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 2023
Institutional positions in BlackRock Ltd Duration Income Trust as of Dec 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
- 86
- +14 vs. Q3 2023
- Shares held
- 11.4M
- +170.8K (+1.5%) vs. Q3 2023
- Total value
- $158.9M
- +$14.7M (+10.2%) vs. Q3 2023
- New holders
- 17
- 19 more added
- Sold out
- 3
- 29 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Point Advisors Inc. | 0 | $7 | 0.00% | 0 | New |
| Harbour Investments, Inc. | 120 | $1.68K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.39K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $6.99K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $6.99K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $6.99K | 0.00% | +250+100.0% | Added |
| Allworth Financial LP | 513 | $7.17K | 0.00% | +17+3.4% | Added |
| FinTrust Capital Advisors, LLC | 535 | $7.48K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 650 | $9.09K | 0.00% | −110−14.5% | Reduced |
| Oakworth Capital, Inc. | 685 | $9.58K | 0.00% | +685 | New |
| Optimum Investment Advisors | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,016 | $14.2K | 0.00% | +1,016 | New |
| Montag A & Associates Inc | 1,410 | $19.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,618 | $22.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,900 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,000 | $28.0K | 0.00% | −2,000−50.0% | Reduced |
| IFP Advisors, Inc | 2,159 | $30.2K | 0.00% | +59+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,203 | $30.8K | 0.00% | +2,203 | New |
| Advisory Services Network, LLC | 2,352 | $32.9K | 0.00% | +2,352 | New |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $46.1K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $48.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $48.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,990 | $55.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,486 | $62.7K | 0.00% | +3,061+214.8% | Added |
| JPMorgan Chase & Co | 9,361 | $130.9K | 0.00% | +9,361 | New |
| Envestnet Asset Management Inc | 10,032 | $140.2K | 0.00% | +10,032 | New |
| Samalin Investment Counsel, LLC | 10,174 | $142.2K | 0.07% | −96−0.9% | Reduced |
| Raymond James Trust N.A. | 10,265 | $143.5K | 0.00% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 10,696 | $149.5K | 0.08% | −1,296−10.8% | Reduced |
| MML Investors Services, LLC | 10,735 | $150.0K | 0.00% | −918−7.9% | Reduced |
| Venture Visionary Partners LLC | 11,574 | $161.8K | 0.01% | +20.0% | Added |
| Fortitude Advisory Group L.L.C. | 12,704 | $177.6K | 0.11% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,794 | $192.8K | 0.00% | +13,794 | New |
| Atria Wealth Solutions, Inc. | 14,200 | $198.5K | 0.00% | −1,820−11.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 14,488 | $202.6K | 0.09% | +1,054+7.8% | Added |
| Ameriprise Financial Inc | 14,638 | $204.6K | 0.00% | −1,695−10.4% | Reduced |
| Beacon Pointe Advisors, LLC | 15,063 | $210.6K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 15,082 | $210.8K | 0.00% | +15,082 | New |
| ProVise Management Group, LLC | 15,408 | $215.4K | 0.02% | −1,707−10.0% | Reduced |
| LM Advisors LLC | 18,327 | $256.2K | 0.05% | +18,327 | New |
| Cetera Investment Advisers | 19,843 | $277.4K | 0.00% | −608−3.0% | Reduced |
| US Bancorp | 19,900 | $278.2K | 0.00% | +19,900 | New |
