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。
2024 年第 3 季 13F 持有人
BlackRock Ltd Duration Income Trust 在 2024/9/30 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
- 77
- 較 2024 年第 2 季 −1 家
- 持有股數
- 1,052 萬
- 較 2024 年第 2 季 −26.2 萬 (−2.4%)
- 總市值
- $1.52 億
- 較 2024 年第 2 季 +$178.8 萬 (+1.2%)
- 新進機構
- 8
- 另有 26 家加碼
- 清倉機構
- 9
- 另有 21 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,637,303 | $6,715 萬 | 0.00% | −39,103−0.8% | 減碼 |
| Wells Fargo & Company | 900,195 | $1,303 萬 | 0.00% | +35,677+4.1% | 加碼 |
| UBS Group AG | 553,735 | $801.8 萬 | 0.00% | +45,885+9.0% | 加碼 |
| Guggenheim Capital LLC | 519,413 | $752.1 萬 | 0.05% | +110,159+26.9% | 加碼 |
| Cohen & Steers, Inc. | 371,801 | $538.4 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 310,604 | $449.8 萬 | 0.00% | +22,455+7.8% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 258,276 | $374.0 萬 | 1.16% | −67,097−20.6% | 減碼 |
| Bank of America Corp | 249,818 | $361.7 萬 | 0.00% | −9,207−3.6% | 減碼 |
| Principal Securities, Inc. | 213,901 | $309.7 萬 | 0.07% | +104,388+95.3% | 加碼 |
| Royal Bank of Canada | 189,357 | $274.2 萬 | 0.00% | −1,434−0.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 186,573 | $270.2 萬 | 0.00% | +914+0.5% | 加碼 |
| Capital Investment Advisors, LLC | 182,519 | $264.3 萬 | 0.05% | −3,057−1.6% | 減碼 |
| Jefferies Financial Group Inc. | 181,858 | $263.3 萬 | 0.04% | +490+0.3% | 加碼 |
| GraniteShares Advisors LLC | 167,374 | $242.4 萬 | 1.64% | +27,197+19.4% | 加碼 |
| Envestnet Asset Management Inc | 121,380 | $175.8 萬 | 0.00% | +108,294+827.6% | 加碼 |
| Fiera Capital Corp | 116,529 | $168.7 萬 | 0.01% | −4,325−3.6% | 減碼 |
| Baird Financial Group, Inc. | 116,095 | $168.1 萬 | 0.00% | −19,764−14.5% | 減碼 |
| LPL Financial LLC | 108,809 | $157.6 萬 | 0.00% | −205,967−65.4% | 減碼 |
| Advisor Group Holdings, Inc. | 67,050 | $97.1 萬 | 0.00% | +5,116+8.3% | 加碼 |
| Peregrine Asset Advisers, Inc. | 63,272 | $91.6 萬 | 0.32% | 00.0% | 不變 |
| Wealth Alliance | 59,668 | $86.4 萬 | 0.10% | +8,706+17.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 56,185 | $81.4 萬 | 0.00% | −29,641−34.5% | 減碼 |
| Verity Asset Management, Inc. | 55,177 | $79.9 萬 | 0.30% | 00.0% | 不變 |
| Cetera Investment Advisers | 51,775 | $75.0 萬 | 0.00% | +1,460+2.9% | 加碼 |
| Waterfront Wealth Inc. | 52,006 | $74.2 萬 | 0.18% | −214,319−80.5% | 減碼 |
| GWM Advisors LLC | 46,490 | $67.3 萬 | 0.00% | −3,700−7.4% | 減碼 |
| BTG Pactual Asset Management US LLC | 43,311 | $62.7 萬 | 0.09% | +43,311 | 新進 |
| Virtus ETF Advisers LLC | 43,226 | $62.6 萬 | 0.29% | −15,638−26.6% | 減碼 |
| Orleans Capital Management Corp | 41,500 | $60.1 萬 | 0.34% | +41,500 | 新進 |
| Commonwealth Equity Services, LLC | 40,232 | $58.3 萬 | 0.00% | −120−0.3% | 減碼 |
| Raymond James & Associates | 38,449 | $55.7 萬 | 0.00% | −2,958−7.1% | 減碼 |
| Comerica Bank | 34,259 | $49.6 萬 | 0.00% | +926+2.8% | 加碼 |
| NBC Securities, Inc. | 28,591 | $41.4 萬 | 0.03% | −2,951−9.4% | 減碼 |
| Consolidated Portfolio Review Corp | 27,435 | $39.7 萬 | 0.09% | +876+3.3% | 加碼 |
| Pointe Capital Management LLC | 26,665 | $38.6 萬 | 0.23% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 25,900 | $36.2 萬 | 0.03% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 20,823 | $30.2 萬 | 0.00% | −4,425−17.5% | 減碼 |
