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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 138 | $1.98K | 0.00% | +138 | New |
| CWM, LLC | 168 | $2.00K | 0.00% | +2+1.2% | Added |
| 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 |
| Gradient Investments LLC | 340 | $5.00K | 0.00% | −361−51.5% | Reduced |
| Allworth Financial LP | 437 | $6.00K | 0.00% | +8+1.9% | Added |
| 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 |
| Anchor Investment Management, LLC | 500 | $7.17K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 660 | $9.00K | 0.00% | +660 | New |
| American Portfolios Advisors | 690 | $9.89K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 700 | $10.0K | 0.01% | +700 | New |
| City Holding Co | 1,265 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,347 | $19.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $23.0K | 0.00% | +1,618 | New |
| Bartlett & Co. LLC | 1,900 | $27.0K | 0.00% | +1,900 | New |
| Bartlett & Co. Wealth Management LLC | 1,900 | $27.2K | 0.00% | +1,900 | New |
| US Bancorp | 2,100 | $30.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,500 | $36.0K | 0.00% | −3,631−59.2% | Reduced |
| Missouri Trust & Investment Co | 3,150 | $45.0K | 0.03% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 3,203 | $46.0K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,700 | $53.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,667 | $55.0K | 0.00% | +3,667 | New |
| GPS Wealth Strategies Group, LLC | 4,436 | $64.0K | 0.01% | +4,436 | New |
| Northwestern Mutual Wealth Management Co | 5,927 | $85.0K | 0.00% | +5,142+655.0% | Added |
| Carmichael Hill & Associates, Inc. | 6,307 | $90.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,784 | $111.6K | 0.01% | +93+1.2% | Added |
| St Germain D J Co Inc | 10,500 | $151.0K | 0.01% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,666 | $153.0K | 0.14% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,899 | $156.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,112 | $159.0K | 0.00% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 11,567 | $166.0K | 0.09% | −4,937−29.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 12,329 | $177.0K | 0.10% | +698+6.0% | 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 |
| First Foundation Advisors | 13,405 | $192.0K | 0.01% | +259+2.0% | Added |
| Cetera Advisors LLC | 15,428 | $221.0K | 0.00% | −15,836−50.7% | Reduced |
| OTA Financial Group L.P. | 15,954 | $228.0K | 0.15% | +15,954 | New |
| Mariner, LLC | 16,504 | $237.0K | 0.00% | +16,504 | New |
| Steward Partners Investment Advisory, LLC | 17,663 | $253.0K | 0.00% | −9,287−34.5% | Reduced |
| Atria Wealth Solutions, Inc. | 19,270 | $276.0K | 0.00% | +19,270 | New |
| JPMorgan Chase & Co | 20,000 | $287.0K | 0.00% | −10,549−34.5% | Reduced |
| MML Investors Services, LLC | 20,284 | $291.0K | 0.00% | −74−0.4% | Reduced |
| Wealth Alliance | 25,308 | $363.0K | 0.07% | +1,086+4.5% | Added |
| ProVise Management Group, LLC | 27,851 | $399.0K | 0.04% | −8,292−22.9% | Reduced |
| Cetera Investment Advisers | 32,079 | $460.0K | 0.01% | −1,944−5.7% | Reduced |
| Relative Value Partners Group, LLC | 38,006 | $545.0K | 0.04% | +38,006 | New |
| Triad Investment Management | 39,023 | $560.0K | 0.53% | +1,000+2.6% | Added |
| Virtus ETF Advisers LLC | 40,538 | $581.0K | 0.26% | +15,022+58.9% | Added |
| Janney Montgomery Scott LLC | 43,852 | $629.0K | 0.00% | +1,075+2.5% | Added |
| Commonwealth Equity Services, LLC | 46,366 | $664.0K | 0.00% | +737+1.6% | Added |
| Capital Financial Services, LLC | 50,383 | $722.0K | 0.85% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 50,716 | $727.0K | 0.46% | 00.0% | Unchanged |
| Raymond James & Associates | 52,299 | $750.0K | 0.00% | −1,798−3.3% | Reduced |
| Landscape Capital Management, L.L.C. | 52,887 | $758.0K | 0.10% | +52,887 | New |
| Greytown Advisors Inc. | 55,629 | $798.0K | 0.39% | +11,865+27.1% | Added |
| GWM Advisors LLC | 58,517 | $839.0K | 0.01% | +5,205+9.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,871 | $945.0K | 0.00% | +14,359+27.9% | Added |
| Baird Financial Group, Inc. | 68,128 | $977.0K | 0.00% | +23,474+52.6% | Added |
| FourThought Financial, LLC | 72,850 | $1.05M | 0.13% | +1,871+2.6% | Added |
| Ameriprise Financial Inc | 78,431 | $1.13M | 0.00% | +2,104+2.8% | Added |
| Shaker Financial Services, LLC | 86,037 | $1.23M | 0.46% | +86,037 | New |
| LPL Financial LLC | 91,548 | $1.31M | 0.00% | +5,461+6.3% | Added |
| Fiera Capital Corp | 95,354 | $1.37M | 0.00% | +24,890+35.3% | Added |
| Advisor Group Holdings, Inc. | 97,232 | $1.40M | 0.00% | −935−1.0% | Reduced |
| Oxbow Advisors, LLC | 101,884 | $1.46M | 0.15% | +64+0.1% | Added |
| Arete Wealth Advisors, LLC | 124,177 | $1.78M | 0.15% | +100,819+431.6% | Added |
| Wolverine Asset Management LLC | 154,210 | $2.21M | 0.03% | +154,210 | New |
| Royal Bank of Canada | 184,656 | $2.65M | 0.00% | +7,801+4.4% | Added |
| Guggenheim Capital LLC | 191,918 | $2.75M | 0.02% | +39,105+25.6% | Added |
| Stifel Financial Corp | 192,582 | $2.76M | 0.00% | −7,008−3.5% | Reduced |
| Waterfront Wealth Inc. | 198,335 | $2.81M | 0.99% | +61,695+45.2% | Added |
| Capital Investment Advisors, LLC | 247,743 | $3.55M | 0.11% | +73,480+42.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 328,703 | $4.71M | 0.01% | −11,841−3.5% | Reduced |
| Wells Fargo & Company | 359,500 | $5.16M | 0.00% | −70,390−16.4% | Reduced |
| Bank of America Corp | 390,737 | $5.60M | 0.00% | +76,942+24.5% | Added |
| Bramshill Investments, LLC | 401,973 | $5.76M | 0.80% | −266,909−39.9% | Reduced |
| Invesco Ltd. | 473,750 | $6.79M | 0.00% | +78,743+19.9% | Added |
| Cohen & Steers, Inc. | 590,838 | $8.47M | 0.01% | +114,888+24.1% | Added |
| UBS Group AG | 1,171,875 | $16.8M | 0.01% | +117,650+11.2% | Added |
| Morgan Stanley | 3,298,932 | $47.3M | 0.01% | −77,200−2.3% | Reduced |
| 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 |