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Blackstone Strategic Credit 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$166K +$166K +10,500 New
CWM
52
Concert Wealth Management
California
$162K – – –
US Bancorp
53
US Bancorp
Minnesota
$158K +$158K +10,000 New
WCM
54
Wunderlich Capital Managemnt
Tennessee
$145K +$145K +9,174 New
HCM
55
Horrell Capital Management
Arkansas
$143K – – –
PFO
56
Pathstone Family Office
New Jersey
$99K +$98.6K +6,243 New
Creative Planning
57
Creative Planning
Kansas
$93K +$1.69K +107 +2%
BCM
58
Blume Capital Management
California
$51K – – –
YWP
59
YorkBridge Wealth Partners
New York
$48K -$79K -5,000 -63%
LWA
60
Lenox Wealth Advisors
New York
$48K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$35K +$35.6K +2,250 New
PCM
62
Penserra Capital Management
California
$16K +$5.5K +348 +49%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$4K – – –
AAP
64
Arax Advisory Partners
Colorado
$4K +$47 +3 +1%
MA
65
MUFG Americas
New York
$3K +$2.96K +187 New
LWM
66
LBA Wealth Management
Florida
$2K – – –
SEI Investments
67
SEI Investments
Pennsylvania
$1K – – –
SCM
68
Saba Capital Management
New York
– -$23.4M -1,524,251 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– -$3.09M -207,000 Closed
SIA
70
Sit Investment Associates
Minnesota
– -$1.89M -122,998 Closed
GA
71
Geneva Advisors
Illinois
– -$951K -62,000 Closed
CS
72
Credit Suisse
Switzerland
– -$878K -57,213 Closed
Deutsche Bank
73
Deutsche Bank
Germany
– -$889K -56,288 -100%
SLG
74
Stanley-Laman Group
Pennsylvania
– -$258K -16,840 Closed
TSS
75
Two Sigma Securities
New York
– -$197K -12,859 Closed