BLACKROCK LTD DURATION INCOM BLW
COM SHS · Closed-End Fund · CUSIP 09249W101 · ISIN US09249W1018
* 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 ≈ $13.11.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 71 |
| Q4 2022 | 73 |
| Q1 2023 | 72 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 31 | 32 |
| Q1 2023 | 30 | 28 |
Biggest buyers
| MORGAN STANLEY | Added | +194.6k |
| WELLS FARGO & COMPANY/MN | Added | +135.9k |
| Arete Wealth Advisors, LLC | New | +124.4k |
| Jefferies Financial Group Inc. | New | +65.7k |
| ROYAL BANK OF CANADA | Added | +40.0k |
| GUGGENHEIM CAPITAL LLC | Added | +23.5k |
| RAYMOND JAMES & ASSOCIATES | Added | +13.7k |
| Blue Zone Wealth Advisors, LLC | Added | +11.5k |
| Venture Visionary Partners LLC | New | +11.5k |
| Walleye Capital LLC | New | +10.9k |
Biggest sellers
| COHEN & STEERS, INC. | Reduced | -138.3k |
| UBS Group AG | Reduced | -137.9k |
| Invesco Ltd. | Reduced | -28.7k |
| Weiss Asset Management LP | Sold out | -18.8k |
| Oxbow Advisors, LLC | Reduced | -18.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -17.5k |
| MONEY CONCEPTS CAPITAL CORP | Sold out | -16.9k |
| Pointe Capital Management LLC | Reduced | -15.0k |
| Triad Investment Management | Sold out | -11.5k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -8.6k |
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.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution filed 2026-05-11 | 10.7% |
Insider purchases and sales in Q1 2023
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 Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.01% of their portfolio | 4.1m $54.4m | Added +194.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 756.9k $9.9m | Added +135.9k |
| Bramshill Investments, LLC 1.12% of their portfolio | 711.5k $9.3m | Reduced -7.9k |
| UBS Group AG 0.00% of their portfolio | 624.7k $8.2m | Reduced -137.9k |
| GUGGENHEIM CAPITAL LLC 0.06% of their portfolio | 526.9k $6.9m | Added +23.5k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 371.8k $4.9m | Reduced -138.3k |
| Invesco Ltd. 0.00% of their portfolio | 370.6k $4.9m | Reduced -28.7k |
| Blue Zone Wealth Advisors, LLC 2.41% of their portfolio | 343.6k $4.5m | Added +11.5k |
| Waterfront Wealth Inc. 1.24% of their portfolio | 290.0k $3.8m | Added +1.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 235.6k $3.1m | Reduced -17.5k |
| Capital Investment Advisors, LLC 0.09% of their portfolio | 231.0k $3.0m | Reduced -3.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 219.1k $2.9m | Added +40.0k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 217.5k $2.9m | Reduced -4.8k |
| Arete Wealth Advisors, LLC 0.13% of their portfolio | 124.4k $1.6m | New |
| Fiera Capital Corp 0.00% of their portfolio | 121.2k $1.6m | Reduced -2.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 107.0k $1.4m | Reduced -823 |
| LPL Financial LLC 0.00% of their portfolio | 97.4k $1.3m | Reduced -4.2k |
| FourThought Financial Partners, LLC 0.17% of their portfolio | 94.5k $1.2m | Added +8.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 83.9k $1.1m | Added +4.6k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 67.7k $887.0k | Reduced -5.8k |
| Jefferies Financial Group Inc. 0.02% of their portfolio | 65.7k $861.0k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 61.1k $800.8k | Added +13.7k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 59.0k $768.5k | Added +1.2k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 55.2k $723.9k | Added +2.9k |
| Greytown Advisors Inc. 0.37% of their portfolio | 55.0k $720.7k | Unchanged |
| WEALTH ALLIANCE, LLC 0.10% of their portfolio | 46.7k $611.9k | Reduced -1.5k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 45.6k $598.0k | Added +2.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 42.1k $551.0k | Reduced -323 |
| VIRTUS ADVISERS, LLC 0.20% of their portfolio | 28.0k $367.1k | Reduced -622 |
| Cetera Investment Advisers 0.00% of their portfolio | 27.3k $358.0k | Reduced -300 |
| Pointe Capital Management LLC 0.23% of their portfolio | 24.8k $325.3k | Reduced -15.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 21.9k $286.5k | Reduced -896 |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 18.0k $236.3k | Added +1.5k |
| ProVise Management Group, LLC 0.02% of their portfolio | 17.1k $224.4k | Reduced -700 |
| Oxbow Advisors, LLC 0.04% of their portfolio | 16.6k $217.3k | Reduced -18.6k |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 16.0k $210.0k | Added +4.8k |
| HighTower Advisors, LLC 0.00% of their portfolio | 14.1k $185.0k | Unchanged |
| Veritable, L.P. 0.00% of their portfolio | 13.3k $174.2k | Added +287 |
| Carmichael Hill & Associates, Inc. 0.09% of their portfolio | 12.9k $169.3k | Unchanged |
| Fortitude Advisory Group L.L.C. 0.13% of their portfolio | 12.3k $161.6k | Unchanged |
| Altus Wealth Group LLC 0.11% of their portfolio | 12.0k $157.4k | Added +6 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 11.7k $153.0k | Added +421 |
| Venture Visionary Partners LLC 0.01% of their portfolio | 11.5k $150.1k | New |
| Walleye Capital LLC 0.00% of their portfolio | 10.9k $143.4k | New |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 10.3k $135.0k | Unchanged |
| Samalin Investment Counsel, LLC 0.08% of their portfolio | 10.1k $132.4k | Reduced -6.0k |
| CWM, LLC 0.00% of their portfolio | 9.9k $130.0k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 5.8k $76.4k | Reduced -3.2k |
| GPS Wealth Strategies Group, LLC 0.01% of their portfolio | 4.5k $58.6k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4.0k $52.3k | Added +1.5k |
| OPTIMUM INVESTMENT ADVISORS 0.03% of their portfolio | 3.7k $48.5k | Unchanged |
| HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio | 3.5k $45.9k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 2.4k $30.8k | Added +237 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio | 2.0k $26.2k | Unchanged |
| Bartlett & Co. LLC 0.00% of their portfolio | 1.9k $25.0k | Unchanged |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 1.9k $24.9k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 1.7k $25.4k | Added +24 |
| Bogart Wealth, LLC 0.00% of their portfolio | 1.6k $21.2k | Unchanged |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 1.4k $18.5k | Unchanged |
| CITY HOLDING CO 0.00% of their portfolio | 1.3k $16.6k | Unchanged |
| Raleigh Capital Management Inc. 0.00% of their portfolio | 760 $10.0k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 666 $8.7k | New |
| North Star Investment Management Corp. 0.00% of their portfolio | 500 $6.6k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 500 $6.6k | Unchanged |
| Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio | 500 $6.6k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 478 $6.3k | Added +10 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 388 $5.0k | Added +245 |
| HOEY INVESTMENTS, INC 0.00% of their portfolio | 171 $2.2k | Unchanged |
| WR Wealth Planners, LLC 0.00% of their portfolio | 151 $2.0k | Added +4 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 120 $1.6k | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 1 $0 | Reduced -8.6k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |