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BlackRock Limited Duration Income Trust (BLW) Institutional Ownership

BlackRock Limited Duration Income Trust logo
$13.89 -0.02 (-0.14%)
Closing price 05/23/2025 03:58 PM Eastern
Extended Trading
$13.88 -0.01 (-0.07%)
As of 05/23/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$28.06M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.38M
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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
5/19/2025 Smith Asset Management Co. LLC53,006$750K0.7%N/A0.000%
5/15/2025 Royal Bank of Canada163,741$2.32M0.0%-7.2%0.000%
5/15/2025 Cura Wealth Advisors LLC95,238$1.35M0.5%-5.0%0.000%
5/15/2025 Baird Financial Group Inc.128,203$1.81M0.0%+1.5%0.000%
5/14/2025 Guggenheim Capital LLC760,828$10.76M0.1%+14.1%0.000%
5/14/2025 Comerica Bank47,357$670K0.0%+21.8%0.000%
5/14/2025 Venture Visionary Partners LLC469,432$6.64M0.3%+3,956.6%0.000%
5/13/2025 Ethos Financial Group LLC158,183$2.24M0.2%N/A0.000%
5/13/2025 Raymond James Financial Inc.242,041$3.42M0.0%-12.3%0.000%
5/12/2025 Invesco 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%
5/7/2025 LPL Financial LLC154,586$2.19M0.0%+35.1%0.000%
5/6/2025 Cetera Investment Advisers59,774$845K0.0%+2.5%0.000%
5/5/2025 Wealth Alliance LLC54,612$772K0.1%-5.3%0.000%
5/5/2025 Fountainhead AM LLC68,727$972K0.2%+83.5%0.000%
4/30/2025 Round 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%
2/17/2025 CoreCap Advisors LLC4,652$66K0.0%-24.2%0.000%
2/17/2025 Cetera Investment Advisers58,311$824K0.0%+12.6%0.000%
2/17/2025 Baird Financial Group Inc.126,277$1.78M0.0%+8.8%0.000%
2/17/2025 Bank of America Corp DE252,312$3.57M0.0%+1.0%0.000%
2/17/2025 Ameriprise Financial Inc.17,603$249K0.0%-7.4%0.000%
2/14/2025 Comerica Bank38,876$549K0.0%+13.5%0.000%
2/14/2025 Virtus ETF Advisers LLC51,320$725K0.3%+18.7%0.000%
2/13/2025 Guggenheim Capital LLC666,783$9.42M0.1%+28.4%0.000%
2/13/2025 Raymond James Financial Inc.276,133$3.90M0.0%N/A0.000%
2/13/2025 Invesco 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%
2/13/2025 Wells Fargo & Company MN924,949$13.07M0.0%+2.7%0.000%
2/12/2025 Orleans Capital Management Corp LA40,500$579K0.3%-2.4%0.000%
2/11/2025 LPL Financial LLC114,391$1.62M0.0%+5.1%0.000%
2/10/2025 Commonwealth Equity Services LLC36,736$519K0.0%-8.7%0.000%
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2/6/2025 Raymond 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%
2/3/2025 Wealth Alliance57,648$815K0.1%-3.4%0.000%
1/31/2025 Atria Wealth Solutions Inc.11,700$165K0.0%-17.6%0.000%
1/30/2025 Principal 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%
1/24/2025 Round 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%
11/15/2024 MML Investors Services LLC15,012$217K0.0%+14.2%0.000%
11/15/2024 Stifel Financial Corp15,620$226K0.0%-15.0%0.000%
11/8/2024 Prospera Financial Services Inc12,298$178K0.0%+18.7%0.000%
11/1/2024 Fiera Capital Corp116,529$1.69M0.0%-3.6%0.000%
10/28/2024 Principal 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%
8/12/2024 ProVise Management Group LLC13,658$191K0.0%-6.5%0.000%
8/10/2024 Wealth 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%
7/31/2024 Commonwealth 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%
5/20/2024 Virtu Financial LLC11,753$165K0.0%N/A0.000%
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%
4/30/2024 Commonwealth 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%
4/22/2024 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%
3/27/2024 Nomura Holdings Inc.15,082$211K0.0%N/A0.000%
2/15/2024Greytown 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%
2/8/2024 Verity 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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2/7/2024 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%
(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), Bramshill Investments LLC ($6.97M), Venture Visionary Partners LLC ($6.64M), Invesco Ltd. ($4.66M), and Blue Zone Wealth Advisors LLC ($4.27M).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: Raymond James Financial Inc. ($552.27K), Venture Visionary Partners LLC ($457.86K), Guggenheim Capital LLC ($283.53K), Principal Securities Inc. ($229.60K), GraniteShares Advisors LLC ($158.82K), 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 2,898,891 shares in the last 24 months. This purchase volume represents approximately $40.31M in transactions.

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

Of the 35 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: Blue Zone Wealth Advisors LLC ($168.73K), Bramshill Investments LLC ($168.00K), Capital Investment Advisors LLC ($67.56K), Wells Fargo & Company MN ($47.41K), UBS Group AG ($47.03K), Shaker Financial Services LLC ($45.82K), and Jefferies Financial Group Inc. ($36.73K).

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

Institutional investors have sold a total of 790,950 shares in the last 24 months. This volume of shares sold represents approximately $10.85M in transactions.


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This page (NYSE:BLW) was last updated on 5/25/2025 by MarketBeat.com Staff
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