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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

76 hedge funds and large institutions have $154M invested in BlackRock Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
29
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.42M
2
FA
2
Fountainhead AM
New Jersey
$529K
3
Invesco
3
Invesco
Georgia
$4.84M
4
Wells Fargo
4
Wells Fargo
California
$13.1M
5
UBS Group
5
UBS Group
Switzerland
$8.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$65M
2
NS
2
NBC Securities
Alabama
$391
3
LA
3
LM Advisors
California
$0
4
WW
4
Waterfront Wealth
Kansas
$545K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
26
Virtus ETF Advisers
New York
$725K +$114K +8,094 +19%
NA
27
NewEdge Advisors
Louisiana
$658K +$989 +70 +0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$647K -$147K -10,387 -18%
BPAMU
29
BTG Pactual Asset Management US
New York
$615K -$4.02K -281 -0.6%
OCM
30
Orleans Capital Management
Louisiana
$579K -$14.3K -1,000 -2%
Comerica Bank
31
Comerica Bank
Texas
$549K +$65.2K +4,617 +13%
WW
32
Waterfront Wealth
Kansas
$545K -$190K -13,460 -26%
FA
33
Fountainhead AM
New Jersey
$529K +$529K +37,462 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$519K -$49.4K -3,496 -9%
CPRC
35
Consolidated Portfolio Review Corp
New York
$392K +$4.11K +291 +1%
PCM
36
Pointe Capital Management
Michigan
$375K -$1.41K -100 -0.4%
SRC
37
Shufro Rose & Co
New York
$366K – – –
US Bancorp
38
US Bancorp
Minnesota
$281K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$264K -$30.5K -2,155 -10%
Ameriprise
40
Ameriprise
Minnesota
$249K -$19.8K -1,402 -7%
Stifel Financial
41
Stifel Financial
Missouri
$226K +$5.12K +362 +2%
MML Investors Services
42
MML Investors Services
Massachusetts
$219K +$6.65K +470 +3%
CIA
43
Concurrent Investment Advisors
Florida
$219K +$6.36K +450 +3%
AAS
44
Annex Advisory Services
Wisconsin
$218K – – –
MCM
45
MAI Capital Management
Ohio
$216K +$216K +15,268 New
FAG
46
Fortitude Advisory Group
Washington
$210K – – –
PMG
47
ProVise Management Group
Florida
$202K +$7.77K +550 +4%
PFS
48
Prospera Financial Services
Texas
$199K +$24.7K +1,749 +14%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$192K +$6.18K +437 +3%
BPA
50
Beacon Pointe Advisors
California
$190K – – –
1
2
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