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Blackstone Long-Short Credit (BGX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wolverine Asset Management LLC
DECREASED
Shares181,982 from 274,462
Change-92,480 (-34%)
Value$1.9M (-$1.1M)
Filed 2026-11-02
Matisse Capital
UNCHANGED
Shares170,000 from 170,000
Change0 (0%)
Value$1.8M (-$54.4K)
Filed 2026-10-29
Closed-End Fund Advisors, Inc.
INCREASED
Shares151,438 from 96,941
Change+54,497 (+56%)
Value$1.6M (+$544.5K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares108,384 from 16,751
Change+91,633 (+547%)
Value$1.1M (+$962.3K)
Filed 2026-11-02
Nations Financial Group Inc,
UNCHANGED
Shares60,800 from 60,800
Change0 (0%)
Value$642.0K (-$19.5K)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares49,180 from 30,515
Change+18,665 (+61%)
Value$519.3K (+$187.3K)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares32,124 from 33,624
Change-1,500 (-4%)
Value$339.2K (-$26.6K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares25,750 from 42,950
Change-17,200 (-40%)
Value$271.9K (-$195.4K)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares24,603 from 24,078
Change+525 (+2%)
Value$259.8K (-$2.2K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares14,800 from 16,300
Change-1,500 (-9%)
Value$156.3K (-$21.1K)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares14,671 from 14,658
Change+13 (+0%)
Value$154.9K (-$4.6K)
Filed 2026-10-13
Davenport & Co LLC
NEW
Shares13,095
Change+13,095
Value$138.3K
Filed 2026-10-14
Noble Wealth Management PBC
UNCHANGED
Shares4,950 from 4,950
Change0 (0%)
Value$52.3K (-$1.6K)
Filed 2026-10-01
Blue Bell Private Wealth Management, LLC
DECREASED
Shares500 from 600
Change-100 (-17%)
Value$5.3K (-$1.2K)
Filed 2026-10-29
Highline Wealth Partners LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$3.7K (-$112)
Filed 2026-10-19
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 18,787
Change-18,787 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-13
Fifth Third Bancorp
CLOSED
Shares0 from 1,771
Change-1,771 (-100%)
Value$0 (-$19.3K)
Filed 2026-11-05
Pathstone Holdings, LLC
N/A
Shares— from 638,687
Change-638,687 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 607,252
Change-607,252 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 335,386
Change-335,386 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 326,265
Change-326,265 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 285,430
Change-285,430 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 270,291
Change-270,291 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 234,781
Change-234,781 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 234,260
Change-234,260 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 229,541
Change-229,541 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 197,630
Change-197,630 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 196,950
Change-196,950 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 196,187
Change-196,187 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 185,505
Change-185,505 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 180,395
Change-180,395 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 177,105
Change-177,105 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 149,996
Change-149,996 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 149,494
Change-149,494 (-100%)
Value—
UBS Group AG
N/A
Shares— from 99,528
Change-99,528 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 44,580
Change-44,580 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 39,490
Change-39,490 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 25,085
Change-25,085 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,917
Change-21,917 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,966
Change-15,966 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 15,507
Change-15,507 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,415
Change-15,415 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,791
Change-13,791 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,030
Change-13,030 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,730
Change-12,730 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 537
Change-537 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 352
Change-352 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Status
Wolverine Asset Management LLC
DECREASED181,982274,462-92,480-34%$3.0M$1.9M-$1.1M2026-11-02
Matisse Capital
UNCHANGED170,000170,00000%$1.8M$1.8M-$54.4K2026-10-29
Closed-End Fund Advisors, Inc.
INCREASED151,43896,941+54,497+56%$1.1M$1.6M+$544.5K2026-11-04
Kestra Advisory Services, LLC
INCREASED108,38416,751+91,633+547%$182.3K$1.1M+$962.3K2026-11-02
Nations Financial Group Inc,
UNCHANGED60,80060,80000%$661.5K$642.0K-$19.5K2026-11-05
Calamos Advisors LLC
INCREASED49,18030,515+18,665+61%$332.0K$519.3K+$187.3K2026-11-02
Capital Investment Advisors, LLC
DECREASED32,12433,624-1,500-4%$365.8K$339.2K-$26.6K2026-10-22
SeaCrest Wealth Management, LLC
DECREASED25,75042,950-17,200-40%$467.3K$271.9K-$195.4K2026-10-21
Choreo, LLC
INCREASED24,60324,078+525+2%$262.0K$259.8K-$2.2K2026-10-28
Oppenheimer & Co Inc
DECREASED14,80016,300-1,500-9%$177.3K$156.3K-$21.1K2026-10-26
Hennion & Walsh Asset Management, Inc.
