Vault-13

BLACKROCK LTD DURATION INCOM BLW

COM SHS · Closed-End Fund · CUSIP 09249W101 · ISIN US09249W1018

73 institutional holders +2 vs Q3 2022
10,338,69110.3m shares reported held*
$135.4mreported value*
12 new 19 added 25 reduced 7 sold out net bought ≈ $1.0m (+77.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.09.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 71Q4 22: 7373Q3 22Q4 22
Numbers
QuarterHolders
Q3 202271
Q4 202273

Biggest buyers

MORGAN STANLEY Added +318,333+318.3k
Bramshill Investments, LLC Added +191,504+191.5k
GUGGENHEIM CAPITAL LLC Added +71,538+71.5k
WELLS FARGO & COMPANY/MN Added +70,480+70.5k
Waterfront Wealth Inc. Added +23,691+23.7k
WEALTH ALLIANCE, LLC Added +20,754+20.8k
Weiss Asset Management LP New +18,792+18.8k
MONEY CONCEPTS CAPITAL CORP New +16,886+16.9k
Cetera Advisor Networks LLC New +16,500+16.5k
Samalin Investment Counsel, LLC New +16,085+16.1k

Biggest sellers

COHEN & STEERS, INC. Reduced -161,682-161.7k
Arete Wealth Advisors, LLC Sold out -124,278-124.3k
UBS Group AG Reduced -89,778-89.8k
Oxbow Advisors, LLC Reduced -73,120-73.1k
Invesco Ltd. Reduced -69,985-70.0k
Advisors Asset Management, Inc. Sold out -42,897-42.9k
BANK OF AMERICA CORP /DE/ Reduced -39,781-39.8k
OSAIC HOLDINGS, INC. Reduced -22,314-22.3k
Raymond James Financial Services Advisors, Inc. Reduced -21,887-21.9k
Atria Wealth Solutions, Inc. Reduced -16,165-16.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution filed 2026-05-11 10.7% 4.2m≈ $52.1m 2026-05-11

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,953,2454.0m $51.7m $51.7m 0.01% Added +318.3k +318,333
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 762,575762.6k $10.0m $10.0m 0.00% Reduced -89.8k -89,778
3 Bramshill Investments, LLC 1.10% of their portfolio NAPLES, FL 719,447719.4k $9.4m $9.4m 1.10% Added +191.5k +191,504
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 620,953621.0k $8.1m $8.1m 0.00% Added +70.5k +70,480
5 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 510,098510.1k $6.7m $6.7m 0.01% Reduced -161.7k -161,682
6 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 503,445503.4k $6.6m $6.6m 0.06% Added +71.5k +71,538
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 399,353399.4k $5.2m $5.2m 0.00% Reduced -70.0k -69,985
8 Blue Zone Wealth Advisors, LLC 2.32% of their portfolio LOS ANGELES, CA 332,082332.1k $4.3m $4.3m 2.32% Added +3.3k +3,278
9 Waterfront Wealth Inc. 1.35% of their portfolio OVERLAND PARK, KS 288,542288.5k $3.9m $3.9m 1.35% Added +23.7k +23,691
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 253,026253.0k $3.3m $3.3m 0.00% Reduced -39.8k -39,781
11 Capital Investment Advisors, LLC 0.09% of their portfolio ATLANTA, GA 234,513234.5k $3.1m $3.1m 0.09% Reduced -12.8k -12,767
12 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 222,306222.3k $2.9m $2.9m 0.01% Reduced -21.9k -21,887
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 179,115179.1k $2.3m $2.3m 0.00% Added +6.0k +6,035
14 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 123,598123.6k $1.6m $1.6m 0.01% Added +6.7k +6,651
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 107,873107.9k $1.4m $1.4m 0.00% Reduced -22.3k -22,314
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 101,632101.6k $1.3m $1.3m 0.00% Added +3.7k +3,679
17 FourThought Financial Partners, LLC 0.16% of their portfolio VENICE, FL 86,46786.5k $1.1m $1.1m 0.16% First filing
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 79,29479.3k $1.0m $1.0m 0.00% Added +2.7k +2,688
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 73,51573.5k $961.0k $961.0k 0.00% Added +8.4k +8,416
20 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 57,89957.9k $726.8k $726.8k 0.02% Reduced -1.5k -1,542
21 Greytown Advisors Inc. 0.39% of their portfolio MIAMI, FL 54,97555.0k $718.5k $718.5k 0.39% Reduced -654 -654
22 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 52,33452.3k $684.0k $684.0k 0.00% Reduced -15.6k -15,649
23 Capital Financial Services, LLC 0.91% of their portfolio CLIFTON PARK, NY 50,58350.6k $661.1k $661.1k 0.91% Reduced -500 -500
24 WEALTH ALLIANCE, LLC 0.11% of their portfolio MELLVILLE, NY 48,14548.1k $629.3k $629.3k 0.11% Added +20.8k +20,754
25 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 47,36947.4k $619.1k $619.1k 0.00% Added +548 +548
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 43,55543.6k $569.0k $569.0k 0.00% Reduced -250 -250
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 42,38442.4k $553.0k $553.0k 0.00% Reduced -3.4k -3,418
28 Pointe Capital Management LLC 0.40% of their portfolio GROSSE POINTE FARMS, MI 39,82539.8k $521.0k $521.0k 0.40% Reduced -2.9k -2,925
29 Oxbow Advisors, LLC 0.09% of their portfolio Austin, TX 35,14035.1k $459.3k $459.3k 0.09% Reduced -73.1k -73,120
30 VIRTUS ADVISERS, LLC 0.20% of their portfolio HARTFORD, CT 28,62528.6k $374.1k $374.1k 0.20% Reduced -4.0k -4,040
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 27,60927.6k $360.8k $360.8k 0.00% Added +4.7k +4,667
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,75322.8k $297.4k $297.4k 0.00% Reduced -1.0k -1,009
33 Weiss Asset Management LP 0.01% of their portfolio BOSTON, MA 18,79218.8k $245.6k $245.6k 0.01% New
34 ProVise Management Group, LLC 0.02% of their portfolio CLEARWATER, FL 17,81517.8k $232.8k $232.8k 0.02% Reduced -4.6k -4,636
35 MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio PALM BEACH GARDENS, FL 16,88616.9k $220.7k $220.7k 0.01% New
36 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 16,50016.5k $215.7k $215.7k 0.00% New
37 Samalin Investment Counsel, LLC 0.13% of their portfolio CHAPPAQUA, NY 16,08516.1k $210.2k $210.2k 0.13% New
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,09014.1k $184.0k $184.0k 0.00% Reduced -356 -356
39 Veritable, L.P. 0.00% of their portfolio Newtown Square, PA 13,00013.0k $169.9k $169.9k 0.00% New
40 Carmichael Hill & Associates, Inc. 0.09% of their portfolio GAITHERSBURG, MD 12,91712.9k $168.8k $168.8k 0.09% Added +1.3k +1,270
41 Fortitude Advisory Group L.L.C. 0.14% of their portfolio GIG HARBOR, WA 12,32912.3k $161.1k $161.1k 0.14% Unchanged
42 Altus Wealth Group LLC 0.12% of their portfolio COLORADO SPRINGS, CO 12,00112.0k $156.8k $156.8k 0.12% Reduced -1.5k -1,532
43 Triad Investment Management 0.24% of their portfolio NEWPORT BEACH, CA 11,52711.5k $150.7k $150.7k 0.24% Unchanged
44 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 11,27011.3k $147.3k $147.3k 0.00% Reduced -16.2k -16,165
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,24811.2k $147.0k $147.0k 0.00% Reduced -9.1k -9,072
46 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 10,26510.3k $134.0k $134.0k 0.00% Reduced -2.6k -2,647
47 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,0599.1k $118.4k $118.4k 0.00% Unchanged
48 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 8,6098.6k $112.0k $112.0k 0.00% Unchanged
49 OPTIMUM INVESTMENT ADVISORS 0.03% of their portfolio Chicago, IL 3,7003.7k $48.4k $48.4k 0.03% Unchanged
50 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 3,5003.5k $45.7k $45.7k 0.01% New
51 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,5002.5k $32.7k $32.7k 0.00% Unchanged
52 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 2,1312.1k $27.9k $27.9k 0.01% New
53 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,1152.1k $27.6k $27.6k 0.00% New
54 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio FLINT, MI 2,0002.0k $26.1k $26.1k 0.01% New
55 Bartlett & Co. LLC 0.00% of their portfolio CINCINNATI, OH 1,9001.9k $25.0k $25.0k 0.00% Unchanged
56 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 1,9001.9k $24.8k $24.8k 0.00% Unchanged
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6841.7k $25.0k $25.0k 0.00% Reduced -2.0k -2,019
58 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,6181.6k $21.1k $21.1k 0.00% Unchanged
59 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,5001.5k $19.6k $19.6k 0.00% New
60 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 1,4101.4k $18.4k $18.4k 0.00% Unchanged
61 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,3001.3k $17.0k $17.0k 0.00% New
62 CITY HOLDING CO 0.00% of their portfolio CHARLESTON, WV 1,2651.3k $16.5k $16.5k 0.00% Unchanged
63 ROMANO BROTHERS AND COMPANY 0.00% of their portfolio EVANSTON, IL 800800 $10.5k $10.5k 0.00% New
64 Raleigh Capital Management Inc. 0.01% of their portfolio CARY, NC 760760 $9.9k $9.9k 0.01% Added +100 +100
65 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 500500 $6.5k $6.5k 0.00% Unchanged
66 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 500500 $6.5k $6.5k 0.00% Unchanged
67 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 500500 $6.5k $6.5k 0.00% Unchanged
68 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 468468 $6.1k $6.1k 0.00% Added +11 +11
69 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 171171 $2.2k $2.2k 0.00% Reduced -1.2k -1,176
70 WR Wealth Planners, LLC 0.00% of their portfolio COLUMBIA, MO 147147 $1.9k $1.9k 0.00% Added +3 +3
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 143143 $2.0k $2.0k 0.00% Added +89 +89
72 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 120120 $1.6k $1.6k 0.00% Unchanged
73 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged