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BGB

Blackstone Strategic Credit 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$247K -$719K -58,050 -74%
BPAMU
52
BTG Pactual Asset Management US
New York
$240K
SCA
53
Snowden Capital Advisors
New York
$238K
WLPWM
54
Walled Lake Planning & Wealth Management
Illinois
$233K
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$226K
KWM
56
Kingsview Wealth Management
Oregon
$221K +$84.8K +6,845 +61%
SA
57
Sanctuary Advisors
Indiana
$211K
EFS
58
Essex Financial Services
Connecticut
$202K
MC
59
Moors & Cabot
Massachusetts
$177K +$12.1K +975 +7%
NFG
60
Nations Financial Group
Iowa
$165K
KFGK
61
Keystone Financial Group (Kentucky)
Kentucky
$162K -$9.78K -789 -6%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$153K
CCFM
63
Clear Creek Financial Management
Washington
$152K -$30.6K -2,473 -17%
AWM
64
Apollon Wealth Management
South Carolina
$148K +$150K +12,075 New
NSAM
65
North Star Asset Management
Wisconsin
$143K -$1.43K -115 -1%
CCG
66
Catalina Capital Group
California
$143K
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$140K
MWM
68
Melfa Wealth Management
Massachusetts
$137K
LWL
69
Leo Wealth LLC
Texas
$131K -$27.1K -2,187 -17%
CIA
70
Concurrent Investment Advisors
Florida
$128K -$6.48K -523 -5%
Citadel Advisors
71
Citadel Advisors
Florida
$127K +$128K +10,355 New
TPWM
72
Twelve Points Wealth Management
Massachusetts
$125K -$24.3K -1,960 -16%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$123K +$125K +10,062 New
GLLW
74
Graves Light Lenhart Wealth
Virginia
$122K
EC
75
Elequin Capital
New York
$103K +$105K +8,451 New