| Stifel Financial Corp | 20,909 | $292.3K | 0.00% | −1,021−4.7% | Reduced |
| Kestra Advisory Services, LLC | 25,292 | $353.6K | 0.00% | +25,292 | New |
| Pointe Capital Management LLC | 26,665 | $372.8K | 0.26% | +700+2.7% | Added |
| Consolidated Portfolio Review Corp | 27,366 | $382.6K | 0.09% | +27,366 | New |
| NBC Securities, Inc. | 31,963 | $446.0K | 0.04% | −2,026−6.0% | Reduced |
| Virtus ETF Advisers LLC | 33,405 | $467.0K | 0.30% | −12,661−27.5% | Reduced |
| Comerica Bank | 33,963 | $474.8K | 0.00% | −2,243−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 39,961 | $559.0K | 0.00% | +686+1.7% | Added |
| Cetera Advisor Networks LLC | 40,155 | $561.4K | 0.00% | +3,722+10.2% | Added |
| Raymond James & Associates | 43,573 | $609.1K | 0.00% | −2,359−5.1% | Reduced |
| Landscape Capital Management, L.L.C. | 45,328 | $633.7K | 0.06% | +45,328 | New |
| Janney Montgomery Scott LLC | 46,352 | $648.0K | 0.00% | +1,175+2.6% | Added |
| Greytown Advisors Inc. | 51,381 | $718.3K | 0.39% | −3,594−6.5% | Reduced |
| Verity Asset Management, Inc. | 53,412 | $746.7K | 0.48% | +53,412 | New |
| Wealth Alliance | 54,112 | $756.5K | 0.11% | −708−1.3% | Reduced |
| GWM Advisors LLC | 60,310 | $838.2K | 0.01% | +13,650+29.3% | Added |
| Peregrine Asset Advisers, Inc. | 63,272 | $884.5K | 0.43% | −875−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 80,295 | $1.12M | 0.00% | −1,788−2.2% | Reduced |
| FourThought Financial Partners, LLC | 88,725 | $1.24M | 0.16% | −1,627−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 106,878 | $1.49M | 0.00% | −35,028−24.7% | Reduced |
| GraniteShares Advisors LLC | 107,085 | $1.50M | 1.35% | +107,085 | New |
| Baird Financial Group, Inc. | 116,357 | $1.63M | 0.00% | +5,055+4.5% | Added |
| Fiera Capital Corp | 120,854 | $1.69M | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 123,586 | $1.73M | 0.71% | −27,174−18.0% | Reduced |
| Principal Securities, Inc. | 125,211 | $1.75M | 0.07% | +125,211 | New |
| Arete Wealth Advisors, LLC | 135,761 | $1.90M | 0.14% | +640.0% | Added |
| LPL Financial LLC | 136,419 | $1.91M | 0.00% | +39,013+40.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 182,676 | $2.55M | 0.00% | −21,585−10.6% | Reduced |
| Jefferies Financial Group Inc. | 188,233 | $2.63M | 0.04% | +73,832+64.5% | Added |
| Capital Investment Advisors, LLC | 192,571 | $2.69M | 0.07% | −30,415−13.6% | Reduced |
| Royal Bank of Canada | 203,394 | $2.84M | 0.00% | −6,175−2.9% | Reduced |
| Bank of America Corp | 268,738 | $3.76M | 0.00% | +2,293+0.9% | Added |
| Bramshill Investments, LLC | 275,935 | $3.86M | 0.38% | −265,053−49.0% | Reduced |
| Waterfront Wealth Inc. | 316,143 | $4.42M | 1.30% | −2,066−0.6% | Reduced |
| Cohen & Steers, Inc. | 371,801 | $5.20M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 374,598 | $5.24M | 0.00% | +2,151+0.6% | Added |
| Blue Zone Wealth Advisors, LLC | 412,093 | $5.76M | 2.30% | +12,217+3.1% | Added |
| UBS Group AG | 570,640 | $7.98M | 0.00% | −22,898−3.9% | Reduced |
| Guggenheim Capital LLC | 602,835 | $8.43M | 0.06% | −2,343−0.4% | Reduced |
| Wells Fargo & Company | 862,725 | $12.1M | 0.00% | −47,405−5.2% | Reduced |
| Morgan Stanley | 4,413,620 | $61.7M | 0.01% | +50,254+1.2% | Added |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −14,215−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |