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 2024
Institutional positions in BlackRock Ltd Duration Income Trust as of Sep 30, 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
- 77
- −1 vs. Q2 2024
- Shares held
- 10.5M
- −261.9K (−2.4%) vs. Q2 2024
- Total value
- $152.3M
- +$1.79M (+1.2%) vs. Q2 2024
- New holders
- 8
- 26 more added
- Sold out
- 9
- 21 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,637,303 | $67.1M | 0.00% | −39,103−0.8% | Reduced |
| Wells Fargo & Company | 900,195 | $13.0M | 0.00% | +35,677+4.1% | Added |
| UBS Group AG | 553,735 | $8.02M | 0.00% | +45,885+9.0% | Added |
| Guggenheim Capital LLC | 519,413 | $7.52M | 0.05% | +110,159+26.9% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.38M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 310,604 | $4.50M | 0.00% | +22,455+7.8% | Added |
| Blue Zone Wealth Advisors, LLC | 258,276 | $3.74M | 1.16% | −67,097−20.6% | Reduced |
| Bank of America Corp | 249,818 | $3.62M | 0.00% | −9,207−3.6% | Reduced |
| Principal Securities, Inc. | 213,901 | $3.10M | 0.07% | +104,388+95.3% | Added |
| Royal Bank of Canada | 189,357 | $2.74M | 0.00% | −1,434−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 186,573 | $2.70M | 0.00% | +914+0.5% | Added |
| Capital Investment Advisors, LLC | 182,519 | $2.64M | 0.05% | −3,057−1.6% | Reduced |
| Jefferies Financial Group Inc. | 181,858 | $2.63M | 0.04% | +490+0.3% | Added |
| GraniteShares Advisors LLC | 167,374 | $2.42M | 1.64% | +27,197+19.4% | Added |
| Envestnet Asset Management Inc | 121,380 | $1.76M | 0.00% | +108,294+827.6% | Added |
| Fiera Capital Corp | 116,529 | $1.69M | 0.01% | −4,325−3.6% | Reduced |
| Baird Financial Group, Inc. | 116,095 | $1.68M | 0.00% | −19,764−14.5% | Reduced |
| LPL Financial LLC | 108,809 | $1.58M | 0.00% | −205,967−65.4% | Reduced |
| Advisor Group Holdings, Inc. | 67,050 | $970.9K | 0.00% | +5,116+8.3% | Added |
| Peregrine Asset Advisers, Inc. | 63,272 | $916.2K | 0.32% | 00.0% | Unchanged |
| Wealth Alliance | 59,668 | $864.0K | 0.10% | +8,706+17.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 56,185 | $814.0K | 0.00% | −29,641−34.5% | Reduced |
| Verity Asset Management, Inc. | 55,177 | $799.0K | 0.30% | 00.0% | Unchanged |
| Cetera Investment Advisers | 51,775 | $749.7K | 0.00% | +1,460+2.9% | Added |
| Waterfront Wealth Inc. | 52,006 | $741.9K | 0.18% | −214,319−80.5% | Reduced |
| GWM Advisors LLC | 46,490 | $673.2K | 0.00% | −3,700−7.4% | Reduced |
| BTG Pactual Asset Management US LLC | 43,311 | $627.1K | 0.09% | +43,311 | New |
| Virtus ETF Advisers LLC | 43,226 | $625.9K | 0.29% | −15,638−26.6% | Reduced |
| Orleans Capital Management Corp | 41,500 | $600.9K | 0.34% | +41,500 | New |
| Commonwealth Equity Services, LLC | 40,232 | $583.0K | 0.00% | −120−0.3% | Reduced |
| Raymond James & Associates | 38,449 | $556.7K | 0.00% | −2,958−7.1% | Reduced |
| Comerica Bank | 34,259 | $496.1K | 0.00% | +926+2.8% | Added |
| NBC Securities, Inc. | 28,591 | $414.0K | 0.03% | −2,951−9.4% | Reduced |
| Consolidated Portfolio Review Corp | 27,435 | $397.3K | 0.09% | +876+3.3% | Added |
| Pointe Capital Management LLC | 26,665 | $386.1K | 0.23% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 25,900 | $361.6K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 20,823 | $302.0K | 0.00% | −4,425−17.5% | Reduced |
| US Bancorp | 19,900 | $288.2K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 19,005 | $275.2K | 0.00% | +700+3.8% | Added |
| Stifel Financial Corp | 15,620 | $226.2K | 0.00% | −2,760−15.0% | Reduced |
| Annex Advisory Services, LLC | 15,407 | $223.1K | 0.01% | +15,407 | New |
| Carmichael Hill & Associates, Inc. | 15,169 | $219.6K | 0.08% | +96+0.6% | Added |
| Kestra Advisory Services, LLC | 15,118 | $218.9K | 0.00% | −14,656−49.2% | Reduced |
| Concurrent Investment Advisors, LLC | 15,034 | $217.7K | 0.01% | −32−0.2% | Reduced |
| MML Investors Services, LLC | 15,012 | $217.0K | 0.00% | +1,864+14.2% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $215.1K | 0.14% | 00.0% | Unchanged |
| LM Advisors LLC | 14,877 | $215.0K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,200 | $205.6K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 13,743 | $199.0K | 0.02% | +85+0.6% | Added |
| WMG Financial Advisors, LLC | 13,575 | $196.6K | 0.09% | +13,575 | New |
| Beacon Pointe Advisors, LLC | 13,457 | $194.9K | 0.00% | −1,938−12.6% | Reduced |
| Pathstone Holdings, LLC | 13,177 | $190.8K | 0.00% | −1,051−7.4% | Reduced |
| Prospera Financial Services Inc | 12,298 | $178.1K | 0.00% | +1,939+18.7% | Added |
| Venture Visionary Partners LLC | 11,574 | $167.6K | 0.01% | +20.0% | Added |
| Samalin Investment Counsel, LLC | 11,359 | $164.5K | 0.07% | +241+2.2% | Added |
| Raymond James Trust N.A. | 10,265 | $148.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,136 | $88.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $50.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $50.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $47.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,661 | $38.5K | 0.00% | +62+2.4% | Added |
| IFP Advisors, Inc | 2,292 | $33.2K | 0.00% | +46+2.0% | Added |
| Montag A & Associates Inc | 1,995 | $28.9K | 0.00% | +585+41.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,900 | $27.5K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,696 | $24.6K | 0.00% | +1,696 | New |
| Bogart Wealth, LLC | 1,618 | $23.4K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,176 | $17.0K | 0.01% | +237+25.2% | Added |
| Ronald Blue Trust, Inc. | 1,219 | $17.0K | 0.00% | +1,219 | New |
| Fortitude Family Office, LLC | 1,000 | $14.5K | 0.01% | +1,000 | New |
| Uncommon Cents Investing LLC | 900 | $13.0K | 0.00% | +900 | New |
| Allworth Financial LP | 550 | $7.96K | 0.00% | +13+2.4% | Added |
| FinTrust Capital Advisors, LLC | 535 | $7.75K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $7.24K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.24K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 325 | $4.71K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $1.74K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −118,955−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −52,574−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −28,325−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Greytown Advisors Inc. | – | – | – | – | Not filed |