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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

82 hedge funds and large institutions have $168M invested in BlackRock Limited Duration Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.6M
2
OA
2
Oxbow Advisors
Texas
$1.61M
3
KAS
3
Kestra Advisory Services
Texas
$724K
4
BI
4
Bramshill Investments
Florida
$11M
5
CW
5
CreativeOne Wealth
Kansas
$284K

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$3.01M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$1.39M
3
FFA
3
First Foundation Advisors
California
$247K
4
WW
4
Waterfront Wealth
Kansas
$2.48M
5
NFSG
5
Newbridge Financial Services Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Alethea Capital Management
Washington
$186K 10,871 – –
VVP
52
Venture Visionary Partners
Ohio
$184K 10,773 +36 +0.3%
RCA
53
Ranch Capital Advisors
Florida
$140K 8,217 – –
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$129K 7,522 +7,522 New
CHA
55
Carmichael Hill & Associates
Maryland
$108K 6,307 – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$105K 6,131 – –
CFA
57
Carroll Financial Associates
North Carolina
$74K 4,367 -511 -10%
OIA
58
Optimum Investment Advisors
Illinois
$63K 3,700 -8,300 -69%
SAM
59
Strategic Asset Management
Minnesota
$55K 3,203 +3,203 New
CTC
60
Central Trust Company
Missouri
$46K 2,700 +2,700 New
SWM
61
Spire Wealth Management
Virginia
$46K 2,700 +2,700 New
CFA
62
Cahill Financial Advisors
Minnesota
$39K 2,285 +2,285 New
US Bancorp
63
US Bancorp
Minnesota
$36K 2,100 – –
JPLA
64
Joseph P. Lucia & Associates
New York
$34K 2,000 – –
Citigroup
65
Citigroup
New York
$33K 1,911 +1,911 New
BCWM
66
Bartlett & Co Wealth Management
Ohio
$32.5K 1,900 – –
BC
67
Bartlett & Co
Ohio
$32K 1,900 – –
AA
68
Addison Advisors
Vermont
$32K 1,867 – –
MA
69
Montag & Associates
Georgia
$24K 1,410 – –
HI
70
Hoey Investments
Pennsylvania
$23K 1,347 – –
CHC
71
City Holding Co
West Virginia
$22K 1,265 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$13K 785 +93 +13%
APA
73
American Portfolios Advisors
New York
$11.8K 690 -4,754 -87%
MFT
74
Moisand Fitzgerald Tamayo
Florida
$9K 500 – –
NSIM
75
North Star Investment Management
Illinois
$9K 500 – –
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3
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