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, Q2 2022
Institutional positions in BlackRock Ltd Duration Income Trust as of Jun 30, 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
- 77
- −7 vs. Q1 2022
- Shares held
- 10.3M
- +280.5K (+2.8%) vs. Q1 2022
- Total value
- $129.9M
- −$13.2M (−9.2%) vs. Q1 2022
- New holders
- 5
- 27 more added
- Sold out
- 12
- 18 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 141 | $1.78K | 0.00% | +3+2.2% | Added |
| Harbour Investments, Inc. | 120 | $2.00K | 0.00% | +120 | New |
| Antonetti Capital Management LLC | 265 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 340 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 447 | $6.00K | 0.00% | +10+2.3% | Added |
| Anchor Investment Management, LLC | 500 | $6.33K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 660 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 690 | $8.73K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 700 | $9.00K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,265 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $16.0K | 0.00% | – | New |
| CoreCap Advisors, LLC | 1,300 | $16.0K | 0.00% | +1,300 | New |
| Hoey Investments, Inc | 1,347 | $17.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,800 | $35.0K | 0.02% | −350−11.1% | Reduced |
| Strategic Asset Management, LLC | 3,203 | $41.0K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,700 | $47.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,667 | $55.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,927 | $75.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7,410 | $94.0K | 0.02% | +2,974+67.0% | Added |
| Alethea Capital Management, LLC | 10,666 | $135.0K | 0.17% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10,816 | $137.0K | 0.08% | +4,509+71.5% | Added |
| Venture Visionary Partners LLC | 10,899 | $137.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,112 | $141.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,679 | $148.0K | 0.00% | −5,984−33.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 12,329 | $156.0K | 0.15% | 00.0% | Unchanged |
| First Foundation Advisors | 13,483 | $171.0K | 0.01% | +78+0.6% | Added |
| Rockefeller Capital Management L.P. | 16,231 | $205.0K | 0.00% | +3,569+28.2% | Added |
| OTA Financial Group L.P. | 17,522 | $221.0K | 0.11% | +1,568+9.8% | Added |
| Altus Wealth Group LLC | 13,533 | $231.0K | 0.23% | +879+6.9% | Added |
| JPMorgan Chase & Co | 20,000 | $253.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,302 | $257.0K | 0.00% | +18+0.1% | Added |
| Wolverine Asset Management LLC | 20,645 | $261.0K | 0.00% | −133,565−86.6% | Reduced |
| ProVise Management Group, LLC | 24,126 | $305.0K | 0.03% | −3,725−13.4% | Reduced |
| Shaker Financial Services, LLC | 26,528 | $336.0K | 0.16% | −59,509−69.2% | Reduced |
| Wealth Alliance | 27,194 | $344.0K | 0.07% | +1,886+7.5% | Added |
| Triad Investment Management | 28,909 | $366.0K | 0.54% | −10,114−25.9% | Reduced |
| Stifel Financial Corp | 28,986 | $367.0K | 0.00% | −163,596−84.9% | Reduced |
| Cetera Investment Advisers | 32,210 | $407.0K | 0.01% | +131+0.4% | Added |
| Landscape Capital Management, L.L.C. | 33,276 | $421.0K | 0.06% | −19,611−37.1% | Reduced |
| Virtus ETF Advisers LLC | 38,605 | $488.0K | 0.18% | −1,933−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 44,053 | $557.0K | 0.00% | −2,313−5.0% | Reduced |
| Janney Montgomery Scott LLC | 44,755 | $566.0K | 0.00% | +903+2.1% | Added |
| Raymond James & Associates | 46,307 | $586.0K | 0.00% | −5,992−11.5% | Reduced |
| Pointe Capital Management LLC | 50,216 | $635.0K | 0.47% | −500−1.0% | Reduced |
| Capital Financial Services, LLC | 50,383 | $637.0K | 0.90% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 55,629 | $704.0K | 0.40% | 00.0% | Unchanged |
| GWM Advisors LLC | 60,573 | $767.0K | 0.01% | +2,056+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,674 | $831.0K | 0.00% | −197−0.3% | Reduced |
| Baird Financial Group, Inc. | 67,577 | $855.0K | 0.00% | −551−0.8% | Reduced |
| Ameriprise Financial Inc | 79,064 | $1.00M | 0.00% | +633+0.8% | Added |
| FourThought Financial, LLC | 84,282 | $1.07M | 0.16% | +11,432+15.7% | Added |
| LPL Financial LLC | 99,330 | $1.26M | 0.00% | +7,782+8.5% | Added |
| Advisors Asset Management, Inc. | 99,625 | $1.26M | 0.02% | +99,625 | New |
| Oxbow Advisors, LLC | 101,192 | $1.28M | 0.18% | −692−0.7% | Reduced |
| Fiera Capital Corp | 117,223 | $1.48M | 0.00% | +21,869+22.9% | Added |
| Advisor Group Holdings, Inc. | 118,238 | $1.50M | 0.00% | +21,006+21.6% | Added |
| Royal Bank of Canada | 179,992 | $2.28M | 0.00% | −4,664−2.5% | Reduced |
| Waterfront Wealth Inc. | 215,296 | $2.72M | 1.10% | +16,961+8.6% | Added |
| Capital Investment Advisors, LLC | 250,579 | $3.17M | 0.11% | +2,836+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 252,691 | $3.20M | 0.01% | −76,012−23.1% | Reduced |
| Guggenheim Capital LLC | 317,554 | $4.02M | 0.03% | +125,636+65.5% | Added |
| Blue Zone Wealth Advisors, LLC | 326,996 | $4.14M | 1.88% | +326,996 | New |
| Bank of America Corp | 336,726 | $4.26M | 0.00% | −54,011−13.8% | Reduced |
| Invesco Ltd. | 488,542 | $6.18M | 0.00% | +14,792+3.1% | Added |
| Wells Fargo & Company | 489,757 | $6.20M | 0.00% | +130,257+36.2% | Added |
| Bramshill Investments, LLC | 548,423 | $6.94M | 0.83% | +146,450+36.4% | Added |
| Cohen & Steers, Inc. | 688,721 | $8.71M | 0.02% | +97,883+16.6% | Added |
| UBS Group AG | 1,196,081 | $15.1M | 0.01% | +24,206+2.1% | Added |
| Morgan Stanley | 3,312,491 | $41.9M | 0.01% | +13,559+0.4% | Added |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −124,177−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −38,006−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −19,270−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −16,504−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −15,428−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −12,616−100.0% | Sold out |
| Wealth Management Solutions, LLC | 0 | $0 | 0.00% | −11,567−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −7,784−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |