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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

85 hedge funds and large institutions have $145M invested in BlackRock Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$2.21M
2
UBS Group
2
UBS Group
Switzerland
$16.8M
3
Cohen & Steers
3
Cohen & Steers
New York
$8.47M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.78M
5
SFS
5
Shaker Financial Services
Virginia
$1.23M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$5.76M
2
JG
2
Jefferies Group
New York
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$47.3M
5
Wells Fargo
5
Wells Fargo
California
$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$177K +$10K +698 +6%
WMS
52
Wealth Management Solutions
Pennsylvania
$166K -$70.9K -4,937 -30%
RJT
53
Raymond James Trust
Florida
$159K – – –
VVP
54
Venture Visionary Partners
Ohio
$156K – – –
ACM
55
Alethea Capital Management
Washington
$153K – – –
DJSG
56
D.J. St. Germain
Massachusetts
$151K – – –
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$112K +$1.33K +93 +1%
CHA
58
Carmichael Hill & Associates
Maryland
$90K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$85K +$73.7K +5,142 +655%
GWSG
60
GPS Wealth Strategies Group
Colorado
$64K +$64K +4,436 New
IA
61
IFP Advisors
Florida
$55K +$55K +3,667 New
OIA
62
Optimum Investment Advisors
Illinois
$53K – – –
SAM
63
Strategic Asset Management
Minnesota
$46K – – –
MTIC
64
Missouri Trust & Investment Company
Missouri
$45K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$36K -$52.3K -3,631 -59%
US Bancorp
66
US Bancorp
Minnesota
$30K – – –
BCWM
67
Bartlett & Co Wealth Management
Ohio
$27.2K +$27.2K +1,900 New
BC
68
Bartlett & Co
Ohio
$27K +$27K +1,900 New
BWL
69
Bogart Wealth LLC
Virginia
$23K +$23K +1,618 New
MA
70
Montag & Associates
Georgia
$20K – – –
HI
71
Hoey Investments
Pennsylvania
$19K – – –
CHC
72
City Holding Co
West Virginia
$18K – – –
JPLA
73
Joseph P. Lucia & Associates
New York
$10K +$10K +700 New
APA
74
American Portfolios Advisors
New York
$9.9K – – –
RCM
75
Raleigh Capital Management
North Carolina
$9K +$9K +660 New
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