BLW icon

BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

72 hedge funds and large institutions have $144M invested in BlackRock Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.2M
2
PAA
2
Peregrine Asset Advisers
Oregon
$826K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.43M
4
Invesco
4
Invesco
Georgia
$4.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$6.97M
2
Ameriprise
2
Ameriprise
Minnesota
$210K
3
KAS
3
Kestra Advisory Services
Texas
$0
4
UBS Group
4
UBS Group
Switzerland
$7.64M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.2M 4,363,366 +186,129 +4%
Wells Fargo
2
Wells Fargo
California
$11.7M 910,130 +29,541 +3%
GC
3
Guggenheim Capital
Illinois
$7.79M 605,178 +36,169 +6%
UBS Group
4
UBS Group
Switzerland
$7.64M 593,538 -24,127 -4%
BI
5
Bramshill Investments
Florida
$6.97M 540,988 -167,997 -24%
BZWA
6
Blue Zone Wealth Advisors
California
$5.15M 399,876 +23,256 +6%
Invesco
7
Invesco
Georgia
$4.8M 372,447 +37,983 +11%
Cohen & Steers
8
Cohen & Steers
New York
$4.79M 371,801 – –
WW
9
Waterfront Wealth
Kansas
$3.96M 318,209 +20,898 +7%
Bank of America
10
Bank of America
North Carolina
$3.43M 266,445 -7,780 -3%
CIA
11
Capital Investment Advisors
Georgia
$2.87M 222,986 -3,424 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.7M 209,569 -3,575 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.63M 204,261 -6,839 -3%
SFS
14
Shaker Financial Services
Virginia
$1.94M 150,760 +30,080 +25%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.83M 141,906 +36,836 +35%
AWA
16
Arete Wealth Advisors
Illinois
$1.75M 135,697 +56 +0%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$1.56M 120,854 -383 -0.3%
JFG
18
Jefferies Financial Group
New York
$1.47M 114,401 +21,549 +23%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.43M 111,302 +57,417 +107%
LPL Financial
20
LPL Financial
California
$1.25M 97,406 -5,467 -5%
FFP
21
FourThought Financial Partners
Florida
$1.16M 90,352 -86 -0.1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.06M 82,083 +5,070 +7%
PAA
23
Peregrine Asset Advisers
Oregon
$826K 64,147 +64,147 New
GA
24
Greytown Advisors
Florida
$708K 54,975 – –
WA
25
Wealth Alliance
New York
$706K 54,820 +3,620 +7%
1
2 3 4