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 4 季 13F 持有人
BlackRock Ltd Duration Income Trust 在 2024/12/31 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
- 76
- 較 2024 年第 3 季 +4 家
- 持有股數
- 1,092 萬
- 較 2024 年第 3 季 +65.5 萬 (+6.4%)
- 總市值
- $1.54 億
- 較 2024 年第 3 季 +$570.3 萬 (+3.8%)
- 新進機構
- 8
- 另有 29 家加碼
- 清倉機構
- 4
- 另有 23 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,600,399 | $6,500 萬 | 0.00% | −36,904−0.8% | 減碼 |
| Wells Fargo & Company | 924,949 | $1,307 萬 | 0.00% | +24,754+2.7% | 加碼 |
| Guggenheim Capital LLC | 666,783 | $942.2 萬 | 0.08% | +147,370+28.4% | 加碼 |
| UBS Group AG | 576,443 | $814.5 萬 | 0.00% | +22,708+4.1% | 加碼 |
| Cohen & Steers, Inc. | 371,801 | $525.4 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 342,804 | $484.4 萬 | 0.00% | +32,200+10.4% | 加碼 |
| Raymond James Financial Inc | 276,133 | $390.2 萬 | 0.00% | +276,133 | 新進 |
| Blue Zone Wealth Advisors, LLC | 258,302 | $365.0 萬 | 1.05% | +260.0% | 加碼 |
| Bank of America Corp | 252,312 | $356.5 萬 | 0.00% | +2,494+1.0% | 加碼 |
| Principal Securities, Inc. | 212,931 | $300.9 萬 | 0.07% | −970−0.5% | 減碼 |
| Jefferies Financial Group Inc. | 182,793 | $258.3 萬 | 0.03% | +935+0.5% | 加碼 |
| Capital Investment Advisors, LLC | 178,007 | $251.5 萬 | 0.05% | −4,512−2.5% | 減碼 |
| Royal Bank of Canada | 176,515 | $249.4 萬 | 0.00% | −12,842−6.8% | 減碼 |
| GraniteShares Advisors LLC | 174,747 | $246.9 萬 | 1.56% | +7,373+4.4% | 加碼 |
| Envestnet Asset Management Inc | 128,248 | $181.2 萬 | 0.00% | +6,868+5.7% | 加碼 |
| Baird Financial Group, Inc. | 126,277 | $178.4 萬 | 0.00% | +10,182+8.8% | 加碼 |
| Fiera Capital Corp | 114,590 | $161.9 萬 | 0.01% | −1,939−1.7% | 減碼 |
| LPL Financial LLC | 114,391 | $161.6 萬 | 0.00% | +5,582+5.1% | 加碼 |
| Cura Wealth Advisors, LLC | 100,238 | $141.6 萬 | 0.63% | +100,238 | 新進 |
| Advisor Group Holdings, Inc. | 86,022 | $121.6 萬 | 0.00% | +18,972+28.3% | 加碼 |
| Peregrine Asset Advisers, Inc. | 58,864 | $83.2 萬 | 0.31% | −4,408−7.0% | 減碼 |
| Cetera Investment Advisers | 58,311 | $82.4 萬 | 0.00% | +6,536+12.6% | 加碼 |
| Wealth Alliance | 57,648 | $81.5 萬 | 0.10% | −2,020−3.4% | 減碼 |
| Verity Asset Management, Inc. | 54,198 | $76.6 萬 | 0.43% | −979−1.8% | 減碼 |
| Smith Asset Management Co., LLC | 52,671 | $74.4 萬 | 0.72% | +52,671 | 新進 |
| Virtus ETF Advisers LLC | 51,320 | $72.5 萬 | 0.30% | +8,094+18.7% | 加碼 |
| GWM Advisors LLC | 46,560 | $65.8 萬 | 0.00% | +70+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 45,798 | $64.7 萬 | 0.00% | −10,387−18.5% | 減碼 |
| BTG Pactual Asset Management US LLC | 43,030 | $61.5 萬 | 0.08% | −281−0.6% | 減碼 |
| Orleans Capital Management Corp | 40,500 | $57.9 萬 | 0.32% | −1,000−2.4% | 減碼 |
| Comerica Bank | 38,876 | $54.9 萬 | 0.00% | +4,617+13.5% | 加碼 |
| Waterfront Wealth Inc. | 38,546 | $54.5 萬 | 0.13% | −13,460−25.9% | 減碼 |
| Fountainhead AM, LLC | 37,462 | $52.9 萬 | 0.10% | +37,462 | 新進 |
| Commonwealth Equity Services, LLC | 36,736 | $51.9 萬 | 0.00% | −3,496−8.7% | 減碼 |
| Consolidated Portfolio Review Corp | 27,726 | $39.2 萬 | 0.06% | +291+1.1% | 加碼 |
| Pointe Capital Management LLC | 26,565 | $37.5 萬 | 0.22% | −100−0.4% | 減碼 |
| Shufro Rose & Co LLC | 25,900 | $36.6 萬 | 0.03% | 00.0% | 不變 |
| US Bancorp | 19,900 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 18,668 | $26.4 萬 | 0.00% | −2,155−10.3% | 減碼 |
| Ameriprise Financial Inc | 17,603 | $24.9 萬 | 0.00% | −1,402−7.4% | 減碼 |
| Stifel Financial Corp | 15,982 | $22.6 萬 | 0.00% | +362+2.3% | 加碼 |
| MML Investors Services, LLC | 15,482 | $21.9 萬 | 0.00% | +470+3.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 15,484 | $21.9 萬 | 0.01% | +450+3.0% | 加碼 |
| Annex Advisory Services, LLC | 15,407 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 15,268 | $21.6 萬 | 0.00% | +15,268 | 新進 |
| Fortitude Advisory Group L.L.C. | 14,853 | $21.0 萬 | 0.13% | 00.0% | 不變 |
| ProVise Management Group, LLC | 14,293 | $20.2 萬 | 0.02% | +550+4.0% | 加碼 |
| Prospera Financial Services Inc | 14,047 | $19.9 萬 | 0.00% | +1,749+14.2% | 加碼 |
| Pathstone Holdings, LLC | 13,614 | $19.2 萬 | 0.00% | +437+3.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 13,457 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 13,454 | $19.0 萬 | 0.04% | +13,454 | 新進 |
| Atria Wealth Solutions, Inc. | 11,700 | $16.5 萬 | 0.00% | −2,500−17.6% | 減碼 |
| Samalin Investment Counsel, LLC | 11,608 | $16.4 萬 | 0.07% | +249+2.2% | 加碼 |
| Venture Visionary Partners LLC | 11,573 | $16.4 萬 | 0.01% | −10.0% | 減碼 |
| Kestra Advisory Services, LLC | 11,380 | $16.1 萬 | 0.00% | −3,738−24.7% | 減碼 |
| WMG Financial Advisors, LLC | 10,575 | $14.9 萬 | 0.06% | −3,000−22.1% | 減碼 |
| Papamarkou Wellner Asset Management inc. | 10,000 | $14.1 萬 | 0.10% | +10,000 | 新進 |
| CoreCap Advisors, LLC | 4,652 | $6.57 萬 | 0.00% | −1,484−24.2% | 減碼 |
| Hollencrest Capital Management | 3,500 | $4.95 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,492 | $4.93 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 3,300 | $4.66 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,726 | $3.85 萬 | 0.00% | +65+2.4% | 加碼 |
| IFP Advisors, Inc | 2,340 | $3.31 萬 | 0.00% | +48+2.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $2.68 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,618 | $2.29 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,410 | $1.99 萬 | 0.00% | −585−29.3% | 減碼 |
| Allworth Financial LP | 1,278 | $1.82 萬 | 0.00% | +728+132.4% | 加碼 |
| Ronald Blue Trust, Inc. | 1,278 | $1.81 萬 | 0.00% | +59+4.8% | 加碼 |
| Missouri Trust & Investment Co | 1,176 | $1.66 萬 | 0.01% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 1,000 | $1.41 萬 | 0.01% | 00.0% | 不變 |
| North Star Investment Management Corp. | 500 | $7,065 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7,065 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 190 | $2,685 | 0.00% | +70+58.3% | 加碼 |
| Hoey Investments, Inc | 171 | $2,417 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 142 | $2,006 | 0.00% | +142 | 新進 |
| NBC Securities, Inc. | 27 | $391 | 0.04% | −28,564−99.9% | 減碼 |
| LM Advisors LLC | 0 | $0 | 0.00% | −14,877−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,696−100.0% | 清倉 |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −325−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Carmichael Hill & Associates, Inc. | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| FinTrust Capital Advisors, LLC | – | – | – | – | 本季未申報 |