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.
Q4 2022 vs. Q3 2022
How the institutions holding BlackRock Ltd Duration Income Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 70 | 3 | 73 | +6 |
| Shares | 10.3M | 93.5K | 10.4M | +162.0K (+1.6%) |
| Value | $124.8M | $1.13M | $135.6M | +$12.0M (+9.7%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| FourThought Financial Partners, LLC | 86,467 | $1.13M | 0.16% |
| Weiss Asset Management LP | 18,792 | $245.6K | 0.01% |
| Money Concepts Capital Corp | 16,886 | $220.7K | 0.01% |
| Cetera Advisor Networks LLC | 16,500 | $215.7K | 0.00% |
| Samalin Investment Counsel, LLC | 16,085 | $210.2K | 0.13% |
| Veritable, L.P. | 13,000 | $169.9K | 0.00% |
| Hollencrest Capital Management | 3,500 | $45.7K | 0.01% |
| Elequin Capital LP | 2,131 | $27.9K | 0.01% |
| Advisory Services Network, LLC | 2,115 | $27.6K | 0.00% |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $26.1K | 0.01% |
| EverSource Wealth Advisors, LLC | 1,500 | $19.6K | 0.00% |
| CoreCap Advisors, LLC | 1,300 | $17.0K | 0.00% |
| Romano Brothers and Company | 800 | $10.5K | 0.00% |
Sold out (7)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Arete Wealth Advisors, LLC | 124,278 | $1.50M |
| Advisors Asset Management, Inc. | 42,897 | $519.0K |
| Venture Visionary Partners LLC | 10,899 | $131.0K |
| GPS Wealth Strategies Group, LLC | 7,410 | $90.0K |
| Geneos Wealth Management Inc. | 4,120 | $49.0K |
| Northwestern Mutual Wealth Management Co | 2,771 | $34.0K |
| FMR LLC | 1 | $0 |
Not filed for Q4 2022 yet (3)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| FourThought Financial, LLC | 89,624 | $1.08M |
| Strategic Asset Management, LLC | 3,203 | $36.0K |
| American Portfolios Advisors | 690 | $8.35K |