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BlackRock Limited Duration Income Trust (BLW) Institutional Ownership

BlackRock Limited Duration Income Trust logo
$14.16 -0.01 (-0.04%)
Closing price 08/6/2025 03:59 PM Eastern
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$14.36 +0.20 (+1.38%)
As of 05:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock Limited Duration Income Trust (NYSE:BLW)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$29.36M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$4.16M
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Skip Chart & View Institutional Buying and Selling Data

BLW Institutional Buying and Selling by Quarter

BlackRock Limited Duration Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Ethos Financial Group LLC137,197$1.95M0.2%-13.3%0.000%
8/4/2025 Waterfront Wealth Inc.26,786$380K0.1%-13.3%0.000%
8/1/2025 Envestnet Asset Management Inc.145,410$2.06M0.0%+3.5%0.000%
7/31/2025 Jackson Hole Capital Partners LLC15,624$222K0.0%N/A0.000%
7/25/2025 Concurrent Investment Advisors LLC17,942$254K0.0%+15.2%0.000%
7/24/2025 Blue Zone Wealth Advisors LLC309,458$4.39M1.1%+2.6%0.000%
7/18/2025 Consolidated Portfolio Review Corp21,590$306K0.0%-22.8%0.000%
7/17/2025 Capital Investment Advisors LLC154,069$2.19M0.0%-3.6%0.000%
7/17/2025 Venture Visionary Partners LLC539,864$7.66M0.3%+15.0%0.000%
7/17/2025 GraniteShares Advisors LLC198,414$2.81M1.7%+6.7%0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group3,300$47K0.0%N/A0.000%
7/8/2025 NBC Securities Inc.68,759$975K0.1%+11.7%0.000%
5/19/2025Smith Asset Management Co. LLC53,006$750K0.7%N/A0.000%
5/15/2025Royal Bank of Canada163,741$2.32M0.0%-7.2%0.000%
5/15/2025Cura Wealth Advisors LLC95,238$1.35M0.5%-5.0%0.000%
5/15/2025Baird Financial Group Inc.128,203$1.81M0.0%+1.5%0.000%
5/14/2025Guggenheim Capital LLC760,828$10.76M0.1%+14.1%0.000%
5/14/2025Comerica Bank47,357$670K0.0%+21.8%0.000%
5/14/2025 Venture Visionary Partners LLC469,432$6.64M0.3%+3,956.6%0.000%
5/13/2025Ethos Financial Group LLC158,183$2.24M0.2%N/A0.000%
5/13/2025Raymond James Financial Inc.242,041$3.42M0.0%-12.3%0.000%
5/12/2025Invesco Ltd.329,756$4.66M0.0%-3.8%0.000%
5/8/2025Jefferies Financial Group Inc.146,068$2.07M0.0%-20.1%0.000%
5/7/2025LPL Financial LLC154,586$2.19M0.0%+35.1%0.000%
5/6/2025Cetera Investment Advisers59,774$845K0.0%+2.5%0.000%
5/5/2025Wealth Alliance LLC54,612$772K0.1%-5.3%0.000%
5/5/2025Fountainhead AM LLC68,727$972K0.2%+83.5%0.000%
4/30/2025Round Rock Advisors LLC33,832$478K0.1%+151.5%0.000%
4/29/2025 Envestnet Asset Management Inc.140,460$1.99M0.0%+9.5%0.000%
4/25/2025 Waterfront Wealth Inc.30,887$437K0.1%-19.9%0.000%
4/17/2025 Janney Montgomery Scott LLC26,736$378K0.0%+43.2%0.000%
4/16/2025 GraniteShares Advisors LLC186,017$2.63M1.7%+6.4%0.000%
4/14/2025 Capital Investment Advisors LLC159,765$2.26M0.0%-10.2%0.000%
4/11/2025 Blue Zone Wealth Advisors LLC301,626$4.27M1.2%+16.8%0.000%
4/9/2025 NBC Securities Inc.61,545$870K0.1%+227,844.4%0.000%
2/27/2025Jefferies Financial Group Inc.182,793$2.58M0.0%+0.5%0.000%
2/17/2025Jefferies Financial Group Inc.182,793$2.58M0.0%+0.5%0.000%
2/17/2025CoreCap Advisors LLC4,652$66K0.0%-24.2%0.000%
2/17/2025Cetera Investment Advisers58,311$824K0.0%+12.6%0.000%
2/17/2025Baird Financial Group Inc.126,277$1.78M0.0%+8.8%0.000%
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2/17/2025Bank of America Corp DE252,312$3.57M0.0%+1.0%0.000%
2/17/2025Ameriprise Financial Inc.17,603$249K0.0%-7.4%0.000%
2/14/2025Comerica Bank38,876$549K0.0%+13.5%0.000%
2/14/2025Virtus ETF Advisers LLC51,320$725K0.3%+18.7%0.000%
2/13/2025Guggenheim Capital LLC666,783$9.42M0.1%+28.4%0.000%
2/13/2025Raymond James Financial Inc.276,133$3.90M0.0%N/A0.000%
2/13/2025Invesco Ltd.342,804$4.84M0.0%+10.4%0.000%
2/13/2025 Envestnet Asset Management Inc.128,248$1.81M0.0%+5.7%0.000%
2/13/2025Wells Fargo & Company MN924,949$13.07M0.0%+2.7%0.000%
2/12/2025Orleans Capital Management Corp LA40,500$579K0.3%-2.4%0.000%
2/11/2025LPL Financial LLC114,391$1.62M0.0%+5.1%0.000%
2/10/2025Commonwealth Equity Services LLC36,736$519K0.0%-8.7%0.000%
2/6/2025Raymond James Financial Inc.276,133$3.90M0.0%N/A0.000%
2/6/2025 WMG Financial Advisors LLC10,575$149K0.1%-22.1%0.000%
2/4/2025 GraniteShares Advisors LLC174,747$2.47M1.6%+4.4%0.000%
2/3/2025 Peregrine Asset Advisers Inc.58,864$832K0.3%-7.0%0.000%
2/3/2025 Waterfront Wealth Inc.38,546$545K0.1%-25.9%0.000%
2/3/2025Wealth Alliance57,648$815K0.1%-3.4%0.000%
1/31/2025 Atria Wealth Solutions Inc.11,700$165K0.0%-17.6%0.000%
1/30/2025Principal Securities Inc.212,931$3.01M0.1%-0.5%0.000%
1/27/2025 Verity Asset Management Inc.54,198$766K0.4%-1.8%0.000%
1/24/2025Round Rock Advisors LLC13,454$190K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC18,668$264K0.0%-10.3%0.000%
1/13/2025 Capital Investment Advisors LLC178,007$2.52M0.1%-2.5%0.000%
11/15/2024MML Investors Services LLC15,012$217K0.0%+14.2%0.000%
11/15/2024Stifel Financial Corp15,620$226K0.0%-15.0%0.000%
11/8/2024Prospera Financial Services Inc12,298$178K0.0%+18.7%0.000%
11/1/2024Fiera Capital Corp116,529$1.69M0.0%-3.6%0.000%
10/28/2024Principal Securities Inc.213,901$3.10M0.1%+95.3%0.000%
10/24/2024 Consolidated Portfolio Review Corp27,435$397K0.1%+3.3%0.000%
10/18/2024 Capital Investment Advisors LLC182,519$2.64M0.1%-1.6%0.000%
10/15/2024 NBC Securities Inc.28,591$414K0.0%-9.4%0.000%
10/10/2024 Annex Advisory Services LLC15,407$223K0.0%N/A0.000%
10/8/2024 Blue Zone Wealth Advisors LLC258,276$3.74M1.2%-20.6%0.000%
8/12/2024ProVise Management Group LLC13,658$191K0.0%-6.5%0.000%
8/10/2024Wealth Alliance50,962$711K0.1%-4.7%0.000%
8/8/2024 Luken Investment Analytics LLC2,500$35K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC52,574$734K0.3%-26.2%0.000%
8/1/2024 GraniteShares Advisors LLC140,177$1.96M0.7%+14.2%0.000%
8/1/2024 Waterfront Wealth Inc.266,325$3.72M1.0%-0.3%0.000%
8/1/2024 Consolidated Portfolio Review Corp26,559$371K0.1%+3.3%0.000%
7/31/2024Commonwealth Equity Services LLC40,352$563K0.0%-2.2%0.000%
7/31/2024 Concurrent Investment Advisors LLC15,066$210K0.0%N/A0.000%
7/13/2024 Blue Zone Wealth Advisors LLC325,373$4.54M1.6%-23.8%0.000%
7/12/2024 Capital Investment Advisors LLC185,576$2.59M0.1%-1.7%0.000%
5/20/2024Virtu Financial LLC11,753$165K0.0%N/A0.000%
5/13/2024Rockport Wealth LLC26,665$374K0.1%N/A0.000%
5/9/2024ProVise Management Group LLC14,608$205K0.0%-5.2%0.000%
4/30/2024 Consolidated Portfolio Review Corp25,703$361K0.1%-6.1%0.000%
4/30/2024Commonwealth Equity Services LLC41,275$579K0.0%+3.3%0.000%
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4/23/2024Raymond James Financial Services Advisors Inc.181,341$2.54M0.0%-0.7%0.000%
4/22/2024 PFG Investments LLC25,703$361K0.0%N/A0.000%
4/22/2024 GraniteShares Advisors LLC122,695$1.72M0.9%+14.6%0.000%
4/18/2024 Blue Zone Wealth Advisors LLC427,010$5.99M2.1%+3.6%0.000%
3/27/2024Nomura Holdings Inc.15,082$211K0.0%N/A0.000%
2/15/2024Greytown Advisors Inc.51,381$718K0.4%-6.5%0.000%
2/14/2024LM Advisors LLC18,327$256K0.1%N/A0.000%
2/9/2024ProVise Management Group LLC15,408$215K0.0%-10.0%0.000%
2/9/2024Wells Fargo & Company MN862,725$12.06M0.0%-5.2%0.000%
2/9/2024UBS Group AG570,640$7.98M0.0%-3.9%0.000%
(Data available from 1/1/2016 forward)

BLW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BLW shares?

During the previous two years, 65 institutional investors and hedge funds held shares of BlackRock Limited Duration Income Trust. The most heavily invested institutionals were Wells Fargo & Company MN ($13.07M), Guggenheim Capital LLC ($10.76M), UBS Group AG ($7.98M), Venture Visionary Partners LLC ($7.66M), Bramshill Investments LLC ($6.97M), Invesco Ltd. ($4.66M), and Blue Zone Wealth Advisors LLC ($4.39M).Learn more on BlackRock Limited Duration Income Trust's institutional investors.

Which institutional investors have been buying BlackRock Limited Duration Income Trust's stock?

Of the 44 institutional investors that purchased BlackRock Limited Duration Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($552.27K), Venture Visionary Partners LLC ($528.29K), Guggenheim Capital LLC ($283.53K), Principal Securities Inc. ($229.60K), GraniteShares Advisors LLC ($171.22K), Ethos Financial Group LLC ($158.18K), and Shaker Financial Services LLC ($150.76K).

How much institutional buying is happening at BlackRock Limited Duration Income Trust?

Institutional investors have bought a total of 2,077,941 shares in the last 24 months. This purchase volume represents approximately $29.36M in transactions.

Which of BlackRock Limited Duration Income Trust's major shareholders have been selling company stock?

Of the 26 institutional investors that sold BlackRock Limited Duration Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blue Zone Wealth Advisors LLC ($67.10K), Jefferies Financial Group Inc. ($36.73K), Raymond James Financial Inc. ($34.09K), Capital Investment Advisors LLC ($31.51K), Waterfront Wealth Inc. ($25.22K), Ethos Financial Group LLC ($20.99K), and Invesco Ltd. ($13.05K).

How much institutional selling is happening at BlackRock Limited Duration Income Trust?

Institutional investors have sold a total of 292,754 shares in the last 24 months. This volume of shares sold represents approximately $4.16M in transactions.


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This page (NYSE:BLW) was last updated on 8/7/2025 by MarketBeat.com Staff
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