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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

77 hedge funds and large institutions have $152M invested in BlackRock Limited Duration Income Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
26
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.52M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.76M
3
PS
3
Principal Securities
Iowa
$3.1M
4
UBS Group
4
UBS Group
Switzerland
$8.02M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$627K

Top Sellers

1
WW
1
Waterfront Wealth
Kansas
$742K
2
LPL Financial
2
LPL Financial
California
$1.58M
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
BZWA
4
Blue Zone Wealth Advisors
California
$3.74M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$195K -$28.1K -1,938 -13%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$191K -$15.2K -1,051 -7%
PFS
53
Prospera Financial Services
Texas
$178K +$28.1K +1,939 +19%
VVP
54
Venture Visionary Partners
Ohio
$168K +$29 +2 +0%
SIC
55
Samalin Investment Counsel
New York
$164K +$3.49K +241 +2%
RJT
56
Raymond James Trust
Florida
$149K – – –
CA
57
CoreCap Advisors
Michigan
$88.8K – – –
HCM
58
Hollencrest Capital Management
California
$50.7K – – –
CFB
59
Cullen/Frost Bankers
Texas
$50.6K – – –
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$47.8K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$38.5K +$898 +62 +2%
IA
62
IFP Advisors
Florida
$33.2K +$666 +46 +2%
MA
63
Montag & Associates
Georgia
$28.9K +$8.47K +585 +41%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$27.5K – – –
JIP
65
Jaffetilchin Investment Partners
Florida
$24.6K +$24.6K +1,696 New
BWL
66
Bogart Wealth LLC
Virginia
$23.4K – – –
MTIC
67
Missouri Trust & Investment Company
Missouri
$17K +$3.43K +237 +25%
BTI
68
Blue Trust Inc
Georgia
$17K +$17K +1,219 New
FFO
69
Fortitude Family Office
Arizona
$14.5K +$14.5K +1,000 New
UCI
70
Uncommon Cents Investing
Wisconsin
$13K +$13K +900 New
AF
71
Allworth Financial
California
$7.96K +$188 +13 +2%
FCA
72
FinTrust Capital Advisors
South Carolina
$7.75K – – –
MFT
73
Moisand Fitzgerald Tamayo
Florida
$7.24K – – –
NSIM
74
North Star Investment Management
Illinois
$7.24K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$4.71K – – –
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3
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