Blackstone Senior Floating Rate 2027 Term Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 311.42 K | $4.20 M | -13.10% | 2.39% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 02/09/2026 | 266.73 K | $3.63 M | 18.85% | 2.05% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 213.89 K | $2.89 M | 100.00% | 1.64% |
| UBS GROUP AG | 01/29/2026 | 165.01 K | $2.23 B | 0.58% | 1.27% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 144.14 K | $1.95 M | -44.51% | 1.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 121.23 K | $1.64 M | -13.56% | 0.93% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 78.95 K | $1.07 B | -24.43% | 0.61% |
| LPL FINANCIAL LLC | 02/11/2026 | 78.45 K | $1.06 M | -18.82% | 0.60% |
| TRANQUILITY PARTNERS, LLC | 02/03/2026 | 74.19 K | $1.00 M | -5.24% | 0.57% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 73.95 K | $998.31 K | 2.52% | 0.57% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 73.36 K | $990.29 M | 1.09% | 0.56% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 62.41 K | $842.55 K | -19.51% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 59.72 K | $806.28 K | -8.15% | 0.46% |
| LIDO ADVISORS, LLC | 02/10/2026 | 45.81 K | $644.02 K | 0.00% | 0.35% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 35.67 K | $481.48 K | 0.00% | 0.27% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 35.21 K | $475.38 K | -28.74% | 0.27% |
| CSS LLC/IL | 02/17/2026 | 34.43 K | $464.75 K | 100.00% | 0.26% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 01/22/2026 | 33.28 K | $449.28 K | 0.00% | 0.26% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 29.93 K | $404.06 K | -6.36% | 0.23% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 29.80 K | $402.30 K | 50.51% | 0.23% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 27.00 K | $364.43 M | -11.30% | 0.21% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 25.67 K | $346.56 K | 100.00% | 0.20% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 02/02/2026 | 22.31 K | $301.23 K | 1.98% | 0.17% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 21.54 K | $291.90 K | -4.46% | 0.17% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 19.91 K | $270.62 K | 100.00% | 0.15% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 18.57 K | $250.66 M | 1.29% | 0.14% |
| UPTOWN FINANCIAL ADVISORS LLC | 01/23/2026 | 17.32 K | $233.82 K | 0.00% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 17.30 K | $233.50 K | 69.45% | 0.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 16.39 K | $221.00 K | 0.18% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 16.27 K | $219.81 M | 3.42% | 0.13% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 13.94 K | $188.21 K | 4.00% | 0.11% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 13.85 K | $186.91 K | 100.00% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 13.20 K | $178.17 K | 0.00% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 10.56 K | $142.52 K | 0.00% | 0.08% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 10.25 K | $138.27 K | 4,000.00% | 0.08% |
| NTV ASSET MANAGEMENT LLC | 01/20/2026 | 10.20 K | $137.70 K | -17.74% | 0.08% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 5.39 K | $72.82 K | -35.74% | 0.04% |
| BLACKROCK, INC. | 02/12/2026 | 2.51 K | $33.87 M | 0.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.50 K | $33.75 M | 100.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 1.86 K | $25.12 K | 520.33% | 0.01% |
| NATIXIS | 02/13/2026 | 1 | $14 | 0.00% | 0.00% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
| SPINNAKER INVESTMENT GROUP, LLC | 01/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Blackstone Senior Floating Rate 2027 Term Fund institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Blackstone Senior Floating Rate 2027 Term Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 311,419
LEAVELL INVESTMENT MANAGEMENT, INC.: 266,730
SIT INVESTMENT ASSOCIATES INC: 213,886
UBS Group AG: 165,007
Advisors Asset Management, Inc.: 144,140
Integrated Wealth Concepts LLC: 121,231
14.77% of Blackstone Senior Floating Rate 2027 Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.83 M shares in the last 24 months. This purchase volume represents approximately $50.79 M in transactions.