Free Trial
Memorial Day Savings! Save $100 on MarketBeat All Access
Claim Your Discount
Claim MarketBeat All Access Sale Promotion

BlackRock Limited Duration Income Trust (BLW) Institutional Ownership

BlackRock Limited Duration Income Trust logo
$12.37 -0.02 (-0.13%)
Closing price 03:59 PM Eastern
Extended Trading
$12.38 +0.00 (+0.01%)
As of 04:10 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for BlackRock Limited Duration Income Trust (NYSE:BLW)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$14.44M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$10.45M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE255,348$3.22M0.0%-17.1%0.000%
5/18/2026 Royal Bank of Canada181,162$2.28M0.0%+2.9%0.000%
5/15/2026 Wealth Alliance LLC53,908$679K0.1%+4.0%0.000%
5/13/2026 Cetera Investment Advisers52,515$661K0.0%+1.6%0.000%
5/12/2026 Marin Bay Wealth Advisors LLC16,200$204K0.1%N/A0.000%
5/1/2026 Fifth Third Bancorp14,056$177K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC48,367$609K0.0%+27.6%0.000%
4/27/2026 Leonteq Securities AG6,000$75K0.0%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC41,695$525K0.0%+2.1%0.000%
4/18/2026 CENTRAL TRUST Co23,000$290K0.0%N/A0.000%
3/17/2026 Rockefeller Capital Management L.P.32,704$449K0.0%+290.9%0.000%
2/19/2026 Invesco Ltd.318,678$4.38M0.0%-5.6%0.000%
2/19/2026 Smith Asset Management Co. LLC54,494$749K0.6%+1.9%0.000%
2/18/2026 Beacon Pointe Advisors LLC21,437$295K0.0%-15.8%0.000%
2/18/2026 Virtus Investment Advisers LLC35,876$493K0.1%-29.5%0.000%
2/18/2026 IHT Wealth Management LLC16,366$225K0.0%+18.4%0.000%
2/17/2026 Guggenheim Capital LLC715,193$9.83M0.1%-10.3%0.000%
2/17/2026 Cetera Investment Advisers51,693$710K0.0%-24.1%0.000%
2/17/2026 Osaic Holdings Inc.134,425$1.85M0.0%+5.9%0.000%
2/17/2026 Royal Bank of Canada175,971$2.42M0.0%+10.4%0.000%
2/16/2026 Venture Visionary Partners LLC267,792$3.68M0.1%+10.5%0.000%
2/13/2026 Kestra Advisory Services LLC37,915$521K0.0%+66.4%0.000%
2/13/2026 Morgan Stanley4,593,229$63.11M0.0%+1.2%0.000%
2/13/2026 Wells Fargo & Company MN981,696$13.49M0.0%-2.2%0.000%
2/12/2026 Jane Street Group LLC24,350$335K0.0%N/A0.000%
2/12/2026 Principal Securities Inc.158,067$2.17M0.0%-2.9%0.000%
2/11/2026 Janney Montgomery Scott LLC40,845$561K0.0%+5.6%0.000%
2/11/2026 LPL Financial LLC161,738$2.22M0.0%-2.2%0.000%
2/11/2026 Fiera Capital Corp153,453$2.11M0.0%+29.0%0.000%
2/10/2026 Lido Advisors LLC69,578$956K0.0%N/A0.000%
2/9/2026Jefferies Financial Group Inc.129,524$1.78M0.0%-3.5%0.000%
2/6/2026 Delta Financial Advisors LLC12,700$174K0.0%N/A0.000%
2/5/2026 Allworth Financial LP2,146$29K0.0%+62.6%0.000%
2/3/2026 NewEdge Wealth LLC124,574$1.71M0.0%-12.0%0.000%
2/2/2026 Wolverine Asset Management LLC24,634$338K0.0%N/A0.000%
1/30/2026 Verity Asset Management Inc.58,846$809K0.3%+5.7%0.000%
1/30/2026 Jackson Hole Capital Partners LLC27,688$380K0.1%+9.6%0.000%
1/29/2026Comerica Bank42,679$586K0.0%-7.6%0.000%
1/29/2026 UBS Group AG697,442$9.58M0.0%+7.4%0.000%
1/29/2026 ProVise Management Group LLC12,668$174K0.0%-8.3%0.000%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
1/29/2026 NBC Securities Inc.78,990$1.09M0.1%+5.5%0.000%
1/27/2026 Waterfront Wealth Inc.20,295$280K0.1%-5.7%0.000%
1/21/2026 Blue Zone Wealth Advisors LLC272,696$3.75M0.7%-18.2%0.000%
1/20/2026 Ethos Financial Group LLC120,088$1.65M0.1%-9.5%0.000%
1/13/2026 Capital Investment Advisors LLC141,599$1.95M0.0%-4.3%0.000%
11/24/2025 Pointe Capital Management LLC25,765$361K0.2%-3.0%0.000%
11/17/2025 Verity Asset Management Inc.55,681$780K0.3%+2.3%0.000%
11/17/2025 Bank of America Corp DE301,090$4.22M0.0%+7.8%0.000%
11/17/2025 Ameriprise Financial Inc.28,108$394K0.0%+105.5%0.000%
11/14/2025 Raymond James Financial Inc.249,843$3.50M0.0%+2.9%0.000%
11/14/2025Comerica Bank46,206$647K0.0%-11.0%0.000%
11/13/2025 BTG Pactual Asset Management US LLC20,578$292K0.0%-45.3%0.000%
11/13/2025 Invesco Ltd.337,441$4.72M0.0%+2.8%0.000%
11/13/2025 UBS Group AG649,166$9.09M0.0%+8.9%0.000%
11/13/2025Jefferies Financial Group Inc.134,186$1.88M0.0%-7.6%0.000%
11/13/2025 Orleans Capital Management Corp LA27,500$385K0.2%-32.1%0.000%
11/7/2025 Fiera Capital Corp118,973$1.67M0.0%+5.8%0.000%
11/7/2025 NewEdge Wealth LLC141,598$1.97M0.0%N/A0.000%
11/7/2025 Readystate Asset Management LP10,715$150K0.0%N/A0.000%
11/6/2025 Waterfront Wealth Inc.21,522$297K0.1%-19.7%0.000%
11/5/2025Moloney Securities Asset Management LLC11,000$154K0.0%N/A0.000%
11/5/2025 Envestnet Asset Management Inc.152,970$2.14M0.0%+5.2%0.000%
11/3/2025 Smith Asset Management Co. LLC53,491$749K0.6%+2.0%0.000%
10/30/2025 Samalin Investment Counsel LLC12,163$170K0.1%N/A0.000%
10/28/2025 Jackson Hole Capital Partners LLC25,267$354K0.1%+61.7%0.000%
10/27/2025 Concurrent Investment Advisors LLC12,862$180K0.0%-28.3%0.000%
10/23/2025 Capital Investment Advisors LLC148,010$2.07M0.0%-3.9%0.000%
10/23/2025 Ethos Financial Group LLC132,650$1.86M0.1%-3.3%0.000%
10/21/2025 Fountainhead AM LLC71,928$1.01M0.1%+3.4%0.000%
10/21/2025 GraniteShares Advisors LLC217,573$3.05M1.8%+9.7%0.000%
10/15/2025 Blue Zone Wealth Advisors LLC333,188$4.67M0.9%+7.7%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC14,386$201K0.0%N/A0.000%
10/6/2025 Venture Visionary Partners LLC242,262$3.39M0.1%-55.1%0.000%
9/4/2025 Osaic Holdings Inc.114,125$1.62M0.0%+3.6%0.000%
8/19/2025 Newbridge Financial Services Group Inc.2,979$42K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE279,343$3.96M0.0%+6.0%0.000%
8/15/2025 Ameriprise Financial Inc.13,677$194K0.0%-27.3%0.000%
8/13/2025 Baird Financial Group Inc.130,779$1.85M0.0%+2.0%0.000%
8/13/2025 Guggenheim Capital LLC825,295$11.70M0.1%+8.5%0.000%
8/13/2025 Invesco Ltd.328,224$4.65M0.0%-0.5%0.000%
8/13/2025 Virtus Investment Advisers LLC48,452$687K0.2%-25.3%0.000%
8/12/2025Jefferies Financial Group Inc.145,210$2.06M0.0%-0.6%0.000%
8/8/2025 Cetera Investment Advisers67,743$961K0.0%+13.3%0.000%
8/8/2025 Fiera Capital Corp112,432$1.59M0.0%-1.9%0.000%
8/8/2025 Wealth Alliance LLC55,701$790K0.1%+2.0%0.000%
8/7/2025 Fountainhead AM LLC69,536$986K0.1%+1.2%0.000%
8/6/2025 Ethos 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%
The Iran War Just Broke the Gold Market (Ad)

The Iran war isn't just a geopolitical event. It's a financial one. Within hours of the strikes, oil surged… Defense stocks exploded…And gold ripped past $5,000.tc pixel

You can see the evidence — and the ticker symbol — here >>>
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%
7/10/2025Oliver 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%


BLW Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of BlackRock Limited Duration Income Trust. The most heavily invested institutionals were Morgan Stanley ($63.11M), Wells Fargo & Company MN ($13.49M), Guggenheim Capital LLC ($9.83M), UBS Group AG ($9.58M), Invesco Ltd. ($4.38M), Blue Zone Wealth Advisors LLC ($3.75M), and Venture Visionary Partners LLC ($3.68M).Learn more on BlackRock Limited Duration Income Trust's institutional investors.

Of the 56 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. ($559.40K), Venture Visionary Partners LLC ($553.82K), Guggenheim Capital LLC ($305.88K), Ethos Financial Group LLC ($158.18K), NewEdge Wealth LLC ($141.60K), Principal Securities Inc. ($104.39K), and UBS Group AG ($101.10K).

Institutional investors have bought a total of 1,044,130 shares in the last 24 months. This purchase volume represents approximately $14.44M in transactions.

Of the 25 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: Venture Visionary Partners LLC ($297.60K), Guggenheim Capital LLC ($81.95K), Blue Zone Wealth Advisors LLC ($60.49K), Bank of America Corp DE ($52.86K), Ethos Financial Group LLC ($38.10K), Virtus Investment Advisers LLC ($31.46K), and Wells Fargo & Company MN ($22.56K).

Institutional investors have sold a total of 756,312 shares in the last 24 months. This volume of shares sold represents approximately $10.45M in transactions.


Related Companies

This page (NYSE:BLW) was last updated on 5/21/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
The AI stocks about to become worthless (and one that isn't)
Louis Navellier - who manages $1.1 billion including $358 million in AI stocks - says a new AI computer being ...
InvestorPlace | Sponsoredtc pixel