113,540113.5k $1.2m $1.2m 0.01% Unchanged
35 Tranquility Partners, LLC 0.53% of their portfolio Brentwood, TN 112,682112.7k $1.2m $1.2m 0.53% Added +11.2k +11,162
36 Weiss Asset Management LP 0.08% of their portfolio BOSTON, MA 90,88390.9k $998.8k $998.8k 0.08% Added +22.0k +22,049
37 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 88,53588.5k $973.0k $973.0k 0.01% Added +28.4k +28,371
38 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 82,40482.4k $905.6k $905.6k 0.00% Reduced -779 -779
39 ICON ADVISERS INC/CO 0.22% of their portfolio GREENWOOD VILLAGE, CO 80,01180.0k $870.9k $870.9k 0.22% Reduced -25.3k -25,257
40 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 79,27579.3k $871.2k $871.2k 0.00% Reduced -12.1k -12,145
41 Selway Asset Management 0.38% of their portfolio BOISE, ID 74,70574.7k $821.0k $821.0k 0.38% Reduced -5.1k -5,100
42 Saba Capital Management, L.P. 0.03% of their portfolio NEW YORK, NY 72,45272.5k $796.2k $796.2k 0.03% Reduced -800 -800
43 Oder Investment Management, LLC 0.80% of their portfolio WOODLAND HILLS, CA 66,80766.8k $734.2k $734.2k 0.80% Added +4.2k +4,150
44 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 61,35361.4k $674.3k $674.3k 0.01% Added +5.8k +5,761
45 FourThought Financial Partners, LLC 0.09% of their portfolio VENICE, FL 59,54459.5k $654.4k $654.4k 0.09% Added +8.7k +8,734
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 55,58455.6k $610.9k $610.9k 0.01% Reduced -12.7k -12,700
47 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 55,28455.3k $607.6k $607.6k 0.02% Reduced -6.8k -6,850
48 Stolper Co 0.25% of their portfolio TULSA, OK 53,49253.5k $588.0k $588.0k 0.25% Reduced -894 -894
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 50,55050.5k $555.5k $555.5k 0.00% Added +2.4k +2,390
50 VIRTUS ADVISERS, LLC 0.33% of their portfolio HARTFORD, CT 48,91048.9k $537.5k $537.5k 0.33% Added +22.5k +22,497
51 Almitas Capital LLC 0.25% of their portfolio SANTA MONICA, CA 48,11148.1k $528.7k $528.7k 0.25% Reduced -13.3k -13,289
52 Claybrook Capital, LLC 0.28% of their portfolio WELLESLEY, MA 44,89844.9k $493.4k $493.4k 0.28% Unchanged
53 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 39,91239.9k $438.6k $438.6k 0.03% Added +2.6k +2,637
54 ROBINSON CAPITAL MANAGEMENT, LLC 0.19% of their portfolio GROSSE POINTE FARMS, MI 39,75939.8k $427.4k $427.4k 0.19% Unchanged
55 INVICTUS PRIVATE WEALTH, LLC 0.04% of their portfolio Denver, CO 30,77130.8k $338.2k $338.2k 0.04% Added +43 +43
56 Round Rock Advisors LLC 0.12% of their portfolio WILTON, CT 29,49829.5k $324.2k $324.2k 0.12% Unchanged
57 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,66528.7k $315.0k $315.0k 0.00% Added +3.3k +3,300
58 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 28,33328.3k $311.4k $311.4k 0.00% New
59 Bison Wealth, LLC 0.06% of their portfolio Atlanta, GA 26,59026.6k $292.2k $292.2k 0.06% Added +176 +176
60 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 25,88225.9k $284.4k $284.4k 0.01% Added +5.4k +5,385
61 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 24,81924.8k $272.8k $272.8k 0.01% Unchanged
62 Greytown Advisors Inc. 0.15% of their portfolio MIAMI, FL 23,98224.0k $263.6k $263.6k 0.15% Unchanged
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,22822.2k $245.0k $245.0k 0.00% Reduced -7.4k -7,365
64 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,61119.6k $215.5k $215.5k 0.00% Unchanged
65 Summit Financial Wealth Advisors, LLC 0.05% of their portfolio Lafayette, LA 19,40019.4k $212.0k $212.0k 0.05% Reduced -6.8k -6,850
