Blackstone Strategic Credit 2027 Term Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COASTAL BRIDGE ADVISORS, LLC | 02/18/2026 | 2.47 M | $29.09 M | -2.13% | 5.53% |
| MORGAN STANLEY | 02/13/2026 | 2.21 M | $26.07 M | 3.55% | 4.95% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 2.03 M | $23.86 M | 141.88% | 4.53% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.94 M | $22.89 M | 1.92% | 4.35% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.93 M | $22.75 M | -23.41% | 4.32% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.07 M | $12.59 M | 204.78% | 2.39% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 911.57 K | $10.74 M | -10.82% | 2.04% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 900.08 K | $10.60 M | 1.59% | 2.02% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 637.60 K | $7.56 M | 6.64% | 1.43% |
| UBS GROUP AG | 01/29/2026 | 489.74 K | $5.77 M | -0.33% | 1.10% |
| TRANSCEND CAPITAL ADVISORS, LLC | 01/23/2026 | 454.37 K | $5.35 M | -15.78% | 1.02% |
| LPL FINANCIAL LLC | 02/11/2026 | 335.97 K | $3.96 M | 20.67% | 0.75% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 332.23 K | $3.91 M | -7.95% | 0.74% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 327.77 K | $3.86 M | 1.38% | 0.73% |
| INVESCO LTD. | 02/19/2026 | 296.87 K | $3.50 M | -17.97% | 0.66% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 278.48 K | $3.28 M | -17.90% | 0.62% |
| ROYAL BANK OF CANADA | 02/17/2026 | 256.45 K | $3.02 M | -0.53% | 0.57% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 253.40 K | $3.00 M | -8.53% | 0.57% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 253.15 K | $2.98 M | 100.00% | 0.57% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 202.02 K | $2.38 M | 100.00% | 0.45% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 191.18 K | $2.25 M | 2.65% | 0.43% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 189.06 K | $2.23 M | -3.97% | 0.42% |
| ROBBINS FARLEY | 01/23/2026 | 184.87 K | $2.18 M | 7.05% | 0.41% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 177.23 K | $2.09 M | 0.00% | 0.40% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 167.97 K | $1.98 M | -5.04% | 0.38% |
| 02/11/2026 | 148.80 K | $1.75 M | 100.00% | 0.33% | |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 136.68 K | $1.62 M | -2.78% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 134.53 K | $1.58 M | -4.50% | 0.30% |
| TRANQUILITY PARTNERS, LLC | 02/03/2026 | 107.46 K | $1.27 M | -0.78% | 0.24% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 102.88 K | $1.21 M | -23.81% | 0.23% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 88.48 K | $1.04 M | -11.40% | 0.20% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 02/10/2026 | 82.57 K | $972.68 K | 290.81% | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 78.55 K | $925.34 K | 25.93% | 0.18% |
| 02/06/2026 | 68.98 K | $812.53 K | 100.00% | 0.15% | |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 64.39 K | $758.51 K | 2.22% | 0.14% |
| STOLPER CO | 01/12/2026 | 60.42 K | $712.00 K | 2.17% | 0.14% |
| LIDO ADVISORS, LLC | 02/10/2026 | 56.85 K | $691.84 K | 0.00% | 0.13% |
| CSS LLC/IL | 02/17/2026 | 55.49 K | $653.68 K | 100.00% | 0.12% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 53.96 K | $635.62 K | -56.13% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 52.20 K | $614.91 K | -35.51% | 0.12% |
| 02/11/2026 | 52.17 K | $614.59 K | 100.00% | 0.12% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 48.29 K | $572.66 K | -2.60% | 0.11% |
| ODER INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 47.65 K | $561.32 K | 10.52% | 0.11% |
| OPPENHEIMER & CO INC | 02/02/2026 | 44.02 K | $518.56 K | 32.02% | 0.10% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 42.01 K | $494.83 K | -24.11% | 0.09% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 30.78 K | $362.62 K | 32.14% | 0.07% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 29.01 K | $341.78 K | 15.30% | 0.07% |
| DAVENPORT & CO LLC | 01/12/2026 | 27.83 K | $327.80 K | 0.00% | 0.06% |
| MOORS & CABOT, INC. | 02/10/2026 | 23.35 K | $275.06 K | 1.30% | 0.05% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 20.33 K | $241.02 K | 1.85% | 0.05% |
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Blackstone Strategic Credit 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 136 institutional investors and hedge funds held shares of Blackstone Strategic Credit 2027 Term Fund. The most heavily invested institutionals were:
HighTower Advisors, LLC: 911,038
UBS Group AG: 492,955
Mount Yale Investment Advisors, LLC: 262,620
Robbins Farley: 213,678
Merit Financial Group, LLC: 170,368
THRIVENT FINANCIAL FOR LUTHERANS: 163,716
45.96% of Blackstone Strategic Credit 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 24.55 M shares in the last 24 months. This purchase volume represents approximately $271.96 M in transactions.