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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

77 hedge funds and large institutions have $152M invested in BlackRock Limited Duration Income Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
26
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.52M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.76M
3
PS
3
Principal Securities
Iowa
$3.1M
4
UBS Group
4
UBS Group
Switzerland
$8.02M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$627K

Top Sellers

1
WW
1
Waterfront Wealth
Kansas
$742K
2
LPL Financial
2
LPL Financial
California
$1.58M
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
BZWA
4
Blue Zone Wealth Advisors
California
$3.74M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.1M 4,637,303 -39,103 -0.8%
Wells Fargo
2
Wells Fargo
California
$13M 900,195 +35,677 +4%
UBS Group
3
UBS Group
Switzerland
$8.02M 553,735 +45,885 +9%
GC
4
Guggenheim Capital
Illinois
$7.52M 519,413 +110,159 +27%
Cohen & Steers
5
Cohen & Steers
New York
$5.38M 371,801 – –
Invesco
6
Invesco
Georgia
$4.5M 310,604 +22,455 +8%
BZWA
7
Blue Zone Wealth Advisors
California
$3.74M 258,276 -67,097 -21%
Bank of America
8
Bank of America
North Carolina
$3.62M 249,818 -9,207 -4%
PS
9
Principal Securities
Iowa
$3.1M 213,901 +104,388 +95%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.74M 189,357 -1,434 -0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.7M 186,573 +914 +0.5%
CIA
12
Capital Investment Advisors
Georgia
$2.64M 182,519 -3,057 -2%
JFG
13
Jefferies Financial Group
New York
$2.63M 181,858 +490 +0.3%
GA
14
GraniteShares Advisors
New York
$2.42M 167,374 +27,197 +19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.76M 121,380 +108,294 +828%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$1.69M 116,529 -4,325 -4%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.68M 116,095 -19,764 -15%
LPL Financial
18
LPL Financial
California
$1.58M 108,809 -205,967 -65%
Osaic Holdings
19
Osaic Holdings
Arizona
$971K 67,050 +5,116 +8%
PAA
20
Peregrine Asset Advisers
Oregon
$916K 63,272 – –
WA
21
Wealth Alliance
New York
$864K 59,668 +8,706 +17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$814K 56,185 -29,641 -35%
VAM
23
Verity Asset Management
North Carolina
$799K 55,177 – –
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$750K 51,775 +1,460 +3%
WW
25
Waterfront Wealth
Kansas
$742K 52,006 -214,319 -80%
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