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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

71 hedge funds and large institutions have $138M invested in BlackRock Limited Duration Income Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.4M
2
Wells Fargo
2
Wells Fargo
California
$9.92M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.63M
4
JFG
4
Jefferies Financial Group
New York
$861K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.87M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.87M
2
UBS Group
2
UBS Group
Switzerland
$8.19M
3
Invesco
3
Invesco
Georgia
$4.86M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
OA
5
Oxbow Advisors
Texas
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$48.5K 3,700 – –
HCM
52
Hollencrest Capital Management
California
$45.9K 3,500 – –
ASN
53
Advisory Services Network
Georgia
$30.8K 2,352 +237 +11%
OLVIG
54
Oliver Lagore Vanvalin Investment Group
Michigan
$26.2K 2,000 – –
IA
55
IFP Advisors
Florida
$25.4K 1,708 +24 +1%
BC
56
Bartlett & Co
Ohio
$25K 1,900 – –
BCWM
57
Bartlett & Co Wealth Management
Ohio
$24.9K 1,900 – –
BWL
58
Bogart Wealth LLC
Virginia
$21.2K 1,618 – –
MA
59
Montag & Associates
Georgia
$18.5K 1,410 – –
CHC
60
City Holding Co
West Virginia
$16.6K 1,265 – –
RCM
61
Raleigh Capital Management
North Carolina
$9.96K 760 – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$8.73K 666 +666 New
MFT
63
Moisand Fitzgerald Tamayo
Florida
$6.56K 500 – –
AIM
64
Anchor Investment Management
South Carolina
$6.56K 500 – –
NSIM
65
North Star Investment Management
Illinois
$6.56K 500 – –
AF
66
Allworth Financial
California
$6.27K 478 +10 +2%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$5K 388 +245 +171%
HI
68
Hoey Investments
Pennsylvania
$2.24K 171 – –
WWP
69
WR Wealth Planners
Missouri
$1.97K 151 +4 +3%
HI
70
Harbour Investments
Wisconsin
$1.57K 120 – –
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$551 42,061 -323 -0.8%
WAM
72
Weiss Asset Management
Massachusetts
– – -18,792 Closed
MCC
73
Money Concepts Capital
Florida
– – -16,886 Closed
TIM
74
Triad Investment Management
California
– – -11,527 Closed
EC
75
Elequin Capital
New York
– – -2,131 Closed
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