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 | 08/12/2026 | 822.75 K | $10.66 M | 47.37% | 6.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 559.50 K | $7.25 M | 5.93% | 4.30% |
| MORGAN STANLEY | 08/13/2026 | 408.44 K | $5.29 M | 19.92% | 3.14% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 07/21/2026 | 241.58 K | $3.13 M | -7.34% | 1.86% |
| UBS GROUP AG | 08/13/2026 | 161.50 K | $2.09 M | -1.54% | 1.24% |
| ICON ADVISERS INC/CO | 08/13/2026 | 152.21 K | $1.97 M | 100.00% | 1.17% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 100.19 K | $1.30 M | 0.00% | 0.77% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 99.07 K | $1.28 M | -3.42% | 0.76% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 80.56 K | $1.04 M | 3.40% | 0.62% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 80.56 K | $1.04 M | 3.40% | 0.62% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 74.97 K | $970.85 K | -2.34% | 0.58% |
| CSS LLC/IL | 08/14/2026 | 74.59 K | $965.93 K | 14.79% | 0.57% |
| LPL FINANCIAL LLC | 08/07/2026 | 72.71 K | $941.59 K | -3.36% | 0.56% |
| INVESCO LTD. | 08/14/2026 | 66.48 K | $860.94 K | -44.69% | 0.51% |
| TRANQUILITY PARTNERS, LLC | 07/23/2026 | 63.18 K | $818.23 K | -13.94% | 0.49% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 62.91 K | $814.65 K | 0.62% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 54.43 K | $704.91 K | 0.05% | 0.42% |
| HILLTOP HOLDINGS INC. | 08/13/2026 | 45.07 K | $583.63 K | -4.55% | 0.35% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 44.47 K | $575.90 K | 0.00% | 0.34% |
| JANE STREET GROUP, LLC | 08/14/2026 | 39.62 K | $513.03 K | 100.00% | 0.30% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 08/17/2026 | 33.28 K | $430.98 K | 0.00% | 0.26% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 32.71 K | $423.62 K | -6.49% | 0.25% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 29.80 K | $385.91 K | 0.00% | 0.23% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 26.37 K | $341.43 K | -5.68% | 0.20% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 24.18 K | $313.09 K | -23.87% | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 23.31 K | $301.90 K | 0.00% | 0.18% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 07/24/2026 | 18.01 K | $233.21 K | -13.25% | 0.14% |
| UPTOWN FINANCIAL ADVISORS LLC | 07/10/2026 | 17.32 K | $224.29 K | 0.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 17.03 K | $220.58 K | 2.69% | 0.13% |
| ROYAL BANK OF CANADA | 08/14/2026 | 16.97 K | $219.00 K | -9.32% | 0.13% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 14.32 K | $185.48 K | 2.69% | 0.11% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 13.95 K | $181.87 K | -26.28% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 13.20 K | $170.91 K | 0.00% | 0.10% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 12.49 K | $161.76 K | -32.72% | 0.10% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 10.56 K | $136.71 K | 0.00% | 0.08% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 6.65 K | $86.05 K | 128.82% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 4.66 K | $60.35 K | 296.60% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 4.33 K | $56.05 K | 11.15% | 0.03% |
| BLACKROCK, INC. | 08/07/2026 | 2.51 K | $32.49 K | 0.00% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 250 | $3.23 K | -96.55% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 5 | $60 | 100.00% | 0.00% |
| MILFAM LLC | 07/22/2026 | 2 | $26 | 0.00% | 0.00% |
| NATIXIS | 08/13/2026 | 1 | $13 | 0.00% | 0.00% |
| NTV ASSET MANAGEMENT LLC | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| LIDO ADVISORS, LLC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| KATHMERE CAPITAL MANAGEMENT, LLC | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Blackstone Senior Floating Rate 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 69 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: 822,750
BANK OF AMERICA CORP /DE/: 559,500
MORGAN STANLEY: 408,440
LEAVELL INVESTMENT MANAGEMENT, INC.: 241,580
UBS Group AG: 161,504
ICON ADVISERS INC/CO: 152,212
27.85% of Blackstone Senior Floating Rate 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.10 M shares in the last 24 months. This purchase volume represents approximately $64.63 M in transactions.