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BlackRock Limited Duration Income Trust (BLW) Institutional Ownership

BlackRock Limited Duration Income Trust logo
$14.18 -0.10 (-0.67%)
As of 01/21/2025 03:59 PM 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)
18
Total
Institutional Inflows
(last 12 months)
$8.52M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$4.71M
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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
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%
10/24/2024Consolidated 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%
10/15/2024NBC Securities Inc.28,591$414K0.0%-9.4%0.000%
10/10/2024 Annex Advisory Services LLC15,407$223K0.0%N/A0.000%
10/8/2024Blue 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%
8/8/2024Luken Investment Analytics LLC2,500$35K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC52,574$734K0.3%-26.2%0.000%
8/1/2024GraniteShares Advisors LLC140,177$1.96M0.7%+14.2%0.000%
8/1/2024Waterfront Wealth Inc.266,325$3.72M1.0%-0.3%0.000%
8/1/2024Consolidated Portfolio Review Corp26,559$371K0.1%+3.3%0.000%
7/31/2024Commonwealth Equity Services LLC40,352$563K0.0%-2.2%0.000%
7/31/2024Concurrent Investment Advisors LLC15,066$210K0.0%N/A0.000%
7/13/2024Blue 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%
4/30/2024Consolidated Portfolio Review Corp25,703$361K0.1%-6.1%0.000%
4/30/2024Commonwealth Equity Services LLC41,275$579K0.0%+3.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.181,341$2.54M0.0%-0.7%0.000%
4/22/2024PFG Investments LLC25,703$361K0.0%N/A0.000%
4/22/2024GraniteShares Advisors LLC122,695$1.72M0.9%+14.6%0.000%
4/18/2024Blue 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%
2/8/2024Verity Asset Management Inc.53,412$747K0.5%N/A0.000%
2/8/2024 Janney Montgomery Scott LLC46,352$648K0.0%+2.6%0.000%
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2/7/2024NBC Securities Inc.31,963$446K0.0%-6.0%0.000%
2/7/2024Shaker Financial Services LLC123,586$1.73M0.7%-18.0%0.000%
2/7/2024Principal Securities Inc.125,211$1.75M0.1%N/A0.000%
2/6/2024Peregrine Asset Advisers Inc.63,272$885K0.4%-1.4%0.000%
2/6/2024FourThought Financial Partners LLC88,725$1.24M0.2%-1.8%0.000%
2/2/2024Atria Wealth Solutions Inc.14,200$199K0.0%-11.4%0.000%
2/1/2024CWM LLC2,000$28K0.0%-50.0%0.000%
1/31/2024Waterfront Wealth Inc.316,143$4.42M1.3%-0.6%0.000%
1/30/2024GraniteShares Advisors LLC107,085$1.50M1.3%N/A0.000%
1/29/2024Altus Wealth Group LLC10,696$150K0.1%-10.8%0.000%
1/29/2024Consolidated Portfolio Review Corp27,366$383K0.1%N/A0.000%
1/23/2024Carmichael Hill & Associates Inc.14,488$203K0.1%+7.8%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.182,676$2.55M0.0%-10.6%0.000%
1/16/2024Raymond James & Associates43,573$609K0.0%-5.1%0.000%
1/10/2024Blue Zone Wealth Advisors LLC412,093$5.76M2.3%+3.1%0.000%
1/5/2024 Capital Investment Advisors LLC192,571$2.69M0.1%-13.6%0.000%
11/13/2023Bramshill Investments LLC540,988$6.97M0.8%-23.7%0.000%
11/9/2023Wealth Alliance54,820$706K0.1%+7.1%0.000%
11/9/2023UBS Group AG593,538$7.65M0.0%-3.9%0.000%
11/8/2023Pathstone Family Office LLC13,686$176K0.0%N/A0.000%
11/7/2023Virtus ETF Advisers LLC46,066$593K0.4%+92.7%0.000%
11/7/2023Pointe Capital Management LLC25,965$334K0.3%+5.3%0.000%
11/4/2023NBC Securities Inc.33,989$437K0.0%N/A0.000%
11/2/2023Shaker Financial Services LLC150,760$1.94M0.9%+24.9%0.000%
10/31/2023Peregrine Asset Advisers Inc.64,147$826K0.4%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.204,261$2.63M0.0%-3.2%0.000%
10/24/2023Raymond James & Associates45,932$592K0.0%-15.2%0.000%
10/23/2023Commonwealth Equity Services LLC39,275$506K0.0%-6.8%0.000%
10/16/2023 Capital Investment Advisors LLC222,986$2.87M0.1%-1.5%0.000%
10/13/2023Blue Zone Wealth Advisors LLC399,876$5.15M2.3%+6.2%0.000%
10/11/2023CWM LLC4,000$52K0.0%-46.7%0.000%
8/14/2023Jefferies Financial Group Inc.92,852$1.20M0.0%+41.4%0.000%
8/11/2023Guggenheim Capital LLC569,009$7.33M0.1%+8.0%0.000%
8/10/2023Cetera Advisor Networks LLC31,056$400K0.0%+72.3%0.000%
8/7/2023Shaker Financial Services LLC120,680$1.55M0.7%N/A0.000%
8/4/2023Cullen Frost Bankers Inc.3,492$45K0.0%N/A0.000%
8/4/2023Oxbow Advisors LLC17,533$226K0.0%+5.8%0.000%
8/3/2023Atria Wealth Solutions Inc.16,020$206K0.0%+42.1%0.000%
8/3/2023CWM LLC7,511$97K0.0%-24.5%0.000%
8/2/2023Wealth Alliance51,200$659K0.1%+9.7%0.000%
7/31/2023LPL Financial LLC102,873$1.33M0.0%+5.6%0.000%
7/28/2023Waterfront Wealth Inc.297,311$3.87M1.1%+2.5%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.211,100$2.72M0.0%-2.9%0.000%
7/25/2023Raymond James & Associates54,195$698K0.0%-11.3%0.000%
7/24/2023Blue Zone Wealth Advisors LLC376,620$4.85M2.2%+9.6%0.000%
7/11/2023 Capital Investment Advisors LLC226,410$2.92M0.1%-2.0%0.000%
5/22/2023Arete Wealth Advisors LLC124,385$1.63M0.1%N/A0.000%
5/11/2023Bramshill Investments LLC711,539$9.33M1.1%-1.1%0.000%
5/11/2023Wealth Alliance46,671$612K0.1%-3.1%0.000%
5/11/2023Guggenheim Capital LLC526,896$6.91M0.1%+4.7%0.000%
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5/9/2023Samalin Investment Counsel LLC10,097$132K0.1%-37.2%0.000%
5/4/2023FourThought Financial Partners LLC94,457$1.24M0.2%+9.2%0.000%
5/1/2023Arete Wealth Advisors LLC124,385$1.63T0.1%N/A0.000%
5/1/2023CWM LLC9,950$130K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC45,615$598K0.0%+4.7%0.000%
4/26/2023Fiera Capital Corp121,237$1.59M0.0%-1.9%0.000%
4/26/2023Oxbow Advisors LLC16,578$217K0.0%-52.8%0.000%
4/21/2023Blue Zone Wealth Advisors LLC343,624$4.51M2.4%+3.5%0.000%
4/19/2023Waterfront Wealth Inc.289,955$3.80M1.2%+0.5%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.217,465$2.85M0.0%-2.2%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, 54 institutional investors and hedge funds held shares of BlackRock Limited Duration Income Trust. The most heavily invested institutionals were Wells Fargo & Company MN ($12.06M), UBS Group AG ($7.98M), Guggenheim Capital LLC ($7.33M), Bramshill Investments LLC ($6.97M), Blue Zone Wealth Advisors LLC ($3.74M), Waterfront Wealth Inc. ($3.72M), and Principal Securities Inc. ($3.10M).Learn more on BLW's institutional investors.

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

Of the 43 institutional investors that purchased BlackRock Limited Duration Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arete Wealth Advisors LLC ($248.77K), Principal Securities Inc. ($229.60K), Shaker Financial Services LLC ($150.76K), GraniteShares Advisors LLC ($140.18K), Blue Zone Wealth Advisors LLC ($98.21K), FourThought Financial Partners LLC ($94.46K), and Guggenheim Capital LLC ($65.56K).

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

Institutional investors have bought a total of 1,570,613 shares in the last 24 months. This purchase volume represents approximately $21.08M in transactions.

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

Of the 28 institutional investors that sold BlackRock Limited Duration Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($175.91K), Blue Zone Wealth Advisors LLC ($168.73K), UBS Group AG ($136.80K), Oxbow Advisors LLC ($91.68K), Raymond James Financial Services Advisors Inc. ($62.85K), Capital Investment Advisors LLC ($52.81K), and Wells Fargo & Company MN ($47.41K).

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

Institutional investors have sold a total of 869,560 shares in the last 24 months. This volume of shares sold represents approximately $11.71M in transactions.


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This page (NYSE:BLW) was last updated on 1/22/2025 by MarketBeat.com Staff
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