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。
2023 年第 1 季 13F 持有人
BlackRock Ltd Duration Income Trust 在 2023/3/31 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
- 71
- 較 2022 年第 4 季 0 家
- 持有股數
- 1,053 萬
- 較 2022 年第 4 季 +22.5 萬 (+2.2%)
- 總市值
- $1.38 億
- 較 2022 年第 4 季 +$310.7 萬 (+2.3%)
- 新進機構
- 7
- 另有 23 家加碼
- 清倉機構
- 7
- 另有 22 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,147,810 | $5,438 萬 | 0.01% | +194,565+4.9% | 加碼 |
| Wells Fargo & Company | 756,857 | $992.2 萬 | 0.00% | +135,904+21.9% | 加碼 |
| Bramshill Investments, LLC | 711,539 | $932.8 萬 | 1.12% | −7,908−1.1% | 減碼 |
| UBS Group AG | 624,709 | $819.0 萬 | 0.00% | −137,866−18.1% | 減碼 |
| Guggenheim Capital LLC | 526,896 | $690.8 萬 | 0.06% | +23,451+4.7% | 加碼 |
| Cohen & Steers, Inc. | 371,801 | $487.4 萬 | 0.01% | −138,297−27.1% | 減碼 |
| Invesco Ltd. | 370,626 | $485.9 萬 | 0.00% | −28,727−7.2% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 343,624 | $450.5 萬 | 2.41% | +11,542+3.5% | 加碼 |
| Waterfront Wealth Inc. | 289,955 | $380.1 萬 | 1.24% | +1,413+0.5% | 加碼 |
| Bank of America Corp | 235,575 | $308.8 萬 | 0.00% | −17,451−6.9% | 減碼 |
| Capital Investment Advisors, LLC | 231,014 | $302.9 萬 | 0.09% | −3,499−1.5% | 減碼 |
| Royal Bank of Canada | 219,069 | $287.2 萬 | 0.00% | +39,954+22.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 217,465 | $285.1 萬 | 0.01% | −4,841−2.2% | 減碼 |
| Arete Wealth Advisors, LLC | 124,385 | $163.1 萬 | 0.13% | +124,385 | 新進 |
| Fiera Capital Corp | 121,237 | $158.9 萬 | 0.00% | −2,361−1.9% | 減碼 |
| Advisor Group Holdings, Inc. | 107,050 | $140.4 萬 | 0.00% | −823−0.8% | 減碼 |
| LPL Financial LLC | 97,420 | $127.7 萬 | 0.00% | −4,212−4.1% | 減碼 |
| FourThought Financial Partners, LLC | 94,457 | $123.8 萬 | 0.17% | +7,990+9.2% | 加碼 |
| Ameriprise Financial Inc | 83,939 | $110.0 萬 | 0.00% | +4,645+5.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 67,665 | $88.7 萬 | 0.00% | −5,850−8.0% | 減碼 |
| Jefferies Financial Group Inc. | 65,675 | $86.1 萬 | 0.02% | +65,675 | 新進 |
| Raymond James & Associates | 61,081 | $80.1 萬 | 0.00% | +13,712+28.9% | 加碼 |
| GWM Advisors LLC | 59,050 | $76.8 萬 | 0.01% | +1,151+2.0% | 加碼 |
| Baird Financial Group, Inc. | 55,220 | $72.4 萬 | 0.00% | +2,886+5.5% | 加碼 |
| Greytown Advisors Inc. | 54,975 | $72.1 萬 | 0.37% | 00.0% | 不變 |
| Wealth Alliance | 46,671 | $61.2 萬 | 0.10% | −1,474−3.1% | 減碼 |
| Janney Montgomery Scott LLC | 45,615 | $59.8 萬 | 0.00% | +2,060+4.7% | 加碼 |
| Commonwealth Equity Services, LLC | 42,061 | $55.1 萬 | 0.00% | −323−0.8% | 減碼 |
| Virtus ETF Advisers LLC | 28,003 | $36.7 萬 | 0.20% | −622−2.2% | 減碼 |
| Cetera Investment Advisers | 27,309 | $35.8 萬 | 0.00% | −300−1.1% | 減碼 |
| Pointe Capital Management LLC | 24,815 | $32.5 萬 | 0.24% | −15,010−37.7% | 減碼 |
| Stifel Financial Corp | 21,857 | $28.7 萬 | 0.00% | −896−3.9% | 減碼 |
| Rockefeller Capital Management L.P. | 19,480 | $25.5 萬 | 0.00% | −489−2.4% | 減碼 |
| Cetera Advisor Networks LLC | 18,025 | $23.6 萬 | 0.00% | +1,525+9.2% | 加碼 |
| ProVise Management Group, LLC | 17,115 | $22.4 萬 | 0.02% | −700−3.9% | 減碼 |
| Oxbow Advisors, LLC | 16,578 | $21.7 萬 | 0.04% | −18,562−52.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 16,020 | $21.0 萬 | 0.00% | +4,750+42.1% | 加碼 |
| HighTower Advisors, LLC | 14,090 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| Veritable, L.P. | 13,287 | $17.4 萬 | 0.00% | +287+2.2% | 加碼 |
| Carmichael Hill & Associates, Inc. | 12,917 | $16.9 萬 | 0.09% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 12,329 | $16.2 萬 | 0.13% | 00.0% | 不變 |
| Altus Wealth Group LLC | 12,007 | $15.7 萬 | 0.11% | +60.0% | 加碼 |
| MML Investors Services, LLC | 11,669 | $15.3 萬 | 0.00% | +421+3.7% | 加碼 |
| Venture Visionary Partners LLC | 11,452 | $15.0 萬 | 0.01% | +11,452 | 新進 |
| Walleye Capital LLC | 10,935 | $14.3 萬 | 0.00% | +10,935 | 新進 |
| Raymond James Trust N.A. | 10,265 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 10,097 | $13.2 萬 | 0.08% | −5,988−37.2% | 減碼 |
| CWM, LLC | 9,950 | $13.0 萬 | 0.00% | +9,950 | 新進 |
| Steward Partners Investment Advisory, LLC | 5,827 | $7.64 萬 | 0.00% | −3,232−35.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,474 | $5.86 萬 | 0.01% | +4,474 | 新進 |
| The PNC Financial Services Group, Inc. | 3,990 | $5.23 萬 | 0.00% | +1,490+59.6% | 加碼 |
| Optimum Investment Advisors | 3,700 | $4.85 萬 | 0.03% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,500 | $4.59 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,352 | $3.08 萬 | 0.00% | +237+11.2% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $2.62 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,708 | $2.54 萬 | 0.00% | +24+1.4% | 加碼 |
| Bartlett & Co. LLC | 1,900 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,618 | $2.12 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,410 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 1,265 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 760 | $9,964 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 666 | $8,731 | 0.00% | +666 | 新進 |
| North Star Investment Management Corp. | 500 | $6,555 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 500 | $6,555 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6,555 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 478 | $6,268 | 0.00% | +10+2.1% | 加碼 |
| JPMorgan Chase & Co | 388 | $5,000 | 0.00% | +245+171.3% | 加碼 |
| Hoey Investments, Inc | 171 | $2,242 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 151 | $1,974 | 0.00% | +4+2.7% | 加碼 |
| Harbour Investments, Inc. | 120 | $1,573 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,792−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −16,886−100.0% | 清倉 |
| Triad Investment Management | 0 | $0 | 0.00% | −11,527−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,131−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Romano Brothers and Company | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Capital Financial Services, LLC | – | – | – | – | 本季未申報 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |