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.
Q1 2022 vs. Q4 2021
How the institutions holding BlackRock Ltd Duration Income Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 81 | 1 | 84 | +4 |
| Shares | 9.69M | 120 | 9.98M | +291.2K (+3.0%) |
| Value | $164.8M | $2.00K | $143.1M | −$21.6M (−13.1%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 154,210 | $2.21M | 0.03% |
| Shaker Financial Services, LLC | 86,037 | $1.23M | 0.46% |
| Landscape Capital Management, L.L.C. | 52,887 | $758.0K | 0.10% |
| Relative Value Partners Group, LLC | 38,006 | $545.0K | 0.04% |
| Atria Wealth Solutions, Inc. | 19,270 | $276.0K | 0.00% |
| Mariner, LLC | 16,504 | $237.0K | 0.00% |
| OTA Financial Group L.P. | 15,954 | $228.0K | 0.15% |
| Money Concepts Capital Corp | 12,616 | $181.0K | 0.01% |
| GPS Wealth Strategies Group, LLC | 4,436 | $64.0K | 0.01% |
| IFP Advisors, Inc | 3,667 | $55.0K | 0.00% |
| Bartlett & Co. Wealth Management LLC | 1,900 | $27.2K | 0.00% |
| Bartlett & Co. LLC | 1,900 | $27.0K | 0.00% |
| Bogart Wealth, LLC | 1,618 | $23.0K | 0.00% |
| Joseph P. Lucia & Associates, LLC | 700 | $10.0K | 0.01% |
| Raleigh Capital Management Inc. | 660 | $9.00K | 0.00% |
| WR Wealth Planners, LLC | 138 | $1.98K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (13)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 164,285 | $2.77M |
| Jefferies Group LLC | 141,573 | $2.39M |
| Lazard Asset Management LLC | – | $1.47M |
| Envestnet Asset Management Inc | 22,879 | $386.0K |
| Bank of New York Mellon Corp | 21,141 | $356.0K |
| Change Path, LLC | 20,892 | $352.0K |
| Nomura Holdings Inc | 15,000 | $252.0K |
| Commerce Bank | 11,400 | $192.0K |
| Confluence Wealth Services, Inc. | 8,655 | $145.0K |
| Addison Advisors LLC | 1,867 | $31.0K |
| CoreCap Advisors, LLC | 1,300 | $22.0K |
| West Paces Advisors Inc. | 1,000 | $16.9K |
| Proequities, Inc. | 477 | $8.00K |
Not filed for Q1 2022 yet (1)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 120 | $2.00K |