DaveManuel.com · Institutional Ownership · Who Owns It
BLACKSTONE STRATEGIC CRED 20 (BGB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
86
Reporting holders
$257.7M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $41.1M | 3,635,425 | 0.78% | 6q | +32.0%+$10.0M |
| MORGAN STANLEY | $28.7M | 2,536,491 | 0.00% | 35q | +14.0%+$3.5M |
| Coastal Bridge Advisors, LLC | $25.5M | 2,259,024 | 1.58% | 31q | -7.9%-$2.2M |
| WELLS FARGO & COMPANY/MN | $19.9M | 1,760,729 | 0.00% | 31q | -5.7%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $18.7M | 1,657,405 | 0.00% | 31q | -16.0%-$3.6M |
| RAYMOND JAMES FINANCIAL INC | $12.9M | 1,144,384 | 0.00% | 7q | -1.2%-$162.9K |
| Atlas Wealth LLC | $10.6M | 939,961 | 1.51% | new | NEW |
| HighTower Advisors, LLC | $10.6M | 934,510 | 0.01% | 19q | +2.6%+$265.2K |
| Cresset Asset Management, LLC | $8.2M | 722,558 | 0.03% | 17q | +6.5%+$501.4K |
| Advisors Asset Management, Inc. | $6.7M | 591,684 | 0.10% | 17q | -29.6%-$2.8M |
| UBS Group AG | $5.7M | 502,174 | 0.00% | 31q | +1.9%+$104.2K |
| LOOMIS SAYLES & CO L P | $5.6M | 497,855 | 0.01% | 2q | +15.9%+$772.2K |
| TRANSCEND CAPITAL ADVISORS, LLC | $5.0M | 438,553 | 0.33% | 13q | HELD |
| LPL Financial LLC | $4.7M | 417,101 | 0.00% | 24q | +10.9%+$462.7K |
| Pathstone Holdings, LLC | $3.7M | 331,531 | 0.01% | 11q | +0.6%+$21.0K |
| Logan Stone Capital, LLC | $3.7M | 323,899 | 0.77% | 3q | +0.8%+$30.5K |
| GUGGENHEIM CAPITAL LLC | $3.1M | 278,123 | 0.02% | 31q | HELD |
| Integrated Wealth Concepts LLC | $3.0M | 269,895 | 0.02% | 15q | -6.3%-$204.7K |
| Robbins Farley | $2.7M | 241,957 | 1.05% | 12q | +13.2%+$319.6K |
| Vestmark Advisory Solutions, Inc. | $2.7M | 234,528 | 0.02% | 3q | -10.8%-$319.3K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.6M | 234,122 | 0.05% | 4q | -10.9%-$322.0K |
| Invesco Ltd. | $2.1M | 189,997 | 0.00% | 31q | -24.3%-$688.6K |
| Merit Financial Group, LLC | $1.8M | 161,119 | 0.01% | 13q | -5.4%-$104.5K |
| Thrivent Financial for Lutherans | $1.8M | 155,716 | 0.00% | 19q | -4.9%-$90.4K |
| Capital Investment Advisors, LLC | $1.7M | 153,574 | 0.02% | 31q | -2.4%-$42.8K |
| Almitas Capital LLC | $1.6M | 144,834 | 0.39% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 142,157 | 0.00% | new | NEW |
| Thomas J. Herzfeld Advisors, Inc. | $1.3M | 112,665 | 0.39% | new | NEW |
| JANE STREET GROUP, LLC | $1.2M | 105,228 | 0.00% | new | NEW |
| QUANTIFY CHAOS ADVISORS, LLC | $1.2M | 103,629 | 3.30% | 3q | +1.3%+$15.1K |
| ROYAL BANK OF CANADA | $1.1M | 101,807 | 0.00% | 31q | HELD |
| STIFEL FINANCIAL CORP | $1.1M | 100,602 | 0.00% | 31q | +4.0%+$43.5K |
| Tranquility Partners, LLC | $964.0K | 85,313 | 0.33% | 14q | -17.2%-$200.8K |
| Clear Harbor Asset Management, LLC | $963.9K | 85,305 | 0.06% | 5q | -0.9%-$8.6K |
| CSS LLC/IL | $935.5K | 82,787 | 0.04% | 3q | +14.7%+$119.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $795.3K | 70,378 | 0.02% | 7q | -10.8%-$96.5K |
| Stolper Co | $729.0K | 64,513 | 0.19% | 18q | +148.8%+$436.0K |
| OPPENHEIMER & CO INC | $685.8K | 60,692 | 0.01% | 31q | +15.6%+$92.4K |
| ICON ADVISERS INC/CO | $678.8K | 60,067 | 0.13% | new | NEW |
| OSAIC HOLDINGS, INC. | $625.3K | 55,332 | 0.00% | 26q | +59.4%+$232.9K |
| NewEdge Advisors, LLC | $622.5K | 55,084 | 0.00% | 19q | -3.3%-$21.5K |
| Closed-End Fund Advisors, Inc. | $594.9K | 52,645 | 0.58% | 3q | -0.7%-$4.5K |
| Oder Investment Management, LLC | $553.5K | 48,984 | 0.37% | 23q | +1.4%+$7.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $492.9K | 43,585 | 0.00% | 5q | -4.8%-$24.9K |
| &PARTNERS | $462.4K | 40,924 | 0.00% | 5q | +0.8%+$3.5K |
| Calamos Advisors LLC | $423.1K | 37,439 | 0.00% | 5q | +7.1%+$28.2K |
| HRT FINANCIAL LP | $412.0K | 36,497 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $388.3K | 34,367 | 0.00% | 9q | HELD |
| Moors & Cabot, Inc. | $323.2K | 28,600 | 0.01% | 10q | +5.1%+$15.5K |
| DAVENPORT & Co LLC | $314.4K | 27,827 | 0.00% | 8q | HELD |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $311.6K | 27,575 | 0.08% | 13q | HELD |
| Virtus Investment Advisers, LLC | $309.5K | 27,390 | 0.07% | 4q | -22.1%-$88.0K |
| BTG Pactual Asset Management US LLC | $298.0K | 26,375 | 0.02% | 8q | -9.7%-$32.2K |
| Snowden Capital Advisors LLC | $227.6K | 20,138 | 0.01% | 19q | HELD |
| Advisory Services Network, LLC | $221.4K | 19,597 | 0.00% | 30q | HELD |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $200.9K | 17,779 | 0.01% | 20q | -85.0%-$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $196.2K | 17,362 | 0.00% | 3q | +33.6%+$49.3K |
| Ethos Financial Group, LLC | $194.6K | 17,222 | 0.01% | 4q | +9.6%+$17.0K |
| Essex Financial Services, Inc. | $188.1K | 16,649 | 0.01% | 12q | HELD |
| XTX Topco Ltd | $175.4K | 15,520 | 0.00% | new | NEW |
| CHOREO, LLC | $170.6K | 15,099 | 0.00% | new | NEW |
| SIERRA SUMMIT ADVISORS LLC | $159.4K | 14,109 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $159.0K | 14,073 | 0.00% | 10q | +56.4%+$57.3K |
| Sanctuary Advisors, LLC | $149.5K | 13,226 | 0.00% | 9q | -6.8%-$11.0K |
| Keystone Financial Group | $136.3K | 12,059 | 0.01% | 8q | +8.6%+$10.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $132.1K | 11,686 | 0.01% | 17q | HELD |
| Beacon Pointe Advisors, LLC | $130.6K | 11,555 | 0.00% | new | NEW |
| M&T Bank Corp | $127.8K | 11,306 | 0.00% | 6q | HELD |
| FIFTH THIRD BANCORP | $127.2K | 11,257 | 0.00% | 2q | +6.0%+$7.2K |
| MELFA WEALTH MANAGEMENT, INC. | $126.2K | 11,167 | 0.07% | 13q | HELD |
| Virtu Financial LLC | $125.0K | 11,093 | 0.00% | new | NEW |
| 1776 Wealth LLC | $123.3K | 10,912 | 0.04% | 3q | HELD |
| JT Stratford LLC | $115.0K | 10,175 | 0.01% | 5q | -18.0%-$25.3K |
| EVOLVE PRIVATE WEALTH, LLC | $114.6K | 10,145 | 0.01% | new | NEW |
| Graves Light Lenhart Wealth, Inc. | $113.0K | 10,000 | 0.01% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $108.5K | 9,600 | 0.00% | 31q | -5.0%-$5.7K |
| Horrell Capital Management, Inc. | $56.5K | 5,000 | 0.03% | 31q | HELD |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $47.1K | 4,170 | 0.01% | 7q | -63.4%-$81.7K |
| Spire Wealth Management | $28.2K | 2,500 | 0.00% | 7q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $26.0K | 2,300 | 0.00% | 3q | HELD |
| Blue Trust, Inc. | $22.0K | 1,950 | 0.00% | 3q | HELD |
| PRIVATE TRUST CO NA | $20.3K | 1,800 | 0.00% | 17q | HELD |
| ROTHSCHILD INVESTMENT LLC | $8.8K | 780 | 0.00% | 11q | HELD |
| Noble Wealth Management PBC | $6.8K | 600 | 0.00% | 4q | HELD |
| Institute for Wealth Management, LLC. | $4.0K | 350 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.3K | 205 | 0.00% | 11q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-09 | 13G | Coastal Bridge Advisors, LLC | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $13.7M | 1,224,137 | 4 | 4 | 5 | 0.0% |
| Q2 2026 | 86 | $257.7M | 22,806,300 | 13 | 25 | 25 | 0.0% |
| Q1 2026 | 81 | $237.8M | 21,118,089 | 6 | 28 | 27 | 0.0% |
| Q4 2025 | 90 | $242.0M | 20,529,464 | 15 | 24 | 28 | 0.0% |
| Q3 2025 | 85 | $239.1M | 19,650,430 | 10 | 27 | 18 | 0.0% |
| Q2 2025 | 80 | $241.7M | 19,921,293 | 10 | 30 | 19 | 0.0% |
| Q1 2025 | 81 | $241.2M | 19,969,015 | 5 | 25 | 31 | 0.0% |
| Q4 2024 | 90 | $247.9M | 20,263,490 | 7 | 24 | 29 | 0.0% |
| Q3 2024 | 91 | $246.6M | 20,021,037 | 9 | 31 | 26 | 0.0% |
| Q2 2024 | 93 | $266.4M | 22,375,017 | 8 | 25 | 35 | 0.0% |
| Q1 2024 | 94 | $316.2M | 26,484,614 | 12 | 33 | 21 | 0.0% |
| Q4 2023 | 100 | $277.7M | 24,567,824 | 12 | 33 | 23 | 0.0% |
| Q3 2023 | 99 | $262.2M | 23,857,031 | 10 | 33 | 28 | 0.0% |
| Q2 2023 | 97 | $253.1M | 23,150,570 | 12 | 29 | 29 | 0.0% |
| Q1 2023 | 92 | $245.4M | 23,042,677 | 8 | 34 | 24 | 0.0% |
| Q4 2022 | 96 | $241.1M | 22,781,268 | 14 | 36 | 22 | 0.0% |
| Q3 2022 | 89 | $219.0M | 20,601,903 | 5 | 23 | 28 | 0.0% |
| Q2 2022 | 87 | $224.4M | 20,090,603 | 17 | 23 | 23 | 0.0% |
| Q1 2022 | 81 | $249.1M | 19,087,693 | 6 | 24 | 29 | 0.0% |
| Q4 2021 | 87 | $256.7M | 19,028,219 | 15 | 17 | 23 | 0.0% |
| Q3 2021 | 77 | $265.4M | 19,160,730 | 11 | 18 | 28 | 0.0% |
| Q2 2021 | 74 | $274.1M | 19,677,145 | 6 | 28 | 22 | 0.0% |
| Q1 2021 | 76 | $260.8M | 19,568,447 | 9 | 33 | 17 | 0.0% |
| Q4 2020 | 80 | $239.8M | 19,218,422 | 14 | 26 | 21 | 0.0% |
| Q3 2020 | 69 | $227.9M | 18,665,884 | 9 | 21 | 19 | 0.0% |
| Q2 2020 | 66 | $207.0M | 18,128,160 | 3 | 24 | 23 | 0.0% |
| Q1 2020 | 76 | $226.9M | 21,799,828 | 24 | 15 | 25 | 0.0% |
| Q4 2019 | 64 | $246.4M | 17,114,785 | 12 | 18 | 18 | 0.0% |
| Q3 2019 | 58 | $425.7M | 29,184,700 | 5 | 21 | 18 | 0.0% |
| Q2 2019 | 61 | $586.5M | 39,989,022 | 6 | 23 | 18 | 0.0% |
| Q1 2019 | 66 | $593.4M | 41,640,118 | 6 | 28 | 22 | 0.0% |
| Q4 2018 | 75 | $438.8M | 32,568,140 | 1 | 0 | 1 | 0.0% |