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, Q3 2023
Institutional positions in BlackRock Ltd Duration Income Trust as of Sep 30, 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
- 73
- +2 vs. Q2 2023
- Shares held
- 11.2M
- +275.4K (+2.5%) vs. Q2 2023
- Total value
- $144.3M
- +$3.37M (+2.4%) vs. Q2 2023
- New holders
- 8
- 24 more added
- Sold out
- 6
- 18 more reduced
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 120 | $1.55K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.20K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $3.22K | 0.00% | +250 | New |
| Allworth Financial LP | 496 | $6.39K | 0.00% | +7+1.4% | Added |
| North Star Investment Management Corp. | 500 | $6.44K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $6.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.44K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 535 | $6.89K | 0.00% | +535 | New |
| Raleigh Capital Management Inc. | 760 | $9.79K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $12.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,389 | $17.9K | 0.00% | +1,389 | New |
| Montag A & Associates Inc | 1,410 | $18.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $18.4K | 0.00% | −2,263−61.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,500 | $19.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $24.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,100 | $27.1K | 0.00% | +39+1.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $42.5K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $45.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,990 | $51.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,000 | $52.0K | 0.00% | −3,511−46.7% | Reduced |
| Huntington National Bank | – | $108.8K | 0.00% | – | – |
| Raymond James Trust N.A. | 10,265 | $132.2K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,270 | $132.3K | 0.08% | +200+2.0% | Added |
| Venture Visionary Partners LLC | 11,572 | $149.1K | 0.01% | +60+0.5% | Added |
| MML Investors Services, LLC | 11,653 | $150.0K | 0.00% | −40−0.3% | Reduced |
| Altus Wealth Group LLC | 11,992 | $154.5K | 0.10% | +24+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 12,704 | $163.6K | 0.11% | +375+3.0% | Added |
| Carmichael Hill & Associates, Inc. | 13,434 | $173.0K | 0.08% | +517+4.0% | Added |
| Pathstone Family Office, LLC | 13,686 | $176.3K | 0.00% | +13,686 | New |
| HighTower Advisors, LLC | 14,215 | $183.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 15,063 | $194.0K | 0.00% | +15,063 | New |
| Atria Wealth Solutions, Inc. | 16,020 | $206.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 16,333 | $210.4K | 0.00% | −68,038−80.6% | Reduced |
| ProVise Management Group, LLC | 17,115 | $220.4K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,451 | $263.4K | 0.00% | −6,396−23.8% | Reduced |
| Stifel Financial Corp | 21,930 | $282.5K | 0.00% | +635+3.0% | Added |
| Pointe Capital Management LLC | 25,965 | $334.4K | 0.26% | +1,300+5.3% | Added |
| NBC Securities, Inc. | 33,989 | $437.0K | 0.05% | +33,989 | New |
| Comerica Bank | 36,206 | $466.3K | 0.00% | +36,206 | New |
| Cetera Advisor Networks LLC | 36,433 | $469.3K | 0.00% | +5,377+17.3% | Added |
| Commonwealth Equity Services, LLC | 39,275 | $506.0K | 0.00% | −2,887−6.8% | Reduced |
| Janney Montgomery Scott LLC | 45,177 | $582.0K | 0.00% | −438−1.0% | Reduced |
| Raymond James & Associates | 45,932 | $591.6K | 0.00% | −8,263−15.2% | Reduced |
| Virtus ETF Advisers LLC | 46,066 | $593.3K | 0.36% | +22,158+92.7% | Added |
| GWM Advisors LLC | 46,660 | $601.0K | 0.01% | −13,364−22.3% | Reduced |
| Wealth Alliance | 54,820 | $706.1K | 0.11% | +3,620+7.1% | Added |
| Greytown Advisors Inc. | 54,975 | $708.1K | 0.40% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 64,147 | $826.2K | 0.43% | +64,147 | New |
| Cambridge Investment Research Advisors, Inc. | 82,083 | $1.06M | 0.00% | +5,070+6.6% | Added |
| FourThought Financial Partners, LLC | 90,352 | $1.16M | 0.16% | −86−0.1% | Reduced |
| LPL Financial LLC | 97,406 | $1.25M | 0.00% | −5,467−5.3% | Reduced |
| Baird Financial Group, Inc. | 111,302 | $1.43M | 0.00% | +57,417+106.6% | Added |
| Jefferies Financial Group Inc. | 114,401 | $1.47M | 0.04% | +21,549+23.2% | Added |
| Fiera Capital Corp | 120,854 | $1.56M | 0.00% | −383−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 135,697 | $1.75M | 0.30% | +560.0% | Added |
| Advisor Group Holdings, Inc. | 141,906 | $1.83M | 0.00% | +36,836+35.1% | Added |
| Shaker Financial Services, LLC | 150,760 | $1.94M | 0.91% | +30,080+24.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 204,261 | $2.63M | 0.00% | −6,839−3.2% | Reduced |
| Royal Bank of Canada | 209,569 | $2.70M | 0.00% | −3,575−1.7% | Reduced |
| Capital Investment Advisors, LLC | 222,986 | $2.87M | 0.08% | −3,424−1.5% | Reduced |
| Bank of America Corp | 266,445 | $3.43M | 0.00% | −7,780−2.8% | Reduced |
| Waterfront Wealth Inc. | 318,209 | $3.96M | 1.30% | +20,898+7.0% | Added |
| Cohen & Steers, Inc. | 371,801 | $4.79M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 372,447 | $4.80M | 0.00% | +37,983+11.4% | Added |
| Blue Zone Wealth Advisors, LLC | 399,876 | $5.15M | 2.26% | +23,256+6.2% | Added |
| Bramshill Investments, LLC | 540,988 | $6.97M | 0.81% | −167,997−23.7% | Reduced |
| UBS Group AG | 593,538 | $7.64M | 0.00% | −24,127−3.9% | Reduced |
| Guggenheim Capital LLC | 605,178 | $7.79M | 0.07% | +36,169+6.4% | Added |
| Wells Fargo & Company | 910,130 | $11.7M | 0.00% | +29,541+3.4% | Added |
| Morgan Stanley | 4,363,366 | $56.2M | 0.01% | +186,129+4.5% | Added |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −33,023−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −19,492−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −17,533−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −13,486−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |