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BlackRock Limited Duration Income Trust (BLW) Institutional Ownership

BlackRock Limited Duration Income Trust logo
$12.52 +0.06 (+0.48%)
As of 12:06 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)
43
Total
Institutional Inflows
(last 12 months)
$14.44M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$10.51M
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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
6/3/2026NewEdge Advisors LLC41,629$524K0.0%-11.0%0.000%
5/19/2026Bank of America Corp DE255,348$3.22M0.0%-17.1%0.000%
5/18/2026Royal Bank of Canada181,162$2.28M0.0%+2.9%0.000%
5/15/2026Wealth Alliance LLC53,908$679K0.1%+4.0%0.000%
5/13/2026Cetera Investment Advisers52,515$661K0.0%+1.6%0.000%
5/12/2026Marin Bay Wealth Advisors LLC16,200$204K0.1%N/A0.000%
5/1/2026Fifth Third Bancorp14,056$177K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC48,367$609K0.0%+27.6%0.000%
4/27/2026Leonteq Securities AG6,000$75K0.0%N/A0.000%
4/22/2026Janney Montgomery Scott LLC41,695$525K0.0%+2.1%0.000%
4/18/2026CENTRAL TRUST Co23,000$290K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.32,704$449K0.0%+290.9%0.000%
2/19/2026Invesco Ltd.318,678$4.38M0.0%-5.6%0.000%
2/19/2026Smith Asset Management Co. LLC54,494$749K0.6%+1.9%0.000%
2/18/2026Beacon Pointe Advisors LLC21,437$295K0.0%-15.8%0.000%
2/18/2026Virtus Investment Advisers LLC35,876$493K0.1%-29.5%0.000%
2/18/2026IHT Wealth Management LLC16,366$225K0.0%+18.4%0.000%
2/17/2026Guggenheim Capital LLC715,193$9.83M0.1%-10.3%0.000%
2/17/2026Cetera Investment Advisers51,693$710K0.0%-24.1%0.000%
2/17/2026Osaic Holdings Inc.134,425$1.85M0.0%+5.9%0.000%
2/17/2026Royal Bank of Canada175,971$2.42M0.0%+10.4%0.000%
2/16/2026Venture Visionary Partners LLC267,792$3.68M0.1%+10.5%0.000%
2/13/2026Kestra Advisory Services LLC37,915$521K0.0%+66.4%0.000%
2/13/2026Morgan Stanley4,593,229$63.11M0.0%+1.2%0.000%
2/13/2026Wells Fargo & Company MN981,696$13.49M0.0%-2.2%0.000%
2/12/2026Jane Street Group LLC24,350$335K0.0%N/A0.000%
2/12/2026Principal Securities Inc.158,067$2.17M0.0%-2.9%0.000%
2/11/2026Janney Montgomery Scott LLC40,845$561K0.0%+5.6%0.000%
2/11/2026LPL Financial LLC161,738$2.22M0.0%-2.2%0.000%
2/11/2026Fiera Capital Corp153,453$2.11M0.0%+29.0%0.000%
2/10/2026Lido Advisors LLC69,578$956K0.0%N/A0.000%
2/9/2026Jefferies Financial Group Inc.129,524$1.78M0.0%-3.5%0.000%
2/6/2026Delta Financial Advisors LLC12,700$174K0.0%N/A0.000%
2/5/2026Allworth Financial LP2,146$29K0.0%+62.6%0.000%
2/3/2026NewEdge Wealth LLC124,574$1.71M0.0%-12.0%0.000%
2/2/2026Wolverine Asset Management LLC24,634$338K0.0%N/A0.000%
1/30/2026Verity Asset Management Inc.58,846$809K0.3%+5.7%0.000%
1/30/2026Jackson Hole Capital Partners LLC27,688$380K0.1%+9.6%0.000%
1/29/2026Comerica Bank42,679$586K0.0%-7.6%0.000%
1/29/2026UBS Group AG697,442$9.58M0.0%+7.4%0.000%
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1/29/2026ProVise Management Group LLC12,668$174K0.0%-8.3%0.000%
1/29/2026NBC Securities Inc.78,990$1.09M0.1%+5.5%0.000%
1/27/2026Waterfront Wealth Inc.20,295$280K0.1%-5.7%0.000%
1/21/2026Blue Zone Wealth Advisors LLC272,696$3.75M0.7%-18.2%0.000%
1/20/2026Ethos Financial Group LLC120,088$1.65M0.1%-9.5%0.000%
1/13/2026Capital Investment Advisors LLC141,599$1.95M0.0%-4.3%0.000%
11/24/2025Pointe Capital Management LLC25,765$361K0.2%-3.0%0.000%
11/17/2025Verity Asset Management Inc.55,681$780K0.3%+2.3%0.000%
11/17/2025Bank of America Corp DE301,090$4.22M0.0%+7.8%0.000%
11/17/2025Ameriprise Financial Inc.28,108$394K0.0%+105.5%0.000%
