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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

85 hedge funds and large institutions have $221M invested in BlackRock Limited Duration Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
PS
2
Principal Securities
Iowa
$1.75M
3
GA
3
GraniteShares Advisors
New York
$1.5M
4
JFG
4
Jefferies Financial Group
New York
$2.63M
5
VAM
5
Verity Asset Management
North Carolina
$747K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$3.86M
2
Wells Fargo
2
Wells Fargo
California
$12.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.49M
4
CIA
4
Capital Investment Advisors
Georgia
$2.69M
5
SFS
5
Shaker Financial Services
Virginia
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$123M 8,827,240 +4,463,874 +102%
Wells Fargo
2
Wells Fargo
California
$12.1M 862,725 -47,405 -5%
GC
3
Guggenheim Capital
Illinois
$8.43M 602,835 -2,343 -0.4%
UBS Group
4
UBS Group
Switzerland
$7.98M 570,640 -22,898 -4%
BZWA
5
Blue Zone Wealth Advisors
California
$5.76M 412,093 +12,217 +3%
Invesco
6
Invesco
Georgia
$5.24M 374,598 +2,151 +0.6%
Cohen & Steers
7
Cohen & Steers
New York
$5.2M 371,801 – –
WW
8
Waterfront Wealth
Kansas
$4.42M 316,143 -2,066 -0.6%
BI
9
Bramshill Investments
Florida
$3.86M 275,935 -265,053 -49%
Bank of America
10
Bank of America
North Carolina
$3.76M 268,738 +2,293 +0.9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.84M 203,394 -6,175 -3%
CIA
12
Capital Investment Advisors
Georgia
$2.69M 192,571 -30,415 -14%
JFG
13
Jefferies Financial Group
New York
$2.63M 188,233 +73,832 +65%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.55M 182,676 -21,585 -11%
LPL Financial
15
LPL Financial
California
$1.91M 136,419 +39,013 +40%
AWA
16
Arete Wealth Advisors
Illinois
$1.9M 135,761 +64 +0%
PS
17
Principal Securities
Iowa
$1.75M 125,211 +125,211 New
SFS
18
Shaker Financial Services
Virginia
$1.73M 123,586 -27,174 -18%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$1.69M 120,854 – –
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.63M 116,357 +5,055 +5%
GA
21
GraniteShares Advisors
New York
$1.5M 107,085 +107,085 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.49M 106,878 -35,028 -25%
FFP
23
FourThought Financial Partners
Florida
$1.24M 88,725 -1,627 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.12M 80,295 -1,788 -2%
PAA
25
Peregrine Asset Advisers
Oregon
$885K 63,272 -875 -1%
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