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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

82 hedge funds and large institutions have $168M invested in BlackRock Limited Duration Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.6M
2
OA
2
Oxbow Advisors
Texas
$1.61M
3
KAS
3
Kestra Advisory Services
Texas
$724K
4
BI
4
Bramshill Investments
Florida
$11M
5
CW
5
CreativeOne Wealth
Kansas
$284K

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$3.01M
2
FFA
2
First Foundation Advisors
California
$247K
3
WW
3
Waterfront Wealth
Kansas
$2.48M
4
NFSG
4
Newbridge Financial Services Group
Florida
$0
5
IWM
5
IHT Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.6M 3,251,198 +147,218 +5%
UBS Group
2
UBS Group
Switzerland
$20.8M 1,215,649 +4,670 +0.4%
BI
3
Bramshill Investments
Florida
$11M 643,896 +40,853 +7%
Cohen & Steers
4
Cohen & Steers
New York
$8.13M 475,950 – –
Invesco
5
Invesco
Georgia
$6.81M 398,690 -23,669 -6%
Wells Fargo
6
Wells Fargo
California
$5.88M 344,040 -33,214 -9%
Bank of America
7
Bank of America
North Carolina
$5.49M 321,297 +419 +0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.2M 304,468 +7,709 +3%
GC
9
Guggenheim Capital
Illinois
$3.84M 224,546 -7,224 -3%
Stifel Financial
10
Stifel Financial
Missouri
$3.64M 212,917 -3,353 -2%
AAM
11
Advisors Asset Management
Colorado
$3.02M 176,544 -15,394 -8%
CIA
12
Capital Investment Advisors
Georgia
$3.01M 176,248 -198,242 -53%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.7M 157,949 +10,441 +7%
WW
14
Waterfront Wealth
Kansas
$2.48M 145,305 -63,416 -30%
JG
15
Jefferies Group
New York
$2.42M 141,573 -523 -0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.69M 98,679 -3,683 -4%
OA
17
Oxbow Advisors
Texas
$1.61M 94,050 +57,050 +154%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.56M 91,187 +461 +0.5%
LPL Financial
19
LPL Financial
California
$1.4M 81,851 -794 -1%
Lazard Asset Management
20
Lazard Asset Management
New York
– – – –
SIA
21
SeaBridge Investment Advisors
New Jersey
$1.39M 81,302 -756 -0.9%
FF
22
FourThought Financial
Florida
$1.31M 76,774 -2,634 -3%
Ameriprise
23
Ameriprise
Minnesota
$1.23M 72,158 -5,439 -7%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.17M 68,500 – –
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$931K 54,492 +7,565 +16%
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