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.
Q4 2021 vs. Q3 2021
How the institutions holding BlackRock Ltd Duration Income Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 83 | 1 | 81 | −1 |
| Shares | 9.77M | 54.5K | 9.69M | −24.4K (−0.3%) |
| Value | $168.3M | $931.0K | $164.8M | −$2.66M (−1.6%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GWM Advisors LLC | 53,312 | $899.0K | 0.01% |
| Triad Investment Management | 38,023 | $641.0K | 0.58% |
| Arete Wealth Advisors, LLC | 23,358 | $394.0K | 0.03% |
| Bank of New York Mellon Corp | 21,141 | $356.0K | 0.00% |
| Wealth Management Solutions, LLC | 16,504 | $278.0K | 0.14% |
| Nomura Holdings Inc | 15,000 | $252.0K | 0.00% |
| Fortitude Advisory Group L.L.C. | 11,631 | $196.0K | 0.10% |
| Confluence Wealth Services, Inc. | 8,655 | $145.0K | 0.05% |
| Missouri Trust & Investment Co | 3,150 | $53.0K | 0.03% |
| CoreCap Advisors, LLC | 1,300 | $22.0K | 0.00% |
| West Paces Advisors Inc. | 1,000 | $16.9K | 0.01% |
| CWM, LLC | 166 | $3.00K | 0.00% |
Sold out (13)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| SeaBridge Investment Advisors LLC | 81,302 | $1.39M |
| Hennion & Walsh Asset Management, Inc. | 48,860 | $835.0K |
| Kestra Advisory Services, LLC | 42,371 | $724.0K |
| Pacitti Group Inc. | 8,217 | $140.0K |
| Carroll Financial Associates, Inc. | 4,367 | $74.0K |
| Central Trust Co | 2,700 | $46.0K |
| Cahill Financial Advisors Inc | 2,285 | $39.0K |
| Joseph P. Lucia & Associates, LLC | 2,000 | $34.0K |
| Citigroup Inc | 1,911 | $33.0K |
| Bartlett & Co. Wealth Management LLC | 1,900 | $32.5K |
| Bartlett & Co. LLC | 1,900 | $32.0K |
| Jacobi Capital Management LLC | 150 | $3.00K |
| Arkadios Wealth Advisors | 227 | $3.00K |
Not filed for Q4 2021 yet (1)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 54,492 | $931.0K |