66 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.11% of their portfolio HIGHLAND PARK, IL 19,07519.1k $209.6k $209.6k 0.11% Unchanged
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 17,98718.0k $197.7k $197.7k 0.00% Added +823 +823
68 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 17,62717.6k $193.7k $193.7k 0.00% Added +444 +444
69 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 16,53216.5k $181.7k $181.7k 0.02% New
70 FirstPurpose Wealth LLC 0.07% of their portfolio OREM, UT 15,00015.0k $164.8k $164.8k 0.07% Unchanged
71 Keystone Financial Group 0.03% of their portfolio LEXINGTON, KY 14,21114.2k $156.2k $156.2k 0.03% Added +478 +478
72 B. Riley Wealth Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 13,90513.9k $152.8k $152.8k 0.00% Added +1.8k +1,805
73 Ironsides Asset Advisors, LLC 0.07% of their portfolio ROCKY MOUNT, NC 13,76313.8k $151.3k $151.3k 0.07% Added +1.4k +1,357
74 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 13,47413.5k $148.1k $148.1k 0.01% Reduced -845 -845
75 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 13,30913.3k $145.2k $145.2k 0.04% New
76 Twelve Points Wealth Management LLC 0.07% of their portfolio CONCORD, MA 13,00913.0k $143.0k $143.0k 0.07% Reduced -440 -440
77 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 12,50012.5k $137.4k $137.4k 0.01% Unchanged
78 Shaker Financial Services, LLC 0.06% of their portfolio Arlington, VA 12,00012.0k $131.9k $131.9k 0.06% New
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,36911.4k $124.9k $124.9k 0.00% New
80 MELFA WEALTH MANAGEMENT, INC. 0.13% of their portfolio WESTBOROUGH, MA 11,16711.2k $122.7k $122.7k 0.13% Unchanged
81 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 11,04611.0k $121.4k $121.4k 0.01% Reduced -72.9k -72,908
82 JT Stratford LLC 0.03% of their portfolio GAINESVILLE, GA 10,27610.3k $112.9k $112.9k 0.03% Reduced -1.7k -1,725
83 Bramshill Investments, LLC 0.01% of their portfolio NAPLES, FL 10,18510.2k $111.9k $111.9k 0.01% Reduced -4.8k -4,837
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 $109.9k $109.9k 0.02% Unchanged
86 Robbins Farley 0.05% of their portfolio BEDFORD, NH 7,0517.1k $77.5k $77.5k 0.05% New
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,5186.5k $71.6k $71.6k 0.00% Added +629 +629
88 Horrell Capital Management, Inc. 0.02% of their portfolio LITTLE ROCK, AR 5,0005.0k $55.0k $55.0k 0.02% Unchanged
89 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,9284.9k $54.2k $54.2k 0.00% New
90 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,5322.5k $28.0k $28.0k 0.00% Reduced -1.4k -1,441
91 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8001.8k $19.8k $19.8k 0.00% Unchanged
92 M&R CAPITAL MANAGEMENT INC 0.00% of their portfolio SUMMIT, NJ 1,6251.6k $17.9k $17.9k 0.00% Unchanged
93 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,5001.5k $16.5k $16.5k 0.00% Unchanged
94 Elequin Capital, LP 0.00% of their portfolio NEW YORK, NY 889889 $9.8k $9.8k 0.00% New
95 Eagle Bay Advisors LLC 0.00% of their portfolio NEW YORK, NY 554554 $6.1k $6.1k 0.00% Unchanged
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 500500 $5.5k $5.5k 0.00% Unchanged
97 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 431431 $4.7k $4.7k 0.00% Added +415 +415
98 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 275275 $3.0k $3.0k 0.00% Unchanged
99 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 100100 $1.1k $1.1k 0.00% Unchanged
100 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged