Vault-13

BLACKSTONE STRATEGIC CRED 20 BGB

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

93 institutional holders -8 vs Q4 2023
26,368,44726.4m shares reported held*
$314.9mreported value*
11 new 32 added 22 reduced 19 sold out net bought ≈ $21.9m (+1.8m 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 ≈ $11.94.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 90Q4 22: 97Q1 23: 94Q2 23: 98Q3 23: 100Q4 23: 101Q1 24: 9393Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202290
Q4 202297
Q1 202394
Q2 202398
Q3 2023100
Q4 2023101
Q1 202493

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 23Q1 24: 43 bought or addedQ1 24: 41 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224931
Q1 20234636
Q2 20234038
Q3 20234537
Q4 20234637
Q1 20244341

Biggest buyers

MORGAN STANLEY Added +2,552,299+2.6m
COMMONWEALTH EQUITY SERVICES, LLC Added +230,363+230.4k
ROYAL BANK OF CANADA Added +158,015+158.0k
GUGGENHEIM CAPITAL LLC Added +100,529+100.5k
TRANSCEND CAPITAL ADVISORS, LLC Added +95,615+95.6k
WELLS FARGO & COMPANY/MN Added +76,933+76.9k
Advisors Asset Management, Inc. Added +76,499+76.5k
Rockefeller Capital Management L.P. New +73,839+73.8k
Pathstone Holdings, LLC Added +55,453+55.5k
LPL Financial LLC Added +42,814+42.8k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Reduced -968,195-968.2k
AQR Arbitrage LLC Sold out -166,112-166.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -92,034-92.0k
Integrated Wealth Concepts LLC Reduced -87,556-87.6k
ROBINSON CAPITAL MANAGEMENT, LLC Reduced -83,477-83.5k
Almitas Capital LLC Sold out -80,158-80.2k
Bulldog Investors, LLP Reduced -79,110-79.1k
Coastal Bridge Advisors, LLC Reduced -75,040-75.0k
Hennion & Walsh Asset Management, Inc. Sold out -72,595-72.6k
FourThought Financial Partners, LLC Sold out -60,676-60.7k

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 2024

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 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 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20220—0——
Q3 20221$5560——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20231$1.3k0——
Q4 20230—0——
Q1 20240—0——

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,096,9597.1m $84.5m $84.5m 0.00% Added +2.6m +2,552,299
2 Coastal Bridge Advisors, LLC 10.78% of their portfolio WESTPORT, CT 3,937,1623.9m $46.9m $46.9m 10.78% Reduced -75.0k -75,040
3 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 1,261,0421.3m $15.0m $15.0m 0.07% Added +55.5k +55,453
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,192,5021.2m $14.2m $14.2m 0.00% Added +76.9k +76,933
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,162,1031.2m $13.8m $13.8m 0.00% Added +37.7k +37,678
6 Penserra Capital Management LLC 0.17% of their portfolio ORINDA, CA 1,107,7691.1m $13.2m $13.2m 0.17% Added +27.1k +27,072
7 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.98% of their portfolio London, X0 1,001,9851.0m $11.9m $11.9m 0.98% Reduced -38.2k -38,223
8 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.56% of their portfolio WEST PALM BEACH, FL 973,294973.3k $11.6m $11.6m 0.56% Unchanged
9 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 815,205815.2k $9.7m $9.7m 0.07% Added +100.5k +100,529
10 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 603,386603.4k $7.2m $7.2m 0.10% Reduced -87.6k -87,556
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 548,884548.9k $6.5m $6.5m 0.01% Added +230.4k +230,363
12 SIT INVESTMENT ASSOCIATES INC 0.12% of their portfolio Minneapolis, MN 420,475420.5k $5.0m $5.0m 0.12% Reduced -968.2k -968,195
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 392,481392.5k $4.7m $4.7m 0.01% Added +6.8k +6,807
14 TRANSCEND CAPITAL ADVISORS, LLC 0.37% of their portfolio MADISON, NJ 387,469387.5k $4.6m $4.6m 0.37% Added +95.6k +95,615
15 Alpine Global Management, LLC 0.47% of their portfolio NEW YORK, NY 361,112361.1k $4.3m $4.3m 0.47% Unchanged
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 295,000295.0k $3.5m $3.5m 0.00% Added +42.8k +42,814
17 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 249,540249.5k $3.0m $3.0m 0.07% Reduced -12.3k -12,272
18 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 248,303248.3k $3.0m $3.0m 0.06% Added +76.5k +76,499
19 Next Capital Management LLC 1.14% of their portfolio NEW YORK, NY 235,634235.6k $2.8m $2.8m 1.14% Reduced -825 -825
20 Capital Investment Advisors, LLC 0.06% of their portfolio ATLANTA, GA 226,975227.0k $2.7m $2.7m 0.06% Reduced -8.7k -8,721
21 DEBUSSY CAPITAL MANAGEMENT LP 0.77% of their portfolio CHICAGO, IL 220,305220.3k $2.6m $2.6m 0.77% Reduced -30.5k -30,512
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 193,006193.0k $2.3m $2.3m 0.00% Reduced -1.7k -1,697
23 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 183,726183.7k $2.2m $2.2m 0.00% Unchanged
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 177,486177.5k $2.1m $2.1m 0.00% Added +158.0k +158,015
25 Thomas J. Herzfeld Advisors, Inc. 0.70% of their portfolio MIAMI BEACH, FL 167,346167.3k $2.0m $2.0m 0.70% Reduced -5.5k -5,457
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 156,424156.4k $1.9m $1.9m 0.00% Added +24.2k +24,153
27 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 155,720155.7k $1.9m $1.9m 0.00% Added +12.1k +12,092
28 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 141,878141.9k $1.7m $1.7m 0.00% Added +34.7k +34,749
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 140,398140.4k $1.7m $1.7m 0.00% Added +6.6k +6,629
30 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 129,957130.0k $1.5m $1.5m 0.02% Added +7.8k +7,833
31 Westchester Capital Management, LLC 0.06% of their portfolio VALHALLA, NY 126,522126.5k $1.5m $1.5m 0.06% Added +23.4k +23,351
32 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 120,644120.6k $1.4m $1.4m 0.00% Reduced -40.8k -40,841
33 Tranquility Partners, LLC 0.55% of their portfolio Brentwood, TN 119,058119.1k $1.4m $1.4m 0.55% Added +18.6k +18,565
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 117,390117.4k $1.4m $1.4m 0.00% Added +31.0k +30,955
35 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 113,540113.5k $1.4m $1.4m 0.01% Unchanged
36 Tidal Investments LLC 0.02% of their portfolio Milwaukee, WI 111,617111.6k $1.3m $1.3m 0.02% Added +5.6k +5,628
37 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 90,17490.2k $1.1m $1.1m 0.01% Added +840 +840
38 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 78,38478.4k $932.8k $932.8k 0.01% Reduced -4.3k -4,300
39 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 73,83973.8k $878.7k $878.7k 0.00% New
40 Oder Investment Management, LLC 0.73% of their portfolio WOODLAND HILLS, CA 65,93465.9k $784.6k $784.6k 0.73% Reduced -679 -679
41 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 63,39563.4k $754.4k $754.4k 0.00% Added +8.7k +8,673
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 61,76861.8k $735.0k $735.0k 0.00% Added +11.4k +11,432
43 Selway Asset Management 0.29% of their portfolio BOISE, ID 60,10560.1k $715.2k $715.2k 0.29% Reduced -1.2k -1,200
44 Stolper Co 0.24% of their portfolio TULSA, OK 55,46055.5k $660.0k $660.0k 0.24% Added +790 +790
45 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 49,32949.3k $587.0k $587.0k 0.01% Reduced -2.5k -2,455
46 VIRTUS ADVISERS, LLC 0.30% of their portfolio HARTFORD, CT 47,47447.5k $564.9k $564.9k 0.30% Added +10.7k +10,703
47 INVICTUS PRIVATE WEALTH, LLC 0.05% of their portfolio Denver, CO 47,28547.3k $562.7k $562.7k 0.05% Added +1.8k +1,800
48 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 44,89844.9k $534.3k $534.3k 0.00% Unchanged
49 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 44,50044.5k $529.5k $529.5k 0.00% Unchanged
50 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 43,03243.0k $512.1k $512.1k 0.00% Unchanged
51 Bulldog Investors, LLP 0.17% of their portfolio SADDLE BROOK, NJ 42,29542.3k $503.3k $503.3k 0.17% Reduced -79.1k -79,110
52 ROBINSON CAPITAL MANAGEMENT, LLC 0.18% of their portfolio GROSSE POINTE FARMS, MI 41,88441.9k $494.2k $494.2k 0.18% Reduced -83.5k -83,477
53 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 40,60140.6k $483.2k $483.2k 0.02% Added +29.5k +29,471
54 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 38,47538.5k $457.9k $457.9k 0.02% Reduced -1.5k -1,477
55 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 30,77530.8k $366.2k $366.2k 0.01% Added +2.1k +2,065
56 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 30,05530.1k $357.7k $357.7k 0.01% New
57 Round Rock Advisors LLC 0.08% of their portfolio WILTON, CT 29,49829.5k $351.0k $351.0k 0.08% Unchanged
58 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 24,81924.8k $295.3k $295.3k 0.01% Unchanged
59 Greytown Advisors Inc. 0.16% of their portfolio MIAMI, FL 23,98224.0k $285.4k $285.4k 0.16% Unchanged
60 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,61119.6k $233.4k $233.4k 0.00% Unchanged
61 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.09% of their portfolio HIGHLAND PARK, IL 19,07519.1k $227.0k $227.0k 0.09% Unchanged
62 Summit Financial Wealth Advisors, LLC 0.04% of their portfolio Lafayette, LA 18,10018.1k $215.4k $215.4k 0.04% Reduced -1.3k -1,300
63 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 17,75017.8k $211.2k $211.2k 0.01% New
64 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 17,31417.3k $206.0k $206.0k 0.03% Added +3.1k +3,064
65 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 17,15017.1k $204.0k $204.0k 0.00% New
66 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 16,97317.0k $202.0k $202.0k 0.01% New
67 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 16,53216.5k $196.7k $196.7k 0.02% Unchanged
68 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 15,14215.1k $180.0k $180.0k 0.00% New
69 FirstPurpose Wealth LLC 0.06% of their portfolio OREM, UT 15,00015.0k $176.7k $176.7k 0.06% Unchanged
70 Keystone Financial Group 0.02% of their portfolio LEXINGTON, KY 14,31914.3k $170.4k $170.4k 0.02% Reduced -223 -223
71 B. Riley Wealth Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 13,90513.9k $152.8k $152.8k 0.00% New
72 Leo Wealth, LLC 0.02% of their portfolio HURST, TX 13,87213.9k $165.1k $165.1k 0.02% Reduced -11.4k -11,441
73 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 13,47413.5k $160.3k $160.3k 0.01% Unchanged
74 Ironsides Asset Advisors, LLC 0.05% of their portfolio ROCKY MOUNT, NC 13,26013.3k $157.8k $157.8k 0.05% Added +1.1k +1,077
75 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 12,71212.7k $151.3k $151.3k 0.00% New
76 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 12,50012.5k $148.8k $148.8k 0.01% Unchanged
77 Twelve Points Wealth Management LLC 0.05% of their portfolio CONCORD, MA 12,16912.2k $144.8k $144.8k 0.05% Unchanged
78 MELFA WEALTH MANAGEMENT, INC. 0.10% of their portfolio WESTBOROUGH, MA 11,16711.2k $132.9k $132.9k 0.10% Unchanged
79 Bramshill Investments, LLC 0.14% of their portfolio NAPLES, FL 10,00510.0k $1.2m $1.2m 0.14% Reduced -180 -180
80 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,00310.0k $119.0k $119.0k 0.00% New
81 Graves Light Lenhart Wealth, Inc. 0.01% of their portfolio HARRISONBURG, VA 10,00010.0k $119.0k $119.0k 0.01% Unchanged
82 Robbins Farley 0.05% of their portfolio BEDFORD, NH 7,0517.1k $83.9k $83.9k 0.05% Unchanged
83 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,5085.5k $65.5k $65.5k 0.00% Added +1.3k +1,338
84 Horrell Capital Management, Inc. 0.02% of their portfolio LITTLE ROCK, AR 5,0005.0k $60.0k $60.0k 0.02% Unchanged
85 Eagle Bay Advisors LLC 0.02% of their portfolio NEW YORK, NY 2,8002.8k $33.3k $33.3k 0.02% New
86 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,5322.5k $30.0k $30.0k 0.00% Unchanged
87 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,0002.0k $23.8k $23.8k 0.00% New
88 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8001.8k $21.4k $21.4k 0.00% Unchanged
89 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 780780 $9.3k $9.3k 0.00% Unchanged
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 500500 $6.0k $6.0k 0.00% Unchanged
91 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 100100 $1.2k $1.2k 0.00% Unchanged
92 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 8585 $1.0k $1.0k 0.00% Unchanged
93 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged