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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

72 hedge funds and large institutions have $144M invested in BlackRock Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.2M
2
PAA
2
Peregrine Asset Advisers
Oregon
$826K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.43M
4
Invesco
4
Invesco
Georgia
$4.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$6.97M
2
Ameriprise
2
Ameriprise
Minnesota
$210K
3
KAS
3
Kestra Advisory Services
Texas
$0
4
UBS Group
4
UBS Group
Switzerland
$7.64M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$52K 4,000 -3,511 -47%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$51.4K 3,990 – –
HCM
53
Hollencrest Capital Management
California
$45.1K 3,500 – –
CFB
54
Cullen/Frost Bankers
Texas
$45K 3,492 – –
OLVIG
55
Oliver Lagore Vanvalin Investment Group
Michigan
$42.5K 3,300 – –
IA
56
IFP Advisors
Florida
$27.1K 2,100 +39 +2%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$24.5K 1,900 – –
BC
58
Bartlett & Co
Ohio
$24K 1,900 – –
BWL
59
Bogart Wealth LLC
Virginia
$20.8K 1,618 – –
GWSG
60
GPS Wealth Strategies Group
Colorado
$19.3K 1,500 – –
SPIA
61
Steward Partners Investment Advisory
New York
$18.4K 1,425 -2,263 -61%
MA
62
Montag & Associates
Georgia
$18.2K 1,410 – –
EC
63
Elequin Capital
New York
$17.9K 1,389 +1,389 New
OIA
64
Optimum Investment Advisors
Illinois
$12.9K 1,000 – –
RCM
65
Raleigh Capital Management
North Carolina
$9.79K 760 – –
FCA
66
FinTrust Capital Advisors
South Carolina
$6.89K 535 +535 New
AIM
67
Anchor Investment Management
South Carolina
$6.44K 500 – –
MFT
68
Moisand Fitzgerald Tamayo
Florida
$6.44K 500 – –
NSIM
69
North Star Investment Management
Illinois
$6.44K 500 – –
AF
70
Allworth Financial
California
$6.39K 496 +7 +1%
FGA
71
Fortis Group Advisors
New Jersey
$3.22K 250 +250 New
HI
72
Hoey Investments
Pennsylvania
$2.2K 171 – –
HI
73
Harbour Investments
Wisconsin
$1.55K 120 – –
KAS
74
Kestra Advisory Services
Texas
– – -33,023 Closed
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
– – -19,492 Closed
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