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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

77 hedge funds and large institutions have $152M invested in BlackRock Limited Duration Income Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
26
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.52M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.76M
3
PS
3
Principal Securities
Iowa
$3.1M
4
UBS Group
4
UBS Group
Switzerland
$8.02M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$627K

Top Sellers

1
WW
1
Waterfront Wealth
Kansas
$742K
2
LPL Financial
2
LPL Financial
California
$1.58M
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
BZWA
4
Blue Zone Wealth Advisors
California
$3.74M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$673K -$53.6K -3,700 -7%
BPAMU
27
BTG Pactual Asset Management US
New York
$627K +$627K +43,311 New
VEA
28
Virtus ETF Advisers
New York
$626K -$226K -15,638 -27%
OCM
29
Orleans Capital Management
Louisiana
$601K +$601K +41,500 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$583K -$1.74K -120 -0.3%
RJA
31
Raymond James & Associates
Florida
$557K -$42.8K -2,958 -7%
Comerica Bank
32
Comerica Bank
Texas
$496K +$13.4K +926 +3%
NS
33
NBC Securities
Alabama
$414K -$42.7K -2,951 -9%
CPRC
34
Consolidated Portfolio Review Corp
New York
$397K +$12.7K +876 +3%
PCM
35
Pointe Capital Management
Michigan
$386K – – –
SRC
36
Shufro Rose & Co
New York
$362K – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$302K -$64.2K -4,425 -18%
US Bancorp
38
US Bancorp
Minnesota
$288K – – –
Ameriprise
39
Ameriprise
Minnesota
$275K +$10.1K +700 +4%
Stifel Financial
40
Stifel Financial
Missouri
$226K -$40K -2,760 -15%
AAS
41
Annex Advisory Services
Wisconsin
$223K +$223K +15,407 New
CHA
42
Carmichael Hill & Associates
Maryland
$220K +$1.39K +96 +0.6%
KAS
43
Kestra Advisory Services
Texas
$219K -$212K -14,656 -49%
CIA
44
Concurrent Investment Advisors
Florida
$218K -$463 -32 -0.2%
MML Investors Services
45
MML Investors Services
Massachusetts
$217K +$26.9K +1,864 +14%
FAG
46
Fortitude Advisory Group
Washington
$215K – – –
LA
47
LM Advisors
California
$215K – – –
AWS
48
Atria Wealth Solutions
New York
$206K – – –
PMG
49
ProVise Management Group
Florida
$199K +$1.23K +85 +0.6%
WFA
50
WMG Financial Advisors
Tennessee
$197K +$197K +13,575 New
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2
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