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 | 05/13/2026 | 2.75 M | $30.70 M | 35.93% | 6.16% |
| COASTAL BRIDGE ADVISORS, LLC | 05/14/2026 | 2.45 M | $27.33 M | -0.71% | 5.49% |
| MORGAN STANLEY | 05/15/2026 | 2.22 M | $24.80 M | 0.50% | 4.98% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.97 M | $22.01 M | 2.20% | 4.42% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.87 M | $20.82 M | -3.87% | 4.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.16 M | $12.92 M | 8.44% | 2.59% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 911.04 K | $10.16 M | 1.22% | 2.04% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 840.03 K | $9.37 M | -7.85% | 1.88% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 678.18 K | $7.56 M | 6.36% | 1.52% |
| UBS GROUP AG | 05/05/2026 | 492.96 K | $5.50 M | 0.66% | 1.10% |
| TRANSCEND CAPITAL ADVISORS, LLC | 05/13/2026 | 440.50 K | $4.91 M | -3.05% | 0.99% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 429.52 K | $4.79 M | 100.00% | 0.96% |
| LPL FINANCIAL LLC | 05/06/2026 | 376.15 K | $4.19 M | 11.96% | 0.84% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 329.67 K | $3.68 M | 0.58% | 0.74% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 321.20 K | $3.58 M | 58.99% | 0.72% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 288.01 K | $3.21 M | -13.31% | 0.64% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 278.12 K | $3.10 M | -0.13% | 0.62% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 262.78 K | $2.93 M | 3.80% | 0.59% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 262.62 K | $2.93 M | 3.64% | 0.59% |
| INVESCO LTD. | 05/12/2026 | 250.94 K | $2.80 M | -15.47% | 0.56% |
| ROBBINS FARLEY | 04/17/2026 | 213.68 K | $2.38 M | 15.58% | 0.48% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 170.37 K | $1.90 M | 1.43% | 0.38% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 163.72 K | $1.83 M | -7.62% | 0.37% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 157.36 K | $1.75 M | -16.77% | 0.35% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 144.83 K | $1.61 M | 100.00% | 0.32% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 118.67 K | $1.32 M | -37.93% | 0.27% |
| TRANQUILITY PARTNERS, LLC | 04/20/2026 | 103.08 K | $1.15 M | -4.07% | 0.23% |
| 05/08/2026 | 102.30 K | $1.14 M | 48.31% | 0.23% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 101.71 K | $1.13 M | -60.34% | 0.23% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 96.75 K | $1.08 M | -5.96% | 0.22% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 05/05/2026 | 86.07 K | $959.68 K | 4.24% | 0.19% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 78.92 K | $879.91 K | -10.81% | 0.18% |
| CSS LLC/IL | 05/15/2026 | 72.19 K | $804.89 K | 30.09% | 0.16% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 56.98 K | $635.38 K | -11.50% | 0.13% |
| LIDO ADVISORS, LLC | 05/13/2026 | 56.85 K | $633.86 K | 0.00% | 0.13% |
| 05/11/2026 | 53.04 K | $591.41 K | 1.67% | 0.12% | |
| OPPENHEIMER & CO INC | 04/24/2026 | 52.51 K | $585.52 K | 19.29% | 0.12% |
| ODER INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 48.31 K | $538.60 K | 1.37% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 45.79 K | $508.67 K | -5.18% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 40.62 K | $452.88 K | -48.29% | 0.09% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 35.18 K | $392.20 K | -16.26% | 0.08% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 34.94 K | $389.61 K | 13.51% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 34.72 K | $387.13 K | -33.49% | 0.08% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 34.34 K | $382.89 K | 18.36% | 0.08% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 05/14/2026 | 29.22 K | $325.84 K | 44.30% | 0.07% |
| DAVENPORT & CO LLC | 04/15/2026 | 27.83 K | $310.27 K | 0.00% | 0.06% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 04/30/2026 | 27.58 K | $307.46 K | 44.56% | 0.06% |
| MOORS & CABOT, INC. | 05/08/2026 | 27.23 K | $303.56 K | 16.60% | 0.06% |
| STOLPER CO | 04/13/2026 | 25.93 K | $2.67 M | -57.08% | 0.06% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 20.14 K | $224.54 K | -0.93% | 0.05% |
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Blackstone Strategic Credit 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of Blackstone Strategic Credit 2027 Term Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 2.75 M
Coastal Bridge Advisors, LLC: 2.45 M
MORGAN STANLEY: 2.22 M
BANK OF AMERICA CORP /DE/: 1.97 M
WELLS FARGO & COMPANY/MN: 1.87 M
RAYMOND JAMES FINANCIAL INC: 1.16 M
47.27% of Blackstone Strategic Credit 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 24.20 M shares in the last 24 months. This purchase volume represents approximately $268.11 M in transactions.