Blackstone Senior Floating Rate 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 | 558.30 K | $7.23 M | 161.03% | 4.29% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 528.18 K | $6.84 M | -29.42% | 4.06% |
| MORGAN STANLEY | 05/15/2026 | 340.61 K | $4.41 M | 9.37% | 2.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 260.73 K | $3.38 M | -2.25% | 2.00% |
| UBS GROUP AG | 05/05/2026 | 164.02 K | $2.12 M | -0.60% | 1.26% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 139.48 K | $1.81 M | -3.24% | 1.07% |
| INVESCO LTD. | 05/12/2026 | 120.19 K | $1.56 M | -35.62% | 0.92% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 102.58 K | $1.33 M | -15.38% | 0.79% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 100.19 K | $1.30 M | 100.00% | 0.77% |
| CLEAR POINT ADVISORS INC. | 04/29/2026 | 85.47 K | $1.61 M | 100.00% | 0.66% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 77.91 K | $1.01 M | -1.32% | 0.60% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 77.91 K | $1.01 M | 5.36% | 0.60% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 76.77 K | $994.11 K | 4.65% | 0.59% |
| LPL FINANCIAL LLC | 05/06/2026 | 75.24 K | $974.34 K | -4.09% | 0.58% |
| TRANQUILITY PARTNERS, LLC | 04/20/2026 | 73.42 K | $950.75 K | -1.04% | 0.56% |
| CSS LLC/IL | 05/15/2026 | 64.98 K | $841.45 K | 88.74% | 0.50% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 62.52 K | $809.62 K | 0.17% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 54.41 K | $704.56 K | -8.90% | 0.42% |
| HILLTOP HOLDINGS INC. | 05/14/2026 | 47.22 K | $611.47 K | 15.42% | 0.36% |
| LIDO ADVISORS, LLC | 05/13/2026 | 45.81 K | $593.18 K | 0.00% | 0.35% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 44.47 K | $575.90 K | 100.00% | 0.34% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 34.98 K | $453.03 K | -1.91% | 0.27% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 04/23/2026 | 33.28 K | $430.98 K | 0.00% | 0.26% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 31.76 K | $411.28 K | -9.81% | 0.24% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 29.80 K | $385.91 K | 0.00% | 0.23% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 27.95 K | $361.98 K | -6.61% | 0.21% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 23.31 K | $301.90 K | -13.64% | 0.18% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 05/07/2026 | 20.76 K | $268.84 K | -6.96% | 0.16% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 18.92 K | $248.42 K | -12.17% | 0.15% |
| ROYAL BANK OF CANADA | 05/15/2026 | 18.72 K | $241.00 K | 14.23% | 0.14% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 18.57 K | $250.66 K | 0.00% | 0.14% |
| UPTOWN FINANCIAL ADVISORS LLC | 04/13/2026 | 17.32 K | $224.29 K | 0.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 16.58 K | $214.81 K | 1.88% | 0.13% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 15.65 K | $203.00 K | 100.00% | 0.12% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 13.95 K | $180.63 K | 0.04% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 13.20 K | $170.91 K | 0.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.05 K | $143.10 K | -36.11% | 0.08% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 10.56 K | $136.71 K | 0.00% | 0.08% |
| KATHMERE CAPITAL MANAGEMENT, LLC | 04/28/2026 | 10.48 K | $135.70 K | 100.00% | 0.08% |
| NTV ASSET MANAGEMENT LLC | 04/28/2026 | 10.20 K | $132.09 K | 0.00% | 0.08% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 7.25 K | $93.60 K | -29.27% | 0.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.89 K | $50.43 K | -27.81% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 2.90 K | $37.61 K | 56.05% | 0.02% |
| BLACKROCK, INC. | 05/13/2026 | 2.51 K | $32.49 K | 0.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.18 K | $15.22 K | 2.17% | 0.01% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 284 | $3.68 K | 100.00% | 0.00% |
| 04/24/2026 | 2 | $26 | 100.00% | 0.00% | |
| NATIXIS | 05/14/2026 | 1 | $13 | 0.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Blackstone Senior Floating Rate 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of Blackstone Senior Floating Rate 2027 Term Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 558,299
BANK OF AMERICA CORP /DE/: 528,184
MORGAN STANLEY: 340,607
LEAVELL INVESTMENT MANAGEMENT, INC.: 260,730
UBS Group AG: 164,024
Advisors Asset Management, Inc.: 139,476
26.85% of Blackstone Senior Floating Rate 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.97 M shares in the last 24 months. This purchase volume represents approximately $62.97 M in transactions.