BLW icon

BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

76 hedge funds and large institutions have $154M invested in BlackRock Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
29
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.9M
2
GC
2
Guggenheim Capital
Illinois
$9.42M
3
CWA
3
Cura Wealth Advisors
Illinois
$1.42M
4
SAM
4
Smith Asset Management
Florida
$744K
5
FA
5
Fountainhead AM
New Jersey
$529K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$65M
2
NS
2
NBC Securities
Alabama
$391
3
LA
3
LM Advisors
California
$0
4
WW
4
Waterfront Wealth
Kansas
$545K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65M 4,600,399 -36,904 -0.8%
Wells Fargo
2
Wells Fargo
California
$13.1M 924,949 +24,754 +3%
GC
3
Guggenheim Capital
Illinois
$9.42M 666,783 +147,370 +28%
UBS Group
4
UBS Group
Switzerland
$8.15M 576,443 +22,708 +4%
Cohen & Steers
5
Cohen & Steers
New York
$5.25M 371,801 – –
Invesco
6
Invesco
Georgia
$4.84M 342,804 +32,200 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$3.9M 276,133 +276,133 New
BZWA
8
Blue Zone Wealth Advisors
California
$3.65M 258,302 +26 +0%
Bank of America
9
Bank of America
North Carolina
$3.57M 252,312 +2,494 +1%
PS
10
Principal Securities
Iowa
$3.01M 212,931 -970 -0.5%
JFG
11
Jefferies Financial Group
New York
$2.58M 182,793 +935 +0.5%
CIA
12
Capital Investment Advisors
Georgia
$2.52M 178,007 -4,512 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.49M 176,515 -12,842 -7%
GA
14
GraniteShares Advisors
New York
$2.47M 174,747 +7,373 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.81M 128,248 +6,868 +6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.78M 126,277 +10,182 +9%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$1.62M 114,590 -1,939 -2%
LPL Financial
18
LPL Financial
California
$1.62M 114,391 +5,582 +5%
CWA
19
Cura Wealth Advisors
Illinois
$1.42M 100,238 +100,238 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.22M 86,022 +18,972 +28%
PAA
21
Peregrine Asset Advisers
Oregon
$832K 58,864 -4,408 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$824K 58,311 +6,536 +13%
WA
23
Wealth Alliance
New York
$815K 57,648 -2,020 -3%
VAM
24
Verity Asset Management
North Carolina
$766K 54,198 -979 -2%
SAM
25
Smith Asset Management
Florida
$744K 52,671 +52,671 New
1
2 3 4