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 4 季 13F 持有人
BlackRock Ltd Duration Income Trust 在 2023/12/31 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
- 86
- 較 2023 年第 3 季 +14 家
- 持有股數
- 1,136 萬
- 較 2023 年第 3 季 +17.1 萬 (+1.5%)
- 總市值
- $1.59 億
- 較 2023 年第 3 季 +$1,472 萬 (+10.2%)
- 新進機構
- 17
- 另有 19 家加碼
- 清倉機構
- 3
- 另有 29 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,413,620 | $6,170 萬 | 0.01% | +50,254+1.2% | 加碼 |
| Wells Fargo & Company | 862,725 | $1,206 萬 | 0.00% | −47,405−5.2% | 減碼 |
| Guggenheim Capital LLC | 602,835 | $842.8 萬 | 0.06% | −2,343−0.4% | 減碼 |
| UBS Group AG | 570,640 | $797.8 萬 | 0.00% | −22,898−3.9% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 412,093 | $576.1 萬 | 2.30% | +12,217+3.1% | 加碼 |
| Invesco Ltd. | 374,598 | $523.7 萬 | 0.00% | +2,151+0.6% | 加碼 |
| Cohen & Steers, Inc. | 371,801 | $519.8 萬 | 0.01% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 316,143 | $442.0 萬 | 1.30% | −2,066−0.6% | 減碼 |
| Bramshill Investments, LLC | 275,935 | $385.8 萬 | 0.38% | −265,053−49.0% | 減碼 |
| Bank of America Corp | 268,738 | $375.7 萬 | 0.00% | +2,293+0.9% | 加碼 |
| Royal Bank of Canada | 203,394 | $284.3 萬 | 0.00% | −6,175−2.9% | 減碼 |
| Capital Investment Advisors, LLC | 192,571 | $269.2 萬 | 0.07% | −30,415−13.6% | 減碼 |
| Jefferies Financial Group Inc. | 188,233 | $263.1 萬 | 0.04% | +73,832+64.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 182,676 | $255.4 萬 | 0.00% | −21,585−10.6% | 減碼 |
| LPL Financial LLC | 136,419 | $190.7 萬 | 0.00% | +39,013+40.1% | 加碼 |
| Arete Wealth Advisors, LLC | 135,761 | $189.8 萬 | 0.14% | +640.0% | 加碼 |
| Principal Securities, Inc. | 125,211 | $175.0 萬 | 0.07% | +125,211 | 新進 |
| Shaker Financial Services, LLC | 123,586 | $172.8 萬 | 0.71% | −27,174−18.0% | 減碼 |
| Fiera Capital Corp | 120,854 | $169.0 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 116,357 | $162.7 萬 | 0.00% | +5,055+4.5% | 加碼 |
| GraniteShares Advisors LLC | 107,085 | $149.7 萬 | 1.35% | +107,085 | 新進 |
| Advisor Group Holdings, Inc. | 106,878 | $149.4 萬 | 0.00% | −35,028−24.7% | 減碼 |
| FourThought Financial Partners, LLC | 88,725 | $124.0 萬 | 0.16% | −1,627−1.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 80,295 | $112.3 萬 | 0.00% | −1,788−2.2% | 減碼 |
| Peregrine Asset Advisers, Inc. | 63,272 | $88.5 萬 | 0.43% | −875−1.4% | 減碼 |
| GWM Advisors LLC | 60,310 | $83.8 萬 | 0.01% | +13,650+29.3% | 加碼 |
| Wealth Alliance | 54,112 | $75.6 萬 | 0.11% | −708−1.3% | 減碼 |
| Verity Asset Management, Inc. | 53,412 | $74.7 萬 | 0.48% | +53,412 | 新進 |
| Greytown Advisors Inc. | 51,381 | $71.8 萬 | 0.39% | −3,594−6.5% | 減碼 |
| Janney Montgomery Scott LLC | 46,352 | $64.8 萬 | 0.00% | +1,175+2.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 45,328 | $63.4 萬 | 0.06% | +45,328 | 新進 |
| Raymond James & Associates | 43,573 | $60.9 萬 | 0.00% | −2,359−5.1% | 減碼 |
| Cetera Advisor Networks LLC | 40,155 | $56.1 萬 | 0.00% | +3,722+10.2% | 加碼 |
| Commonwealth Equity Services, LLC | 39,961 | $55.9 萬 | 0.00% | +686+1.7% | 加碼 |
| Comerica Bank | 33,963 | $47.5 萬 | 0.00% | −2,243−6.2% | 減碼 |
| Virtus ETF Advisers LLC | 33,405 | $46.7 萬 | 0.30% | −12,661−27.5% | 減碼 |
| NBC Securities, Inc. | 31,963 | $44.6 萬 | 0.04% | −2,026−6.0% | 減碼 |
| Consolidated Portfolio Review Corp | 27,366 | $38.3 萬 | 0.09% | +27,366 | 新進 |
| Pointe Capital Management LLC | 26,665 | $37.3 萬 | 0.26% | +700+2.7% | 加碼 |
| Kestra Advisory Services, LLC | 25,292 | $35.4 萬 | 0.00% | +25,292 | 新進 |
| Stifel Financial Corp | 20,909 | $29.2 萬 | 0.00% | −1,021−4.7% | 減碼 |
| US Bancorp | 19,900 | $27.8 萬 | 0.00% | +19,900 | 新進 |
| Cetera Investment Advisers | 19,843 | $27.7 萬 | 0.00% | −608−3.0% | 減碼 |
| LM Advisors LLC | 18,327 | $25.6 萬 | 0.05% | +18,327 | 新進 |
| ProVise Management Group, LLC | 15,408 | $21.5 萬 | 0.02% | −1,707−10.0% | 減碼 |
| Nomura Holdings Inc | 15,082 | $21.1 萬 | 0.00% | +15,082 | 新進 |
| Beacon Pointe Advisors, LLC | 15,063 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 14,638 | $20.5 萬 | 0.00% | −1,695−10.4% | 減碼 |
| Carmichael Hill & Associates, Inc. | 14,488 | $20.3 萬 | 0.09% | +1,054+7.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,200 | $19.9 萬 | 0.00% | −1,820−11.4% | 減碼 |
| Pathstone Holdings, LLC | 13,794 | $19.3 萬 | 0.00% | +13,794 | 新進 |
| Fortitude Advisory Group L.L.C. | 12,704 | $17.8 萬 | 0.11% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 11,574 | $16.2 萬 | 0.01% | +20.0% | 加碼 |
| MML Investors Services, LLC | 10,735 | $15.0 萬 | 0.00% | −918−7.9% | 減碼 |
| Altus Wealth Group LLC | 10,696 | $15.0 萬 | 0.08% | −1,296−10.8% | 減碼 |
| Raymond James Trust N.A. | 10,265 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 10,174 | $14.2 萬 | 0.07% | −96−0.9% | 減碼 |
| Envestnet Asset Management Inc | 10,032 | $14.0 萬 | 0.00% | +10,032 | 新進 |
| JPMorgan Chase & Co | 9,361 | $13.1 萬 | 0.00% | +9,361 | 新進 |
| Steward Partners Investment Advisory, LLC | 4,486 | $6.27 萬 | 0.00% | +3,061+214.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,990 | $5.58 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,500 | $4.89 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,492 | $4.88 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $4.61 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,352 | $3.29 萬 | 0.00% | +2,352 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,203 | $3.08 萬 | 0.00% | +2,203 | 新進 |
| IFP Advisors, Inc | 2,159 | $3.02 萬 | 0.00% | +59+2.8% | 加碼 |
| CWM, LLC | 2,000 | $2.80 萬 | 0.00% | −2,000−50.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,900 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,618 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,500 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,410 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,016 | $1.42 萬 | 0.00% | +1,016 | 新進 |
| Optimum Investment Advisors | 1,000 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 685 | $9,576 | 0.00% | +685 | 新進 |
| Raleigh Capital Management Inc. | 650 | $9,087 | 0.00% | −110−14.5% | 減碼 |
| FinTrust Capital Advisors, LLC | 535 | $7,480 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 513 | $7,167 | 0.00% | +17+3.4% | 加碼 |
| North Star Investment Management Corp. | 500 | $6,990 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 500 | $6,990 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6,990 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 500 | $6,990 | 0.00% | +250+100.0% | 加碼 |
| Hoey Investments, Inc | 171 | $2,391 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 120 | $1,678 | 0.00% | 00.0% | 不變 |
| Clear Point Advisors Inc. | 0 | $7 | 0.00% | 0 | 新進 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −14,215−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,389−100.0% | 清倉 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |