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BGB

Blackstone Strategic Credit 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
51
Thomas J. Herzfeld Advisors
Florida
$124K -$36.5K -2,300 -23%
STA
52
Summit Trail Advisors
New York
$110K +$111K +7,000 New
TRCT
53
Tower Research Capital (TRC)
New York
$82K +$82.6K +5,200 New
SEI Investments
54
SEI Investments
Pennsylvania
$53K +$53.6K +3,377 New
LWA
55
Lenox Wealth Advisors
New York
$47K
YWP
56
YorkBridge Wealth Partners
New York
$46K
SPIA
57
Steward Partners Investment Advisory
New York
$35K -$4.76K -300 -12%
RFC
58
Regions Financial Corp
Alabama
$20K +$19.9K +1,250 New
CA
59
Calton & Associates
Florida
$19K +$19.7K +1,242 New
AAP
60
Arax Advisory Partners
Colorado
$5K +$111 +7 +2%
MOS
61
MGO One Seven
Ohio
$5K +$4.96K +312 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$4K
1IA
63
1834 Investment Advisors
Wisconsin
$2K
PAIM
64
Punch & Associates Investment Management
Minnesota
-$2.7M -169,159 Closed
SIA
65
Sit Investment Associates
Minnesota
-$948K -59,333 Closed
SFS
66
Shaker Financial Services
Virginia
-$484K -30,264 Closed
FIMG
67
Financial & Investment Management Group
Michigan
-$432K -27,033 Closed
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
-$240K -15,000 Closed
HF
69
HRT Financial
New York
-$202K -12,700 Closed
VF
70
Virtu Financial
New York
-$181K -11,319 Closed
AGM
71
Alpine Global Management
New York
-$169K -10,591 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
-$40K -2,479 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$32K -1,992 Closed
PCM
74
Penserra Capital Management
California
-$9K -588 Closed