BLW
BlackRock Limited Duration Income Trust
1W: +1.0%
1M: -6.3%
3M: -5.9%
YTD: -13.1%
1Y: -14.9%
3Y: +13.6%
5Y: +0.3%
$11.72
+0.02 (+0.17%)
Weekly Expected Move ±1.8%
$11
$12
$12
$12
$12
Institutional Ownership — BLW
95
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
141M
Total Invested
14
New Positions
29
Increased
34
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (106 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,083,624 | 48M | -84,212 | -2.0% | 60Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 1,007,843 | 12M | -19,044 | -1.9% | 85Q | SEC ↗ |
| 3 | UBS Group AG | 606,131 | 7M | -33,092 | -5.2% | 47Q | SEC ↗ |
| 4 | GUGGENHEIM CAPITAL LLC | 520,486 | 6M | -108,032 | -17.2% | 64Q | SEC ↗ |
| 5 | Invesco Ltd. | 384,488 | 5M | +58,589 | +18.0% | 66Q | SEC ↗ |
| 6 | COHEN & STEERS, INC. | 371,801 | 4M | — | +0.0% | 78Q | SEC ↗ |
| 7 | Shaker Financial Services, LLC | 301,450 | 4M | +188,687 | +167.3% | 2Q | SEC ↗ |
| 8 | SIT INVESTMENT ASSOCIATES INC | 289,494 | 3M | +264,494 | +1058.0% | 2Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 284,146 | 3M | -18,758 | -6.2% | 7Q | SEC ↗ |
| 10 | Venture Visionary Partners LLC | 279,335 | 3M | -21,582 | -7.2% | 14Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 204,454 | 2M | +38,921 | +23.5% | 11Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 191,191 | 2M | +10,029 | +5.5% | 67Q | SEC ↗ |
| 13 | PRINCIPAL SECURITIES, INC. | 182,218 | 2M | +24,538 | +15.6% | 11Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 178,861 | 2M | -76,487 | -30.0% | 15Q | SEC ↗ |
| 15 | LPL Financial LLC | 171,532 | 2M | +35,401 | +26.0% | 61Q | SEC ↗ |
| 16 | Blue Zone Wealth Advisors, LLC | 162,935 | 2M | -10,406 | -6.0% | 17Q | SEC ↗ |
| 17 | Waterfront Wealth Inc. | 156,398 | 2M | +136,443 | +683.8% | 22Q | SEC ↗ |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 156,211 | 2M | +62,134 | +66.0% | 3Q | SEC ↗ |
| 19 | Fiera Capital Corp | 151,570 | 2M | +5,134 | +3.5% | 40Q | SEC ↗ |
| 20 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. NEW | 147,340 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 138,427 | 2M | -12,169 | -8.1% | 29Q | SEC ↗ |
| 22 | Jefferies Financial Group Inc. | 129,856 | 2M | +453 | +0.4% | 14Q | SEC ↗ |
| 23 | Capital Investment Advisors, LLC | 120,910 | 1M | -2,863 | -2.3% | 51Q | SEC ↗ |
| 24 | Ethos Financial Group, LLC | 111,237 | 1M | -8,851 | -7.4% | 6Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 104,390 | 1M | -30,747 | -22.8% | 26Q | SEC ↗ |
| 26 | Lido Advisors, LLC | 98,519 | 1M | +28,474 | +40.7% | 3Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 67,456 | 791K | +19,089 | +39.5% | 11Q | SEC ↗ |
| 28 | Gridiron Partners, LLC NEW | 62,941 | 738K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 60,424 | 708K | +7,909 | +15.1% | 23Q | SEC ↗ |
| 30 | Peregrine Asset Advisers, Inc. | 57,520 | 674K | -1,000 | -1.7% | 12Q | SEC ↗ |
| 31 | WEALTH ALLIANCE, LLC | 54,647 | 640K | +739 | +1.4% | 27Q | SEC ↗ |
| 32 | Janney Montgomery Scott LLC | 53,411 | 626K | +11,716 | +28.1% | 32Q | SEC ↗ |
| 33 | Smith Asset Management Co., LLC | 53,354 | 625K | -1,711 | -3.1% | 7Q | SEC ↗ |
| 34 | READYSTATE ASSET MANAGEMENT LP NEW | 51,402 | 602K | — | +0.0% | 1Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 41,629 | 488K | — | +0.0% | 19Q | SEC ↗ |
| 36 | LANARK FINANCIAL, INC. | 41,027 | 481K | +5,239 | +14.6% | 12Q | SEC ↗ |
| 37 | Jackson Hole Capital Partners, LLC | 34,570 | 405K | +6,882 | +24.9% | 4Q | SEC ↗ |
| 38 | SHUFRO ROSE & CO LLC | 34,150 | 400K | — | +0.0% | 9Q | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 32,600 | 382K | -666 | -2.0% | 4Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 31,296 | 367K | -8,895 | -22.1% | 16Q | SEC ↗ |
| 41 | Virtus Investment Advisers, LLC | 28,365 | 332K | -2,569 | -8.3% | 6Q | SEC ↗ |
| 42 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 27,300 | 320K | — | +0.0% | 8Q | SEC ↗ |
| 43 | BTG Pactual Asset Management US LLC | 27,230 | 319K | — | +0.0% | 8Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC NEW | 26,459 | 310K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 26,017 | 305K | -1,802 | -6.5% | 42Q | SEC ↗ |
| 46 | Almitas Capital LLC NEW | 23,822 | 279K | — | +0.0% | 1Q | SEC ↗ |
| 47 | IMC-Chicago, LLC NEW | 23,715 | 278K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Marex Group Ltd NEW | 20,328 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 49 | NOMURA HOLDINGS INC NEW | 19,100 | 224K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Pointe Capital Management LLC | 19,063 | 223K | -6,579 | -25.7% | 38Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 147,340 | 2M |
| Gridiron Partners, LLC | 62,941 | 738K |
| READYSTATE ASSET MANAGEMENT LP | 51,402 | 602K |
| Integrated Wealth Concepts LLC | 26,459 | 310K |
| Almitas Capital LLC | 23,822 | 279K |
| IMC-Chicago, LLC | 23,715 | 278K |
| Marex Group Ltd | 20,328 | 238K |
| NOMURA HOLDINGS INC | 19,100 | 224K |
| StoneX Group Inc. | 10,498 | 123K |
| CWM, LLC | 1,677 | 20K |
| LifeSteps Financial, Inc. | 1,000 | 12K |
| MERCER GLOBAL ADVISORS INC /ADV | 650 | 8K |
| Global Retirement Partners, LLC | 649 | 8K |
| Pinnacle Wealth Planning Services, | 225 | 3K |
| WPG Advisers, LLC | 98 | 1K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Wealth, LLC | 124,574 | 1M |
| Verity Asset Management, Inc. | 58,846 | 690K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 36,255 | 425K |
| CENTRAL TRUST Co | 23,000 | 270K |
| Annex Advisory Services, LLC | 15,407 | 181K |
| U.S. Capital Wealth Advisors, LLC | 14,891 | 175K |
| DELTA FINANCIAL ADVISORS LLC | 12,700 | 149K |
| Walsh & Associates, LLC | 11,000 | 129K |
| Focus Partners Wealth | 10,168 | 119K |
| Shay Capital LLC | 10,000 | 117K |
| CoreCap Advisors, LLC | 1,300 | 15K |
| JONES FINANCIAL COMPANIES LLLP | 714 | 8K |
| Osbon Capital Management LLC | 260 | 3K |
| Western Wealth Management, LLC | 202 | 2K |
| Advisory Services Network, LLC | 59 | 1K |
| BOK Financial Private Wealth, Inc. | 55 | 1K |
| Clear Street Group Inc. | 1 | 0K |
| Lloyd Advisory Services, LLC. | 1 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +264,494 | +1058.0% | 289,494 |
| Shaker Financial Services, LLC | +188,687 | +167.3% | 301,450 |
| Waterfront Wealth Inc. | +136,443 | +683.8% | 156,398 |
| WOLVERINE ASSET MANAGEMENT LLC | +62,134 | +66.0% | 156,211 |
| Invesco Ltd. | +58,589 | +18.0% | 384,488 |
| ENVESTNET ASSET MANAGEMENT INC | +38,921 | +23.5% | 204,454 |
| LPL Financial LLC | +35,401 | +26.0% | 171,532 |
| Lido Advisors, LLC | +28,474 | +40.7% | 98,519 |
| PRINCIPAL SECURITIES, INC. | +24,538 | +15.6% | 182,218 |
| Kestra Advisory Services, LLC | +19,089 | +39.5% | 67,456 |
| Janney Montgomery Scott LLC | +11,716 | +28.1% | 53,411 |
| ROYAL BANK OF CANADA | +10,029 | +5.5% | 191,191 |
| Cetera Investment Advisers | +7,909 | +15.1% | 60,424 |
| Jackson Hole Capital Partners, LLC | +6,882 | +24.9% | 34,570 |
| LANARK FINANCIAL, INC. | +5,239 | +14.6% | 41,027 |
| Fiera Capital Corp | +5,134 | +3.5% | 151,570 |
| MAI Capital Management | +2,580 | +16.3% | 18,393 |
| Leonteq Securities AG | +2,000 | +33.3% | 8,000 |
| Fortitude Advisory Group L.L.C. | +1,624 | +10.9% | 16,477 |
| WEALTH ALLIANCE, LLC | +739 | +1.4% | 54,647 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | -108,032 | -17.2% | 520,486 |
| MORGAN STANLEY | -84,212 | -2.0% | 4,083,624 |
| BANK OF AMERICA CORP /DE | -76,487 | -30.0% | 178,861 |
| UBS Group AG | -33,092 | -5.2% | 606,131 |
| OSAIC HOLDINGS, INC. | -30,747 | -22.8% | 104,390 |
| Venture Visionary Partners LLC | -21,582 | -7.2% | 279,335 |
| JANE STREET GROUP, LLC | -19,509 | -61.7% | 12,120 |
| XTX Topco Ltd | -19,274 | -56.7% | 14,747 |
| WELLS FARGO & COMPANY/MN | -19,044 | -1.9% | 1,007,843 |
| RAYMOND JAMES FINANCIAL INC | -18,758 | -6.2% | 284,146 |
| Baird Financial Group, Inc. | -12,169 | -8.1% | 138,427 |
| Blue Zone Wealth Advisors, LLC | -10,406 | -6.0% | 162,935 |
| IHT Wealth Management, LLC | -9,951 | -48.8% | 10,460 |
| AMERIPRISE FINANCIAL INC | -8,895 | -22.1% | 31,296 |
| Ethos Financial Group, LLC | -8,851 | -7.4% | 111,237 |
| Pointe Capital Management LLC | -6,579 | -25.7% | 19,063 |
| Beacon Pointe Advisors, LLC | -3,180 | -14.8% | 18,257 |
| Capital Investment Advisors, LLC | -2,863 | -2.3% | 120,910 |
| Virtus Investment Advisers, LLC | -2,569 | -8.3% | 28,365 |
| FIFTH THIRD BANCORP | -2,154 | -15.3% | 11,902 |