BlackRock Ltd Duration Income Trust
BLW- 交易所
- NYSE
- SEC CIK
- 0001233681
近 90 天，BlackRock Ltd Duration Income Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 85 家機構在 13F 申報持有，市值合計 $1.46 億；沒有大師持有。
2022 年第 1 季 13F 持有人
BlackRock Ltd Duration Income Trust 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 84
- 較 2021 年第 4 季 +4 家
- 持有股數
- 998.2 萬
- 較 2021 年第 4 季 +29.1 萬 (+3.0%)
- 總市值
- $1.43 億
- 較 2021 年第 4 季 −$2,165 萬 (−13.1%)
- 新進機構
- 17
- 另有 29 家加碼
- 清倉機構
- 13
- 另有 19 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BLW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 85 | $1.46 億 |
| 2026 年第 1 季 | 82 | $1.39 億 |
| 2025 年第 4 季 | 81 | $1.60 億 |
| 2025 年第 3 季 | 85 | $1.65 億 |
| 2025 年第 2 季 | 77 | $1.70 億 |
| 2025 年第 1 季 | 77 | $1.67 億 |
| 2024 年第 4 季 | 76 | $1.54 億 |
| 2024 年第 3 季 | 77 | $1.52 億 |
| 2024 年第 2 季 | 79 | $1.51 億 |
| 2024 年第 1 季 | 80 | $1.53 億 |
| 2023 年第 4 季 | 86 | $1.59 億 |
| 2023 年第 3 季 | 73 | $1.44 億 |
| 2023 年第 2 季 | 71 | $1.41 億 |
| 2023 年第 1 季 | 71 | $1.38 億 |
| 2022 年第 4 季 | 73 | $1.36 億 |
| 2022 年第 3 季 | 70 | $1.25 億 |
| 2022 年第 2 季 | 77 | $1.30 億 |
| 2022 年第 1 季 | 84 | $1.43 億 |
| 2021 年第 4 季 | 81 | $1.65 億 |
| 2021 年第 3 季 | 83 | $1.68 億 |
| 2021 年第 2 季 | 82 | $1.70 億 |
| 2021 年第 1 季 | 80 | $1.73 億 |
2022 年第 1 季持有機構
每家機構持有 BlackRock Ltd Duration Income Trust 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 3,298,932 | $4,731 萬 | 0.01% | −77,200−2.3% | 減碼 |
| UBS Group AG | 1,171,875 | $1,681 萬 | 0.01% | +117,650+11.2% | 加碼 |
| Cohen & Steers, Inc. | 590,838 | $847.3 萬 | 0.01% | +114,888+24.1% | 加碼 |
| Invesco Ltd. | 473,750 | $679.3 萬 | 0.00% | +78,743+19.9% | 加碼 |
| Bramshill Investments, LLC | 401,973 | $576.4 萬 | 0.80% | −266,909−39.9% | 減碼 |
| Bank of America Corp | 390,737 | $560.3 萬 | 0.00% | +76,942+24.5% | 加碼 |
| Wells Fargo & Company | 359,500 | $515.5 萬 | 0.00% | −70,390−16.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 328,703 | $471.4 萬 | 0.01% | −11,841−3.5% | 減碼 |
| Capital Investment Advisors, LLC | 247,743 | $355.3 萬 | 0.11% | +73,480+42.2% | 加碼 |
| Waterfront Wealth Inc. | 198,335 | $280.6 萬 | 0.99% | +61,695+45.2% | 加碼 |
| Stifel Financial Corp | 192,582 | $276.2 萬 | 0.00% | −7,008−3.5% | 減碼 |
| Guggenheim Capital LLC | 191,918 | $275.2 萬 | 0.02% | +39,105+25.6% | 加碼 |
| Royal Bank of Canada | 184,656 | $264.8 萬 | 0.00% | +7,801+4.4% | 加碼 |
| Wolverine Asset Management LLC | 154,210 | $221.1 萬 | 0.03% | +154,210 | 新進 |
| Arete Wealth Advisors, LLC | 124,177 | $178.1 萬 | 0.15% | +100,819+431.6% | 加碼 |
| Oxbow Advisors, LLC | 101,884 | $146.1 萬 | 0.15% | +64+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 97,232 | $139.9 萬 | 0.00% | −935−1.0% | 減碼 |
| Fiera Capital Corp | 95,354 | $136.7 萬 | 0.00% | +24,890+35.3% | 加碼 |
| LPL Financial LLC | 91,548 | $131.3 萬 | 0.00% | +5,461+6.3% | 加碼 |
| Shaker Financial Services, LLC | 86,037 | $123.4 萬 | 0.46% | +86,037 | 新進 |
| Ameriprise Financial Inc | 78,431 | $112.5 萬 | 0.00% | +2,104+2.8% | 加碼 |
| FourThought Financial, LLC | 72,850 | $104.6 萬 | 0.13% | +1,871+2.6% | 加碼 |
| Baird Financial Group, Inc. | 68,128 | $97.7 萬 | 0.00% | +23,474+52.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 65,871 | $94.5 萬 | 0.00% | +14,359+27.9% | 加碼 |
| GWM Advisors LLC | 58,517 | $83.9 萬 | 0.01% | +5,205+9.8% | 加碼 |
| Greytown Advisors Inc. | 55,629 | $79.8 萬 | 0.39% | +11,865+27.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 52,887 | $75.8 萬 | 0.10% | +52,887 | 新進 |
| Raymond James & Associates | 52,299 | $75.0 萬 | 0.00% | −1,798−3.3% | 減碼 |
| Pointe Capital Management LLC | 50,716 | $72.7 萬 | 0.46% | 00.0% | 不變 |
| Capital Financial Services, LLC | 50,383 | $72.2 萬 | 0.85% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 46,366 | $66.4 萬 | 0.00% | +737+1.6% | 加碼 |
| Janney Montgomery Scott LLC | 43,852 | $62.9 萬 | 0.00% | +1,075+2.5% | 加碼 |
| Virtus ETF Advisers LLC | 40,538 | $58.1 萬 | 0.26% | +15,022+58.9% | 加碼 |
| Triad Investment Management | 39,023 | $56.0 萬 | 0.53% | +1,000+2.6% | 加碼 |
| Relative Value Partners Group, LLC | 38,006 | $54.5 萬 | 0.04% | +38,006 | 新進 |
| Cetera Investment Advisers | 32,079 | $46.0 萬 | 0.01% | −1,944−5.7% | 減碼 |
| ProVise Management Group, LLC | 27,851 | $39.9 萬 | 0.04% | −8,292−22.9% | 減碼 |
| Wealth Alliance | 25,308 | $36.3 萬 | 0.07% | +1,086+4.5% | 加碼 |
| MML Investors Services, LLC | 20,284 | $29.1 萬 | 0.00% | −74−0.4% | 減碼 |
| JPMorgan Chase & Co | 20,000 | $28.7 萬 | 0.00% | −10,549−34.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 19,270 | $27.6 萬 | 0.00% | +19,270 | 新進 |
| Steward Partners Investment Advisory, LLC | 17,663 | $25.3 萬 | 0.00% | −9,287−34.5% | 減碼 |
| Mariner, LLC | 16,504 | $23.7 萬 | 0.00% | +16,504 | 新進 |
| OTA Financial Group L.P. | 15,954 | $22.8 萬 | 0.15% | +15,954 | 新進 |
| Cetera Advisors LLC | 15,428 | $22.1 萬 | 0.00% | −15,836−50.7% | 減碼 |
| First Foundation Advisors | 13,405 | $19.2 萬 | 0.01% | +259+2.0% | 加碼 |
| Rockefeller Capital Management L.P. | 12,662 | $18.1 萬 | 0.00% | −458−3.5% | 減碼 |
| Altus Wealth Group LLC | 12,654 | $18.1 萬 | 0.15% | −292−2.3% | 減碼 |
| Money Concepts Capital Corp | 12,616 | $18.1 萬 | 0.01% | +12,616 | 新進 |
| Fortitude Advisory Group L.L.C. | 12,329 | $17.7 萬 | 0.10% | +698+6.0% | 加碼 |
| Wealth Management Solutions, LLC | 11,567 | $16.6 萬 | 0.09% | −4,937−29.9% | 減碼 |
| Raymond James Trust N.A. | 11,112 | $15.9 萬 | 0.00% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 10,899 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Alethea Capital Management, LLC | 10,666 | $15.3 萬 | 0.14% | 00.0% | 不變 |
| St Germain D J Co Inc | 10,500 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 7,784 | $11.2 萬 | 0.01% | +93+1.2% | 加碼 |
| Carmichael Hill & Associates, Inc. | 6,307 | $9.00 萬 | 0.05% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,927 | $8.50 萬 | 0.00% | +5,142+655.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,436 | $6.40 萬 | 0.01% | +4,436 | 新進 |
| IFP Advisors, Inc | 3,667 | $5.50 萬 | 0.00% | +3,667 | 新進 |
| Optimum Investment Advisors | 3,700 | $5.30 萬 | 0.02% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 3,203 | $4.60 萬 | 0.07% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 3,150 | $4.50 萬 | 0.03% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,500 | $3.60 萬 | 0.00% | −3,631−59.2% | 減碼 |
| US Bancorp | 2,100 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $2.72 萬 | 0.00% | +1,900 | 新進 |
| Bartlett & Co. LLC | 1,900 | $2.70 萬 | 0.00% | +1,900 | 新進 |
| Bogart Wealth, LLC | 1,618 | $2.30 萬 | 0.00% | +1,618 | 新進 |
| Montag A & Associates Inc | 1,410 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 1,347 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| City Holding Co | 1,265 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Joseph P. Lucia & Associates, LLC | 700 | $1.00 萬 | 0.01% | +700 | 新進 |
| American Portfolios Advisors | 690 | $9,895 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 660 | $9,000 | 0.00% | +660 | 新進 |
| Anchor Investment Management, LLC | 500 | $7,170 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 500 | $7,000 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 437 | $6,000 | 0.00% | +8+1.9% | 加碼 |
| Gradient Investments LLC | 340 | $5,000 | 0.00% | −361−51.5% | 減碼 |
| Spire Wealth Management | 250 | $4,000 | 0.00% | −2,650−91.4% | 減碼 |
| Antonetti Capital Management LLC | 265 | $4,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 168 | $2,000 | 0.00% | +2+1.2% | 加碼 |
| WR Wealth Planners, LLC | 138 | $1,975 | 0.00% | +138 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | 清倉 |
| Proequities, Inc. | 0 | $0 | 0.00% | −477−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −164,285−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −141,573−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −22,879−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −21,141−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −20,892−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −11,400−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −8,655−100.0% | 清倉 |
| Addison Advisors LLC | 0 | $0 | 0.00% | −1,867−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,300−100.0% | 清倉 |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |