Blackstone Strategic Credit (BGB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Partners Wealth Management, LLC

NEW

Shares462,153

Change+462,153

Value$5.2M

Filed 2026-10-28

Robbins Farley

INCREASED

Shares244,024 from 241,957

Change+2,067 (+1%)

Value$2.7M (+$8.7K)

Filed 2026-10-21

Elevation Point Wealth Partners, LLC

DECREASED

Shares225,953 from 234,122

Change-8,169 (-3%)

Value$2.5M (-$105.9K)

Filed 2026-11-05

City of London Investment Management Co LTD

INCREASED

Shares179,217 from 17,779

Change+161,438 (+908%)

Value$2.0M (+$1.8M)

Filed 2026-10-30

Capital Investment Advisors, LLC

DECREASED

Shares145,409 from 153,574

Change-8,165 (-5%)

Value$1.6M (-$101.0K)

Filed 2026-10-22

Thrivent Financial for Lutherans

DECREASED

Shares119,865 from 155,716

Change-35,851 (-23%)

Value$1.3M (-$412.0K)

Filed 2026-11-05

Quantify Chaos Advisors, LLC

INCREASED

Shares104,984 from 103,629

Change+1,355 (+1%)

Value$1.2M (+$9.0K)

Filed 2026-11-04

Beverly Hills Private Wealth, LLC

NEW

Shares90,343

Change+90,343

Value$1.0M

Filed 2026-11-04

Clear Harbor Asset Management, LLC

DECREASED

Shares84,305 from 85,305

Change-1,000 (-1%)

Value$947.6K (-$16.4K)

Filed 2026-11-05

Stolper Co

DECREASED

Shares63,943 from 64,513

Change-570 (-1%)

Value$719.0K (-$10.0K)

Filed 2026-10-13

Oppenheimer & Co Inc

INCREASED

Shares62,469 from 60,692

Change+1,777 (+3%)

Value$702.2K (+$16.3K)

Filed 2026-10-26

Tranquility Partners, LLC

DECREASED

Shares48,790 from 85,313

Change-36,523 (-43%)

Value$548.4K (-$415.6K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares42,985 from 43,585

Change-600 (-1%)

Value$475.4K (-$17.5K)

Filed 2026-10-13

Calamos Advisors LLC

DECREASED

Shares30,820 from 37,439

Change-6,619 (-18%)

Value$346.4K (-$76.6K)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

NEW

Shares30,143

Change+30,143

Value$338.8K

Filed 2026-10-16

Walled Lake Planning & Wealth Management, LLC

UNCHANGED

Shares27,575 from 27,575

Change0 (0%)

Value$309.9K (-$1.7K)

Filed 2026-10-29

Davenport & Co LLC

DECREASED

Shares27,000 from 27,827

Change-827 (-3%)

Value$303.5K (-$11.0K)

Filed 2026-10-14

Choreo, LLC

INCREASED

Shares24,122 from 15,099

Change+9,023 (+60%)

Value$271.1K (+$100.5K)

Filed 2026-10-28

Closed-End Fund Advisors, Inc.

DECREASED

Shares19,782 from 52,645

Change-32,863 (-62%)

Value$222.4K (-$372.5K)

Filed 2026-11-04

Noble Wealth Management PBC

INCREASED

Shares13,120 from 600

Change+12,520 (+2087%)

Value$147.5K (+$140.7K)

Filed 2026-10-01

Fifth Third Bancorp

INCREASED

Shares12,241 from 11,257

Change+984 (+9%)

Value$137.6K (+$10.4K)

Filed 2026-11-05

Nations Financial Group Inc,

UNCHANGED

Shares11,686 from 11,686

Change0 (0%)

Value$131.4K (-$701)

Filed 2026-11-05

Chicago Partners Investment Group LLC

NEW

Shares11,602

Change+11,602

Value$126.7K

Filed 2026-10-27

Graves Light Lenhart Wealth, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$112.4K (-$600)

Filed 2026-10-09

Horrell Capital Management, Inc.

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$56.2K (-$300)

Filed 2026-10-08

Jacobi Capital Management LLC

NEW

Shares2,910

Change+2,910

Value$32.7K

Filed 2026-11-05

Spire Wealth Management

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$28.1K (-$150)

Filed 2026-10-30

Blue Trust, Inc.

