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BlackRock Limited Duration Income Trust (BLW) Institutional Ownership

BlackRock Limited Duration Income Trust logo
$12.61 -0.01 (-0.09%)
Closing price 08/11/2026 03:58 PM Eastern
Extended Trading
$12.60 0.00 (-0.03%)
As of 08/11/2026 07:34 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.
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Institutional Ownership Changes (13F Filings) for BlackRock Limited Duration Income Trust (NYSE:BLW)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$12.54M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.95M
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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%
5/12/2026 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%
3/17/2026Rockefeller 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%
2/19/2026 Smith 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%
2/16/2026 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%
2/13/2026Morgan 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%
2/12/2026 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%
2/5/2026Allworth 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%
1/30/2026Verity 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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1/29/2026 ProVise Management Group LLC12,668$174K0.0%-8.3%0.000%
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%
11/24/2025Pointe 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%
11/7/2025 Fiera Capital Corp118,973$1.67M0.0%+5.8%0.000%
11/7/2025 NewEdge Wealth LLC141,598$1.97M0.0%N/A0.000%
11/7/2025Readystate 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%
10/28/2025Jackson 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%
10/9/2025U.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%
9/4/2025Osaic 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%
8/8/2025 Fiera Capital Corp112,432$1.59M0.0%-1.9%0.000%
8/8/2025Wealth 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%
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7/31/2025Jackson Hole Capital Partners LLC15,624$222K0.0%N/A0.000%
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%


BLW Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 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 55 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 910,150 shares in the last 24 months. This purchase volume represents approximately $12.54M in transactions.

Of the 24 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), Virtus Investment Advisers LLC ($31.46K), Wells Fargo & Company MN ($22.56K), and Invesco Ltd. ($20.30K).

Institutional investors have sold a total of 722,116 shares in the last 24 months. This volume of shares sold represents approximately $9.95M in transactions.


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Institutional ownership data for NYSE:BLW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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