BlackRock Limited Duration Income Trust (BLW) Institutional Ownership

$13.36
-0.10 (-0.74%)
(As of 12:57 PM ET)

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)
$15.52M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$5.91M
Get BLW Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Limited Duration Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BLW Institutional Buying and Selling by Quarter

BlackRock Limited Duration Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/8/2024Verity Asset Management Inc.53,412$747K0.5%N/A0.000%
2/8/2024Janney Montgomery Scott LLC46,352$648K0.0%+2.6%0.000%
2/7/2024 NBC Securities Inc.31,963$446K0.0%-6.0%0.000%
2/7/2024Shaker 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%
2/1/2024 CWM LLC2,000$28K0.0%-50.0%0.000%
1/31/2024Waterfront Wealth Inc.316,143$4.42M1.3%-0.6%0.000%
1/30/2024 GraniteShares Advisors LLC107,085$1.50M1.3%N/A0.000%
1/29/2024Altus 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%
1/16/2024 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%
11/13/2023Bramshill 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%
11/4/2023 NBC 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%
10/24/2023 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%
World’s biggest multibillionaire investor is buying THIS by the ton [picture] (Ad)

Don't Buy Bullion or Mining Stocks. Do THIS Instead As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea.

Click here to find out what to do.
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%
8/11/2023Guggenheim 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%
8/3/2023 CWM 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%
7/25/2023 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%
5/22/2023Arete 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%
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%
5/1/2023 CWM LLC9,950$130K0.0%N/A0.000%
4/28/2023Janney 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%
4/21/2023 Blue 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%
4/14/2023 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%
4/13/2023Venture Visionary Partners LLC11,452$150K0.0%N/A0.000%
4/10/2023 Capital Investment Advisors LLC231,014$3.03M0.1%-1.5%0.000%
3/6/2023Rockefeller Capital Management L.P.19,969$261K0.0%-6.9%0.000%
3/2/2023Oliver Lagore Vanvalin Investment Group2,000$26K0.0%N/A0.000%
2/13/2023Pointe Capital Management LLC39,825$521K0.4%-6.8%0.000%
2/13/2023Wealth Alliance48,145$629K0.1%+75.8%0.000%
2/10/2023Samalin Investment Counsel LLC16,085$210K0.1%N/A0.000%
2/10/2023ProVise Management Group LLC17,815$233K0.0%-20.6%0.000%
2/9/2023Elequin 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%
2/8/2023UBS Group AG762,575$9.97M0.0%-10.5%0.000%
2/8/2023Fiera Capital Corp123,598$1.62M0.0%+5.7%0.000%
2/7/2023Commonwealth Equity Services LLC42,384$553K0.0%-7.5%0.000%
2/7/2023LPL Financial LLC101,632$1.33M0.0%+3.8%0.000%
2/7/2023IFP Advisors Inc1,684$25K0.0%-54.5%0.000%
2/7/2023FourThought Financial Partners LLC86,467$1.13M0.2%N/A0.000%
2/7/2023Hollencrest Capital Management3,500$46K0.0%N/A0.000%
“Retirement Secret” Showed 995% Gain Last Time We Shared It (Ad)

See this before next week's Fed Meeting Thousands of investing ideas come across his desk every year… But Doc Eifrig just revealed THIS ONE "will go down as one of the smartest and most lucrative financial moves of the decade." (Last time we shared this, it led to a 995% gain.)

Get the free details now.
2/1/2023Oxbow Advisors LLC35,140$459K0.1%-67.5%0.000%
1/31/2023Waterfront 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%
1/18/2023Altus 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%
11/15/2022Cohen & Steers Inc.671,780$8.13M0.0%-2.5%0.000%
11/14/2022Virtus ETF Advisers LLC32,665$395K0.2%-15.4%0.000%
11/14/2022Guggenheim Capital LLC431,907$5.23M0.0%+36.0%0.000%
11/14/2022Lazard Asset Management LLC8,609$104K0.0%+286,866.7%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, 61 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 52 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 ($473.87K), Blue Zone Wealth Advisors LLC ($427.01K), Shaker Financial Services LLC ($236.80K), Guggenheim Capital LLC ($179.92K), Wolverine Asset Management LLC ($154.21K), Bramshill Investments LLC ($146.45K), and Principal Securities Inc. ($125.21K).

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

Institutional investors have bought a total of 2,842,863 shares in the last 24 months. This purchase volume represents approximately $37.70M 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: UBS Group AG ($480.53K), Bramshill Investments LLC ($442.81K), 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. ($83.19K).

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

Institutional investors have sold a total of 1,719,582 shares in the last 24 months. This volume of shares sold represents approximately $22.43M in transactions.


This page (NYSE:BLW) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners