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 4 季 13F 持有人
BlackRock Ltd Duration Income Trust 在 2022/12/31 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
- 73
- 較 2022 年第 3 季 +6 家
- 持有股數
- 1,036 萬
- 較 2022 年第 3 季 +16.2 萬 (+1.6%)
- 總市值
- $1.36 億
- 較 2022 年第 3 季 +$1,200 萬 (+9.7%)
- 新進機構
- 13
- 另有 19 家加碼
- 清倉機構
- 7
- 另有 26 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 3,953,245 | $5,167 萬 | 0.01% | +318,333+8.8% | 加碼 |
| UBS Group AG | 762,575 | $996.7 萬 | 0.00% | −89,778−10.5% | 減碼 |
| Bramshill Investments, LLC | 719,447 | $940.3 萬 | 1.10% | +191,504+36.3% | 加碼 |
| Wells Fargo & Company | 620,953 | $811.6 萬 | 0.00% | +70,480+12.8% | 加碼 |
| Cohen & Steers, Inc. | 510,098 | $666.7 萬 | 0.01% | −161,682−24.1% | 減碼 |
| Guggenheim Capital LLC | 503,445 | $658.0 萬 | 0.06% | +71,538+16.6% | 加碼 |
| Invesco Ltd. | 399,353 | $522.0 萬 | 0.00% | −69,985−14.9% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 332,082 | $434.0 萬 | 2.32% | +3,278+1.0% | 加碼 |
| Waterfront Wealth Inc. | 288,542 | $393.6 萬 | 1.35% | +23,691+8.9% | 加碼 |
| Bank of America Corp | 253,026 | $330.7 萬 | 0.00% | −39,781−13.6% | 減碼 |
| Capital Investment Advisors, LLC | 234,513 | $306.5 萬 | 0.09% | −12,767−5.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 222,306 | $290.6 萬 | 0.01% | −21,887−9.0% | 減碼 |
| Royal Bank of Canada | 179,115 | $234.1 萬 | 0.00% | +6,035+3.5% | 加碼 |
| Fiera Capital Corp | 123,598 | $161.5 萬 | 0.01% | +6,651+5.7% | 加碼 |
| Advisor Group Holdings, Inc. | 107,873 | $140.9 萬 | 0.00% | −22,314−17.1% | 減碼 |
| LPL Financial LLC | 101,632 | $132.8 萬 | 0.00% | +3,679+3.8% | 加碼 |
| FourThought Financial Partners, LLC | 86,467 | $113.0 萬 | 0.16% | +86,467 | 新進 |
| Ameriprise Financial Inc | 79,294 | $103.7 萬 | 0.00% | +2,688+3.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 73,515 | $96.1 萬 | 0.00% | +8,416+12.9% | 加碼 |
| GWM Advisors LLC | 57,899 | $72.7 萬 | 0.02% | −1,542−2.6% | 減碼 |
| Greytown Advisors Inc. | 54,975 | $71.9 萬 | 0.39% | −654−1.2% | 減碼 |
| Baird Financial Group, Inc. | 52,334 | $68.4 萬 | 0.00% | −15,649−23.0% | 減碼 |
| Capital Financial Services, LLC | 50,583 | $66.1 萬 | 0.91% | −500−1.0% | 減碼 |
| Wealth Alliance | 48,145 | $62.9 萬 | 0.11% | +20,754+75.8% | 加碼 |
| Raymond James & Associates | 47,369 | $61.9 萬 | 0.00% | +548+1.2% | 加碼 |
| Janney Montgomery Scott LLC | 43,555 | $56.9 萬 | 0.00% | −250−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 42,384 | $55.3 萬 | 0.00% | −3,418−7.5% | 減碼 |
| Pointe Capital Management LLC | 39,825 | $52.1 萬 | 0.40% | −2,925−6.8% | 減碼 |
| Oxbow Advisors, LLC | 35,140 | $45.9 萬 | 0.09% | −73,120−67.5% | 減碼 |
| Virtus ETF Advisers LLC | 28,625 | $37.4 萬 | 0.20% | −4,040−12.4% | 減碼 |
| Cetera Investment Advisers | 27,609 | $36.1 萬 | 0.00% | +4,667+20.3% | 加碼 |
| Stifel Financial Corp | 22,753 | $29.7 萬 | 0.00% | −1,009−4.2% | 減碼 |
| Rockefeller Capital Management L.P. | 19,969 | $26.1 萬 | 0.00% | −1,489−6.9% | 減碼 |
| Weiss Asset Management LP | 18,792 | $24.6 萬 | 0.01% | +18,792 | 新進 |
| ProVise Management Group, LLC | 17,815 | $23.3 萬 | 0.02% | −4,636−20.6% | 減碼 |
| Money Concepts Capital Corp | 16,886 | $22.1 萬 | 0.01% | +16,886 | 新進 |
| Cetera Advisor Networks LLC | 16,500 | $21.6 萬 | 0.00% | +16,500 | 新進 |
| Samalin Investment Counsel, LLC | 16,085 | $21.0 萬 | 0.13% | +16,085 | 新進 |
| HighTower Advisors, LLC | 14,090 | $18.4 萬 | 0.00% | −356−2.5% | 減碼 |
| Veritable, L.P. | 13,000 | $17.0 萬 | 0.00% | +13,000 | 新進 |
| Carmichael Hill & Associates, Inc. | 12,917 | $16.9 萬 | 0.09% | +1,270+10.9% | 加碼 |
| Fortitude Advisory Group L.L.C. | 12,329 | $16.1 萬 | 0.14% | 00.0% | 不變 |
| Altus Wealth Group LLC | 12,001 | $15.7 萬 | 0.12% | −1,532−11.3% | 減碼 |
| Triad Investment Management | 11,527 | $15.1 萬 | 0.24% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 11,270 | $14.7 萬 | 0.00% | −16,165−58.9% | 減碼 |
| MML Investors Services, LLC | 11,248 | $14.7 萬 | 0.00% | −9,072−44.6% | 減碼 |
| Raymond James Trust N.A. | 10,265 | $13.4 萬 | 0.00% | −2,647−20.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,059 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | – | $11.2 萬 | 0.00% | – | – |
| Optimum Investment Advisors | 3,700 | $4.84 萬 | 0.03% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,500 | $4.57 萬 | 0.01% | +3,500 | 新進 |
| The PNC Financial Services Group, Inc. | 2,500 | $3.27 萬 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 2,131 | $2.79 萬 | 0.01% | +2,131 | 新進 |
| Advisory Services Network, LLC | 2,115 | $2.76 萬 | 0.00% | +2,115 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $2.61 萬 | 0.01% | +2,000 | 新進 |
| IFP Advisors, Inc | 1,684 | $2.50 萬 | 0.00% | −2,019−54.5% | 減碼 |
| Bartlett & Co. LLC | 1,900 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,618 | $2.11 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,500 | $1.96 萬 | 0.00% | +1,500 | 新進 |
| Montag A & Associates Inc | 1,410 | $1.84 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,300 | $1.70 萬 | 0.00% | +1,300 | 新進 |
| City Holding Co | 1,265 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| Romano Brothers and Company | 800 | $1.05 萬 | 0.00% | +800 | 新進 |
| Raleigh Capital Management Inc. | 760 | $9,933 | 0.01% | +100+15.2% | 加碼 |
| Anchor Investment Management, LLC | 500 | $6,535 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 500 | $6,535 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6,535 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 468 | $6,114 | 0.00% | +11+2.4% | 加碼 |
| Hoey Investments, Inc | 171 | $2,235 | 0.00% | −1,176−87.3% | 減碼 |
| JPMorgan Chase & Co | 143 | $2,000 | 0.00% | +89+164.8% | 加碼 |
| WR Wealth Planners, LLC | 147 | $1,925 | 0.00% | +3+2.1% | 加碼 |
| Harbour Investments, Inc. | 120 | $1,568 | 0.00% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −124,278−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −42,897−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −10,899−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −7,410−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −4,120−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,771−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |
| Strategic Asset Management, LLC | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |