Vault-13

BLACKSTONE STRATEGIC CRED 20 BGB

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

81 institutional holders -9 vs Q4 2025
20,844,00320.8m shares reported held*
$234.8mreported value*
6 new 29 added 28 reduced 14 sold out net bought ≈ $7.1m (+599.1k 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 ($3.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.26.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 90Q4 22: 97Q1 23: 94Q2 23: 98Q3 23: 100Q4 23: 101Q1 24: 93Q2 24: 94Q3 24: 92Q4 24: 91Q1 25: 82Q2 25: 81Q3 25: 85Q4 25: 90Q1 26: 8181Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202290
Q4 202297
Q1 202394
Q2 202398
Q3 2023100
Q4 2023101
Q1 202493
Q2 202494
Q3 202492
Q4 202491
Q1 202582
Q2 202581
Q3 202585
Q4 202590
Q1 202681

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 24: 34 bought or addedQ2 24: 43 cut or sold outQ3 24: 43 bought or addedQ3 24: 36 cut or sold outQ3 24Q4 24: 31 bought or addedQ4 24: 39 cut or sold outQ1 25: 30 bought or addedQ1 25: 46 cut or sold outQ1 25Q2 25: 44 bought or addedQ2 25: 30 cut or sold outQ3 25: 39 bought or addedQ3 25: 29 cut or sold outQ3 25Q4 25: 41 bought or addedQ4 25: 42 cut or sold outQ1 26: 35 bought or addedQ1 26: 42 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243443
Q3 20244336
Q4 20243139
Q1 20253046
Q2 20254430
Q3 20253929
Q4 20254142
Q1 20263542

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +727,793+727.8k
LOOMIS SAYLES & CO L P New +429,518+429.5k
Almitas Capital LLC New +144,834+144.8k
Logan Stone Capital, LLC Added +119,178+119.2k
RAYMOND JAMES FINANCIAL INC Added +90,170+90.2k
BANK OF AMERICA CORP /DE/ Added +42,416+42.4k
Cresset Asset Management, LLC Added +40,580+40.6k
LPL Financial LLC Added +40,176+40.2k
QUANTIFY CHAOS ADVISORS, LLC Added +33,321+33.3k
Robbins Farley Added +28,807+28.8k

Biggest sellers

ROYAL BANK OF CANADA Reduced -154,743-154.7k
Lalia Capital, LLC Sold out -148,800-148.8k
Shaker Financial Services, LLC Sold out -136,680-136.7k
Steward Partners Investment Advisory, LLC Reduced -124,433-124.4k
WELLS FARGO & COMPANY/MN Reduced -75,247-75.2k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Reduced -72,516-72.5k
Advisors Asset Management, Inc. Reduced -71,542-71.5k
FIRST TRUST ADVISORS LP Sold out -53,958-54.0k
Invesco Ltd. Reduced -45,928-45.9k
Integrated Wealth Concepts LLC Reduced -44,225-44.2k

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 2026

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.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.62% of their portfolio Minneapolis, MN 2,753,1332.8m $30.7m $30.7m 0.62% Added +727.8k +727,793
2 Coastal Bridge Advisors, LLC 1.94% of their portfolio WESTPORT, CT 2,451,5002.5m $27.3m $27.3m 1.94% Reduced -17.6k -17,605
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,224,2042.2m $24.8m $24.8m 0.00% Added +11.2k +11,159
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,973,9112.0m $22.0m $22.0m 0.00% Added +42.4k +42,416
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,867,5231.9m $20.8m $20.8m 0.00% Reduced -75.2k -75,247
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,158,8001.2m $12.9m $12.9m 0.00% Added +90.2k +90,170
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 911,038911.0k $10.2m $10.2m 0.01% Added +11.0k +10,962
8 Advisors Asset Management, Inc. 0.16% of their portfolio Monument, CO 840,029840.0k $9.4m $9.4m 0.16% Reduced -71.5k -71,542
9 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 678,182678.2k $7.6m $7.6m 0.03% Added +40.6k +40,580
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 492,955493.0k $5.5m $5.5m 0.00% Added +3.2k +3,215
11 TRANSCEND CAPITAL ADVISORS, LLC 0.39% of their portfolio MADISON, NJ 440,497440.5k $4.9m $4.9m 0.39% Reduced -13.9k -13,875
12 LOOMIS SAYLES & CO L P 0.01% of their portfolio BOSTON, MA 429,518429.5k $4.8m $4.8m 0.01% New
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 376,150376.1k $4.2m $4.2m 0.00% Added +40.2k +40,176
14 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 329,670329.7k $3.7m $3.7m 0.01% Added +1.9k +1,899
15 Logan Stone Capital, LLC 0.99% of their portfolio CHICAGO, IL 321,202321.2k $3.6m $3.6m 0.99% Added +119.2k +119,178
16 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 288,008288.0k $3.2m $3.2m 0.03% Reduced -44.2k -44,225
17 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 278,123278.1k $3.1m $3.1m 0.02% Reduced -358 -358
18 Vestmark Advisory Solutions, Inc. 0.03% of their portfolio Wakefield, MA 262,784262.8k $2.9m $2.9m 0.03% Added +9.6k +9,632
19 ELEVATION POINT WEALTH PARTNERS, LLC 0.07% of their portfolio DENVER, CO 262,620262.6k $2.9m $2.9m 0.07% Added +9.2k +9,219
20 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 250,938250.9k $2.8m $2.8m 0.00% Reduced -45.9k -45,928
21 Robbins Farley 1.05% of their portfolio BEDFORD, NH 213,678213.7k $2.4m $2.4m 1.05% Added +28.8k +28,807
22 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 170,368170.4k $1.9m $1.9m 0.01% Added +2.4k +2,397
23 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 163,716163.7k $1.8m $1.8m 0.00% Reduced -13.5k -13,510
24 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 157,363157.4k $1.8m $1.8m 0.03% Reduced -31.7k -31,699
25 Almitas Capital LLC 0.36% of their portfolio SANTA MONICA, CA 144,834144.8k $1.6m $1.6m 0.36% New
26 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.10% of their portfolio London, X0 118,666118.7k $1.3m $1.3m 0.10% Reduced -72.5k -72,516
27 Tranquility Partners, LLC 0.43% of their portfolio Brentwood, TN 103,079103.1k $1.1m $1.1m 0.43% Reduced -4.4k -4,376
28 QUANTIFY CHAOS ADVISORS, LLC 3.56% of their portfolio BROOKLYN, NY 102,296102.3k $1.1m $1.1m 3.56% Added +33.3k +33,321
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 101,710101.7k $1.1m $1.1m 0.00% Reduced -154.7k -154,743
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 96,75196.8k $1.1m $1.1m 0.00% Reduced -6.1k -6,130
31 Clear Harbor Asset Management, LLC 0.07% of their portfolio Stamford, CT 86,07086.1k $959.7k $959.7k 0.07% Added +3.5k +3,500
32 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 78,91678.9k $879.9k $879.9k 0.02% Reduced -9.6k -9,565
33 CSS LLC/IL 0.04% of their portfolio CHICAGO, IL 72,18772.2k $804.9k $804.9k 0.04% Added +16.7k +16,696
34 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 56,98457.0k $635.4k $635.4k 0.00% Reduced -7.4k -7,405
35 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 56,84856.8k $633.9k $633.9k 0.00% Unchanged
36 Closed-End Fund Advisors, Inc. 0.60% of their portfolio RICHMOND, VA 53,04153.0k $591.4k $591.4k 0.60% Added +869 +869
37 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 52,51352.5k $585.5k $585.5k 0.01% Added +8.5k +8,493
38 Oder Investment Management, LLC 0.41% of their portfolio WOODLAND HILLS, CA 48,30548.3k $538.6k $538.6k 0.41% Added +655 +655
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 45,78545.8k $508.7k $508.7k 0.00% Reduced -2.5k -2,500
40 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 40,61740.6k $452.9k $452.9k 0.00% Reduced -37.9k -37,935
41 Virtus Investment Advisers, LLC 0.11% of their portfolio HARTFORD, CT 35,17535.2k $392.2k $392.2k 0.11% Reduced -6.8k -6,831
42 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 34,94334.9k $389.6k $389.6k 0.00% Added +4.2k +4,160
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,71834.7k $387.1k $387.1k 0.00% Reduced -17.5k -17,480
44 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 34,34034.3k $382.9k $382.9k 0.01% Added +5.3k +5,327
45 BTG Pactual Asset Management US LLC 0.03% of their portfolio NEW YORK, NY 29,22329.2k $325.8k $325.8k 0.03% Added +9.0k +8,972
46 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 27,82727.8k $310.3k $310.3k 0.00% Unchanged
47 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.09% of their portfolio HIGHLAND PARK, IL 27,57527.6k $307.5k $307.5k 0.09% Added +8.5k +8,500
48 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 27,22527.2k $303.6k $303.6k 0.01% Added +3.9k +3,875
49 Stolper Co 0.76% of their portfolio TULSA, OK 25,93125.9k $2.7m $2.7m 0.76% Reduced -34.5k -34,486
50 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 20,13820.1k $224.5k $224.5k 0.01% Reduced -189 -189
51 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 19,61519.6k $218.7k $218.7k 0.00% Reduced -110 -110
52 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 16,64616.6k $185.6k $185.6k 0.01% Added +2 +2
53 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 15,71815.7k $185.2k $185.2k 0.01% Unchanged
54 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 14,19614.2k $158.3k $158.3k 0.00% Added +268 +268
55 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 13,91813.9k $155.2k $155.2k 0.02% Added +2.6k +2,600
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,26313.3k $147.9k $147.9k 0.00% New
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,99513.0k $144.9k $144.9k 0.00% Reduced -3.4k -3,429
58 Kathmere Capital Management, LLC 0.01% of their portfolio WAYNE, PA 12,84212.8k $143.2k $143.2k 0.01% New
59 JT Stratford LLC 0.02% of their portfolio GAINESVILLE, GA 12,41512.4k $138.4k $138.4k 0.02% Reduced -735 -735
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,85511.9k $132.0k $132.0k 0.00% New
61 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 11,68611.7k $130.3k $130.3k 0.01% Unchanged
62 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% of their portfolio RICHMOND, VA 11,40011.4k $127.1k $127.1k 0.03% Unchanged
63 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 11,30611.3k $126.1k $126.1k 0.00% Unchanged
64 MELFA WEALTH MANAGEMENT, INC. 0.07% of their portfolio WESTBOROUGH, MA 11,16711.2k $124.5k $124.5k 0.07% Unchanged
65 Keystone Financial Group 0.01% of their portfolio LEXINGTON, KY 11,10911.1k $123.9k $123.9k 0.01% Reduced -400 -400
66 1776 Wealth LLC 0.05% of their portfolio ATLANTA, GA 10,91210.9k $121.7k $121.7k 0.05% Unchanged
67 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 10,62110.6k $118.4k $118.4k 0.00% New
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,10010.1k $112.6k $112.6k 0.00% Reduced -124.4k -124,433
69 Graves Light Lenhart Wealth, Inc. 0.01% of their portfolio HARRISONBURG, VA 10,00010.0k $111.5k $111.5k 0.01% Unchanged
70 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 9,0009.0k $100.3k $100.3k 0.00% Unchanged
71 Horrell Capital Management, Inc. 0.03% of their portfolio LITTLE ROCK, AR 5,0005.0k $55.8k $55.8k 0.03% Unchanged
72 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,5002.5k $27.9k $27.9k 0.00% Unchanged
73 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,3002.3k $25.6k $25.6k 0.00% Unchanged
74 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,9501.9k $21.7k $21.7k 0.00% Unchanged
75 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8001.8k $20.1k $20.1k 0.00% Unchanged
76 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 780780 $8.7k $8.7k 0.00% Unchanged
77 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 600600 $6.7k $6.7k 0.00% Reduced -5.7k -5,675
78 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 500500 $5.6k $5.6k 0.00% Unchanged
79 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 205205 $2.3k $2.3k 0.00% Unchanged
80 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 6666 $736 $736 0.00% Reduced -33 -33
81 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1717 $190 $190 0.00% Added +7 +7