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BGB

Blackstone Strategic Credit 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$530K
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$512K
BI
53
Bulldog Investors
New Jersey
$503K -$921K -79,110 -65%
RCM
54
Robinson Capital Management
Michigan
$494K -$972K -83,477 -67%
SCA
55
Snowden Capital Advisors
New York
$483K +$343K +29,471 +265%
IFG
56
Independent Financial Group
California
$458K -$17.2K -1,477 -4%
CAN
57
Cetera Advisor Networks
California
$396K +$128K +11,021 +50%
OC
58
Oppenheimer & Co
New York
$366K +$24K +2,065 +7%
CL
59
Choreo LLC
Illinois
$358K +$350K +30,055 New
RRA
60
Round Rock Advisors
Connecticut
$351K
RJT
61
Raymond James Trust
Florida
$295K
GA
62
Greytown Advisors
Florida
$285K
Millennium Management
63
Millennium Management
New York
$233K
WLPWM
64
Walled Lake Planning & Wealth Management
Illinois
$227K
SFWA
65
Summit Financial Wealth Advisors
Louisiana
$215K -$15.1K -1,300 -7%
MC
66
Moors & Cabot
Massachusetts
$211K +$207K +17,750 New
CCFM
67
Clear Creek Financial Management
Washington
$206K +$35.7K +3,064 +22%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$204K +$200K +17,150 New
AWM
69
Avior Wealth Management
Nebraska
$202K +$198K +16,973 New
EFS
70
Essex Financial Services
Connecticut
$197K
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$180K +$176K +15,142 New
FW
72
FirstPurpose Wealth
Utah
$177K
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$170K -$2.6K -223 -2%
LWL
74
Leo Wealth LLC
Texas
$165K -$133K -11,441 -45%
NFG
75
Nations Financial Group
Iowa
$160K