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Disclosery

BGB BLACKSTONE STRATEGIC CRED 20

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COM SHS BEN IN (fund), issuer CIK 1546429

90 managers (91 13F filers) reported a position in BGB shares at 2024-12-31, 20,263,490 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
90
13F filers
91
New
7
Added
24
Reduced
30
Sold out
8
Shares held by filers
20,263,490

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Coastal Bridge Advisors, LLC3,272,608$40M10.08%-350,90013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,336,627$28.6M<0.01%+1,195,38213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,926,617$23.6M0.1%+35,04613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,845,184$22.6M0.01%+15,50613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,792,584$21.9M<0.01%-104,05013F-HR/ATimelineGroup
HighTower Advisors, LLC868,947$10.6M0.01%+12,62013F-HRTimeline
Advisors Asset Management, Inc.739,054$9.04M0.17%+290,23713F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC721,914$8.83M0.01%+35,44213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC592,216$7.24M0.06%-94,48313F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC557,668$6.82M0.49%+5,65813F-HRTimeline
Integrated Wealth Concepts LLC487,540$5.96M0.07%-19,87813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…415,359$5.08M0.09%+27,98713F-HRTimelineGroup
UBS Group AGin group UBS Group AG404,313$4.94M<0.01%+165,94013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…308,268$3.77M0.37%-17,98513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC277,284$3.39M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC260,918$3.19M<0.01%+65,84213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.253,584$3.1M<0.01%+68,98813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA228,329$2.79M<0.01%+7,64313F-HRTimelineGroup
Capital Investment Advisors, LLC212,494$2.6M0.05%-5,57913F-HRTimeline
Merit Financial Group, LLC210,876$2.58M0.05%-19,61513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…186,226$2.28M<0.01%+14,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC168,373$2.06M<0.01%-50713F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.165,122$2.02M0.65%+12,89113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP160,512$1.96M<0.01%-1,15613F-HRTimelineGroup
Steward Partners Investment Advisory, L…122,793$1.5M0.01%-6,54913F-HRTimeline
Tranquility Partners, LLC119,279$1.46M0.55%-5,15013F-HRTimeline
Cresset Asset Management, LLC113,540$1.39M0.01%-113,54013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP112,410$1.37M<0.01%+21,11513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding92,848$1.14MnewTimeline
Shaker Financial Services, LLC85,547$1.05M0.4%-3,38813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…70,612$864K<0.01%+95913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,865$818K<0.01%+1,96413F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC56,848$700K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC56,184$687K<0.01%-20013F-HRTimeline
Stolper Co56,125$686K0.23%-56813F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC54,733$669K0.05%+81413F-HRTimeline
Oder Investment Management, LLC54,096$662K0.55%-1,88813F-HRTimeline
Selway Asset Management51,905$635K0.25%+2,50013F-HR/ATimeline
ROBINSON CAPITAL MANAGEMENT, LLC41,884$512K0.21%013F-HRTimeline
JONES ROAD CAPITAL MANAGEMENT, L.P.39,751$486K0.34%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,136$479K0.02%-1,52313F-HRTimeline
CHOREO, LLC38,146$466K0.01%+8,89813F-HRTimeline
Cetera Investment Advisers34,164$418K<0.01%-81,95113F-HRTimeline
Advisory Services Network, LLC29,200$357K0.01%-16,65413F-HRTimeline
DAVENPORT & Co LLC29,000$355K<0.01%-97513F-HRTimeline
Next Capital Management LLC26,899$329K0.14%-49,97713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,934$317K<0.01%-1,94213F-HRTimelineGroup
Perigon Wealth Management, LLC25,487$313K0.01%013F-HRTimeline
Avior Wealth Management, LLC22,131$271K0.01%-2,18413F-HRTimeline
Round Rock Advisors LLC20,748$254K0.05%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,230$247K<0.01%-58,05013F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …19,398$240K0.03%013F-HRTimelineGroup
Snowden Capital Advisors LLC19,357$238K0.01%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…19,075$233K0.09%013F-HRTimeline
Summit Financial Wealth Advisors, LLC18,100$226K0.04%013F-HRTimeline
Kingsview Wealth Management, LLC18,087$221K<0.01%+6,84513F-HRTimeline
Sanctuary Advisors, LLC17,037$211K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,532$202K0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.14,475$177K0.01%+97513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,474$165K0.01%013F-HRTimeline
Keystone Financial Group13,252$162K0.02%-78913F-HRTimeline
Laird Norton Wetherby Wealth Management…12,500$153K0.01%013F-HRTimeline
Clear Creek Financial Management, LLC12,394$152K0.02%-2,47313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,075$148K<0.01%new13F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC11,720$143K0.01%-11513F-HRTimeline
Catalina Capital Group, LLC11,658$143K0.05%013F-HRTimeline
Janney Montgomery Scott LLC11,450$140K<0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.11,167$137K0.09%013F-HRTimeline
Leo Wealth, LLC10,722$131K0.01%-2,18713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,479$128K<0.01%-52313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,355$127K<0.01%new13F-HRTimelineGroup
Twelve Points Wealth Management LLC10,209$125K0.04%-1,96013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,062$123K<0.01%new13F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.10,000$122K0.02%013F-HRTimeline
Elequin Capital, LP8,451$103K0.01%new13F-HRTimeline
COMERICA BANK7,650$93.6K<0.01%013F-HR/ATimeline
Robbins Farley6,401$78.3K0.04%+5513F-HRTimeline
CoreCap Advisors, LLC5,700$69.7K<0.01%+50013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,500$67.3K<0.01%new13F-HRTimelineGroup
Horrell Capital Management, Inc.5,000$61K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,649$44.6K<0.01%new13F-HRTimelineGroup
Eagle Bay Advisors LLC2,800$34.2K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,532$31K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,800$22K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC780$9.54K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO400$4.89K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC85$1.04K<0.01%013F-HRTimeline
WPG Advisers, LLC45$550<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$86<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Coastal Bridge Advisors, LLC reported 2,262,603 BGB shares, 5.1% of the class, as of 2018-03-31, in a 13G filed 2026-10-09. 0001665976-26-000003

    Accepted , ingested