11/14/2025Raymond James Financial Inc.249,843$3.50M0.0%+2.9%0.000%
11/14/2025Comerica Bank46,206$647K0.0%-11.0%0.000%
11/13/2025BTG Pactual Asset Management US LLC20,578$292K0.0%-45.3%0.000%
11/13/2025Invesco Ltd.337,441$4.72M0.0%+2.8%0.000%
11/13/2025UBS 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%
11/13/2025Orleans Capital Management Corp LA27,500$385K0.2%-32.1%0.000%
11/7/2025Fiera Capital Corp118,973$1.67M0.0%+5.8%0.000%
11/7/2025NewEdge Wealth LLC141,598$1.97M0.0%N/A0.000%
11/7/2025Readystate Asset Management LP10,715$150K0.0%N/A0.000%
11/6/2025Waterfront Wealth Inc.21,522$297K0.1%-19.7%0.000%
11/5/2025Moloney Securities Asset Management LLC11,000$154K0.0%N/A0.000%
11/5/2025Envestnet Asset Management Inc.152,970$2.14M0.0%+5.2%0.000%
11/3/2025Smith Asset Management Co. LLC53,491$749K0.6%+2.0%0.000%
10/30/2025Samalin Investment Counsel LLC12,163$170K0.1%N/A0.000%
10/28/2025Jackson Hole Capital Partners LLC25,267$354K0.1%+61.7%0.000%
10/27/2025Concurrent Investment Advisors LLC12,862$180K0.0%-28.3%0.000%
10/23/2025Capital Investment Advisors LLC148,010$2.07M0.0%-3.9%0.000%
10/23/2025Ethos Financial Group LLC132,650$1.86M0.1%-3.3%0.000%
10/21/2025Fountainhead AM LLC71,928$1.01M0.1%+3.4%0.000%
10/21/2025GraniteShares Advisors LLC217,573$3.05M1.8%+9.7%0.000%
10/15/2025Blue Zone Wealth Advisors LLC333,188$4.67M0.9%+7.7%0.000%
10/9/2025U.S. Capital Wealth Advisors LLC14,386$201K0.0%N/A0.000%
10/6/2025Venture Visionary Partners LLC242,262$3.39M0.1%-55.1%0.000%
9/4/2025Osaic Holdings Inc.114,125$1.62M0.0%+3.6%0.000%
8/19/2025Newbridge Financial Services Group Inc.2,979$42K0.0%N/A0.000%
8/15/2025Bank of America Corp DE279,343$3.96M0.0%+6.0%0.000%
8/15/2025Ameriprise Financial Inc.13,677$194K0.0%-27.3%0.000%
8/13/2025Baird Financial Group Inc.130,779$1.85M0.0%+2.0%0.000%
8/13/2025Guggenheim Capital LLC825,295$11.70M0.1%+8.5%0.000%
8/13/2025Invesco Ltd.328,224$4.65M0.0%-0.5%0.000%
8/13/2025Virtus 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%
8/8/2025Cetera Investment Advisers67,743$961K0.0%+13.3%0.000%
8/8/2025Fiera Capital Corp112,432$1.59M0.0%-1.9%0.000%
8/8/2025Wealth Alliance LLC55,701$790K0.1%+2.0%0.000%
8/7/2025Fountainhead AM LLC69,536$986K0.1%+1.2%0.000%
8/6/2025Ethos Financial Group LLC137,197$1.95M0.2%-13.3%0.000%
8/4/2025Waterfront Wealth Inc.26,786$380K0.1%-13.3%0.000%
8/1/2025Envestnet Asset Management Inc.145,410$2.06M0.0%+3.5%0.000%
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7/31/2025Jackson Hole Capital Partners LLC15,624$222K0.0%N/A0.000%
7/25/2025Concurrent Investment Advisors LLC17,942$254K0.0%+15.2%0.000%
7/24/2025Blue Zone Wealth Advisors LLC309,458$4.39M1.1%+2.6%0.000%
7/18/2025Consolidated Portfolio Review Corp21,590$306K0.0%-22.8%0.000%
7/17/2025Capital Investment Advisors LLC154,069$2.19M0.0%-3.6%0.000%
7/17/2025Venture Visionary Partners LLC539,864$7.66M0.3%+15.0%0.000%
7/17/2025GraniteShares Advisors LLC198,414$2.81M1.7%+6.7%0.000%
7/10/2025Oliver Lagore Vanvalin Investment Group3,300$47K0.0%N/A0.000%
7/8/2025NBC Securities Inc.68,759$975K0.1%+11.7%0.000%
5/19/2025Smith Asset Management Co. LLC53,006$750K0.7%N/A0.000%


BLW Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 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 26 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 761,438 shares in the last 24 months. This volume of shares sold represents approximately $10.51M in transactions.


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This page (NYSE:BLW) was last updated on 7/2/2026 by MarketBeat.com Staff.
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