Vault-13

BLACKSTONE STRATEGIC CRED 20 BGB

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

101 institutional holders +1 vs Q3 2023
24,567,82424.6m shares reported held*
$277.7mreported value*
12 new 34 added 25 reduced 12 sold out net sold ≈ $2.0m (-134.6k 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 ≈ $11.30.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 90Q4 22: 97Q1 23: 94Q2 23: 98Q3 23: 100Q4 23: 101101Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202290
Q4 202297
Q1 202394
Q2 202398
Q3 2023100
Q4 2023101

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 23Q4 23: 46 bought or addedQ4 23: 37 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224931
Q1 20234636
Q2 20234038
Q3 20234537
Q4 20234637

Biggest buyers

MORGAN STANLEY Added +1,369,533+1.4m
LPL Financial LLC Added +223,521+223.5k
Coastal Bridge Advisors, LLC Added +182,644+182.6k
TRANSCEND CAPITAL ADVISORS, LLC Added +177,166+177.2k
Alpine Global Management, LLC Added +165,866+165.9k
Tidal Investments LLC New +105,989+106.0k
Westchester Capital Management, LLC New +103,171+103.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +92,757+92.8k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +92,034+92.0k
ROBINSON CAPITAL MANAGEMENT, LLC Added +85,602+85.6k

Biggest sellers

Atlas Wealth LLC Sold out -1,704,047-1.7m
Allspring Global Investments Holdings, LLC Reduced -669,786-669.8k
DEBUSSY CAPITAL MANAGEMENT LP Reduced -150,187-150.2k
Integrated Wealth Concepts LLC Reduced -131,775-131.8k
GUGGENHEIM CAPITAL LLC Reduced -118,914-118.9k
Weiss Asset Management LP Sold out -90,883-90.9k
ICON ADVISERS INC/CO Sold out -80,011-80.0k
Hennion & Walsh Asset Management, Inc. Reduced -74,372-74.4k
Raymond James Financial Services Advisors, Inc. Reduced -72,525-72.5k
Saba Capital Management, L.P. Sold out -72,452-72.5k

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 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
101Q1 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 23Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20220—0——
Q2 20220—0——
Q3 20221$5560——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20231$1.3k0——
Q4 20230—0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-10-31 McKemie Gordon Portfolio Manager Bought 4,760 $10.64 $50.6k4.8k shares +16%

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,544,6604.5m $51.4m $51.4m 0.00% Added +1.4m +1,369,533
2 Coastal Bridge Advisors, LLC 11.64% of their portfolio WESTPORT, CT 4,012,2024.0m $45.4m $45.4m 11.64% Added +182.6k +182,644
3 SIT INVESTMENT ASSOCIATES INC 0.39% of their portfolio Minneapolis, MN 1,388,6701.4m $15.7m $15.7m 0.39% Reduced -9.1k -9,087
4 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 1,205,5891.2m $13.6m $13.6m 0.07% First filing
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,124,4251.1m $12.7m $12.7m 0.00% Added +55.9k +55,864
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,115,5691.1m $12.6m $12.6m 0.00% Added +76.8k +76,807
7 Penserra Capital Management LLC 0.23% of their portfolio ORINDA, CA 1,080,6971.1m $12.2m $12.2m 0.23% Added +74.8k +74,801
8 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.96% of their portfolio London, X0 1,040,2081.0m $11.8m $11.8m 0.96% Unchanged
9 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.53% of their portfolio WEST PALM BEACH, FL 973,294973.3k $11.0m $11.0m 0.53% Added +49.9k +49,882
10 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 714,676714.7k $8.1m $8.1m 0.06% Reduced -118.9k -118,914
11 Integrated Wealth Concepts LLC 0.13% of their portfolio WALTHAM, MA 690,942690.9k $7.8m $7.8m 0.13% Reduced -131.8k -131,775
12 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 385,674385.7k $4.4m $4.4m 0.01% Added +5.9k +5,885
13 Alpine Global Management, LLC 0.60% of their portfolio NEW YORK, NY 361,112361.1k $4.1m $4.1m 0.60% Added +165.9k +165,866
14 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 318,521318.5k $3.6m $3.6m 0.01% Added +92.8k +92,757
15 TRANSCEND CAPITAL ADVISORS, LLC 0.29% of their portfolio MADISON, NJ 291,854291.9k $3.3m $3.3m 0.29% Added +177.2k +177,166
16 Merit Financial Group, LLC 0.09% of their portfolio ALPHARETTA, GA 261,812261.8k $3.0m $3.0m 0.09% Added +14.3k +14,324
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 252,186252.2k $2.9m $2.9m 0.00% Added +223.5k +223,521
18 DEBUSSY CAPITAL MANAGEMENT LP 0.87% of their portfolio CHICAGO, IL 250,817250.8k $2.9m $2.9m 0.87% Reduced -150.2k -150,187
19 Next Capital Management LLC 1.15% of their portfolio NEW YORK, NY 236,459236.5k $2.7m $2.7m 1.15% Reduced -1.9k -1,905
20 Capital Investment Advisors, LLC 0.07% of their portfolio ATLANTA, GA 235,696235.7k $2.7m $2.7m 0.07% Added +9.1k +9,114
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 194,703194.7k $2.2m $2.2m 0.00% Reduced -2.6k -2,635
22 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 183,726183.7k $2.1m $2.1m 0.00% Unchanged
23 Thomas J. Herzfeld Advisors, Inc. 0.72% of their portfolio MIAMI BEACH, FL 172,803172.8k $2.0m $2.0m 0.72% Added +22.4k +22,438
24 Advisors Asset Management, Inc. 0.04% of their portfolio Monument, CO 171,804171.8k $1.9m $1.9m 0.04% Reduced -31.8k -31,793
25 AQR Arbitrage LLC 0.08% of their portfolio Greenwich, CT 166,112166.1k $1.9m $1.9m 0.08% Added +2.0k +1,953
26 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 161,485161.5k $1.8m $1.8m 0.00% Reduced -57.9k -57,935
27 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 143,628143.6k $1.6m $1.6m 0.00% Reduced -9.6k -9,582
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 133,769133.8k $1.5m $1.5m 0.00% Reduced -20.1k -20,081
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 132,271132.3k $1.5m $1.5m 0.00% Added +53.0k +52,996
30 ROBINSON CAPITAL MANAGEMENT, LLC 0.34% of their portfolio GROSSE POINTE FARMS, MI 125,361125.4k $948.1k $948.1k 0.34% Added +85.6k +85,602
31 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 122,124122.1k $1.4m $1.4m 0.02% Added +7.7k +7,736
32 Bulldog Investors, LLP 0.45% of their portfolio SADDLE BROOK, NJ 121,405121.4k $1.4m $1.4m 0.45% Unchanged
33 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 113,540113.5k $1.3m $1.3m 0.01% Unchanged
34 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 107,129107.1k $1.2m $1.2m 0.00% Added +24.7k +24,725
35 Tidal Investments LLC 0.03% of their portfolio Milwaukee, WI 105,989106.0k $1.2m $1.2m 0.03% New
36 Westchester Capital Management, LLC 0.05% of their portfolio VALHALLA, NY 103,171103.2k $1.2m $1.2m 0.05% New
37 Tranquility Partners, LLC 0.48% of their portfolio Brentwood, TN 100,493100.5k $1.1m $1.1m 0.48% Reduced -12.2k -12,189
38 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.09% of their portfolio Englewood, NJ 92,03492.0k $1.0m $1.0m 0.09% New
39 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 89,33489.3k $1.0m $1.0m 0.01% Added +799 +799
40 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 86,43586.4k $978.4k $978.4k 0.01% Added +25.1k +25,082
41 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 82,68482.7k $944.2k $944.2k 0.01% Added +27.1k +27,100
42 Almitas Capital LLC 0.31% of their portfolio SANTA MONICA, CA 80,15880.2k $907.4k $907.4k 0.31% Added +32.0k +32,047
43 Hennion & Walsh Asset Management, Inc. 0.05% of their portfolio Parsippany, NJ 72,59572.6k $821.8k $821.8k 0.05% Reduced -74.4k -74,372
44 Oder Investment Management, LLC 0.75% of their portfolio WOODLAND HILLS, CA 66,61366.6k $754.1k $754.1k 0.75% Reduced -194 -194
45 Selway Asset Management 0.29% of their portfolio BOISE, ID 61,30561.3k $694.0k $694.0k 0.29% Reduced -13.4k -13,400
46 FourThought Financial Partners, LLC 0.09% of their portfolio VENICE, FL 60,67660.7k $686.9k $686.9k 0.09% Added +1.1k +1,132
47 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 54,72254.7k $619.4k $619.4k 0.00% Reduced -72.5k -72,525
48 Stolper Co 0.25% of their portfolio TULSA, OK 54,67054.7k $619.0k $619.0k 0.25% Added +1.2k +1,178
49 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 51,78451.8k $586.2k $586.2k 0.01% Reduced -3.5k -3,500
50 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 50,33650.3k $569.8k $569.8k 0.00% Reduced -214 -214
51 INVICTUS PRIVATE WEALTH, LLC 0.05% of their portfolio Denver, CO 45,48545.5k $514.9k $514.9k 0.05% Added +14.7k +14,714
52 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 44,89844.9k $512.5k $512.5k 0.01% New
53 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 44,50044.5k $503.7k $503.7k 0.00% New
54 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 43,03243.0k $487.1k $487.1k 0.00% Reduced -669.8k -669,786
55 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 39,95240.0k $452.3k $452.3k 0.02% Added +40 +40
56 VIRTUS ADVISERS, LLC 0.26% of their portfolio HARTFORD, CT 36,77136.8k $416.2k $416.2k 0.26% Reduced -12.1k -12,139
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 31,22431.2k $353.5k $353.5k 0.00% New
58 Round Rock Advisors LLC 0.08% of their portfolio WILTON, CT 29,49829.5k $333.9k $333.9k 0.08% Unchanged
59 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 28,71028.7k $325.0k $325.0k 0.01% Added +2.8k +2,828
60 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 28,33328.3k $320.7k $320.7k 0.00% Unchanged
61 Bison Wealth, LLC 0.05% of their portfolio Atlanta, GA 27,22927.2k $308.2k $308.2k 0.05% Added +639 +639
62 Leo Wealth, LLC 0.03% of their portfolio HURST, TX 25,31325.3k $286.5k $286.5k 0.03% First filing
63 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 24,81924.8k $281.0k $281.0k 0.01% Unchanged
64 Greytown Advisors Inc. 0.15% of their portfolio MIAMI, FL 23,98224.0k $273.7k $273.7k 0.15% Unchanged
65 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 22,24622.2k $251.8k $251.8k 0.00% Added +4.6k +4,619
66 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,61119.6k $222.0k $222.0k 0.00% Unchanged
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,47119.5k $220.0k $220.0k 0.00% Reduced -2.8k -2,757
68 Summit Financial Wealth Advisors, LLC 0.05% of their portfolio Lafayette, LA 19,40019.4k $219.6k $219.6k 0.05% Unchanged
69 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.10% of their portfolio HIGHLAND PARK, IL 19,07519.1k $215.9k $215.9k 0.10% Unchanged
70 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 17,98718.0k $203.6k $203.6k 0.00% Unchanged
71 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 16,53216.5k $187.1k $187.1k 0.02% Unchanged
72 FirstPurpose Wealth LLC 0.06% of their portfolio OREM, UT 15,00015.0k $169.8k $169.8k 0.06% Unchanged
73 Aristides Capital LLC 0.09% of their portfolio LOUISVILLE, KY 14,96215.0k $169.4k $169.4k 0.09% New
74 Accuvest Global Advisors 0.18% of their portfolio PROVO, UT 14,86314.9k $168.2k $168.2k 0.18% New
75 Keystone Financial Group 0.03% of their portfolio LEXINGTON, KY 14,54214.5k $164.6k $164.6k 0.03% Added +331 +331
76 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 14,25014.2k $161.3k $161.3k 0.03% New
77 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 13,47413.5k $152.5k $152.5k 0.01% Unchanged
78 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 12,50012.5k $141.5k $141.5k 0.01% Unchanged
79 CTC Alternative Strategies, Ltd. 0.29% of their portfolio CHICAGO, IL 12,32012.3k $139.5k $139.5k 0.29% New
80 Ironsides Asset Advisors, LLC 0.06% of their portfolio ROCKY MOUNT, NC 12,18312.2k $137.9k $137.9k 0.06% Reduced -1.6k -1,580
81 Twelve Points Wealth Management LLC 0.07% of their portfolio CONCORD, MA 12,16912.2k $137.8k $137.8k 0.07% Reduced -840 -840
82 MELFA WEALTH MANAGEMENT, INC. 0.12% of their portfolio WESTBOROUGH, MA 11,16711.2k $126.4k $126.4k 0.12% Unchanged
83 Snowden Capital Advisors LLC 0.00% of their portfolio New York, NY 11,13011.1k $126.0k $126.0k 0.00% Added +84 +84
84 Bramshill Investments, LLC 0.01% of their portfolio NAPLES, FL 10,18510.2k $115.3k $115.3k 0.01% Unchanged
85 Graves Light Lenhart Wealth, Inc. 0.01% of their portfolio HARRISONBURG, VA 10,00010.0k $113.2k $113.2k 0.01% Unchanged
86 Robbins Farley 0.05% of their portfolio BEDFORD, NH 7,0517.1k $79.8k $79.8k 0.05% Unchanged
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,9686.0k $67.6k $67.6k 0.00% Reduced -550 -550
88 Horrell Capital Management, Inc. 0.02% of their portfolio LITTLE ROCK, AR 5,0005.0k $57.0k $57.0k 0.02% Unchanged
89 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,1704.2k $47.2k $47.2k 0.00% Reduced -758 -758
90 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,5322.5k $29.0k $29.0k 0.00% Unchanged
91 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 1,8661.9k $21.1k $21.1k 0.01% Added +977 +977
92 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8001.8k $20.4k $20.4k 0.00% Unchanged
93 M&R CAPITAL MANAGEMENT INC 0.00% of their portfolio SUMMIT, NJ 1,6251.6k $18.4k $18.4k 0.00% Unchanged
94 Truvestments Capital LLC 0.01% of their portfolio SARASOTA, FL 1,0001.0k $11.3k $11.3k 0.01% New
95 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 780780 $8.8k $8.8k 0.00% First filing
96 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 605605 $6.8k $6.8k 0.00% Added +330 +330
97 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 500500 $5.7k $5.7k 0.00% Unchanged
98 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 100100 $1.1k $1.1k 0.00% Unchanged
99 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 8585 $962 $962 0.00% New
100 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 77 $79 $79 0.00% Reduced -424 -424