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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

78 hedge funds and large institutions have $151M invested in BlackRock Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.3M
2
LPL Financial
2
LPL Financial
California
$4.39M
3
LCM
3
Landscape Capital Management
New Jersey
$395K
4
SRC
4
Shufro Rose & Co
New York
$362K
5
VEA
5
Virtus ETF Advisers
New York
$822K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.71M
2
BZWA
2
Blue Zone Wealth Advisors
California
$4.54M
3
UBS Group
3
UBS Group
Switzerland
$7.09M
4
Jane Street
4
Jane Street
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$865K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$184K +$3.26K +233 +2%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$183K +$6.31K +452 +4%
VVP
53
Venture Visionary Partners
Ohio
$162K -$28 -2 -0%
SIC
54
Samalin Investment Counsel
New York
$155K +$10.2K +731 +7%
AWG
55
Altus Wealth Group
Colorado
$147K -$1.58K -113 -1%
PFS
56
Prospera Financial Services
Texas
$145K +$145K +10,359 New
RJT
57
Raymond James Trust
Florida
$143K – – –
CA
58
CoreCap Advisors
Michigan
$85.7K +$32.8K +2,350 +62%
HCM
59
Hollencrest Capital Management
California
$48.9K – – –
CFB
60
Cullen/Frost Bankers
Texas
$48.7K – – –
OLVIG
61
Oliver Lagore Vanvalin Investment Group
Michigan
$46.1K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$36.3K -$13.1K -940 -27%
LIA
63
Luken Investment Analytics
Tennessee
$34.9K +$34.9K +2,500 New
IA
64
IFP Advisors
Florida
$31.4K +$628 +45 +2%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$26.5K – – –
BWL
66
Bogart Wealth LLC
Virginia
$22.6K – – –
ATPW
67
Ashton Thomas Private Wealth
Arizona
$22.3K +$22.3K +1,600 New
MA
68
Montag & Associates
Georgia
$19.7K – – –
MTIC
69
Missouri Trust & Investment Company
Missouri
$13.1K +$293 +21 +2%
AF
70
Allworth Financial
California
$7.49K +$181 +13 +2%
FCA
71
FinTrust Capital Advisors
South Carolina
$7.47K – – –
MFT
72
Moisand Fitzgerald Tamayo
Florida
$6.98K – – –
NSIM
73
North Star Investment Management
Illinois
$6.98K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$4.54K -$15.4K -1,100 -77%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$4.4K +$4.4K +315 New
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3
4