| US Bancorp | 19,900 | $28.8 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 19,005 | $27.5 萬 | 0.00% | +700+3.8% | 加碼 |
| Stifel Financial Corp | 15,620 | $22.6 萬 | 0.00% | −2,760−15.0% | 減碼 |
| Annex Advisory Services, LLC | 15,407 | $22.3 萬 | 0.01% | +15,407 | 新進 |
| Carmichael Hill & Associates, Inc. | 15,169 | $22.0 萬 | 0.08% | +96+0.6% | 加碼 |
| Kestra Advisory Services, LLC | 15,118 | $21.9 萬 | 0.00% | −14,656−49.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 15,034 | $21.8 萬 | 0.01% | −32−0.2% | 減碼 |
| MML Investors Services, LLC | 15,012 | $21.7 萬 | 0.00% | +1,864+14.2% | 加碼 |
| Fortitude Advisory Group L.L.C. | 14,853 | $21.5 萬 | 0.14% | 00.0% | 不變 |
| LM Advisors LLC | 14,877 | $21.5 萬 | 0.04% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 14,200 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| ProVise Management Group, LLC | 13,743 | $19.9 萬 | 0.02% | +85+0.6% | 加碼 |
| WMG Financial Advisors, LLC | 13,575 | $19.7 萬 | 0.09% | +13,575 | 新進 |
| Beacon Pointe Advisors, LLC | 13,457 | $19.5 萬 | 0.00% | −1,938−12.6% | 減碼 |
| Pathstone Holdings, LLC | 13,177 | $19.1 萬 | 0.00% | −1,051−7.4% | 減碼 |
| Prospera Financial Services Inc | 12,298 | $17.8 萬 | 0.00% | +1,939+18.7% | 加碼 |
| Venture Visionary Partners LLC | 11,574 | $16.8 萬 | 0.01% | +20.0% | 加碼 |
| Samalin Investment Counsel, LLC | 11,359 | $16.4 萬 | 0.07% | +241+2.2% | 加碼 |
| Raymond James Trust N.A. | 10,265 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 6,136 | $8.88 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,500 | $5.07 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,492 | $5.06 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $4.78 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,661 | $3.85 萬 | 0.00% | +62+2.4% | 加碼 |
| IFP Advisors, Inc | 2,292 | $3.32 萬 | 0.00% | +46+2.0% | 加碼 |
| Montag A & Associates Inc | 1,995 | $2.89 萬 | 0.00% | +585+41.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 1,696 | $2.46 萬 | 0.00% | +1,696 | 新進 |
| Bogart Wealth, LLC | 1,618 | $2.34 萬 | 0.00% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 1,176 | $1.70 萬 | 0.01% | +237+25.2% | 加碼 |
| Ronald Blue Trust, Inc. | 1,219 | $1.70 萬 | 0.00% | +1,219 | 新進 |
| Fortitude Family Office, LLC | 1,000 | $1.45 萬 | 0.01% | +1,000 | 新進 |
| Uncommon Cents Investing LLC | 900 | $1.30 萬 | 0.00% | +900 | 新進 |
| Allworth Financial LP | 550 | $7,961 | 0.00% | +13+2.4% | 加碼 |
| FinTrust Capital Advisors, LLC | 535 | $7,747 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 500 | $7,240 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7,240 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 325 | $4,706 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 171 | $2,388 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 120 | $1,738 | 0.00% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −118,955−100.0% | 清倉 |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −52,574−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −28,325−100.0% | 清倉 |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −10,518−100.0% | 清倉 |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | 0 | 清倉 |
| Greytown Advisors Inc. | – | – | – | – | 本季未申報 |