Coastal Bridge Advisors’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Coastal Bridge Advisors’s Portfolio BSL Stock Details BSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-27,402	Closed	-$392K	–	461
2025 Q2	$392K	Buy	+27,402	New	+$386K	0.03%	320
2025 Q1	–	Sell	-43,672	Closed	-$626K	–	281
2024 Q4	$626K	Sell	43,672 -90,533	-67%	-$1.3M	0.16%	81
2024 Q3	$1.89M	Buy	134,205 +212	+0.2%	+$3.01K	0.47%	44
2024 Q2	$1.88M	Sell	133,993 -12,670	-9%	-$179K	0.47%	43
2024 Q1	$2.1M	Sell	146,663 -11,411	-7%	-$158K	0.48%	37
2023 Q4	$2.11M	Sell	158,074 -780	-0.5%	-$10.2K	0.54%	37
2023 Q3	$2.1M	Sell	158,854 -1,456	-0.9%	-$19.1K	0.56%	32
2023 Q2	$2.06M	Sell	160,310 -819	-0.5%	-$10.3K	0.5%	35
2023 Q1	$2.04M	Sell	161,129 -1,322	-0.8%	-$17K	0.52%	36
2022 Q4	$2.02M	Sell	162,451 -23,743	-13%	-$299K	0.57%	35
2022 Q3	$2.34M	Sell	186,194 -42,614	-19%	-$569K	0.63%	33
2022 Q2	$3.04M	Buy	228,808 +53,471	+30%	+$761K	0.94%	27
2022 Q1	$2.68M	Buy	175,337 +4,062	+2%	+$63.5K	0.62%	33
2021 Q4	$2.94M	Buy	171,275 +2,754	+2%	+$45.8K	0.61%	37
2021 Q3	$2.77M	Buy	168,521 +77,735	+86%	+$1.27M	0.64%	32
2021 Q2	$1.48M	Sell	90,786 -14,273	-14%	-$230K	0.3%	47
2021 Q1	$1.64M	Sell	105,059 -10,451	-9%	-$155K	0.3%	38
2020 Q4	$1.64M	Buy	115,510 +46,431	+67%	+$644K	0.33%	37
2020 Q3	$951K	Sell	69,079 -57,621	-45%	-$767K	0.29%	48
2020 Q2	$1.63M	Buy	126,700 +46,406	+58%	+$570K	0.52%	37
2020 Q1	$943K	Sell	80,294 -15,883	-17%	-$238K	0.35%	46
2019 Q4	$1.55M	Buy	96,177 +15,303	+19%	+$248K	0.4%	34
2019 Q3	$1.37M	Buy	80,874 +10,765	+15%	+$181K	0.47%	34
2019 Q2	$1.18M	Buy	70,109 +24,034	+52%	+$403K	0.35%	42
2019 Q1	$757K	Buy	+46,075	New	+$756K	0.26%	54

Other funds holding BSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $265M AUM 14.46% 1-Year Est. Return

Coastal Bridge Advisors's BSL Position: Q3 2025 in Review

Coastal Bridge Advisors sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q3 2025, closing a stake of 27,402 shares — an estimated $392K sold.

Coastal Bridge Advisors first reported a position in BSL in Q1 2019 and held it in 25 quarters. The position peaked at $3.04M in Q2 2022. 43 funds tracked by Wall St. Rank hold BSL as of Q3 2025.

Coastal Bridge Advisors reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q3 2025 after selling out during the quarter.
Coastal Bridge Advisors sold 27,402 Blackstone Senior Floating Rate 2027 Term Fund shares in Q3 2025, an estimated $392K.
Coastal Bridge Advisors first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q1 2019 and held it in 25 quarters.
Coastal Bridge Advisors's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $3.04M in Q2 2022.
43 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q3 2025.

Based on Coastal Bridge Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.