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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

85 hedge funds and large institutions have $221M invested in BlackRock Limited Duration Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
GA
2
GraniteShares Advisors
New York
$1.5M
3
JFG
3
Jefferies Financial Group
New York
$2.63M
4
VAM
4
Verity Asset Management
North Carolina
$747K
5
LCM
5
Landscape Capital Management
New Jersey
$634K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$3.86M
2
Wells Fargo
2
Wells Fargo
California
$12.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.49M
4
CIA
4
Capital Investment Advisors
Georgia
$2.69M
5
SFS
5
Shaker Financial Services
Virginia
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$193K 13,794 +13,794 New
FAG
52
Fortitude Advisory Group
Washington
$178K 12,704 – –
VVP
53
Venture Visionary Partners
Ohio
$162K 11,574 +2 +0%
MML Investors Services
54
MML Investors Services
Massachusetts
$150K 10,735 -918 -8%
AWG
55
Altus Wealth Group
Colorado
$150K 10,696 -1,296 -11%
RJT
56
Raymond James Trust
Florida
$144K 10,265 – –
SIC
57
Samalin Investment Counsel
New York
$142K 10,174 -96 -0.9%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$140K 10,032 +10,032 New
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$131K 9,361 +9,361 New
SPIA
60
Steward Partners Investment Advisory
New York
$62.7K 4,486 +3,061 +215%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$55.8K 3,990 – –
HCM
62
Hollencrest Capital Management
California
$48.9K 3,500 – –
CFB
63
Cullen/Frost Bankers
Texas
$48.8K 3,492 – –
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$46.1K 3,300 – –
ASN
65
Advisory Services Network
Georgia
$32.9K 2,352 +2,352 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$30.8K 2,203 +2,203 New
IA
67
IFP Advisors
Florida
$30.2K 2,159 +59 +3%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$28K 2,000 -2,000 -50%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$26.2K 1,900 – –
BC
70
Bartlett & Co
Ohio
$26K 1,900 – –
BWL
71
Bogart Wealth LLC
Virginia
$22.6K 1,618 – –
GWSG
72
GPS Wealth Strategies Group
Colorado
$21K 1,500 – –
MA
73
Montag & Associates
Georgia
$19.7K 1,410 – –
BWM
74
Baystate Wealth Management
Massachusetts
$14.2K 1,016 +1,016 New
OIA
75
Optimum Investment Advisors
Illinois
$14K 1,000 – –
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