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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

69 hedge funds and large institutions have $125M invested in BlackRock Limited Duration Income Trust in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$44M
2
AWA
2
Arete Wealth Advisors
Illinois
$1.5M
3
GC
3
Guggenheim Capital
Illinois
$5.23M
4
Wells Fargo
4
Wells Fargo
California
$6.66M
5
WW
5
Waterfront Wealth
Kansas
$3.28M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
AAM
2
Advisors Asset Management
Colorado
$519K
3
Bank of America
3
Bank of America
North Carolina
$3.54M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$45K 3,700 – –
SAM
52
Strategic Asset Management
Minnesota
$36K 3,203 – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$34K 2,771 -3,156 -53%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$30K 2,500 – –
BC
55
Bartlett & Co
Ohio
$23K 1,900 – –
BCWM
56
Bartlett & Co Wealth Management
Ohio
$23K 1,900 – –
BWL
57
Bogart Wealth LLC
Virginia
$20K 1,618 – –
MA
58
Montag & Associates
Georgia
$17K 1,410 – –
HI
59
Hoey Investments
Pennsylvania
$16K 1,347 – –
CHC
60
City Holding Co
West Virginia
$15K 1,265 – –
APA
61
American Portfolios Advisors
New York
$8.35K 690 – –
RCM
62
Raleigh Capital Management
North Carolina
$8K 660 – –
AIM
63
Anchor Investment Management
South Carolina
$6.05K 500 – –
NSIM
64
North Star Investment Management
Illinois
$6K 500 – –
MFT
65
Moisand Fitzgerald Tamayo
Florida
$6K 500 – –
AF
66
Allworth Financial
California
$6K 457 +10 +2%
HI
67
Harbour Investments
Wisconsin
$2K 120 – –
WWP
68
WR Wealth Planners
Missouri
$1.74K 144 +3 +2%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1K 54 -19,946 -100%
LCM
70
Landscape Capital Management
New Jersey
– – -33,276 Closed
SFS
71
Shaker Financial Services
Virginia
– – -26,528 Closed
WAM
72
Wolverine Asset Management
Illinois
– – -20,645 Closed
OFG
73
OTA Financial Group
New York
– – -17,522 Closed
FFA
74
First Foundation Advisors
California
– – -13,483 Closed
ACM
75
Alethea Capital Management
Washington
– – -10,666 Closed
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