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 2023 vs. Q3 2023
How the institutions holding BlackRock Ltd Duration Income Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 73 | 1 | 86 | +14 |
| Shares | 11.2M | 13.7K | 11.4M | +170.8K (+1.5%) |
| Value | $144.3M | $176.3K | $158.9M | +$14.7M (+10.2%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Principal Securities, Inc. | 125,211 | $1.75M | 0.07% |
| GraniteShares Advisors LLC | 107,085 | $1.50M | 1.35% |
| Verity Asset Management, Inc. | 53,412 | $746.7K | 0.48% |
| Landscape Capital Management, L.L.C. | 45,328 | $633.7K | 0.06% |
| Consolidated Portfolio Review Corp | 27,366 | $382.6K | 0.09% |
| Kestra Advisory Services, LLC | 25,292 | $353.6K | 0.00% |
| US Bancorp | 19,900 | $278.2K | 0.00% |
| LM Advisors LLC | 18,327 | $256.2K | 0.05% |
| Nomura Holdings Inc | 15,082 | $210.8K | 0.00% |
| Pathstone Holdings, LLC | 13,794 | $192.8K | 0.00% |
| Envestnet Asset Management Inc | 10,032 | $140.2K | 0.00% |
| JPMorgan Chase & Co | 9,361 | $130.9K | 0.00% |
| Advisory Services Network, LLC | 2,352 | $32.9K | 0.00% |
| Northwestern Mutual Wealth Management Co | 2,203 | $30.8K | 0.00% |
| Baystate Wealth Management LLC | 1,016 | $14.2K | 0.00% |
| Oakworth Capital, Inc. | 685 | $9.58K | 0.00% |
| Clear Point Advisors Inc. | 0 | $7 | 0.00% |
Sold out (3)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| HighTower Advisors, LLC | 14,215 | $183.0K |
| Huntington National Bank | – | $108.8K |
| Elequin Capital LP | 1,389 | $17.9K |
Not filed for Q4 2023 yet (1)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Pathstone Family Office, LLC | 13,686 | $176.3K |