UNCHANGED

Shares1,950 from 1,950

Change0 (0%)

Value$21.9K (-$117)

Filed 2026-10-15

Birch Financial Group, LLC

NEW

Shares1,847

Change+1,847

Value$20.8K

Filed 2026-10-27

Private Trust Co NA

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$20.2K (-$108)

Filed 2026-10-20

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares205 from 205

Change0 (0%)

Value$2.3K (-$13)

Filed 2026-10-29

Sierra Summit Advisors LLC

CLOSED

Shares0 from 14,109

Change-14,109 (-100%)

Value$0 (-$159.4K)

Filed 2026-10-28

SIT Investment Associates Inc

N/A

Shares— from 3,635,425

Change-3,635,425 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,536,491

Change-2,536,491 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 2,259,024

Change-2,259,024 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,760,729

Change-1,760,729 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,657,405

Change-1,657,405 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,144,384

Change-1,144,384 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 939,961

Change-939,961 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 934,510

Change-934,510 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 722,558

Change-722,558 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 591,684

Change-591,684 (-100%)

Value—

UBS Group AG

N/A

Shares— from 502,174

Change-502,174 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 497,855

Change-497,855 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 438,553

Change-438,553 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 417,101

Change-417,101 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 331,531

Change-331,531 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 323,899

Change-323,899 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 278,123

Change-278,123 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 269,895

Change-269,895 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 234,528

Change-234,528 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 189,997

Change-189,997 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 161,119

Change-161,119 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 144,834

Change-144,834 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 142,157

Change-142,157 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 112,665

Change-112,665 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 105,228

Change-105,228 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 101,807

Change-101,807 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 100,602

Change-100,602 (-100%)

Value—

CSS LLC

N/A

Shares— from 82,787

Change-82,787 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 70,378

Change-70,378 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 60,067

Change-60,067 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 55,332

Change-55,332 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 55,084

Change-55,084 (-100%)

Value—

Oder Investment Management, LLC

N/A

Shares— from 48,984

Change-48,984 (-100%)

Value—

&partners

N/A

Shares— from 40,924

Change-40,924 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 36,497

Change-36,497 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 34,367

Change-34,367 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 28,600

Change-28,600 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 27,390

Change-27,390 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 26,375

Change-26,375 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 20,138

Change-20,138 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 19,597

Change-19,597 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,362

Change-17,362 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 17,222

Change-17,222 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 16,649

Change-16,649 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,520

Change-15,520 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 14,073

Change-14,073 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 13,226

Change-13,226 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 12,059

Change-12,059 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 11,555

Change-11,555 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 11,306

Change-11,306 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 11,167

Change-11,167 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 11,093

Change-11,093 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 10,912

Change-10,912 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 10,175

Change-10,175 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 10,145

Change-10,145 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 9,600

Change-9,600 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 4,170

Change-4,170 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 780

Change-780 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 350

Change-350 (-100%)

Value—

	Status
Partners Wealth Management, LLC	NEW	462,153	—	+462,153	—	—	$5.2M	—	2026-10-28
Robbins Farley	INCREASED	244,024	241,957	+2,067	+1%	$2.7M	$2.7M	+$8.7K	2026-10-21
Elevation Point Wealth Partners, LLC	DECREASED	225,953	234,122	-8,169	-3%	$2.6M	$2.5M	-$105.9K	2026-11-05
City of London Investment Management Co LTD	INCREASED	179,217	17,779	+161,438	+908%	$200.9K	$2.0M	+$1.8M	2026-10-30
Capital Investment Advisors, LLC	DECREASED	145,409	153,574	-8,165	-5%	$1.7M	$1.6M	-$101.0K	2026-10-22
Thrivent Financial for Lutherans	DECREASED	119,865	155,716	-35,851	-23%	$1.8M	$1.3M	-$412.0K	2026-11-05
Quantify Chaos Advisors, LLC	INCREASED	104,984	103,629	+1,355	+1%	$1.2M	$1.2M	+$9.0K	2026-11-04
Beverly Hills Private Wealth, LLC	NEW	90,343	—	+90,343	—	—	$1.0M	—	2026-11-04
Clear Harbor Asset Management, LLC	DECREASED	84,305	85,305	-1,000	-1%	$963.9K	$947.6K	-$16.4K	2026-11-05
Stolper Co	DECREASED	63,943	64,513	-570	-1%	$729.0K	$719.0K	-$10.0K	2026-10-13
Oppenheimer & Co Inc	INCREASED	62,469	60,692	+1,777	+3%	$685.8K	$702.2K	+$16.3K	2026-10-26
Tranquility Partners, LLC	DECREASED	48,790	85,313	-36,523	-43%	$964.0K	$548.4K	-$415.6K	2026-10-20
Wealth Enhancement Advisory Services, LLC	DECREASED	42,985	43,585	-600	-1%	$492.9K	$475.4K	-$17.5K	2026-10-13
Calamos Advisors LLC	DECREASED	30,820	37,439	-6,619	-18%	$423.1K	$346.4K	-$76.6K	2026-11-02
Concurrent Investment Advisors, LLC	NEW	30,143	—	+30,143	—	—	$338.8K	—	2026-10-16
Walled Lake Planning & Wealth Management, LLC	UNCHANGED	27,575	27,575	0	0%	$311.6K	$309.9K	-$1.7K	2026-10-29
Davenport & Co LLC	DECREASED	27,000	27,827	-827	-3%	$314.4K	$303.5K	-$11.0K	2026-10-14
Choreo, LLC	INCREASED	24,122	15,099	+9,023	+60%	$170.6K	$271.1K	+$100.5K	2026-10-28
Closed-End Fund Advisors, Inc.	DECREASED	19,782	52,645	-32,863	-62%	$594.9K	$222.4K	-$372.5K	2026-11-04
Noble Wealth Management PBC	INCREASED	13,120	600	+12,520	+2087%	$6.8K	$147.5K	+$140.7K	2026-10-01
Fifth Third Bancorp	INCREASED	12,241	11,257	+984	+9%	$127.2K	$137.6K	+$10.4K	2026-11-05
Nations Financial Group Inc,	UNCHANGED	11,686	11,686	0	0%	$132.1K	$131.4K	-$701	2026-11-05
Chicago Partners Investment Group LLC	NEW	11,602	—	+11,602	—	—	$126.7K	—	2026-10-27
Graves Light Lenhart Wealth, Inc.	UNCHANGED	10,000	10,000	0	0%	$113.0K	$112.4K	-$600	2026-10-09
Horrell Capital Management, Inc.	UNCHANGED	5,000	5,000	0	0%	$56.5K	$56.2K	-$300	2026-10-08
Jacobi Capital Management LLC	NEW	2,910	—	+2,910	—	—	$32.7K	—	2026-11-05
Spire Wealth Management	UNCHANGED	2,500	2,500	0	0%	$28.3K	$28.1K	-$150	2026-10-30
Blue Trust, Inc.	UNCHANGED	1,950	1,950	0	0%	$22.0K	$21.9K	-$117	2026-10-15
Birch Financial Group, LLC	NEW	1,847	—	+1,847	—	—	$20.8K	—	2026-10-27
Private Trust Co NA	UNCHANGED	1,800	1,800	0	0%	$20.3K	$20.2K	-$108	2026-10-20
Blue Bell Private Wealth Management, LLC	UNCHANGED	205	205	0	0%	$2.3K	$2.3K	-$13	2026-10-29
Sierra Summit Advisors LLC	CLOSED	0	14,109	-14,109	-100%	$159.4K	$0	-$159.4K	2026-10-28
SIT Investment Associates Inc	N/A	—	3,635,425	-3,635,425	-100%	$41.1M	—	—	—
Morgan Stanley	N/A	—	2,536,491	-2,536,491	-100%	$28.7M	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	2,259,024	-2,259,024	-100%	$25.5M	—	—	—
Wells Fargo & Company	N/A	—	1,760,729	-1,760,729	-100%	$19.9M	—	—	—
Bank of America Corp	N/A	—	1,657,405	-1,657,405	-100%	$18.7M	—	—	—
Raymond James Financial Inc	N/A	—	1,144,384	-1,144,384	-100%	$12.9M	—	—	—
Atlas Wealth LLC	N/A	—	939,961	-939,961	-100%	$10.6M	—	—	—
HighTower Advisors, LLC	N/A	—	934,510	-934,510	-100%	$10.6M	—	—	—
Cresset Asset Management, LLC	N/A	—	722,558	-722,558	-100%	$8.2M	—	—	—
Advisors Asset Management, Inc.	N/A	—	591,684	-591,684	-100%	$6.7M	—	—	—
UBS Group AG	N/A	—	502,174	-502,174	-100%	$5.7M	—	—	—
Loomis Sayles & Co L P	N/A	—	497,855	-497,855	-100%	$5.6M	—	—	—
Transcend Capital Advisors, LLC	N/A	—	438,553	-438,553	-100%	$5.0M	—	—	—
LPL Financial LLC	N/A	—	417,101	-417,101	-100%	$4.7M	—	—	—
Pathstone Holdings, LLC	N/A	—	331,531	-331,531	-100%	$3.7M	—	—	—
Logan Stone Capital, LLC	N/A	—	323,899	-323,899	-100%	$3.7M	—	—	—
Guggenheim Capital LLC	N/A	—	278,123	-278,123	-100%	$3.1M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	269,895	-269,895	-100%	$3.0M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	234,528	-234,528	-100%	$2.7M	—	—	—
Invesco Ltd.	N/A	—	189,997	-189,997	-100%	$2.1M	—	—	—
Merit Financial Group, LLC	N/A	—	161,119	-161,119	-100%	$1.8M	—	—	—
Almitas Capital LLC	N/A	—	144,834	-144,834	-100%	$1.6M	—	—	—
Envestnet Asset Management Inc	N/A	—	142,157	-142,157	-100%	$1.6M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	112,665	-112,665	-100%	$1.3M	—	—	—
Jane Street Group, LLC	N/A	—	105,228	-105,228	-100%	$1.2M	—	—	—
Royal Bank of Canada	N/A	—	101,807	-101,807	-100%	$1.2M	—	—	—
Stifel Financial Corp	N/A	—	100,602	-100,602	-100%	$1.1M	—	—	—
CSS LLC	N/A	—	82,787	-82,787	-100%	$935.5K	—	—	—
Cary Street Partners Financial LLC	N/A	—	70,378	-70,378	-100%	$795.3K	—	—	—
Icon Advisers Inc	N/A	—	60,067	-60,067	-100%	$678.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	55,332	-55,332	-100%	$625.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	55,084	-55,084	-100%	$622.5K	—	—	—
Oder Investment Management, LLC	N/A	—	48,984	-48,984	-100%	$553.5K	—	—	—
&partners	N/A	—	40,924	-40,924	-100%	$462.4K	—	—	—
HRT Financial LP	N/A	—	36,497	-36,497	-100%	$412.0K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	34,367	-34,367	-100%	$388.3K	—	—	—
Moors & Cabot, Inc.	N/A	—	28,600	-28,600	-100%	$323.2K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	27,390	-27,390	-100%	$309.5K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	26,375	-26,375	-100%	$298.0K	—	—	—
Snowden Capital Advisors LLC	N/A	—	20,138	-20,138	-100%	$227.6K	—	—	—
Advisory Services Network, LLC	N/A	—	19,597	-19,597	-100%	$221.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,362	-17,362	-100%	$196.2K	—	—	—
Ethos Financial Group, LLC	N/A	—	17,222	-17,222	-100%	$194.6K	—	—	—
Essex Financial Services, Inc.	N/A	—	16,649	-16,649	-100%	$188.1K	—	—	—
XTX Topco Ltd	N/A	—	15,520	-15,520	-100%	$175.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	14,073	-14,073	-100%	$159.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	13,226	-13,226	-100%	$149.5K	—	—	—
Keystone Financial Group	N/A	—	12,059	-12,059	-100%	$136.3K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	11,555	-11,555	-100%	$130.6K	—	—	—
M&T Bank Corp	N/A	—	11,306	-11,306	-100%	$127.8K	—	—	—
Melfa Wealth Management, Inc.	N/A	—	11,167	-11,167	-100%	$126.2K	—	—	—
Virtu Financial LLC	N/A	—	11,093	-11,093	-100%	$125.0K	—	—	—
1776 Wealth LLC	N/A	—	10,912	-10,912	-100%	$123.3K	—	—	—
JT Stratford LLC	N/A	—	10,175	-10,175	-100%	$115.0K	—	—	—
Evolve Private Wealth, LLC	N/A	—	10,145	-10,145	-100%	$114.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	9,600	-9,600	-100%	$108.5K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	4,170	-4,170	-100%	$47.1K	—	—	—
National Bank of Canada	N/A	—	2,300	-2,300	-100%	$26.0K	—	—	—
Rothschild Investment LLC	N/A	—	780	-780	-100%	$8.8K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	350	-350	-100%	$4.0K	—	—	—

Showing 92 of 92 institutions