Vault-13

BLACKROCK LTD DURATION INCOM BLW

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

72 institutional holders -1 vs Q4 2022
10,512,03910.5m shares reported held*
$137.8mreported value*
7 new 23 added 22 reduced 6 sold out net bought ≈ $2.8m (+225.2k 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 ≈ $13.11.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 71Q4 22: 73Q1 23: 7272Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202271
Q4 202273
Q1 202372

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 31 bought or addedQ4 22: 32 cut or sold outQ4 22Q1 23: 30 bought or addedQ1 23: 28 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223132
Q1 20233028

Biggest buyers

MORGAN STANLEY Added +194,565+194.6k
WELLS FARGO & COMPANY/MN Added +135,904+135.9k
Arete Wealth Advisors, LLC New +124,385+124.4k
Jefferies Financial Group Inc. New +65,675+65.7k
ROYAL BANK OF CANADA Added +39,954+40.0k
GUGGENHEIM CAPITAL LLC Added +23,451+23.5k
RAYMOND JAMES & ASSOCIATES Added +13,712+13.7k
Blue Zone Wealth Advisors, LLC Added +11,542+11.5k
Venture Visionary Partners LLC New +11,452+11.5k
Walleye Capital LLC New +10,935+10.9k

Biggest sellers

COHEN & STEERS, INC. Reduced -138,297-138.3k
UBS Group AG Reduced -137,866-137.9k
Invesco Ltd. Reduced -28,727-28.7k
Weiss Asset Management LP Sold out -18,792-18.8k
Oxbow Advisors, LLC Reduced -18,562-18.6k
BANK OF AMERICA CORP /DE/ Reduced -17,451-17.5k
MONEY CONCEPTS CAPITAL CORP Sold out -16,886-16.9k
Pointe Capital Management LLC Reduced -15,010-15.0k
Triad Investment Management Sold out -11,527-11.5k
LAZARD ASSET MANAGEMENT LLC Reduced -8,608-8.6k

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.

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 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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,147,8104.1m $54.4m $54.4m 0.01% Added +194.6k +194,565
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 756,857756.9k $9.9m $9.9m 0.00% Added +135.9k +135,904
3 Bramshill Investments, LLC 1.12% of their portfolio NAPLES, FL 711,539711.5k $9.3m $9.3m 1.12% Reduced -7.9k -7,908
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 624,709624.7k $8.2m $8.2m 0.00% Reduced -137.9k -137,866
5 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 526,896526.9k $6.9m $6.9m 0.06% Added +23.5k +23,451
6 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 371,801371.8k $4.9m $4.9m 0.01% Reduced -138.3k -138,297
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 370,626370.6k $4.9m $4.9m 0.00% Reduced -28.7k -28,727
8 Blue Zone Wealth Advisors, LLC 2.41% of their portfolio LOS ANGELES, CA 343,624343.6k $4.5m $4.5m 2.41% Added +11.5k +11,542
9 Waterfront Wealth Inc. 1.24% of their portfolio OVERLAND PARK, KS 289,955290.0k $3.8m $3.8m 1.24% Added +1.4k +1,413
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 235,575235.6k $3.1m $3.1m 0.00% Reduced -17.5k -17,451
11 Capital Investment Advisors, LLC 0.09% of their portfolio ATLANTA, GA 231,014231.0k $3.0m $3.0m 0.09% Reduced -3.5k -3,499
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 219,069219.1k $2.9m $2.9m 0.00% Added +40.0k +39,954
13 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 217,465217.5k $2.9m $2.9m 0.01% Reduced -4.8k -4,841
14 Arete Wealth Advisors, LLC 0.13% of their portfolio CHICAGO, IL 124,385124.4k $1.6m $1.6m 0.13% New
15 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 121,237121.2k $1.6m $1.6m 0.00% Reduced -2.4k -2,361
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 107,050107.0k $1.4m $1.4m 0.00% Reduced -823 -823
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,42097.4k $1.3m $1.3m 0.00% Reduced -4.2k -4,212
18 FourThought Financial Partners, LLC 0.17% of their portfolio VENICE, FL 94,45794.5k $1.2m $1.2m 0.17% Added +8.0k +7,990
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 83,93983.9k $1.1m $1.1m 0.00% Added +4.6k +4,645
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 67,66567.7k $887.0k $887.0k 0.00% Reduced -5.8k -5,850
21 Jefferies Financial Group Inc. 0.02% of their portfolio NEW YORK, NY 65,67565.7k $861.0k $861.0k 0.02% New
22 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 61,08161.1k $800.8k $800.8k 0.00% Added +13.7k +13,712
23 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 59,05059.0k $768.5k $768.5k 0.01% Added +1.2k +1,151
24 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 55,22055.2k $723.9k $723.9k 0.00% Added +2.9k +2,886
25 Greytown Advisors Inc. 0.37% of their portfolio MIAMI, FL 54,97555.0k $720.7k $720.7k 0.37% Unchanged
26 WEALTH ALLIANCE, LLC 0.10% of their portfolio MELLVILLE, NY 46,67146.7k $611.9k $611.9k 0.10% Reduced -1.5k -1,474
27 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 45,61545.6k $598.0k $598.0k 0.00% Added +2.1k +2,060
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 42,06142.1k $551.0k $551.0k 0.00% Reduced -323 -323
29 VIRTUS ADVISERS, LLC 0.20% of their portfolio HARTFORD, CT 28,00328.0k $367.1k $367.1k 0.20% Reduced -622 -622
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 27,30927.3k $358.0k $358.0k 0.00% Reduced -300 -300
31 Pointe Capital Management LLC 0.23% of their portfolio GROSSE POINTE FARMS, MI 24,81524.8k $325.3k $325.3k 0.23% Reduced -15.0k -15,010
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,85721.9k $286.5k $286.5k 0.00% Reduced -896 -896
33 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 18,02518.0k $236.3k $236.3k 0.00% Added +1.5k +1,525
34 ProVise Management Group, LLC 0.02% of their portfolio CLEARWATER, FL 17,11517.1k $224.4k $224.4k 0.02% Reduced -700 -700
35 Oxbow Advisors, LLC 0.04% of their portfolio Austin, TX 16,57816.6k $217.3k $217.3k 0.04% Reduced -18.6k -18,562
36 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 16,02016.0k $210.0k $210.0k 0.00% Added +4.8k +4,750
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,09014.1k $185.0k $185.0k 0.00% Unchanged
38 Veritable, L.P. 0.00% of their portfolio Newtown Square, PA 13,28713.3k $174.2k $174.2k 0.00% Added +287 +287
39 Carmichael Hill & Associates, Inc. 0.09% of their portfolio GAITHERSBURG, MD 12,91712.9k $169.3k $169.3k 0.09% Unchanged
40 Fortitude Advisory Group L.L.C. 0.13% of their portfolio GIG HARBOR, WA 12,32912.3k $161.6k $161.6k 0.13% Unchanged
41 Altus Wealth Group LLC 0.11% of their portfolio COLORADO SPRINGS, CO 12,00712.0k $157.4k $157.4k 0.11% Added +6 +6
42 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,66911.7k $153.0k $153.0k 0.00% Added +421 +421
43 Venture Visionary Partners LLC 0.01% of their portfolio Sylvania, OH 11,45211.5k $150.1k $150.1k 0.01% New
44 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 10,93510.9k $143.4k $143.4k 0.00% New
45 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 10,26510.3k $135.0k $135.0k 0.00% Unchanged
46 Samalin Investment Counsel, LLC 0.08% of their portfolio CHAPPAQUA, NY 10,09710.1k $132.4k $132.4k 0.08% Reduced -6.0k -5,988
47 CWM, LLC 0.00% of their portfolio OMAHA, NE 9,9509.9k $130.0k $130.0k 0.00% New
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,8275.8k $76.4k $76.4k 0.00% Reduced -3.2k -3,232
49 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 4,4744.5k $58.6k $58.6k 0.01% New
50 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,9904.0k $52.3k $52.3k 0.00% Added +1.5k +1,490
51 OPTIMUM INVESTMENT ADVISORS 0.03% of their portfolio Chicago, IL 3,7003.7k $48.5k $48.5k 0.03% Unchanged
52 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 3,5003.5k $45.9k $45.9k 0.00% Unchanged
53 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,3522.4k $30.8k $30.8k 0.00% Added +237 +237
54 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio FLINT, MI 2,0002.0k $26.2k $26.2k 0.01% Unchanged
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 $24.9k $24.9k 0.00% Unchanged
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,7081.7k $25.4k $25.4k 0.00% Added +24 +24
58 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,6181.6k $21.2k $21.2k 0.00% Unchanged
59 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 1,4101.4k $18.5k $18.5k 0.00% Unchanged
60 CITY HOLDING CO 0.00% of their portfolio CHARLESTON, WV 1,2651.3k $16.6k $16.6k 0.00% Unchanged
61 Raleigh Capital Management Inc. 0.00% of their portfolio CARY, NC 760760 $10.0k $10.0k 0.00% Unchanged
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 666666 $8.7k $8.7k 0.00% New
63 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 500500 $6.6k $6.6k 0.00% Unchanged
64 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 500500 $6.6k $6.6k 0.00% Unchanged
65 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 500500 $6.6k $6.6k 0.00% Unchanged
66 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 478478 $6.3k $6.3k 0.00% Added +10 +10
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 388388 $5.0k $5.0k 0.00% Added +245 +245
68 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 171171 $2.2k $2.2k 0.00% Unchanged
69 WR Wealth Planners, LLC 0.00% of their portfolio COLUMBIA, MO 151151 $2.0k $2.0k 0.00% Added +4 +4
70 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 120120 $1.6k $1.6k 0.00% Unchanged
71 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 11 $0 $0 0.00% Reduced -8.6k -8,608
72 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged