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.
Q4 2024 vs. Q3 2024
How the institutions holding BlackRock Ltd Duration Income Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 77 | 5 | 76 | +4 |
| Shares | 10.5M | 251.0K | 10.9M | +655.2K (+6.4%) |
| Value | $152.3M | $3.63M | $154.3M | +$5.70M (+3.8%) |
5 institutions that held it in Q3 2024 haven't filed for Q4 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 Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 276,133 | $3.90M | 0.00% |
| Cura Wealth Advisors, LLC | 100,238 | $1.42M | 0.63% |
| Smith Asset Management Co., LLC | 52,671 | $744.2K | 0.72% |
| Fountainhead AM, LLC | 37,462 | $529.3K | 0.10% |
| MAI Capital Management | 15,268 | $215.7K | 0.00% |
| Round Rock Advisors, LLC | 13,454 | $190.1K | 0.04% |
| Papamarkou Wellner Asset Management inc. | 10,000 | $141.3K | 0.10% |
| Plante Moran Financial Advisors, LLC | 142 | $2.01K | 0.00% |
Sold out (4)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| LM Advisors LLC | 14,877 | $215.0K |
| Jaffetilchin Investment Partners, LLC | 1,696 | $24.6K |
| Uncommon Cents Investing LLC | 900 | $13.0K |
| Steward Partners Investment Advisory, LLC | 325 | $4.71K |
Not filed for Q4 2024 yet (5)
Institutions that held BlackRock Ltd Duration Income Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 186,573 | $2.70M |
| Raymond James & Associates | 38,449 | $556.7K |
| Carmichael Hill & Associates, Inc. | 15,169 | $219.6K |
| Raymond James Trust N.A. | 10,265 | $148.6K |
| FinTrust Capital Advisors, LLC | 535 | $7.75K |