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Disclosery

BGB BLACKSTONE STRATEGIC CRED 20

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COM SHS BEN IN (fund), issuer CIK 1546429

81 managers (82 13F filers) reported a position in BGB shares at 2025-03-31, 19,969,015 shares in all. 5 filers opened a position and 13 filers sold out during the quarter.

Managers
81
13F filers
82
New
5
Added
25
Reduced
33
Sold out
13
Shares held by filers
19,969,015

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC3,201,078$38.7M3.5%-71,53013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,633,969$31.8M<0.01%+297,34213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,089,528$25.2M<0.01%+296,94413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,888,743$22.8M0.01%+43,55913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,410,502$17M0.07%-516,11513F-HRTimelineGroup
HighTower Advisors, LLC875,344$10.6M0.01%+6,39713F-HRTimeline
Advisors Asset Management, Inc.813,997$9.83M0.18%+74,94313F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC743,866$8.99M0.01%+21,95213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC537,002$6.49M0.47%-20,66613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC507,859$6.13M0.06%-84,35713F-HRTimelineGroup
UBS Group AGin group UBS Group AG431,013$5.21M<0.01%+26,70013F-HRTimelineGroup
Integrated Wealth Concepts LLC429,670$5.19M0.06%-57,87013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC330,896$4M0.09%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.329,673$3.98M<0.01%+76,08913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA282,388$3.41M<0.01%+54,05913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC276,984$3.35M<0.01%-30013F-HRTimelineGroup
LPL Financial LLC248,230$3M<0.01%-12,68813F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…241,248$2.91M0.31%-67,02013F-HRTimeline
Cresset Asset Management, LLC214,560$2.59M0.01%+101,02013F-HRTimeline
Merit Financial Group, LLC210,742$2.55M0.04%-13413F-HRTimeline
Capital Investment Advisors, LLC207,909$2.51M0.05%-4,58513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…186,226$2.25M<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…136,801$1.65M0.01%+14,00813F-HRTimeline
Shaker Financial Services, LLC124,791$1.51M0.59%+39,24413F-HRTimeline
Robbins Farley120,014$1.45M0.77%+113,61313F-HRTimeline
Tranquility Partners, LLC115,754$1.4M0.54%-3,52513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP110,770$1.34M<0.01%-1,64013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP102,955$1.24M<0.01%-57,55713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding91,792$1.11M-1,056Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,445$899K<0.01%+3,83313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,295$765K<0.01%-3,57013F-HRTimelineGroup
NewEdge Advisors, LLC63,189$763K<0.01%+7,00513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,848$687K<0.01%013F-HRTimelineGroup
Stolper Co56,774$686K0.22%+64913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC56,339$681K0.05%+1,60613F-HRTimeline
Oder Investment Management, LLC50,196$606K0.52%-3,90013F-HRTimeline
Selway Asset Management47,005$568K0.23%-4,90013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP38,797$469K0.02%new13F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC36,884$446K0.18%-5,00013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,445$344K0.01%+2,51113F-HRTimelineGroup
DAVENPORT & Co LLC27,827$336K<0.01%-1,17313F-HRTimeline
Cetera Investment Advisers26,835$324K<0.01%-7,32913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,861$312K<0.01%+5,63113F-HRTimelineGroup
Perigon Wealth Management, LLC23,538$284K0.01%-1,94913F-HRTimeline
Advisory Services Network, LLC22,675$274K0.01%-6,52513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,551$272K<0.01%-145,82213F-HRTimelineGroup
Kingsview Wealth Management, LLC22,121$267K0.01%+4,03413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …20,879$252K0.03%+1,48113F-HRTimelineGroup
Round Rock Advisors LLC20,748$251K0.05%013F-HRTimeline
Snowden Capital Advisors LLC19,357$234K0.01%013F-HRTimeline
Moors & Cabot, Inc.19,175$232K0.01%+4,70013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…19,075$230K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,362$222K0.01%-20,77413F-HRTimeline
Summit Financial Wealth Advisors, LLC18,100$219K0.04%013F-HRTimeline
Avior Wealth Management, LLC18,060$218K0.01%-4,07113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,637$201K0.01%+10513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,798$191K<0.01%+3,72313F-HRTimelineGroup
Sanctuary Advisors, LLC13,530$163K<0.01%-3,50713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,474$163K0.01%013F-HRTimeline
Keystone Financial Group12,859$155K0.02%-39313F-HRTimeline
Clear Creek Financial Management, LLC11,938$144K0.01%-45613F-HRTimeline
Janney Montgomery Scott LLC11,736$142K<0.01%+28613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,306$137K<0.01%new13F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.11,167$135K0.09%013F-HRTimeline
Leo Wealth, LLC10,722$130K0.02%013F-HRTimeline
Twelve Points Wealth Management LLC10,209$123K0.03%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,000$121K0.01%013F-HRTimeline
COMERICA BANK7,296$88.1K<0.01%-35413F-HRTimeline
CoreCap Advisors, LLC5,700$68.9K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.5,000$60.4K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,500$30.2K<0.01%-3,00013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,110$25K<0.01%-42213F-HRTimelineGroup
PRIVATE TRUST CO NA1,800$21.7K<0.01%013F-HRTimeline
Elequin Capital, LP1,499$18.1K<0.01%-6,95213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$12.1K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC780$9.42K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO90$1.09K<0.01%-31013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87$1.05K<0.01%new13F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC85$1.03K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$85<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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