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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 120 | $1.74K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 171 | $2.39K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 325 | $4.71K | 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 |
| FinTrust Capital Advisors, LLC | 535 | $7.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 550 | $7.96K | 0.00% | +13+2.4% | Added |
| Uncommon Cents Investing LLC | 900 | $13.0K | 0.00% | +900 | New |
| Fortitude Family Office, LLC | 1,000 | $14.5K | 0.01% | +1,000 | New |
| Ronald Blue Trust, Inc. | 1,219 | $17.0K | 0.00% | +1,219 | New |
| Missouri Trust & Investment Co | 1,176 | $17.0K | 0.01% | +237+25.2% | Added |
| Bogart Wealth, LLC | 1,618 | $23.4K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,696 | $24.6K | 0.00% | +1,696 | New |
| Bartlett & Co. Wealth Management LLC | 1,900 | $27.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,995 | $28.9K | 0.00% | +585+41.5% | Added |
| IFP Advisors, Inc | 2,292 | $33.2K | 0.00% | +46+2.0% | Added |
| The PNC Financial Services Group, Inc. | 2,661 | $38.5K | 0.00% | +62+2.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $47.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $50.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $50.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,136 | $88.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,265 | $148.6K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 11,359 | $164.5K | 0.07% | +241+2.2% | Added |
| Venture Visionary Partners LLC | 11,574 | $167.6K | 0.01% | +20.0% | Added |
| Prospera Financial Services Inc | 12,298 | $178.1K | 0.00% | +1,939+18.7% | Added |
| Pathstone Holdings, LLC | 13,177 | $190.8K | 0.00% | −1,051−7.4% | Reduced |
| Beacon Pointe Advisors, LLC | 13,457 | $194.9K | 0.00% | −1,938−12.6% | Reduced |
| WMG Financial Advisors, LLC | 13,575 | $196.6K | 0.09% | +13,575 | New |
| ProVise Management Group, LLC | 13,743 | $199.0K | 0.02% | +85+0.6% | Added |
| Atria Wealth Solutions, Inc. | 14,200 | $205.6K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 14,877 | $215.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 14,853 | $215.1K | 0.14% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,012 | $217.0K | 0.00% | +1,864+14.2% | Added |
| Concurrent Investment Advisors, LLC | 15,034 | $217.7K | 0.01% | −32−0.2% | Reduced |
| Kestra Advisory Services, LLC | 15,118 | $218.9K | 0.00% | −14,656−49.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 15,169 | $219.6K | 0.08% | +96+0.6% | Added |
| Annex Advisory Services, LLC | 15,407 | $223.1K | 0.01% | +15,407 | New |
| Stifel Financial Corp | 15,620 | $226.2K | 0.00% | −2,760−15.0% | Reduced |
| Ameriprise Financial Inc | 19,005 | $275.2K | 0.00% | +700+3.8% | Added |
| US Bancorp | 19,900 | $288.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 20,823 | $302.0K | 0.00% | −4,425−17.5% | Reduced |
| Shufro Rose & Co LLC | 25,900 | $361.6K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 26,665 | $386.1K | 0.23% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 27,435 | $397.3K | 0.09% | +876+3.3% | Added |
| NBC Securities, Inc. | 28,591 | $414.0K | 0.03% | −2,951−9.4% | Reduced |
| Comerica Bank | 34,259 | $496.1K | 0.00% | +926+2.8% | Added |
| Raymond James & Associates | 38,449 | $556.7K | 0.00% | −2,958−7.1% | Reduced |
| Commonwealth Equity Services, LLC | 40,232 | $583.0K | 0.00% | −120−0.3% | Reduced |
| Orleans Capital Management Corp | 41,500 | $600.9K | 0.34% | +41,500 | New |
| Virtus ETF Advisers LLC | 43,226 | $625.9K | 0.29% | −15,638−26.6% | Reduced |
| BTG Pactual Asset Management US LLC | 43,311 | $627.1K | 0.09% | +43,311 | New |
| GWM Advisors LLC | 46,490 | $673.2K | 0.00% | −3,700−7.4% | Reduced |
| Waterfront Wealth Inc. | 52,006 | $741.9K | 0.18% | −214,319−80.5% | Reduced |
| Cetera Investment Advisers | 51,775 | $749.7K | 0.00% | +1,460+2.9% | Added |
| Verity Asset Management, Inc. | 55,177 | $799.0K | 0.30% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 56,185 | $814.0K | 0.00% | −29,641−34.5% | Reduced |
| Wealth Alliance | 59,668 | $864.0K | 0.10% | +8,706+17.1% | Added |
| Peregrine Asset Advisers, Inc. | 63,272 | $916.2K | 0.32% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 67,050 | $970.9K | 0.00% | +5,116+8.3% | Added |
| LPL Financial LLC | 108,809 | $1.58M | 0.00% | −205,967−65.4% | Reduced |
| Baird Financial Group, Inc. | 116,095 | $1.68M | 0.00% | −19,764−14.5% | Reduced |
| Fiera Capital Corp | 116,529 | $1.69M | 0.01% | −4,325−3.6% | Reduced |
| Envestnet Asset Management Inc | 121,380 | $1.76M | 0.00% | +108,294+827.6% | Added |
| GraniteShares Advisors LLC | 167,374 | $2.42M | 1.64% | +27,197+19.4% | Added |
| Jefferies Financial Group Inc. | 181,858 | $2.63M | 0.04% | +490+0.3% | Added |
| Capital Investment Advisors, LLC | 182,519 | $2.64M | 0.05% | −3,057−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 186,573 | $2.70M | 0.00% | +914+0.5% | Added |
| Royal Bank of Canada | 189,357 | $2.74M | 0.00% | −1,434−0.8% | Reduced |
| Principal Securities, Inc. | 213,901 | $3.10M | 0.07% | +104,388+95.3% | Added |
| Bank of America Corp | 249,818 | $3.62M | 0.00% | −9,207−3.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 258,276 | $3.74M | 1.16% | −67,097−20.6% | Reduced |
| Invesco Ltd. | 310,604 | $4.50M | 0.00% | +22,455+7.8% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.38M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 519,413 | $7.52M | 0.05% | +110,159+26.9% | Added |
| UBS Group AG | 553,735 | $8.02M | 0.00% | +45,885+9.0% | Added |
| Wells Fargo & Company | 900,195 | $13.0M | 0.00% | +35,677+4.1% | Added |
| Morgan Stanley | 4,637,303 | $67.1M | 0.00% | −39,103−0.8% | Reduced |
| 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 |