Vault-13

BLACKSTONE STRATEGIC CRED 20 BGB

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

86 institutional holders +5 vs Q1 2026
22,827,90022.8m shares reported held*
$258.0mreported value*
13 new 29 added 26 reduced 7 sold out net bought ≈ $21.6m (+1.9m 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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.30.

Trends to Q2 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: 81Q2 26: 8686Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202686

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 43 bought or addedQ3 24: 36 cut or sold outQ4 24: 31 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 30 bought or addedQ1 25: 46 cut or sold outQ2 25: 44 bought or addedQ2 25: 30 cut or sold outQ2 25Q3 25: 39 bought or addedQ3 25: 29 cut or sold outQ4 25: 41 bought or addedQ4 25: 42 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 42 cut or sold outQ2 26: 42 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244336
Q4 20243139
Q1 20253046
Q2 20254430
Q3 20253929
Q4 20254142
Q1 20263542
Q2 20264233

Biggest buyers

Atlas Wealth LLC New +939,961+940.0k
SIT INVESTMENT ASSOCIATES INC Added +882,292+882.3k
MORGAN STANLEY Added +312,287+312.3k
Integrated Wealth Concepts LLC Added +241,779+241.8k
ENVESTNET ASSET MANAGEMENT INC New +142,157+142.2k
Thomas J. Herzfeld Advisors, Inc. New +112,665+112.7k
JANE STREET GROUP, LLC New +105,228+105.2k
LOOMIS SAYLES & CO L P Added +68,337+68.3k
ICON ADVISERS INC/CO New +60,067+60.1k
Cresset Asset Management, LLC Added +44,376+44.4k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -316,506-316.5k
Advisors Asset Management, Inc. Reduced -248,345-248.3k
Coastal Bridge Advisors, LLC Reduced -192,476-192.5k
WELLS FARGO & COMPANY/MN Reduced -106,794-106.8k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Reduced -100,887-100.9k
Invesco Ltd. Reduced -60,941-60.9k
Lido Advisors, LLC Sold out -56,848-56.8k
ELEVATION POINT WEALTH PARTNERS, LLC Reduced -28,498-28.5k
Vestmark Advisory Solutions, Inc. Reduced -28,256-28.3k
Tranquility Partners, LLC Reduced -17,766-17.8k

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 since 1 Apr 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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.78% of their portfolio Minneapolis, MN 3,635,4253.6m $41.1m $41.1m 0.78% Added +882.3k +882,292
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,536,4912.5m $28.7m $28.7m 0.00% Added +312.3k +312,287
3 Coastal Bridge Advisors, LLC 1.58% of their portfolio WESTPORT, CT 2,259,0242.3m $25.5m $25.5m 1.58% Reduced -192.5k -192,476
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,760,7291.8m $19.9m $19.9m 0.00% Reduced -106.8k -106,794
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,657,4051.7m $18.7m $18.7m 0.00% Reduced -316.5k -316,506
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,144,3841.1m $12.9m $12.9m 0.00% Reduced -14.4k -14,416
7 Atlas Wealth LLC 1.51% of their portfolio CINCINNATI, OH 939,961940.0k $10.6m $10.6m 1.51% New
8 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 934,510934.5k $10.6m $10.6m 0.01% Added +23.5k +23,472
9 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 722,558722.6k $8.2m $8.2m 0.03% Added +44.4k +44,376
10 Advisors Asset Management, Inc. 0.10% of their portfolio Monument, CO 591,684591.7k $6.7m $6.7m 0.10% Reduced -248.3k -248,345
11 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 529,787529.8k $6.0m $6.0m 0.03% Added +241.8k +241,779
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 502,174502.2k $5.7m $5.7m 0.00% Added +9.2k +9,219
13 LOOMIS SAYLES & CO L P 0.01% of their portfolio BOSTON, MA 497,855497.9k $5.6m $5.6m 0.01% Added +68.3k +68,337
14 TRANSCEND CAPITAL ADVISORS, LLC 0.34% of their portfolio MADISON, NJ 438,553438.6k $5.0m $5.0m 0.34% Reduced -1.9k -1,944
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 417,101417.1k $4.7m $4.7m 0.00% Added +41.0k +40,951
16 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 331,531331.5k $3.7m $3.7m 0.01% Added +1.9k +1,861
17 Logan Stone Capital, LLC 0.77% of their portfolio CHICAGO, IL 323,899323.9k $3.7m $3.7m 0.77% Added +2.7k +2,697
18 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 278,123278.1k $3.1m $3.1m 0.02% Unchanged
19 Robbins Farley 1.05% of their portfolio BEDFORD, NH 241,957242.0k $2.7m $2.7m 1.05% Added +28.3k +28,279
20 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 234,528234.5k $2.7m $2.7m 0.02% Reduced -28.3k -28,256
21 ELEVATION POINT WEALTH PARTNERS, LLC 0.05% of their portfolio DENVER, CO 234,122234.1k $2.6m $2.6m 0.05% Reduced -28.5k -28,498
22 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 189,997190.0k $2.1m $2.1m 0.00% Reduced -60.9k -60,941
23 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 161,119161.1k $1.8m $1.8m 0.01% Reduced -9.2k -9,249
24 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 155,716155.7k $1.8m $1.8m 0.00% Reduced -8.0k -8,000
25 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 153,574153.6k $1.7m $1.7m 0.02% Reduced -3.8k -3,789
26 Almitas Capital LLC 0.39% of their portfolio SANTA MONICA, CA 144,834144.8k $1.6m $1.6m 0.39% Unchanged
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 142,157142.2k $1.6m $1.6m 0.00% New
28 Thomas J. Herzfeld Advisors, Inc. 0.39% of their portfolio MIAMI BEACH, FL 112,665112.7k $1.3m $1.3m 0.39% New
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 105,228105.2k $1.2m $1.2m 0.00% New
30 QUANTIFY CHAOS ADVISORS, LLC 3.30% of their portfolio BROOKLYN, NY 103,629103.6k $1.2m $1.2m 3.30% Added +1.3k +1,333
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 101,807101.8k $1.1m $1.1m 0.00% Added +97 +97
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 100,602100.6k $1.1m $1.1m 0.00% Added +3.9k +3,851
33 Tranquility Partners, LLC 0.33% of their portfolio Brentwood, TN 85,31385.3k $964.0k $964.0k 0.33% Reduced -17.8k -17,766
34 Clear Harbor Asset Management, LLC 0.06% of their portfolio Stamford, CT 85,30585.3k $963.9k $963.9k 0.06% Reduced -765 -765
35 CSS LLC/IL 0.04% of their portfolio CHICAGO, IL 82,78782.8k $935.5k $935.5k 0.04% Added +10.6k +10,600
36 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 70,37870.4k $795.3k $795.3k 0.02% Reduced -8.5k -8,538
37 Stolper Co 0.19% of their portfolio TULSA, OK 64,51364.5k $729.0k $729.0k 0.19% Added +38.6k +38,582
38 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 60,69260.7k $685.8k $685.8k 0.01% Added +8.2k +8,179
39 ICON ADVISERS INC/CO 0.13% of their portfolio GREENWOOD VILLAGE, CO 60,06760.1k $678.8k $678.8k 0.13% New
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 55,33255.3k $625.3k $625.3k 0.00% Added +20.6k +20,614
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 55,08455.1k $622.5k $622.5k 0.00% Reduced -1.9k -1,900
42 Closed-End Fund Advisors, Inc. 0.58% of their portfolio RICHMOND, VA 52,64552.6k $594.9k $594.9k 0.58% Reduced -396 -396
43 Oder Investment Management, LLC 0.37% of their portfolio WOODLAND HILLS, CA 48,98449.0k $553.5k $553.5k 0.37% Added +679 +679
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 43,58543.6k $492.9k $492.9k 0.00% Reduced -2.2k -2,200
45 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 40,92440.9k $462.4k $462.4k 0.00% Added +307 +307
46 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 37,43937.4k $423.1k $423.1k 0.00% Added +2.5k +2,496
47 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 36,49736.5k $412.0k $412.0k 0.00% New
48 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 34,36734.4k $388.3k $388.3k 0.00% Added +27 +27
49 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 28,60028.6k $323.2k $323.2k 0.01% Added +1.4k +1,375
50 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 27,82727.8k $314.4k $314.4k 0.00% Unchanged
51 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.08% of their portfolio HIGHLAND PARK, IL 27,57527.6k $311.6k $311.6k 0.08% Unchanged
52 Virtus Investment Advisers, LLC 0.07% of their portfolio HARTFORD, CT 27,39027.4k $309.5k $309.5k 0.07% Reduced -7.8k -7,785
53 BTG Pactual Asset Management US LLC 0.02% of their portfolio NEW YORK, NY 26,37526.4k $298.0k $298.0k 0.02% Reduced -2.8k -2,848
54 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 20,13820.1k $227.6k $227.6k 0.01% Unchanged
55 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 19,59719.6k $221.4k $221.4k 0.00% Reduced -18 -18
56 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.01% of their portfolio London, X0 17,77917.8k $200.9k $200.9k 0.01% Reduced -100.9k -100,887
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,36217.4k $196.2k $196.2k 0.00% Added +4.4k +4,367
58 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 17,22217.2k $194.6k $194.6k 0.01% Added +1.5k +1,504
59 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 16,64916.6k $188.1k $188.1k 0.01% Added +3 +3
60 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 15,52015.5k $175.4k $175.4k 0.00% New
61 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 15,09915.1k $170.6k $170.6k 0.00% New
62 SIERRA SUMMIT ADVISORS LLC 0.02% of their portfolio INCLINE VILLAGE, NV 14,10914.1k $159.4k $159.4k 0.02% New
63 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 14,07314.1k $159.0k $159.0k 0.00% Added +5.1k +5,073
64 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,22613.2k $149.5k $149.5k 0.00% Reduced -970 -970
65 Keystone Financial Group 0.01% of their portfolio LEXINGTON, KY 12,05912.1k $136.3k $136.3k 0.01% Added +950 +950
66 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 11,68611.7k $132.1k $132.1k 0.01% Unchanged
67 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 11,55511.6k $130.6k $130.6k 0.00% New
68 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 11,30611.3k $127.8k $127.8k 0.00% Unchanged
69 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,25711.3k $127.2k $127.2k 0.00% Added +636 +636
70 MELFA WEALTH MANAGEMENT, INC. 0.07% of their portfolio WESTBOROUGH, MA 11,16711.2k $126.2k $126.2k 0.07% Unchanged
71 Virtu Financial LLC 0.00% of their portfolio New York, NY 11,09311.1k $125.0k $125.0k 0.00% New
72 1776 Wealth LLC 0.04% of their portfolio ATLANTA, GA 10,91210.9k $123.3k $123.3k 0.04% Unchanged
73 JT Stratford LLC 0.01% of their portfolio GAINESVILLE, GA 10,17510.2k $115.0k $115.0k 0.01% Reduced -2.2k -2,240
74 EVOLVE PRIVATE WEALTH, LLC 0.01% of their portfolio LOS ANGELES, CA 10,14510.1k $114.6k $114.6k 0.01% New
75 Graves Light Lenhart Wealth, Inc. 0.01% of their portfolio HARRISONBURG, VA 10,00010.0k $113.0k $113.0k 0.01% Unchanged
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,6009.6k $108.5k $108.5k 0.00% Reduced -500 -500
77 Horrell Capital Management, Inc. 0.03% of their portfolio LITTLE ROCK, AR 5,0005.0k $56.5k $56.5k 0.03% Unchanged
78 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio RICHMOND, VA 4,1704.2k $47.1k $47.1k 0.01% Reduced -7.2k -7,230
79 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,5002.5k $28.2k $28.2k 0.00% Unchanged
80 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,3002.3k $26.0k $26.0k 0.00% Unchanged
81 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,9501.9k $22.0k $22.0k 0.00% Unchanged
82 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8001.8k $20.3k $20.3k 0.00% Unchanged
83 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 780780 $8.8k $8.8k 0.00% Unchanged
84 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 600600 $6.8k $6.8k 0.00% Unchanged
85 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 350350 $4.0k $4.0k 0.00% New
86 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 205205 $2.3k $2.3k 0.00% Unchanged