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 3 季 13F 持有人
BlackRock Ltd Duration Income Trust 在 2023/9/30 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 2023 年第 2 季 +2 家
- 持有股數
- 1,121 萬
- 較 2023 年第 2 季 +27.5 萬 (+2.5%)
- 總市值
- $1.44 億
- 較 2023 年第 2 季 +$336.9 萬 (+2.4%)
- 新進機構
- 8
- 另有 24 家加碼
- 清倉機構
- 6
- 另有 18 家減碼
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 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,363,366 | $5,620 萬 | 0.01% | +186,129+4.5% | 加碼 |
| Wells Fargo & Company | 910,130 | $1,172 萬 | 0.00% | +29,541+3.4% | 加碼 |
| Guggenheim Capital LLC | 605,178 | $779.5 萬 | 0.07% | +36,169+6.4% | 加碼 |
| UBS Group AG | 593,538 | $764.5 萬 | 0.00% | −24,127−3.9% | 減碼 |
| Bramshill Investments, LLC | 540,988 | $696.8 萬 | 0.81% | −167,997−23.7% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 399,876 | $515.0 萬 | 2.26% | +23,256+6.2% | 加碼 |
| Invesco Ltd. | 372,447 | $479.7 萬 | 0.00% | +37,983+11.4% | 加碼 |
| Cohen & Steers, Inc. | 371,801 | $478.9 萬 | 0.01% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 318,209 | $396.3 萬 | 1.30% | +20,898+7.0% | 加碼 |
| Bank of America Corp | 266,445 | $343.2 萬 | 0.00% | −7,780−2.8% | 減碼 |
| Capital Investment Advisors, LLC | 222,986 | $287.2 萬 | 0.08% | −3,424−1.5% | 減碼 |
| Royal Bank of Canada | 209,569 | $269.9 萬 | 0.00% | −3,575−1.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 204,261 | $263.1 萬 | 0.00% | −6,839−3.2% | 減碼 |
| Shaker Financial Services, LLC | 150,760 | $194.2 萬 | 0.91% | +30,080+24.9% | 加碼 |
| Advisor Group Holdings, Inc. | 141,906 | $182.8 萬 | 0.00% | +36,836+35.1% | 加碼 |
| Arete Wealth Advisors, LLC | 135,697 | $174.8 萬 | 0.30% | +560.0% | 加碼 |
| Fiera Capital Corp | 120,854 | $155.7 萬 | 0.00% | −383−0.3% | 減碼 |
| Jefferies Financial Group Inc. | 114,401 | $147.3 萬 | 0.04% | +21,549+23.2% | 加碼 |
| Baird Financial Group, Inc. | 111,302 | $143.4 萬 | 0.00% | +57,417+106.6% | 加碼 |
| LPL Financial LLC | 97,406 | $125.5 萬 | 0.00% | −5,467−5.3% | 減碼 |
| FourThought Financial Partners, LLC | 90,352 | $116.4 萬 | 0.16% | −86−0.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 82,083 | $105.7 萬 | 0.00% | +5,070+6.6% | 加碼 |
| Peregrine Asset Advisers, Inc. | 64,147 | $82.6 萬 | 0.43% | +64,147 | 新進 |
| Greytown Advisors Inc. | 54,975 | $70.8 萬 | 0.40% | 00.0% | 不變 |
| Wealth Alliance | 54,820 | $70.6 萬 | 0.11% | +3,620+7.1% | 加碼 |
| GWM Advisors LLC | 46,660 | $60.1 萬 | 0.01% | −13,364−22.3% | 減碼 |
| Virtus ETF Advisers LLC | 46,066 | $59.3 萬 | 0.36% | +22,158+92.7% | 加碼 |
| Raymond James & Associates | 45,932 | $59.2 萬 | 0.00% | −8,263−15.2% | 減碼 |
| Janney Montgomery Scott LLC | 45,177 | $58.2 萬 | 0.00% | −438−1.0% | 減碼 |
| Commonwealth Equity Services, LLC | 39,275 | $50.6 萬 | 0.00% | −2,887−6.8% | 減碼 |
| Cetera Advisor Networks LLC | 36,433 | $46.9 萬 | 0.00% | +5,377+17.3% | 加碼 |
| Comerica Bank | 36,206 | $46.6 萬 | 0.00% | +36,206 | 新進 |
| NBC Securities, Inc. | 33,989 | $43.7 萬 | 0.05% | +33,989 | 新進 |
| Pointe Capital Management LLC | 25,965 | $33.4 萬 | 0.26% | +1,300+5.3% | 加碼 |
| Stifel Financial Corp | 21,930 | $28.2 萬 | 0.00% | +635+3.0% | 加碼 |
| Cetera Investment Advisers | 20,451 | $26.3 萬 | 0.00% | −6,396−23.8% | 減碼 |
| ProVise Management Group, LLC | 17,115 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Ameriprise Financial Inc | 16,333 | $21.0 萬 | 0.00% | −68,038−80.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 16,020 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 15,063 | $19.4 萬 | 0.00% | +15,063 | 新進 |
| HighTower Advisors, LLC | 14,215 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 13,686 | $17.6 萬 | 0.00% | +13,686 | 新進 |
| Carmichael Hill & Associates, Inc. | 13,434 | $17.3 萬 | 0.08% | +517+4.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 12,704 | $16.4 萬 | 0.11% | +375+3.0% | 加碼 |
| Altus Wealth Group LLC | 11,992 | $15.4 萬 | 0.10% | +24+0.2% | 加碼 |
| MML Investors Services, LLC | 11,653 | $15.0 萬 | 0.00% | −40−0.3% | 減碼 |
| Venture Visionary Partners LLC | 11,572 | $14.9 萬 | 0.01% | +60+0.5% | 加碼 |
| Samalin Investment Counsel, LLC | 10,270 | $13.2 萬 | 0.08% | +200+2.0% | 加碼 |
| Raymond James Trust N.A. | 10,265 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $10.9 萬 | 0.00% | – | – |
| CWM, LLC | 4,000 | $5.20 萬 | 0.00% | −3,511−46.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,990 | $5.14 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,500 | $4.51 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,492 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $4.25 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,100 | $2.71 萬 | 0.00% | +39+1.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,900 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,618 | $2.08 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,500 | $1.93 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,425 | $1.84 萬 | 0.00% | −2,263−61.4% | 減碼 |
| Montag A & Associates Inc | 1,410 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 1,389 | $1.79 萬 | 0.00% | +1,389 | 新進 |
| Optimum Investment Advisors | 1,000 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 760 | $9,789 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 535 | $6,891 | 0.00% | +535 | 新進 |
| North Star Investment Management Corp. | 500 | $6,440 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 500 | $6,440 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6,440 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 496 | $6,394 | 0.00% | +7+1.4% | 加碼 |
| Fortis Group Advisors, LLC | 250 | $3,220 | 0.00% | +250 | 新進 |
| Hoey Investments, Inc | 171 | $2,203 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 120 | $1,546 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −33,023−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −19,492−100.0% | 清倉 |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −17,533−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −13,486−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −615−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |