Blackstone Strategic Credit 2027 Term Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 3.64 M | $41.08 M | 32.05% | 8.14% |
| MORGAN STANLEY | 08/13/2026 | 2.54 M | $28.66 M | 14.04% | 5.68% |
| COASTAL BRIDGE ADVISORS, LLC | 08/17/2026 | 2.26 M | $25.53 M | -7.85% | 5.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.76 M | $19.90 M | -5.72% | 3.94% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.66 M | $18.73 M | -16.03% | 3.71% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.14 M | $12.93 M | -1.24% | 2.56% |
| ATLAS WEALTH LLC | 07/28/2026 | 939.96 K | $10.62 M | 100.00% | 2.10% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 934.51 K | $10.56 M | 2.58% | 2.09% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 722.56 K | $8.16 M | 6.54% | 1.62% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 591.68 K | $6.69 M | -29.56% | 1.32% |
| UBS GROUP AG | 08/13/2026 | 502.17 K | $5.67 M | 1.87% | 1.12% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 497.86 K | $5.63 M | 15.91% | 1.11% |
| TRANSCEND CAPITAL ADVISORS, LLC | 08/04/2026 | 438.55 K | $4.96 M | -0.44% | 0.98% |
| LPL FINANCIAL LLC | 08/07/2026 | 417.10 K | $4.71 M | 10.89% | 0.93% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 331.53 K | $3.75 M | 0.56% | 0.74% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 323.90 K | $3.66 M | 0.84% | 0.73% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 278.12 K | $3.14 M | 0.00% | 0.62% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 269.90 K | $3.05 M | -6.29% | 0.60% |
| ROBBINS FARLEY | 07/23/2026 | 241.96 K | $2.73 M | 13.23% | 0.54% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 234.53 K | $2.65 M | -10.75% | 0.52% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 234.12 K | $2.65 M | -10.85% | 0.52% |
| INVESCO LTD. | 08/14/2026 | 190.00 K | $2.15 M | -24.29% | 0.43% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 161.12 K | $1.82 M | -5.43% | 0.36% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 155.72 K | $1.76 M | -4.89% | 0.35% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 153.57 K | $1.74 M | -2.41% | 0.34% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 144.83 K | $1.64 M | 0.00% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 142.16 K | $1.61 M | 100.00% | 0.32% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 112.67 K | $1.27 M | 100.00% | 0.25% |
| JANE STREET GROUP, LLC | 08/14/2026 | 105.23 K | $1.19 M | 100.00% | 0.24% |
| QUANTIFY CHAOS ADVISORS, LLC | 07/30/2026 | 103.63 K | $1.17 M | 1.30% | 0.23% |
| ROYAL BANK OF CANADA | 08/14/2026 | 101.81 K | $1.15 M | 0.10% | 0.23% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 100.60 K | $1.14 M | 3.98% | 0.23% |
| TRANQUILITY PARTNERS, LLC | 07/23/2026 | 85.31 K | $964.04 K | -17.24% | 0.19% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 08/12/2026 | 85.31 K | $963.95 K | -0.89% | 0.19% |
| CSS LLC/IL | 08/14/2026 | 82.79 K | $935.49 K | 14.68% | 0.19% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 70.38 K | $795.27 K | -10.82% | 0.16% |
| STOLPER CO | 07/14/2026 | 64.51 K | $729.00 K | 148.79% | 0.14% |
| OPPENHEIMER & CO INC | 08/03/2026 | 60.69 K | $685.82 K | 15.58% | 0.14% |
| ICON ADVISERS INC/CO | 08/13/2026 | 60.07 K | $678.76 K | 100.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 55.33 K | $625.28 K | 59.38% | 0.12% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 55.08 K | $622.45 K | -3.33% | 0.12% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 52.65 K | $594.89 K | -0.75% | 0.12% |
| ODER INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 48.98 K | $553.52 K | 1.41% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 43.59 K | $492.95 K | -4.81% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 40.92 K | $462.44 K | 0.76% | 0.09% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 37.44 K | $423.06 K | 7.14% | 0.08% |
| HRT FINANCIAL LP | 08/14/2026 | 36.50 K | $412.00 K | 100.00% | 0.08% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 34.37 K | $388.34 K | 0.08% | 0.08% |
| MOORS & CABOT, INC. | 08/10/2026 | 28.60 K | $323.18 K | 5.05% | 0.06% |
| DAVENPORT & CO LLC | 07/13/2026 | 27.83 K | $314.45 K | 0.00% | 0.06% |
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Blackstone Strategic Credit 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of Blackstone Strategic Credit 2027 Term Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 3.64 M
MORGAN STANLEY: 2.54 M
Coastal Bridge Advisors, LLC: 2.26 M
WELLS FARGO & COMPANY/MN: 1.76 M
BANK OF AMERICA CORP /DE/: 1.66 M
RAYMOND JAMES FINANCIAL INC: 1.14 M
51.05% of Blackstone Strategic Credit 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.04 M shares in the last 24 months. This purchase volume represents approximately $288.54 M in transactions.