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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 166 | $3.00K | 0.00% | +166 | New |
| Antonetti Capital Management LLC | 265 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 429 | $7.00K | 0.00% | +7+1.7% | Added |
| 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 |
| Anchor Investment Management, LLC | 500 | $8.43K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 690 | $11.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 701 | $12.0K | 0.00% | +361+106.2% | Added |
| Northwestern Mutual Wealth Management Co | 785 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,000 | $16.9K | 0.01% | +1,000 | New |
| City Holding Co | 1,265 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,300 | $22.0K | 0.00% | +1,300 | New |
| Hoey Investments, Inc | 1,347 | $23.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $24.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,867 | $31.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,900 | $49.0K | 0.00% | +200+7.4% | Added |
| Missouri Trust & Investment Co | 3,150 | $53.0K | 0.03% | +3,150 | New |
| Strategic Asset Management, LLC | 3,203 | $54.0K | 0.08% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,700 | $62.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,131 | $103.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6,307 | $106.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,691 | $129.6K | 0.01% | +169+2.2% | Added |
| Confluence Wealth Services, Inc. | 8,655 | $145.0K | 0.05% | +8,655 | New |
| St Germain D J Co Inc | 10,500 | $177.0K | 0.01% | −10,500−50.0% | Reduced |
| Alethea Capital Management, LLC | 10,666 | $180.0K | 0.16% | −205−1.9% | Reduced |
| Venture Visionary Partners LLC | 10,899 | $183.0K | 0.01% | +126+1.2% | Added |
| Raymond James Trust N.A. | 11,112 | $187.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 11,400 | $192.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 11,631 | $196.0K | 0.10% | +11,631 | New |
| Altus Wealth Group LLC | 12,946 | $218.0K | 0.18% | −587−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 13,120 | $221.0K | 0.00% | +7+0.1% | Added |
| First Foundation Advisors | 13,146 | $222.0K | 0.01% | −1,311−9.1% | Reduced |
| Nomura Holdings Inc | 15,000 | $252.0K | 0.00% | +15,000 | New |
| Wealth Management Solutions, LLC | 16,504 | $278.0K | 0.14% | +16,504 | New |
| MML Investors Services, LLC | 20,358 | $343.0K | 0.00% | −72−0.4% | Reduced |
| Change Path, LLC | 20,892 | $352.0K | 0.02% | +4,300+25.9% | Added |
| Bank of New York Mellon Corp | 21,141 | $356.0K | 0.00% | +21,141 | New |
| Envestnet Asset Management Inc | 22,879 | $386.0K | 0.00% | −968−4.1% | Reduced |
| Arete Wealth Advisors, LLC | 23,358 | $394.0K | 0.03% | +23,358 | New |
| Wealth Alliance | 24,222 | $408.0K | 0.08% | −706−2.8% | Reduced |
| Virtus ETF Advisers LLC | 25,516 | $430.0K | 0.16% | −1,604−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,950 | $454.0K | 0.01% | −1,042−3.7% | Reduced |
| JPMorgan Chase & Co | 30,549 | $515.0K | 0.00% | +18,261+148.6% | Added |
| Cetera Advisors LLC | 31,264 | $527.0K | 0.01% | −1,248−3.8% | Reduced |
| Cetera Investment Advisers | 34,023 | $573.0K | 0.01% | +161+0.5% | Added |
| ProVise Management Group, LLC | 36,143 | $609.0K | 0.06% | −570−1.6% | Reduced |
| Triad Investment Management | 38,023 | $641.0K | 0.58% | +38,023 | New |
| Janney Montgomery Scott LLC | 42,777 | $721.0K | 0.00% | +1,420+3.4% | Added |
| Greytown Advisors Inc. | 43,764 | $742.0K | 0.32% | +1,744+4.2% | Added |
| Baird Financial Group, Inc. | 44,654 | $752.0K | 0.00% | −46,533−51.0% | Reduced |
| Commonwealth Equity Services, LLC | 45,629 | $768.0K | 0.00% | +380+0.8% | Added |
| Capital Financial Services, LLC | 50,383 | $849.0K | 0.93% | −1,600−3.1% | Reduced |
| Pointe Capital Management LLC | 50,716 | $855.0K | 0.54% | −3,405−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,512 | $868.0K | 0.00% | +2,488+5.1% | Added |
| GWM Advisors LLC | 53,312 | $899.0K | 0.01% | +53,312 | New |
| Raymond James & Associates | 54,097 | $912.0K | 0.00% | −123−0.2% | Reduced |
| Fiera Capital Corp | 70,464 | $1.19M | 0.00% | +1,964+2.9% | Added |
| FourThought Financial, LLC | 70,979 | $1.20M | 0.15% | −5,795−7.5% | Reduced |
| Ameriprise Financial Inc | 76,327 | $1.29M | 0.00% | +4,169+5.8% | Added |
| LPL Financial LLC | 86,087 | $1.45M | 0.00% | +4,236+5.2% | Added |
| Lazard Asset Management LLC | – | $1.47M | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 98,167 | $1.65M | 0.00% | −512−0.5% | Reduced |
| Oxbow Advisors, LLC | 101,820 | $1.72M | 0.16% | +7,770+8.3% | Added |
| Waterfront Wealth Inc. | 136,640 | $2.30M | 0.91% | −8,665−6.0% | Reduced |
| Jefferies Group LLC | 141,573 | $2.39M | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 152,813 | $2.58M | 0.01% | −71,733−31.9% | Reduced |
| Advisors Asset Management, Inc. | 164,285 | $2.77M | 0.04% | −12,862−7.3% | Reduced |
| Capital Investment Advisors, LLC | 174,263 | $2.94M | 0.09% | −1,985−1.1% | Reduced |
| Royal Bank of Canada | 176,855 | $2.98M | 0.00% | +18,906+12.0% | Added |
| Stifel Financial Corp | 199,590 | $3.36M | 0.00% | −13,327−6.3% | Reduced |
| Bank of America Corp | 313,795 | $5.29M | 0.00% | −7,502−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 340,544 | $5.74M | 0.01% | +36,076+11.8% | Added |
| Invesco Ltd. | 395,007 | $6.66M | 0.00% | −3,683−0.9% | Reduced |
| Wells Fargo & Company | 429,890 | $7.24M | 0.00% | +85,850+25.0% | Added |
| Cohen & Steers, Inc. | 475,950 | $8.02M | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 668,882 | $11.3M | 1.10% | +24,986+3.9% | Added |
| UBS Group AG | 1,054,225 | $17.8M | 0.01% | −161,424−13.3% | Reduced |
| Morgan Stanley | 3,376,132 | $56.9M | 0.01% | +124,934+3.8% | Added |
| 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 |