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, Q4 2022
Institutional positions in BlackRock Ltd Duration Income Trust as of Dec 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
- 73
- +6 vs. Q3 2022
- Shares held
- 10.4M
- +162.0K (+1.6%) vs. Q3 2022
- Total value
- $135.6M
- +$12.0M (+9.7%) vs. Q3 2022
- New holders
- 13
- 19 more added
- Sold out
- 7
- 26 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 120 | $1.57K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 147 | $1.93K | 0.00% | +3+2.1% | Added |
| JPMorgan Chase & Co | 143 | $2.00K | 0.00% | +89+164.8% | Added |
| Hoey Investments, Inc | 171 | $2.23K | 0.00% | −1,176−87.3% | Reduced |
| Allworth Financial LP | 468 | $6.11K | 0.00% | +11+2.4% | Added |
| Anchor Investment Management, LLC | 500 | $6.54K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.54K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.54K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 760 | $9.93K | 0.01% | +100+15.2% | Added |
| Romano Brothers and Company | 800 | $10.5K | 0.00% | +800 | New |
| City Holding Co | 1,265 | $16.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,300 | $17.0K | 0.00% | +1,300 | New |
| Montag A & Associates Inc | 1,410 | $18.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $19.6K | 0.00% | +1,500 | New |
| Bogart Wealth, LLC | 1,618 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,684 | $25.0K | 0.00% | −2,019−54.5% | Reduced |
| Bartlett & Co. LLC | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $26.1K | 0.01% | +2,000 | New |
| Advisory Services Network, LLC | 2,115 | $27.6K | 0.00% | +2,115 | New |
| Elequin Capital LP | 2,131 | $27.9K | 0.01% | +2,131 | New |
| The PNC Financial Services Group, Inc. | 2,500 | $32.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $45.7K | 0.01% | +3,500 | New |
| Optimum Investment Advisors | 3,700 | $48.4K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $112.0K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 9,059 | $118.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,265 | $134.0K | 0.00% | −2,647−20.5% | Reduced |
| MML Investors Services, LLC | 11,248 | $147.0K | 0.00% | −9,072−44.6% | Reduced |
| Atria Wealth Solutions, Inc. | 11,270 | $147.3K | 0.00% | −16,165−58.9% | Reduced |
| Triad Investment Management | 11,527 | $150.7K | 0.24% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 12,001 | $156.8K | 0.12% | −1,532−11.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 12,329 | $161.1K | 0.14% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12,917 | $168.8K | 0.09% | +1,270+10.9% | Added |
| Veritable, L.P. | 13,000 | $169.9K | 0.00% | +13,000 | New |
| HighTower Advisors, LLC | 14,090 | $184.0K | 0.00% | −356−2.5% | Reduced |
| Samalin Investment Counsel, LLC | 16,085 | $210.2K | 0.13% | +16,085 | New |
| Cetera Advisor Networks LLC | 16,500 | $215.7K | 0.00% | +16,500 | New |
| Money Concepts Capital Corp | 16,886 | $220.7K | 0.01% | +16,886 | New |
| ProVise Management Group, LLC | 17,815 | $232.8K | 0.02% | −4,636−20.6% | Reduced |
| Weiss Asset Management LP | 18,792 | $245.6K | 0.01% | +18,792 | New |
| Rockefeller Capital Management L.P. | 19,969 | $261.0K | 0.00% | −1,489−6.9% | Reduced |
| Stifel Financial Corp | 22,753 | $297.4K | 0.00% | −1,009−4.2% | Reduced |
| Cetera Investment Advisers | 27,609 | $360.8K | 0.00% | +4,667+20.3% | Added |
| Virtus ETF Advisers LLC | 28,625 | $374.1K | 0.20% | −4,040−12.4% | Reduced |
| Oxbow Advisors, LLC | 35,140 | $459.3K | 0.09% | −73,120−67.5% | Reduced |
| Pointe Capital Management LLC | 39,825 | $521.0K | 0.40% | −2,925−6.8% | Reduced |
| Commonwealth Equity Services, LLC | 42,384 | $553.0K | 0.00% | −3,418−7.5% | Reduced |
| Janney Montgomery Scott LLC | 43,555 | $569.0K | 0.00% | −250−0.6% | Reduced |
| Raymond James & Associates | 47,369 | $619.1K | 0.00% | +548+1.2% | Added |
| Wealth Alliance | 48,145 | $629.3K | 0.11% | +20,754+75.8% | Added |
| Capital Financial Services, LLC | 50,583 | $661.1K | 0.91% | −500−1.0% | Reduced |
| Baird Financial Group, Inc. | 52,334 | $684.0K | 0.00% | −15,649−23.0% | Reduced |
| Greytown Advisors Inc. | 54,975 | $718.5K | 0.39% | −654−1.2% | Reduced |
| GWM Advisors LLC | 57,899 | $726.8K | 0.02% | −1,542−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 73,515 | $961.0K | 0.00% | +8,416+12.9% | Added |
| Ameriprise Financial Inc | 79,294 | $1.04M | 0.00% | +2,688+3.5% | Added |
| FourThought Financial Partners, LLC | 86,467 | $1.13M | 0.16% | +86,467 | New |
| LPL Financial LLC | 101,632 | $1.33M | 0.00% | +3,679+3.8% | Added |
| Advisor Group Holdings, Inc. | 107,873 | $1.41M | 0.00% | −22,314−17.1% | Reduced |
| Fiera Capital Corp | 123,598 | $1.62M | 0.01% | +6,651+5.7% | Added |
| Royal Bank of Canada | 179,115 | $2.34M | 0.00% | +6,035+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 222,306 | $2.91M | 0.01% | −21,887−9.0% | Reduced |
| Capital Investment Advisors, LLC | 234,513 | $3.06M | 0.09% | −12,767−5.2% | Reduced |
| Bank of America Corp | 253,026 | $3.31M | 0.00% | −39,781−13.6% | Reduced |
| Waterfront Wealth Inc. | 288,542 | $3.94M | 1.35% | +23,691+8.9% | Added |
| Blue Zone Wealth Advisors, LLC | 332,082 | $4.34M | 2.32% | +3,278+1.0% | Added |
| Invesco Ltd. | 399,353 | $5.22M | 0.00% | −69,985−14.9% | Reduced |
| Guggenheim Capital LLC | 503,445 | $6.58M | 0.06% | +71,538+16.6% | Added |
| Cohen & Steers, Inc. | 510,098 | $6.67M | 0.01% | −161,682−24.1% | Reduced |
| Wells Fargo & Company | 620,953 | $8.12M | 0.00% | +70,480+12.8% | Added |
| Bramshill Investments, LLC | 719,447 | $9.40M | 1.10% | +191,504+36.3% | Added |
| UBS Group AG | 762,575 | $9.97M | 0.00% | −89,778−10.5% | Reduced |
| Morgan Stanley | 3,953,245 | $51.7M | 0.01% | +318,333+8.8% | Added |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −124,278−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −42,897−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −10,899−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −7,410−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |