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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

70 hedge funds and large institutions have $141M invested in BlackRock Limited Duration Income Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.3M
2
SFS
2
Shaker Financial Services
Virginia
$1.55M
3
GC
3
Guggenheim Capital
Illinois
$7.33M
4
Bank of America
4
Bank of America
North Carolina
$3.53M
5
KAS
5
Kestra Advisory Services
Texas
$425K

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.31M
2
Walleye Capital
2
Walleye Capital
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$7.96M
4
RJA
4
Raymond James & Associates
Florida
$698K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$51.4K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$47.5K -$27.6K -2,139 -37%
HCM
53
Hollencrest Capital Management
California
$45.1K – – –
CFB
54
Cullen/Frost Bankers
Texas
$45K +$45K +3,492 New
OLVIG
55
Oliver Lagore Vanvalin Investment Group
Michigan
$42.5K +$16.7K +1,300 +65%
IA
56
IFP Advisors
Florida
$26.5K +$4.55K +353 +21%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$24.5K – – –
BC
58
Bartlett & Co
Ohio
$24K – – –
BWL
59
Bogart Wealth LLC
Virginia
$20.8K – – –
GWSG
60
GPS Wealth Strategies Group
Colorado
$19.3K -$38.3K -2,974 -66%
MA
61
Montag & Associates
Georgia
$18.2K – – –
OIA
62
Optimum Investment Advisors
Illinois
$12.9K -$34.8K -2,700 -73%
RCM
63
Raleigh Capital Management
North Carolina
$9.79K – – –
AssetMark Inc
64
AssetMark Inc
California
$7.92K +$7.92K +615 New
AIM
65
Anchor Investment Management
South Carolina
$6.44K – – –
MFT
66
Moisand Fitzgerald Tamayo
Florida
$6.44K – – –
NSIM
67
North Star Investment Management
Illinois
$6.44K – – –
AF
68
Allworth Financial
California
$6.3K +$142 +11 +2%
HI
69
Hoey Investments
Pennsylvania
$2.2K – – –
WWP
70
WR Wealth Planners
Missouri
$1.98K +$39 +3 +2%
HI
71
Harbour Investments
Wisconsin
$1.55K – – –
Walleye Capital
72
Walleye Capital
New York
– -$143K -10,935 Closed
ASN
73
Advisory Services Network
Georgia
– -$30.8K -2,352 Closed
CHC
74
City Holding Co
West Virginia
– -$16.6K -1,265 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
– -$8.73K -666 Closed
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