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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

78 hedge funds and large institutions have $151M invested in BlackRock Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.3M
2
LPL Financial
2
LPL Financial
California
$4.39M
3
LCM
3
Landscape Capital Management
New Jersey
$395K
4
SRC
4
Shufro Rose & Co
New York
$362K
5
VEA
5
Virtus ETF Advisers
New York
$822K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.71M
2
BZWA
2
Blue Zone Wealth Advisors
California
$4.54M
3
UBS Group
3
UBS Group
Switzerland
$7.09M
4
Jane Street
4
Jane Street
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$865K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Wealth Alliance
New York
$711K -$34.7K -2,488 -5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$702K +$51.7K +3,701 +8%
NA
28
NewEdge Advisors
Louisiana
$701K -$13.5K -970 -2%
GA
29
Greytown Advisors
Florida
$605K -$25.4K -1,820 -4%
RJA
30
Raymond James & Associates
Florida
$578K -$52.9K -3,791 -8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$563K -$12.9K -923 -2%
Comerica Bank
32
Comerica Bank
Texas
$465K -$18.4K -1,317 -4%
NS
33
NBC Securities
Alabama
$440K -$3.88K -278 -0.9%
KAS
34
Kestra Advisory Services
Texas
$416K +$76.1K +5,454 +22%
LCM
35
Landscape Capital Management
New Jersey
$395K +$395K +28,325 New
PCM
36
Pointe Capital Management
Michigan
$372K – – –
CPRC
37
Consolidated Portfolio Review Corp
New York
$371K +$12K +856 +3%
SRC
38
Shufro Rose & Co
New York
$362K +$362K +25,900 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$352K -$300K -21,549 -46%
US Bancorp
40
US Bancorp
Minnesota
$278K – – –
Stifel Financial
41
Stifel Financial
Missouri
$257K -$17.1K -1,226 -6%
Ameriprise
42
Ameriprise
Minnesota
$256K +$79.7K +5,707 +45%
BPA
43
Beacon Pointe Advisors
California
$215K – – –
CHA
44
Carmichael Hill & Associates
Maryland
$210K +$1.3K +93 +0.6%
CIA
45
Concurrent Investment Advisors
Florida
$210K +$210K +15,066 New
LA
46
LM Advisors
California
$208K -$27.3K -1,950 -12%
FAG
47
Fortitude Advisory Group
Washington
$207K – – –
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$199K +$4.58K +328 +2%
AWS
49
Atria Wealth Solutions
New York
$198K – – –
PMG
50
ProVise Management Group
Florida
$191K -$13.3K -950 -7%
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