INCREASED14,67114,658+13+0%$159.5K$154.9K-$4.6K2026-10-13
Davenport & Co LLC
NEW13,095—+13,095——$138.3K—2026-10-14
Noble Wealth Management PBC
UNCHANGED4,9504,95000%$53.9K$52.3K-$1.6K2026-10-01
Blue Bell Private Wealth Management, LLC
DECREASED500600-100-17%$6.5K$5.3K-$1.2K2026-10-29
Highline Wealth Partners LLC
UNCHANGED35035000%$3.8K$3.7K-$1122026-10-19
SAX Wealth Advisors, LLC
CLOSED018,787-18,787-100%$204.8K$0-$204.8K2026-10-13
Fifth Third Bancorp
CLOSED01,771-1,771-100%$19.3K$0-$19.3K2026-11-05
Pathstone Holdings, LLC
N/A—638,687-638,687-100%$6.9M———
SIT Investment Associates Inc
N/A—607,252-607,252-100%$6.6M———
Logan Stone Capital, LLC
N/A—335,386-335,386-100%$3.6M———
Guggenheim Capital LLC
N/A—326,265-326,265-100%$3.5M———
Landscape Capital Management, L.L.C.
N/A—285,430-285,430-100%$3.1M———
Invesco Ltd.
N/A—270,291-270,291-100%$2.9M———
Morgan Stanley
N/A—234,781-234,781-100%$2.6M———
Bank of America Corp
N/A—234,260-234,260-100%$2.5M———
Envestnet Asset Management Inc
N/A—229,541-229,541-100%$2.5M———
1607 Capital Partners, LLC
N/A—197,630-197,630-100%$2.2M———
Adapt Wealth Advisors, LLC
N/A—196,950-196,950-100%$2.1M———
Atlas Wealth LLC
N/A—196,187-196,187-100%$2.1M———
Bulldog Investors, LLPA
N/A—185,505-185,505-100%$2.0M———
Wells Fargo & Company
N/A—180,395-180,395-100%$2.0M———
Thomas J. Herzfeld Advisors, Inc.
N/A—177,105-177,105-100%$1.9M———
Cohen & Steers, Inc.
N/A—149,996-149,996-100%$1.6M———
Saba Capital Management, L.P.A
N/A—149,494-149,494-100%$1.6M———
UBS Group AG
N/A—99,528-99,528-100%$1.1M———
Raymond James Financial Inc
N/A—44,580-44,580-100%$485.0K———
Osaic Holdings, Inc.
N/A—39,490-39,490-100%$429.7K———
Almitas Capital LLC
N/A—25,085-25,085-100%$272.9K———
Rockefeller Capital Management L.P.
N/A—21,917-21,917-100%$238.5K———
LPL Financial LLC
N/A—17,010-17,010-100%$185.1K———
World Investment Advisors
N/A—15,966-15,966-100%$173.8K———
Ethos Financial Group, LLC
N/A—15,507-15,507-100%$168.7K———
NewEdge Advisors, LLC
N/A—15,415-15,415-100%$167.7K———
Cetera Investment Advisers
N/A—13,791-13,791-100%$150.0K———
Royal Bank of Canada
N/A—13,030-13,030-100%$142.0K———
Susquehanna International Group, LLP
N/A—12,730-12,730-100%$138.5K———
Ausdal Financial Partners, Inc.
N/A—11,200-11,200-100%$121.9K———
BNP Paribas Financial Markets
N/A—537-537-100%$5.8K———
Fiduciary Financial Advisors
N/A—352-352-100%$3.8K———
Clear Street Group Inc.
N/A—218-218-100%$2.4K———
Showing 50 of 50 institutions