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BlackRock Limited Duration Income Trust (BLW) Institutional Ownership

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$13.65
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(As of 04:26 PM ET)
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Institutional Ownership Changes (13F Filings) for BlackRock Limited Duration Income Trust (NYSE:BLW)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$13.72M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$5.47M
Skip Chart & View Institutional Buying and Selling Data

BLW Institutional Buying and Selling by Quarter

BlackRock Limited Duration Income Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Rockport Wealth LLC26,665$374K0.1%N/A0.000%
5/9/2024 ProVise 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%
4/23/2024 Raymond 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%
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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%
3/27/2024 Nomura Holdings Inc.15,082$211K0.0%N/A0.000%
2/15/2024 Greytown Advisors Inc.51,381$718K0.4%-6.5%0.000%
2/14/2024 LM Advisors LLC18,327$256K0.1%N/A0.000%
2/9/2024 ProVise Management Group LLC15,408$215K0.0%-10.0%0.000%
2/9/2024 Wells Fargo & Company MN862,725$12.06M0.0%-5.2%0.000%
2/9/2024 UBS 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%
2/7/2024 NBC Securities Inc.31,963$446K0.0%-6.0%0.000%
2/7/2024 Shaker Financial Services LLC123,586$1.73M0.7%-18.0%0.000%
2/7/2024 Principal Securities Inc.125,211$1.75M0.1%N/A0.000%
2/6/2024 Peregrine Asset Advisers Inc.63,272$885K0.4%-1.4%0.000%
2/6/2024 FourThought Financial Partners LLC88,725$1.24M0.2%-1.8%0.000%
2/2/2024 Atria Wealth Solutions Inc.14,200$199K0.0%-11.4%0.000%
2/1/2024 CWM LLC2,000$28K0.0%-50.0%0.000%
1/31/2024 Waterfront Wealth Inc.316,143$4.42M1.3%-0.6%0.000%
1/30/2024 GraniteShares Advisors LLC107,085$1.50M1.3%N/A0.000%
1/29/2024 Altus Wealth Group LLC10,696$150K0.1%-10.8%0.000%
1/29/2024 Consolidated Portfolio Review Corp27,366$383K0.1%N/A0.000%
1/23/2024 Carmichael Hill & Associates Inc.14,488$203K0.1%+7.8%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.182,676$2.55M0.0%-10.6%0.000%
1/16/2024 Raymond James & Associates43,573$609K0.0%-5.1%0.000%
1/10/2024 Blue 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%
11/13/2023 Bramshill Investments LLC540,988$6.97M0.8%-23.7%0.000%
11/9/2023 Wealth Alliance54,820$706K0.1%+7.1%0.000%
11/9/2023 UBS Group AG593,538$7.65M0.0%-3.9%0.000%
11/8/2023Pathstone Family Office LLC13,686$176K0.0%N/A0.000%
11/7/2023 Virtus ETF Advisers LLC46,066$593K0.4%+92.7%0.000%
11/7/2023 Pointe Capital Management LLC25,965$334K0.3%+5.3%0.000%
11/4/2023 NBC Securities Inc.33,989$437K0.0%N/A0.000%
11/2/2023 Shaker Financial Services LLC150,760$1.94M0.9%+24.9%0.000%
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10/31/2023 Peregrine Asset Advisers Inc.64,147$826K0.4%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.204,261$2.63M0.0%-3.2%0.000%
10/24/2023 Raymond 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%
10/13/2023 Blue Zone Wealth Advisors LLC399,876$5.15M2.3%+6.2%0.000%
10/11/2023 CWM LLC4,000$52K0.0%-46.7%0.000%
8/14/2023Jefferies Financial Group Inc.92,852$1.20M0.0%+41.4%0.000%
8/11/2023 Guggenheim Capital LLC569,009$7.33M0.1%+8.0%0.000%
8/10/2023 Cetera Advisor Networks LLC31,056$400K0.0%+72.3%0.000%
8/7/2023 Shaker Financial Services LLC120,680$1.55M0.7%N/A0.000%
8/4/2023 Cullen Frost Bankers Inc.3,492$45K0.0%N/A0.000%
8/4/2023 Oxbow Advisors LLC17,533$226K0.0%+5.8%0.000%
8/3/2023 Atria Wealth Solutions Inc.16,020$206K0.0%+42.1%0.000%
8/3/2023 CWM LLC7,511$97K0.0%-24.5%0.000%
8/2/2023 Wealth Alliance51,200$659K0.1%+9.7%0.000%
7/31/2023 LPL Financial LLC102,873$1.33M0.0%+5.6%0.000%
7/28/2023 Waterfront Wealth Inc.297,311$3.87M1.1%+2.5%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.211,100$2.72M0.0%-2.9%0.000%
7/25/2023 Raymond James & Associates54,195$698K0.0%-11.3%0.000%
7/24/2023 Blue 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%
5/22/2023 Arete Wealth Advisors LLC124,385$1.63M0.1%N/A0.000%
5/11/2023 Bramshill Investments LLC711,539$9.33M1.1%-1.1%0.000%
5/11/2023 Wealth Alliance46,671$612K0.1%-3.1%0.000%
5/11/2023 Guggenheim Capital LLC526,896$6.91M0.1%+4.7%0.000%
5/9/2023 Samalin Investment Counsel LLC10,097$132K0.1%-37.2%0.000%
5/4/2023 FourThought Financial Partners LLC94,457$1.24M0.2%+9.2%0.000%
5/1/2023 Arete Wealth Advisors LLC124,385$1.63T0.1%N/A0.000%
5/1/2023 CWM LLC9,950$130K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC45,615$598K0.0%+4.7%0.000%
4/26/2023 Fiera Capital Corp121,237$1.59M0.0%-1.9%0.000%
4/26/2023 Oxbow Advisors LLC16,578$217K0.0%-52.8%0.000%
4/21/2023 Blue Zone Wealth Advisors LLC343,624$4.51M2.4%+3.5%0.000%
4/19/2023 Waterfront Wealth Inc.289,955$3.80M1.2%+0.5%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.217,465$2.85M0.0%-2.2%0.000%
4/14/2023 Raymond James & Associates61,081$801K0.0%+28.9%0.000%
4/13/2023 Venture Visionary Partners LLC11,452$150K0.0%N/A0.000%
4/10/2023 Capital Investment Advisors LLC231,014$3.03M0.1%-1.5%0.000%
3/6/2023 Rockefeller Capital Management L.P.19,969$261K0.0%-6.9%0.000%
3/2/2023 Oliver Lagore Vanvalin Investment Group2,000$26K0.0%N/A0.000%
2/13/2023 Pointe Capital Management LLC39,825$521K0.4%-6.8%0.000%
2/13/2023 Wealth Alliance48,145$629K0.1%+75.8%0.000%
2/10/2023 Samalin Investment Counsel LLC16,085$210K0.1%N/A0.000%
2/10/2023 ProVise Management Group LLC17,815$233K0.0%-20.6%0.000%
2/9/2023 Elequin Securities LLC2,131$28K0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.222,306$2.91M0.0%-9.0%0.000%
2/8/2023 UBS Group AG762,575$9.97M0.0%-10.5%0.000%
2/8/2023 Fiera Capital Corp123,598$1.62M0.0%+5.7%0.000%
2/7/2023Commonwealth Equity Services LLC42,384$553K0.0%-7.5%0.000%
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2/7/2023 LPL Financial LLC101,632$1.33M0.0%+3.8%0.000%
2/7/2023IFP Advisors Inc1,684$25K0.0%-54.5%0.000%
2/7/2023 FourThought Financial Partners LLC86,467$1.13M0.2%N/A0.000%
2/7/2023 Hollencrest Capital Management3,500$46K0.0%N/A0.000%
2/1/2023 Oxbow Advisors LLC35,140$459K0.1%-67.5%0.000%
1/31/2023 Waterfront Wealth Inc.288,542$3.94M1.4%+8.9%0.000%
1/27/2023 Blue Zone Wealth Advisors LLC332,082$4.34M2.3%+1.0%0.000%
1/18/2023 Altus Wealth Group LLC12,001$157K0.1%-11.3%0.000%
1/5/2023 Capital Investment Advisors LLC234,513$3.07M0.1%-5.2%0.000%
11/21/2022FourThought Financial LLC89,624$1.08M0.2%+6.3%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, 57 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), Cohen & Steers Inc. ($8.13M), UBS Group AG ($7.98M), Guggenheim Capital LLC ($7.33M), Bramshill Investments LLC ($6.97M), Blue Zone Wealth Advisors LLC ($5.99M), and Waterfront Wealth Inc. ($4.42M).Learn more on BLW's institutional investors.

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

Of the 46 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: Blue Zone Wealth Advisors LLC ($427.01K), Arete Wealth Advisors LLC ($373.05K), Guggenheim Capital LLC ($179.92K), Shaker Financial Services LLC ($150.76K), Bramshill Investments LLC ($146.45K), Principal Securities Inc. ($125.21K), and GraniteShares Advisors LLC ($122.70K).

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

Institutional investors have bought a total of 2,263,952 shares in the last 24 months. This purchase volume represents approximately $29.39M in transactions.

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

Of the 33 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: UBS Group AG ($480.53K), Bramshill Investments LLC ($175.91K), Wolverine Asset Management LLC ($133.57K), Advisors Asset Management Inc. ($94.86K), Oxbow Advisors LLC ($91.68K), Shaker Financial Services LLC ($86.68K), and Raymond James Financial Services Advisors Inc. ($71.35K).

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

Institutional investors have sold a total of 1,404,008 shares in the last 24 months. This volume of shares sold represents approximately $17.90M in transactions.


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This page (NYSE:BLW) was last updated on 5/20/2024 by MarketBeat.com Staff

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