BLW icon

BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

72 hedge funds and large institutions have $136M invested in BlackRock Limited Duration Income Trust in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.7M
2
BI
2
Bramshill Investments
Florida
$9.4M
3
FFP
3
FourThought Financial Partners
Florida
$1.13M
4
GC
4
Guggenheim Capital
Illinois
$6.58M
5
Wells Fargo
5
Wells Fargo
California
$8.12M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$6.67M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
UBS Group
3
UBS Group
Switzerland
$9.97M
4
OA
4
Oxbow Advisors
Texas
$459K
5
Invesco
5
Invesco
Georgia
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.7M 3,953,245 +318,333 +9%
UBS Group
2
UBS Group
Switzerland
$9.97M 762,575 -89,778 -11%
BI
3
Bramshill Investments
Florida
$9.4M 719,447 +191,504 +36%
Wells Fargo
4
Wells Fargo
California
$8.12M 620,953 +70,480 +13%
Cohen & Steers
5
Cohen & Steers
New York
$6.67M 510,098 -161,682 -24%
GC
6
Guggenheim Capital
Illinois
$6.58M 503,445 +71,538 +17%
Invesco
7
Invesco
Georgia
$5.22M 399,353 -69,985 -15%
BZWA
8
Blue Zone Wealth Advisors
California
$4.34M 332,082 +3,278 +1%
WW
9
Waterfront Wealth
Kansas
$3.94M 288,542 +23,691 +9%
Bank of America
10
Bank of America
North Carolina
$3.31M 253,026 -39,781 -14%
CIA
11
Capital Investment Advisors
Georgia
$3.07M 234,513 -12,767 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.91M 222,306 -21,887 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.34M 179,115 +6,035 +3%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$1.62M 123,598 +6,651 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.41M 107,873 -22,314 -17%
LPL Financial
16
LPL Financial
California
$1.33M 101,632 +3,679 +4%
FFP
17
FourThought Financial Partners
Florida
$1.13M 86,467 +86,467 New
Ameriprise
18
Ameriprise
Minnesota
$1.04M 79,294 +2,688 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$961K 73,515 +8,416 +13%
NA
20
NewEdge Advisors
Louisiana
$727K 57,899 -1,542 -3%
GA
21
Greytown Advisors
Florida
$719K 54,975 -654 -1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$684K 52,334 -15,649 -23%
CFS
23
Capital Financial Services
New York
$661K 50,583 -500 -1%
WA
24
Wealth Alliance
New York
$629K 48,145 +20,754 +76%
RJA
25
Raymond James & Associates
Florida
$619K 47,369 +548 +1%
1
2 3 4