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.
Q3 2024 vs. Q2 2024
How the institutions holding BlackRock Ltd Duration Income Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 79 | 1 | 77 | −1 |
| Shares | 10.8M | 43.3K | 10.5M | −261.9K (−2.4%) |
| Value | $151.1M | $604.6K | $152.3M | +$1.79M (+1.2%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BTG Pactual Asset Management US LLC | 43,311 | $627.1K | 0.09% |
| Orleans Capital Management Corp | 41,500 | $600.9K | 0.34% |
| Annex Advisory Services, LLC | 15,407 | $223.1K | 0.01% |
| WMG Financial Advisors, LLC | 13,575 | $196.6K | 0.09% |
| Jaffetilchin Investment Partners, LLC | 1,696 | $24.6K | 0.00% |
| Ronald Blue Trust, Inc. | 1,219 | $17.0K | 0.00% |
| Fortitude Family Office, LLC | 1,000 | $14.5K | 0.01% |
| Uncommon Cents Investing LLC | 900 | $13.0K | 0.00% |
Sold out (9)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Arete Wealth Advisors, LLC | 118,955 | $1.66M |
| Shaker Financial Services, LLC | 52,574 | $733.9K |
| Landscape Capital Management, L.L.C. | 28,325 | $395.4K |
| Altus Wealth Group LLC | 10,518 | $146.8K |
| Luken Investment Analytics, LLC | 2,500 | $34.9K |
| Ashton Thomas Private Wealth, LLC | 1,600 | $22.3K |
| Northwestern Mutual Wealth Management Co | 315 | $4.40K |
| Gradient Investments LLC | 2 | $24 |
| Clear Point Advisors Inc. | 0 | $7 |
Not filed for Q3 2024 yet (1)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Greytown Advisors Inc. | 43,311 | $604.6K |