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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

70 hedge funds and large institutions have $141M invested in BlackRock Limited Duration Income Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.3M
2
SFS
2
Shaker Financial Services
Virginia
$1.55M
3
GC
3
Guggenheim Capital
Illinois
$7.33M
4
Bank of America
4
Bank of America
North Carolina
$3.53M
5
KAS
5
Kestra Advisory Services
Texas
$425K

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.31M
2
Walleye Capital
2
Walleye Capital
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$7.96M
4
RJA
4
Raymond James & Associates
Florida
$698K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.8M 4,177,237 +29,427 +0.7%
Wells Fargo
2
Wells Fargo
California
$11.3M 880,589 +123,732 +16%
BI
3
Bramshill Investments
Florida
$9.13M 708,985 -2,554 -0.4%
UBS Group
4
UBS Group
Switzerland
$7.96M 617,665 -7,044 -1%
GC
5
Guggenheim Capital
Illinois
$7.33M 569,009 +42,113 +8%
BZWA
6
Blue Zone Wealth Advisors
California
$4.85M 376,620 +32,996 +10%
Cohen & Steers
7
Cohen & Steers
New York
$4.79M 371,801 – –
Invesco
8
Invesco
Georgia
$4.31M 334,464 -36,162 -10%
WW
9
Waterfront Wealth
Kansas
$3.87M 297,311 +7,356 +3%
Bank of America
10
Bank of America
North Carolina
$3.53M 274,225 +38,650 +16%
CIA
11
Capital Investment Advisors
Georgia
$2.92M 226,410 -4,604 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.75M 213,144 -5,925 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.72M 211,100 -6,365 -3%
AWA
14
Arete Wealth Advisors
Illinois
$1.75M 135,641 +11,256 +9%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$1.56M 121,237 – –
SFS
16
Shaker Financial Services
Virginia
$1.55M 120,680 +120,680 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.35M 105,070 -1,980 -2%
LPL Financial
18
LPL Financial
California
$1.33M 102,873 +5,453 +6%
JFG
19
Jefferies Financial Group
New York
$1.2M 92,852 +27,177 +41%
FFP
20
FourThought Financial Partners
Florida
$1.16M 90,438 -4,019 -4%
Ameriprise
21
Ameriprise
Minnesota
$1.09M 84,371 +432 +0.5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$992K 77,013 +9,348 +14%
NA
23
NewEdge Advisors
Louisiana
$773K 60,024 +974 +2%
GA
24
Greytown Advisors
Florida
$708K 54,975 – –
RJA
25
Raymond James & Associates
Florida
$698K 54,195 -6,886 -11%
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