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Disclosery

BGB BLACKSTONE STRATEGIC CRED 20

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COM SHS BEN IN (fund), issuer CIK 1546429

79 managers (80 13F filers) reported a position in BGB shares at 2025-06-30, 19,576,451 shares in all. 9 filers opened a position and 11 filers sold out during the quarter.

Managers
79
13F filers
80
New
9
Added
33
Reduced
20
Sold out
11
Shares held by filers
19,576,451

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC2,892,203$35.1M2.91%-308,87513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,474,962$30M<0.01%-159,00713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,077,174$25.2M<0.01%-12,35413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,828,968$22.2M<0.01%-59,77513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,101,851$13.4M0.05%-308,65113F-HRTimelineGroup
Advisors Asset Management, Inc.978,222$11.9M0.21%+164,22513F-HR/ATimeline
HighTower Advisors, LLC888,803$10.8M0.01%+13,45913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC769,784$9.33M0.01%+25,91813F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC747,429$9.06M0.19%+416,53313F-HRTimelineGroup
UBS Group AGin group UBS Group AG449,604$5.45M<0.01%+18,59113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC399,206$4.84M0.04%-108,65313F-HRTimelineGroup
Integrated Wealth Concepts LLC387,604$4.7M0.05%-42,06613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.360,715$4.37M<0.01%+31,04213F-HRTimelineGroup
Cresset Asset Management, LLC338,928$4.11M0.02%+124,36813F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC305,741$3.71M<0.01%+28,75713F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC282,142$3.42M0.27%-254,86013F-HRTimeline
LPL Financial LLC273,512$3.31M<0.01%+25,28213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA269,234$3.26M<0.01%-13,15413F-HR/ATimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…235,030$2.85M0.26%-6,21813F-HRTimeline
Capital Investment Advisors, LLC200,584$2.43M0.04%-7,32513F-HR/ATimeline
Merit Financial Group, LLC200,403$2.43M0.03%-10,33913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…186,226$2.26M<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…140,951$1.71M0.01%+4,15013F-HRTimeline
Shaker Financial Services, LLC140,782$1.71M0.62%+15,99113F-HRTimeline
Robbins Farley126,397$1.53M0.71%+6,38313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP115,690$1.4M<0.01%+4,92013F-HRTimelineGroup
Tranquility Partners, LLC111,496$1.35M0.48%-4,25813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding107,229$1.3M+15,437Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP106,926$1.3M<0.01%+3,97113F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP105,798$1.28M0.05%+67,00113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,947$1.03M<0.01%+21,65213F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…75,509$915K<0.01%+1,06413F-HR/ATimelineGroup
NewEdge Advisors, LLC63,389$768K<0.01%+20013F-HRTimeline
Stolper Co59,317$719K0.24%+2,54313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,848$689K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,270$592K<0.01%new13F-HRTimeline
&PARTNERS46,056$558K<0.01%new13F-HRTimeline
Oder Investment Management, LLC36,033$437K0.33%-14,16313F-HRTimeline
Cetera Investment Advisers28,626$347K<0.01%+1,79113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,892$338K<0.01%+5,34113F-HRTimelineGroup
DAVENPORT & Co LLC27,827$337K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,289$319K<0.01%-2,15613F-HRTimelineGroup
Kingsview Wealth Management, LLC24,163$293K<0.01%+2,04213F-HRTimeline
Advisory Services Network, LLC22,722$282K<0.01%+4713F-HRTimeline
Perigon Wealth Management, LLC23,219$281K0.01%-31913F-HRTimeline
Clear Harbor Asset Management, LLC21,208$257K0.02%new13F-HRTimeline
Moors & Cabot, Inc.21,125$256K0.01%+1,95013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …20,879$253K0.03%013F-HRTimelineGroup
Snowden Capital Advisors LLC19,957$242K0.01%+60013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC19,135$232K<0.01%new13F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…19,075$231K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,938$205K0.01%-1,42413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,640$202K0.01%+313F-HRTimelineGroup
Sanctuary Advisors, LLC14,154$172K<0.01%+62413F-HRTimeline
Laird Norton Wetherby Wealth Management…12,500$152K0.01%13F-HRTimeline
Janney Montgomery Scott LLC11,736$142K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,686$142K0.01%-1,78813F-HRTimeline
Keystone Financial Group11,559$140K0.01%-1,30013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,306$137K<0.01%013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.11,167$135K0.09%013F-HRTimeline
Leo Wealth, LLC10,722$130K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,398$126K<0.01%-5,40013F-HRTimelineGroup
Twelve Points Wealth Management LLC10,209$124K0.03%013F-HRTimeline
JT Stratford LLC10,205$124K0.02%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,000$121K0.01%013F-HRTimeline
COMERICA BANK7,297$88.4K<0.01%+113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,351$77K<0.01%new13F-HRTimelineGroup
Horrell Capital Management, Inc.5,000$60.6K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,400$53.3K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,500$30.3K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,110$26K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,800$21.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC780$9.45K<0.01%013F-HRTimeline
NFSG Corp400$4.85K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC205$2.48K<0.01%+12013F-HRTimeline
HARBOUR INVESTMENTS, INC.190$2.3K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100$1.21K<0.01%+1013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18$218<0.01%+1113F-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