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, Q4 2024
Institutional positions in BlackRock Ltd Duration Income Trust as of Dec 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
- 76
- +4 vs. Q3 2024
- Shares held
- 10.9M
- +655.2K (+6.4%) vs. Q3 2024
- Total value
- $154.3M
- +$5.70M (+3.8%) vs. Q3 2024
- New holders
- 8
- 29 more added
- Sold out
- 4
- 23 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BlackRock Ltd Duration Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 27 | $391 | 0.04% | −28,564−99.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 142 | $2.01K | 0.00% | +142 | New |
| Hoey Investments, Inc | 171 | $2.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $2.69K | 0.00% | +70+58.3% | Added |
| North Star Investment Management Corp. | 500 | $7.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,176 | $16.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,278 | $18.1K | 0.00% | +59+4.8% | Added |
| Allworth Financial LP | 1,278 | $18.2K | 0.00% | +728+132.4% | Added |
| Montag A & Associates Inc | 1,410 | $19.9K | 0.00% | −585−29.3% | Reduced |
| Bogart Wealth, LLC | 1,618 | $22.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $26.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,340 | $33.1K | 0.00% | +48+2.1% | Added |
| The PNC Financial Services Group, Inc. | 2,726 | $38.5K | 0.00% | +65+2.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $46.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,492 | $49.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,500 | $49.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,652 | $65.7K | 0.00% | −1,484−24.2% | Reduced |
| Papamarkou Wellner Asset Management inc. | 10,000 | $141.3K | 0.10% | +10,000 | New |
| WMG Financial Advisors, LLC | 10,575 | $149.4K | 0.06% | −3,000−22.1% | Reduced |
| Kestra Advisory Services, LLC | 11,380 | $160.8K | 0.00% | −3,738−24.7% | Reduced |
| Venture Visionary Partners LLC | 11,573 | $163.5K | 0.01% | −10.0% | Reduced |
| Samalin Investment Counsel, LLC | 11,608 | $164.0K | 0.07% | +249+2.2% | Added |
| Atria Wealth Solutions, Inc. | 11,700 | $165.3K | 0.00% | −2,500−17.6% | Reduced |
| Round Rock Advisors, LLC | 13,454 | $190.1K | 0.04% | +13,454 | New |
| Beacon Pointe Advisors, LLC | 13,457 | $190.2K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,614 | $192.4K | 0.00% | +437+3.3% | Added |
| Prospera Financial Services Inc | 14,047 | $198.6K | 0.00% | +1,749+14.2% | Added |
| ProVise Management Group, LLC | 14,293 | $202.0K | 0.02% | +550+4.0% | Added |
| Fortitude Advisory Group L.L.C. | 14,853 | $209.9K | 0.13% | 00.0% | Unchanged |
| MAI Capital Management | 15,268 | $215.7K | 0.00% | +15,268 | New |
| Annex Advisory Services, LLC | 15,407 | $217.7K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,484 | $218.8K | 0.01% | +450+3.0% | Added |
| MML Investors Services, LLC | 15,482 | $219.0K | 0.00% | +470+3.1% | Added |
| Stifel Financial Corp | 15,982 | $225.8K | 0.00% | +362+2.3% | Added |
| Ameriprise Financial Inc | 17,603 | $248.7K | 0.00% | −1,402−7.4% | Reduced |
| Janney Montgomery Scott LLC | 18,668 | $264.0K | 0.00% | −2,155−10.3% | Reduced |
| US Bancorp | 19,900 | $281.2K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 25,900 | $366.0K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 26,565 | $375.4K | 0.22% | −100−0.4% | Reduced |
| Consolidated Portfolio Review Corp | 27,726 | $391.8K | 0.06% | +291+1.1% | Added |
| Commonwealth Equity Services, LLC | 36,736 | $519.0K | 0.00% | −3,496−8.7% | Reduced |
| Fountainhead AM, LLC | 37,462 | $529.3K | 0.10% | +37,462 | New |
| Waterfront Wealth Inc. | 38,546 | $544.7K | 0.13% | −13,460−25.9% | Reduced |
| Comerica Bank | 38,876 | $549.3K | 0.00% | +4,617+13.5% | Added |
| Orleans Capital Management Corp | 40,500 | $578.7K | 0.32% | −1,000−2.4% | Reduced |
| BTG Pactual Asset Management US LLC | 43,030 | $615.3K | 0.08% | −281−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 45,798 | $647.0K | 0.00% | −10,387−18.5% | Reduced |
| GWM Advisors LLC | 46,560 | $657.9K | 0.00% | +70+0.2% | Added |
| Virtus ETF Advisers LLC | 51,320 | $725.2K | 0.30% | +8,094+18.7% | Added |
| Smith Asset Management Co., LLC | 52,671 | $744.2K | 0.72% | +52,671 | New |
| Verity Asset Management, Inc. | 54,198 | $765.8K | 0.43% | −979−1.8% | Reduced |
| Wealth Alliance | 57,648 | $814.6K | 0.10% | −2,020−3.4% | Reduced |
| Cetera Investment Advisers | 58,311 | $823.9K | 0.00% | +6,536+12.6% | Added |
| Peregrine Asset Advisers, Inc. | 58,864 | $831.7K | 0.31% | −4,408−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 86,022 | $1.22M | 0.00% | +18,972+28.3% | Added |
| Cura Wealth Advisors, LLC | 100,238 | $1.42M | 0.63% | +100,238 | New |
| LPL Financial LLC | 114,391 | $1.62M | 0.00% | +5,582+5.1% | Added |
| Fiera Capital Corp | 114,590 | $1.62M | 0.01% | −1,939−1.7% | Reduced |
| Baird Financial Group, Inc. | 126,277 | $1.78M | 0.00% | +10,182+8.8% | Added |
| Envestnet Asset Management Inc | 128,248 | $1.81M | 0.00% | +6,868+5.7% | Added |
| GraniteShares Advisors LLC | 174,747 | $2.47M | 1.56% | +7,373+4.4% | Added |
| Royal Bank of Canada | 176,515 | $2.49M | 0.00% | −12,842−6.8% | Reduced |
| Capital Investment Advisors, LLC | 178,007 | $2.52M | 0.05% | −4,512−2.5% | Reduced |
| Jefferies Financial Group Inc. | 182,793 | $2.58M | 0.03% | +935+0.5% | Added |
| Principal Securities, Inc. | 212,931 | $3.01M | 0.07% | −970−0.5% | Reduced |
| Bank of America Corp | 252,312 | $3.57M | 0.00% | +2,494+1.0% | Added |
| Blue Zone Wealth Advisors, LLC | 258,302 | $3.65M | 1.05% | +260.0% | Added |
| Raymond James Financial Inc | 276,133 | $3.90M | 0.00% | +276,133 | New |
| Invesco Ltd. | 342,804 | $4.84M | 0.00% | +32,200+10.4% | Added |
| Cohen & Steers, Inc. | 371,801 | $5.25M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 576,443 | $8.15M | 0.00% | +22,708+4.1% | Added |
| Guggenheim Capital LLC | 666,783 | $9.42M | 0.08% | +147,370+28.4% | Added |
| Wells Fargo & Company | 924,949 | $13.1M | 0.00% | +24,754+2.7% | Added |
| Morgan Stanley | 4,600,399 | $65.0M | 0.00% | −36,904−0.8% | Reduced |
| LM Advisors LLC | 0 | $0 | 0.00% | −14,877−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |