BlackRock Ltd Duration Income Trust
BLW- Exchange
- NYSE
- SEC CIK
- 0001233681
No open-market purchases or sales by BlackRock Ltd Duration Income Trust insiders were filed in the last 90 days; 85 institutions reported holding it in 13F filings for Q2 2026, worth $145.9M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in BlackRock Ltd Duration Income Trust as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 81
- −1 vs. Q3 2021
- Shares held
- 9.69M
- −24.4K (−0.3%) vs. Q3 2021
- Total value
- $164.8M
- −$2.66M (−1.6%) vs. Q3 2021
- New holders
- 12
- 22 more added
- Sold out
- 13
- 25 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BLW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 85 | $145.9M |
| Q1 2026 | 82 | $138.5M |
| Q4 2025 | 81 | $160.0M |
| Q3 2025 | 85 | $165.1M |
| Q2 2025 | 77 | $170.0M |
| Q1 2025 | 77 | $166.7M |
| Q4 2024 | 76 | $154.3M |
| Q3 2024 | 77 | $152.3M |
| Q2 2024 | 79 | $151.1M |
| Q1 2024 | 80 | $153.0M |
| Q4 2023 | 86 | $158.9M |
| Q3 2023 | 73 | $144.3M |
| Q2 2023 | 71 | $140.9M |
| Q1 2023 | 71 | $138.1M |
| Q4 2022 | 73 | $135.6M |
| Q3 2022 | 70 | $124.8M |
| Q2 2022 | 77 | $129.9M |
| Q1 2022 | 84 | $143.1M |
| Q4 2021 | 81 | $164.8M |
| Q3 2021 | 83 | $168.3M |
| Q2 2021 | 82 | $170.2M |
| Q1 2021 | 80 | $173.2M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,376,132 | $56.9M | 0.01% | +124,934+3.8% | Added |
| UBS Group AG | 1,054,225 | $17.8M | 0.01% | −161,424−13.3% | Reduced |
| Bramshill Investments, LLC | 668,882 | $11.3M | 1.10% | +24,986+3.9% | Added |
| Cohen & Steers, Inc. | 475,950 | $8.02M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 429,890 | $7.24M | 0.00% | +85,850+25.0% | Added |
| Invesco Ltd. | 395,007 | $6.66M | 0.00% | −3,683−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 340,544 | $5.74M | 0.01% | +36,076+11.8% | Added |
| Bank of America Corp | 313,795 | $5.29M | 0.00% | −7,502−2.3% | Reduced |
| Stifel Financial Corp | 199,590 | $3.36M | 0.00% | −13,327−6.3% | Reduced |
| Royal Bank of Canada | 176,855 | $2.98M | 0.00% | +18,906+12.0% | Added |
| Capital Investment Advisors, LLC | 174,263 | $2.94M | 0.09% | −1,985−1.1% | Reduced |
| Advisors Asset Management, Inc. | 164,285 | $2.77M | 0.04% | −12,862−7.3% | Reduced |
| Guggenheim Capital LLC | 152,813 | $2.58M | 0.01% | −71,733−31.9% | Reduced |
| Jefferies Group LLC | 141,573 | $2.39M | 0.04% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 136,640 | $2.30M | 0.91% | −8,665−6.0% | Reduced |
| Oxbow Advisors, LLC | 101,820 | $1.72M | 0.16% | +7,770+8.3% | Added |
| Advisor Group Holdings, Inc. | 98,167 | $1.65M | 0.00% | −512−0.5% | Reduced |
| Lazard Asset Management LLC | – | $1.47M | 0.00% | – | – |
| LPL Financial LLC | 86,087 | $1.45M | 0.00% | +4,236+5.2% | Added |
| Ameriprise Financial Inc | 76,327 | $1.29M | 0.00% | +4,169+5.8% | Added |
| FourThought Financial, LLC | 70,979 | $1.20M | 0.15% | −5,795−7.5% | Reduced |
| Fiera Capital Corp | 70,464 | $1.19M | 0.00% | +1,964+2.9% | Added |
| Raymond James & Associates | 54,097 | $912.0K | 0.00% | −123−0.2% | Reduced |
| GWM Advisors LLC | 53,312 | $899.0K | 0.01% | +53,312 | New |
| Cambridge Investment Research Advisors, Inc. | 51,512 | $868.0K | 0.00% | +2,488+5.1% | Added |
| Pointe Capital Management LLC | 50,716 | $855.0K | 0.54% | −3,405−6.3% | Reduced |
| Capital Financial Services, LLC | 50,383 | $849.0K | 0.93% | −1,600−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 45,629 | $768.0K | 0.00% | +380+0.8% | Added |
| Baird Financial Group, Inc. | 44,654 | $752.0K | 0.00% | −46,533−51.0% | Reduced |
| Greytown Advisors Inc. | 43,764 | $742.0K | 0.32% | +1,744+4.2% | Added |
| Janney Montgomery Scott LLC | 42,777 | $721.0K | 0.00% | +1,420+3.4% | Added |
| Triad Investment Management | 38,023 | $641.0K | 0.58% | +38,023 | New |
| ProVise Management Group, LLC | 36,143 | $609.0K | 0.06% | −570−1.6% | Reduced |
| Cetera Investment Advisers | 34,023 | $573.0K | 0.01% | +161+0.5% | Added |
| Cetera Advisors LLC | 31,264 | $527.0K | 0.01% | −1,248−3.8% | Reduced |
| JPMorgan Chase & Co | 30,549 | $515.0K | 0.00% | +18,261+148.6% | Added |
| Steward Partners Investment Advisory, LLC | 26,950 | $454.0K | 0.01% | −1,042−3.7% | Reduced |
| Virtus ETF Advisers LLC | 25,516 | $430.0K | 0.16% | −1,604−5.9% | Reduced |
| Wealth Alliance | 24,222 | $408.0K | 0.08% | −706−2.8% | Reduced |
| Arete Wealth Advisors, LLC | 23,358 | $394.0K | 0.03% | +23,358 | New |
| Envestnet Asset Management Inc | 22,879 | $386.0K | 0.00% | −968−4.1% | Reduced |
| Bank of New York Mellon Corp | 21,141 | $356.0K | 0.00% | +21,141 | New |
| Change Path, LLC | 20,892 | $352.0K | 0.02% | +4,300+25.9% | Added |
| MML Investors Services, LLC | 20,358 | $343.0K | 0.00% | −72−0.4% | Reduced |
| Wealth Management Solutions, LLC | 16,504 | $278.0K | 0.14% | +16,504 | New |
| Nomura Holdings Inc | 15,000 | $252.0K | 0.00% | +15,000 | New |
| First Foundation Advisors | 13,146 | $222.0K | 0.01% | −1,311−9.1% | Reduced |
| Rockefeller Capital Management L.P. | 13,120 | $221.0K | 0.00% | +7+0.1% | Added |
| Altus Wealth Group LLC | 12,946 | $218.0K | 0.18% | −587−4.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 11,631 | $196.0K | 0.10% | +11,631 | New |
| Commerce Bank | 11,400 | $192.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,112 | $187.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,899 | $183.0K | 0.01% | +126+1.2% | Added |
| Alethea Capital Management, LLC | 10,666 | $180.0K | 0.16% | −205−1.9% | Reduced |
| St Germain D J Co Inc | 10,500 | $177.0K | 0.01% | −10,500−50.0% | Reduced |
| Confluence Wealth Services, Inc. | 8,655 | $145.0K | 0.05% | +8,655 | New |
| Koshinski Asset Management, Inc. | 7,691 | $129.6K | 0.01% | +169+2.2% | Added |
| Carmichael Hill & Associates, Inc. | 6,307 | $106.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,131 | $103.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,700 | $62.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 3,203 | $54.0K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,150 | $53.0K | 0.03% | +3,150 | New |
| Spire Wealth Management | 2,900 | $49.0K | 0.00% | +200+7.4% | Added |
| US Bancorp | 2,100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,867 | $31.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,347 | $23.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,300 | $22.0K | 0.00% | +1,300 | New |
| City Holding Co | 1,265 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,000 | $16.9K | 0.01% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 785 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 701 | $12.0K | 0.00% | +361+106.2% | Added |
| American Portfolios Advisors | 690 | $11.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $8.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 477 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 429 | $7.00K | 0.00% | +7+1.7% | Added |
| Antonetti Capital Management LLC | 265 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 166 | $3.00K | 0.00% | +166 | New |
| Harbour Investments, Inc. | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −81,302−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −48,860−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −42,371−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −8,217−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −4,367−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |