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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

71 hedge funds and large institutions have $138M invested in BlackRock Limited Duration Income Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.4M
2
Wells Fargo
2
Wells Fargo
California
$9.92M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.63M
4
JFG
4
Jefferies Financial Group
New York
$861K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.87M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.87M
2
UBS Group
2
UBS Group
Switzerland
$8.19M
3
Invesco
3
Invesco
Georgia
$4.86M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
OA
5
Oxbow Advisors
Texas
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.4M 4,147,810 +194,565 +5%
Wells Fargo
2
Wells Fargo
California
$9.92M 756,857 +135,904 +22%
BI
3
Bramshill Investments
Florida
$9.33M 711,539 -7,908 -1%
UBS Group
4
UBS Group
Switzerland
$8.19M 624,709 -137,866 -18%
GC
5
Guggenheim Capital
Illinois
$6.91M 526,896 +23,451 +5%
Cohen & Steers
6
Cohen & Steers
New York
$4.87M 371,801 -138,297 -27%
Invesco
7
Invesco
Georgia
$4.86M 370,626 -28,727 -7%
BZWA
8
Blue Zone Wealth Advisors
California
$4.5M 343,624 +11,542 +3%
WW
9
Waterfront Wealth
Kansas
$3.8M 289,955 +1,413 +0.5%
Bank of America
10
Bank of America
North Carolina
$3.09M 235,575 -17,451 -7%
CIA
11
Capital Investment Advisors
Georgia
$3.03M 231,014 -3,499 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.87M 219,069 +39,954 +22%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.85M 217,465 -4,841 -2%
AWA
14
Arete Wealth Advisors
Illinois
$1.63M 124,385 +124,385 New
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$1.59M 121,237 -2,361 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.4M 107,050 -823 -0.8%
LPL Financial
17
LPL Financial
California
$1.28M 97,420 -4,212 -4%
FFP
18
FourThought Financial Partners
Florida
$1.24M 94,457 +7,990 +9%
Ameriprise
19
Ameriprise
Minnesota
$1.1M 83,939 +4,645 +6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$887K 67,665 -5,850 -8%
JFG
21
Jefferies Financial Group
New York
$861K 65,675 +65,675 New
RJA
22
Raymond James & Associates
Florida
$801K 61,081 +13,712 +29%
NA
23
NewEdge Advisors
Louisiana
$768K 59,050 +1,151 +2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$724K 55,220 +2,886 +6%
GA
25
Greytown Advisors
Florida
$721K 54,975 – –
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