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, Q1 2022
Institutional positions in BlackRock Ltd Duration Income Trust as of Mar 31, 2022. 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
- 84
- +4 vs. Q4 2021
- Shares held
- 9.98M
- +291.2K (+3.0%) vs. Q4 2021
- Total value
- $143.1M
- −$21.6M (−13.1%) vs. Q4 2021
- New holders
- 17
- 29 more added
- Sold out
- 13
- 19 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,298,932 | $47.3M | 0.01% | −77,200−2.3% | Reduced |
| UBS Group AG | 1,171,875 | $16.8M | 0.01% | +117,650+11.2% | Added |
| Cohen & Steers, Inc. | 590,838 | $8.47M | 0.01% | +114,888+24.1% | Added |
| Invesco Ltd. | 473,750 | $6.79M | 0.00% | +78,743+19.9% | Added |
| Bramshill Investments, LLC | 401,973 | $5.76M | 0.80% | −266,909−39.9% | Reduced |
| Bank of America Corp | 390,737 | $5.60M | 0.00% | +76,942+24.5% | Added |
| Wells Fargo & Company | 359,500 | $5.16M | 0.00% | −70,390−16.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 328,703 | $4.71M | 0.01% | −11,841−3.5% | Reduced |
| Capital Investment Advisors, LLC | 247,743 | $3.55M | 0.11% | +73,480+42.2% | Added |
| Waterfront Wealth Inc. | 198,335 | $2.81M | 0.99% | +61,695+45.2% | Added |
| Stifel Financial Corp | 192,582 | $2.76M | 0.00% | −7,008−3.5% | Reduced |
| Guggenheim Capital LLC | 191,918 | $2.75M | 0.02% | +39,105+25.6% | Added |
| Royal Bank of Canada | 184,656 | $2.65M | 0.00% | +7,801+4.4% | Added |
| Wolverine Asset Management LLC | 154,210 | $2.21M | 0.03% | +154,210 | New |
| Arete Wealth Advisors, LLC | 124,177 | $1.78M | 0.15% | +100,819+431.6% | Added |
| Oxbow Advisors, LLC | 101,884 | $1.46M | 0.15% | +64+0.1% | Added |
| Advisor Group Holdings, Inc. | 97,232 | $1.40M | 0.00% | −935−1.0% | Reduced |
| Fiera Capital Corp | 95,354 | $1.37M | 0.00% | +24,890+35.3% | Added |
| LPL Financial LLC | 91,548 | $1.31M | 0.00% | +5,461+6.3% | Added |
| Shaker Financial Services, LLC | 86,037 | $1.23M | 0.46% | +86,037 | New |
| Ameriprise Financial Inc | 78,431 | $1.13M | 0.00% | +2,104+2.8% | Added |
| FourThought Financial, LLC | 72,850 | $1.05M | 0.13% | +1,871+2.6% | Added |
| Baird Financial Group, Inc. | 68,128 | $977.0K | 0.00% | +23,474+52.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,871 | $945.0K | 0.00% | +14,359+27.9% | Added |
| GWM Advisors LLC | 58,517 | $839.0K | 0.01% | +5,205+9.8% | Added |
| Greytown Advisors Inc. | 55,629 | $798.0K | 0.39% | +11,865+27.1% | Added |
| Landscape Capital Management, L.L.C. | 52,887 | $758.0K | 0.10% | +52,887 | New |
| Raymond James & Associates | 52,299 | $750.0K | 0.00% | −1,798−3.3% | Reduced |
| Pointe Capital Management LLC | 50,716 | $727.0K | 0.46% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 50,383 | $722.0K | 0.85% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 46,366 | $664.0K | 0.00% | +737+1.6% | Added |
| Janney Montgomery Scott LLC | 43,852 | $629.0K | 0.00% | +1,075+2.5% | Added |
| Virtus ETF Advisers LLC | 40,538 | $581.0K | 0.26% | +15,022+58.9% | Added |
| Triad Investment Management | 39,023 | $560.0K | 0.53% | +1,000+2.6% | Added |
| Relative Value Partners Group, LLC | 38,006 | $545.0K | 0.04% | +38,006 | New |
| Cetera Investment Advisers | 32,079 | $460.0K | 0.01% | −1,944−5.7% | Reduced |
| ProVise Management Group, LLC | 27,851 | $399.0K | 0.04% | −8,292−22.9% | Reduced |
| Wealth Alliance | 25,308 | $363.0K | 0.07% | +1,086+4.5% | Added |
| MML Investors Services, LLC | 20,284 | $291.0K | 0.00% | −74−0.4% | Reduced |
| JPMorgan Chase & Co | 20,000 | $287.0K | 0.00% | −10,549−34.5% | Reduced |
| Atria Wealth Solutions, Inc. | 19,270 | $276.0K | 0.00% | +19,270 | New |
| Steward Partners Investment Advisory, LLC | 17,663 | $253.0K | 0.00% | −9,287−34.5% | Reduced |
| Mariner, LLC | 16,504 | $237.0K | 0.00% | +16,504 | New |
| OTA Financial Group L.P. | 15,954 | $228.0K | 0.15% | +15,954 | New |
| Cetera Advisors LLC | 15,428 | $221.0K | 0.00% | −15,836−50.7% | Reduced |
| First Foundation Advisors | 13,405 | $192.0K | 0.01% | +259+2.0% | Added |
| Rockefeller Capital Management L.P. | 12,662 | $181.0K | 0.00% | −458−3.5% | Reduced |
| Altus Wealth Group LLC | 12,654 | $181.0K | 0.15% | −292−2.3% | Reduced |
| Money Concepts Capital Corp | 12,616 | $181.0K | 0.01% | +12,616 | New |
| Fortitude Advisory Group L.L.C. | 12,329 | $177.0K | 0.10% | +698+6.0% | Added |
| Wealth Management Solutions, LLC | 11,567 | $166.0K | 0.09% | −4,937−29.9% | Reduced |
| Raymond James Trust N.A. | 11,112 | $159.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,899 | $156.0K | 0.01% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,666 | $153.0K | 0.14% | 00.0% | Unchanged |
| St Germain D J Co Inc | 10,500 | $151.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,784 | $111.6K | 0.01% | +93+1.2% | Added |
| Carmichael Hill & Associates, Inc. | 6,307 | $90.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,927 | $85.0K | 0.00% | +5,142+655.0% | Added |
| GPS Wealth Strategies Group, LLC | 4,436 | $64.0K | 0.01% | +4,436 | New |
| IFP Advisors, Inc | 3,667 | $55.0K | 0.00% | +3,667 | New |
| Optimum Investment Advisors | 3,700 | $53.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 3,203 | $46.0K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,150 | $45.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,500 | $36.0K | 0.00% | −3,631−59.2% | Reduced |
| US Bancorp | 2,100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $27.2K | 0.00% | +1,900 | New |
| Bartlett & Co. LLC | 1,900 | $27.0K | 0.00% | +1,900 | New |
| Bogart Wealth, LLC | 1,618 | $23.0K | 0.00% | +1,618 | New |
| Montag A & Associates Inc | 1,410 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,347 | $19.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,265 | $18.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 700 | $10.0K | 0.01% | +700 | New |
| American Portfolios Advisors | 690 | $9.89K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 660 | $9.00K | 0.00% | +660 | New |
| Anchor Investment Management, LLC | 500 | $7.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 437 | $6.00K | 0.00% | +8+1.9% | Added |
| Gradient Investments LLC | 340 | $5.00K | 0.00% | −361−51.5% | Reduced |
| Spire Wealth Management | 250 | $4.00K | 0.00% | −2,650−91.4% | Reduced |
| Antonetti Capital Management LLC | 265 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 168 | $2.00K | 0.00% | +2+1.2% | Added |
| WR Wealth Planners, LLC | 138 | $1.98K | 0.00% | +138 | New |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −164,285−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −141,573−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −22,879−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −21,141−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −20,892−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −8,655−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −1,867−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |