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 2024
Institutional positions in BlackRock Ltd Duration Income Trust as of Mar 31, 2024. 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
- 80
- −4 vs. Q4 2023
- Shares held
- 10.9M
- −441.7K (−3.9%) vs. Q4 2023
- Total value
- $153.0M
- −$5.77M (−3.6%) vs. Q4 2023
- New holders
- 9
- 24 more added
- Sold out
- 13
- 26 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Point Advisors Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| Gradient Investments LLC | 27 | $374 | 0.00% | +27 | New |
| Harbour Investments, Inc. | 120 | $1.68K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $7.01K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $7.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 524 | $7.36K | 0.00% | +11+2.1% | Added |
| FinTrust Capital Advisors, LLC | 535 | $7.51K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 629 | $8.82K | 0.00% | +629 | New |
| Raleigh Capital Management Inc. | 750 | $10.5K | 0.00% | +100+15.4% | Added |
| Missouri Trust & Investment Co | 918 | $12.9K | 0.00% | +918 | New |
| Tower Research Capital LLC (TRC) | 958 | $13.4K | 0.00% | +958 | New |
| Montag A & Associates Inc | 1,410 | $19.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $20.0K | 0.00% | −3,061−68.2% | Reduced |
| Bogart Wealth, LLC | 1,618 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,201 | $30.9K | 0.00% | +42+1.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $46.3K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $49.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $49.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,539 | $49.6K | 0.00% | −451−11.3% | Reduced |
| CoreCap Advisors, LLC | 3,786 | $53.1K | 0.00% | +3,786 | New |
| Raymond James Trust N.A. | 10,265 | $144.0K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,387 | $145.7K | 0.07% | +213+2.1% | Added |
| Altus Wealth Group LLC | 10,631 | $149.1K | 0.07% | −65−0.6% | Reduced |
| Venture Visionary Partners LLC | 11,574 | $162.4K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,753 | $165.0K | 0.01% | +11,753 | New |
| Envestnet Asset Management Inc | 12,634 | $177.3K | 0.00% | +2,602+25.9% | Added |
| MML Investors Services, LLC | 12,915 | $181.0K | 0.00% | +2,180+20.3% | Added |
| Ameriprise Financial Inc | 12,598 | $181.2K | 0.00% | −2,040−13.9% | Reduced |
| Pathstone Holdings, LLC | 13,900 | $195.0K | 0.00% | +106+0.8% | Added |
| Atria Wealth Solutions, Inc. | 14,200 | $199.2K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 14,608 | $204.9K | 0.02% | −800−5.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 14,853 | $208.4K | 0.12% | +2,149+16.9% | Added |
| Carmichael Hill & Associates, Inc. | 14,980 | $210.2K | 0.09% | +492+3.4% | Added |
| Beacon Pointe Advisors, LLC | 15,395 | $216.0K | 0.00% | +332+2.2% | Added |
| HRT Financial LP | 15,657 | $219.0K | 0.00% | +15,657 | New |
| LM Advisors LLC | 16,827 | $236.0K | 0.04% | −1,500−8.2% | Reduced |
| Stifel Financial Corp | 19,606 | $275.1K | 0.00% | −1,303−6.2% | Reduced |
| US Bancorp | 19,900 | $279.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24,320 | $341.2K | 0.00% | −972−3.8% | Reduced |
| Consolidated Portfolio Review Corp | 25,703 | $360.6K | 0.09% | −1,663−6.1% | Reduced |
| PFG Investments, LLC | 25,703 | $360.6K | 0.02% | +25,703 | New |
| Pointe Capital Management LLC | 26,665 | $374.1K | 0.23% | 00.0% | Unchanged |
| NBC Securities, Inc. | 31,820 | $446.0K | 0.04% | −143−0.4% | Reduced |
| Comerica Bank | 34,650 | $486.1K | 0.00% | +687+2.0% | Added |
| Virtus ETF Advisers LLC | 40,923 | $574.1K | 0.31% | +7,518+22.5% | Added |
| Commonwealth Equity Services, LLC | 41,275 | $579.0K | 0.00% | +1,314+3.3% | Added |
| Greytown Advisors Inc. | 45,131 | $633.2K | 0.36% | −6,250−12.2% | Reduced |
| Raymond James & Associates | 45,198 | $634.1K | 0.00% | +1,625+3.7% | Added |
| Cetera Investment Advisers | 46,614 | $654.0K | 0.00% | +26,771+134.9% | Added |
| Janney Montgomery Scott LLC | 46,797 | $657.0K | 0.00% | +445+1.0% | Added |
| Jane Street Group, LLC | 50,838 | $713.3K | 0.00% | +50,838 | New |
| GWM Advisors LLC | 51,160 | $717.8K | 0.01% | −9,150−15.2% | Reduced |
| Wealth Alliance | 53,450 | $749.9K | 0.10% | −662−1.2% | Reduced |
| Verity Asset Management, Inc. | 54,120 | $759.3K | 0.42% | +708+1.3% | Added |
| Peregrine Asset Advisers, Inc. | 63,272 | $887.7K | 0.36% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 71,216 | $999.2K | 0.39% | −52,370−42.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,213 | $1.29M | 0.00% | +11,918+14.8% | Added |
| Advisor Group Holdings, Inc. | 97,711 | $1.37M | 0.00% | −9,167−8.6% | Reduced |
| Baird Financial Group, Inc. | 119,984 | $1.68M | 0.00% | +3,627+3.1% | Added |
| Fiera Capital Corp | 120,854 | $1.70M | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 122,695 | $1.72M | 0.91% | +15,610+14.6% | Added |
| Principal Securities, Inc. | 125,036 | $1.75M | 0.05% | −175−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 125,821 | $1.77M | 0.16% | −9,940−7.3% | Reduced |
| Jefferies Financial Group Inc. | 179,623 | $2.52M | 0.05% | −8,610−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 181,341 | $2.54M | 0.00% | −1,335−0.7% | Reduced |
| LPL Financial LLC | 182,853 | $2.57M | 0.00% | +46,434+34.0% | Added |
| Capital Investment Advisors, LLC | 188,878 | $2.65M | 0.06% | −3,693−1.9% | Reduced |
| Royal Bank of Canada | 200,165 | $2.81M | 0.00% | −3,229−1.6% | Reduced |
| Bank of America Corp | 253,539 | $3.56M | 0.00% | −15,199−5.7% | Reduced |
| Waterfront Wealth Inc. | 267,194 | $3.59M | 1.01% | −48,949−15.5% | Reduced |
| Invesco Ltd. | 286,683 | $4.02M | 0.00% | −87,915−23.5% | Reduced |
| Cohen & Steers, Inc. | 371,801 | $5.22M | 0.01% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 427,010 | $5.99M | 2.06% | +14,917+3.6% | Added |
| Guggenheim Capital LLC | 536,588 | $7.53M | 0.05% | −66,247−11.0% | Reduced |
| UBS Group AG | 577,292 | $8.10M | 0.00% | +6,652+1.2% | Added |
| Wells Fargo & Company | 860,188 | $12.1M | 0.00% | −2,537−0.3% | Reduced |
| Morgan Stanley | 4,537,487 | $63.7M | 0.01% | +123,867+2.8% | Added |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −275,935−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −88,725−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −45,328−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −40,155−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,082−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −9,361−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,352−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |