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 2023
Institutional positions in BlackRock Ltd Duration Income Trust as of Mar 31, 2023. 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
- 71
- 0 vs. Q4 2022
- Shares held
- 10.5M
- +224.7K (+2.2%) vs. Q4 2022
- Total value
- $138.1M
- +$3.11M (+2.3%) vs. Q4 2022
- New holders
- 7
- 23 more added
- Sold out
- 7
- 22 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q4 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 | 151 | $1.97K | 0.00% | +4+2.7% | Added |
| Hoey Investments, Inc | 171 | $2.24K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 388 | $5.00K | 0.00% | +245+171.3% | Added |
| Allworth Financial LP | 478 | $6.27K | 0.00% | +10+2.1% | Added |
| North Star Investment Management Corp. | 500 | $6.55K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $6.55K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.55K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 666 | $8.73K | 0.00% | +666 | New |
| Raleigh Capital Management Inc. | 760 | $9.96K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,265 | $16.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,410 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $21.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,708 | $25.4K | 0.00% | +24+1.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $26.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,352 | $30.8K | 0.00% | +237+11.2% | Added |
| Hollencrest Capital Management | 3,500 | $45.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,700 | $48.5K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,990 | $52.3K | 0.00% | +1,490+59.6% | Added |
| GPS Wealth Strategies Group, LLC | 4,474 | $58.6K | 0.01% | +4,474 | New |
| Steward Partners Investment Advisory, LLC | 5,827 | $76.4K | 0.00% | −3,232−35.7% | Reduced |
| CWM, LLC | 9,950 | $130.0K | 0.00% | +9,950 | New |
| Samalin Investment Counsel, LLC | 10,097 | $132.4K | 0.08% | −5,988−37.2% | Reduced |
| Raymond James Trust N.A. | 10,265 | $135.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,935 | $143.4K | 0.00% | +10,935 | New |
| Venture Visionary Partners LLC | 11,452 | $150.1K | 0.01% | +11,452 | New |
| MML Investors Services, LLC | 11,669 | $153.0K | 0.00% | +421+3.7% | Added |
| Altus Wealth Group LLC | 12,007 | $157.4K | 0.11% | +60.0% | Added |
| Fortitude Advisory Group L.L.C. | 12,329 | $161.6K | 0.13% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12,917 | $169.3K | 0.09% | 00.0% | Unchanged |
| Veritable, L.P. | 13,287 | $174.2K | 0.00% | +287+2.2% | Added |
| HighTower Advisors, LLC | 14,090 | $185.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,020 | $210.0K | 0.00% | +4,750+42.1% | Added |
| Oxbow Advisors, LLC | 16,578 | $217.3K | 0.04% | −18,562−52.8% | Reduced |
| ProVise Management Group, LLC | 17,115 | $224.4K | 0.02% | −700−3.9% | Reduced |
| Cetera Advisor Networks LLC | 18,025 | $236.3K | 0.00% | +1,525+9.2% | Added |
| Rockefeller Capital Management L.P. | 19,480 | $255.0K | 0.00% | −489−2.4% | Reduced |
| Stifel Financial Corp | 21,857 | $286.5K | 0.00% | −896−3.9% | Reduced |
| Pointe Capital Management LLC | 24,815 | $325.3K | 0.24% | −15,010−37.7% | Reduced |
| Cetera Investment Advisers | 27,309 | $358.0K | 0.00% | −300−1.1% | Reduced |
| Virtus ETF Advisers LLC | 28,003 | $367.1K | 0.20% | −622−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 42,061 | $551.0K | 0.00% | −323−0.8% | Reduced |
| Janney Montgomery Scott LLC | 45,615 | $598.0K | 0.00% | +2,060+4.7% | Added |
| Wealth Alliance | 46,671 | $611.9K | 0.10% | −1,474−3.1% | Reduced |
| Greytown Advisors Inc. | 54,975 | $720.7K | 0.37% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 55,220 | $723.9K | 0.00% | +2,886+5.5% | Added |
| GWM Advisors LLC | 59,050 | $768.5K | 0.01% | +1,151+2.0% | Added |
| Raymond James & Associates | 61,081 | $800.8K | 0.00% | +13,712+28.9% | Added |
| Jefferies Financial Group Inc. | 65,675 | $861.0K | 0.02% | +65,675 | New |
| Cambridge Investment Research Advisors, Inc. | 67,665 | $887.0K | 0.00% | −5,850−8.0% | Reduced |
| Ameriprise Financial Inc | 83,939 | $1.10M | 0.00% | +4,645+5.9% | Added |
| FourThought Financial Partners, LLC | 94,457 | $1.24M | 0.17% | +7,990+9.2% | Added |
| LPL Financial LLC | 97,420 | $1.28M | 0.00% | −4,212−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 107,050 | $1.40M | 0.00% | −823−0.8% | Reduced |
| Fiera Capital Corp | 121,237 | $1.59M | 0.00% | −2,361−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 124,385 | $1.63M | 0.13% | +124,385 | New |
| Raymond James Financial Services Advisors, Inc. | 217,465 | $2.85M | 0.01% | −4,841−2.2% | Reduced |
| Royal Bank of Canada | 219,069 | $2.87M | 0.00% | +39,954+22.3% | Added |
| Capital Investment Advisors, LLC | 231,014 | $3.03M | 0.09% | −3,499−1.5% | Reduced |
| Bank of America Corp | 235,575 | $3.09M | 0.00% | −17,451−6.9% | Reduced |
| Waterfront Wealth Inc. | 289,955 | $3.80M | 1.24% | +1,413+0.5% | Added |
| Blue Zone Wealth Advisors, LLC | 343,624 | $4.50M | 2.41% | +11,542+3.5% | Added |
| Invesco Ltd. | 370,626 | $4.86M | 0.00% | −28,727−7.2% | Reduced |
| Cohen & Steers, Inc. | 371,801 | $4.87M | 0.01% | −138,297−27.1% | Reduced |
| Guggenheim Capital LLC | 526,896 | $6.91M | 0.06% | +23,451+4.7% | Added |
| UBS Group AG | 624,709 | $8.19M | 0.00% | −137,866−18.1% | Reduced |
| Bramshill Investments, LLC | 711,539 | $9.33M | 1.12% | −7,908−1.1% | Reduced |
| Wells Fargo & Company | 756,857 | $9.92M | 0.00% | +135,904+21.9% | Added |
| Morgan Stanley | 4,147,810 | $54.4M | 0.01% | +194,565+4.9% | Added |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,792−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −16,886−100.0% | Sold out |
| Triad Investment Management | 0 | $0 | 0.00% | −11,527−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Capital Financial Services, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |