Vault-13

BLACKROCK LTD DURATION INCOM BLW

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

72 institutional holders +0 vs Q1 2023
10,932,94010.9m shares reported held*
$141.0mreported value*
5 new 24 added 20 reduced 6 sold out net bought ≈ $5.3m (+401.4k 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 ≈ $12.89.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 71Q4 22: 73Q1 23: 72Q2 23: 7272Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202271
Q4 202273
Q1 202372
Q2 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 23Q2 23: 29 bought or addedQ2 23: 26 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223132
Q1 20233028
Q2 20232926

Biggest buyers

WELLS FARGO & COMPANY/MN Added +123,732+123.7k
Shaker Financial Services, LLC New +120,680+120.7k
GUGGENHEIM CAPITAL LLC Added +42,113+42.1k
BANK OF AMERICA CORP /DE/ Added +38,650+38.6k
Kestra Advisory Services, LLC New +33,023+33.0k
Blue Zone Wealth Advisors, LLC Added +32,996+33.0k
MORGAN STANLEY Added +29,427+29.4k
Jefferies Financial Group Inc. Added +27,177+27.2k
Cetera Advisor Networks LLC Added +13,031+13.0k
Arete Wealth Advisors, LLC Added +11,256+11.3k

Biggest sellers

Invesco Ltd. Reduced -36,162-36.2k
Walleye Capital LLC Sold out -10,935-10.9k
UBS Group AG Reduced -7,044-7.0k
RAYMOND JAMES & ASSOCIATES Reduced -6,886-6.9k
Raymond James Financial Services Advisors, Inc. Reduced -6,365-6.4k
ROYAL BANK OF CANADA Reduced -5,925-5.9k
Capital Investment Advisors, LLC Reduced -4,604-4.6k
VIRTUS ADVISERS, LLC Reduced -4,095-4.1k
FourThought Financial Partners, LLC Reduced -4,019-4.0k
GPS Wealth Strategies Group, LLC Reduced -2,974-3.0k

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 Q2 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 Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,177,2374.2m $53.8m $53.8m 0.01% Added +29.4k +29,427
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 880,589880.6k $11.3m $11.3m 0.00% Added +123.7k +123,732
3 Bramshill Investments, LLC 0.83% of their portfolio NAPLES, FL 708,985709.0k $9.1m $9.1m 0.83% Reduced -2.6k -2,554
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 617,665617.7k $8.0m $8.0m 0.00% Reduced -7.0k -7,044
5 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 569,009569.0k $7.3m $7.3m 0.06% Added +42.1k +42,113
6 Blue Zone Wealth Advisors, LLC 2.24% of their portfolio LOS ANGELES, CA 376,620376.6k $4.9m $4.9m 2.24% Added +33.0k +32,996
7 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 371,801371.8k $4.8m $4.8m 0.01% Unchanged
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 334,464334.5k $4.3m $4.3m 0.00% Reduced -36.2k -36,162
9 Waterfront Wealth Inc. 1.15% of their portfolio OVERLAND PARK, KS 297,311297.3k $3.9m $3.9m 1.15% Added +7.4k +7,356
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 274,225274.2k $3.5m $3.5m 0.00% Added +38.6k +38,650
11 Capital Investment Advisors, LLC 0.09% of their portfolio ATLANTA, GA 226,410226.4k $2.9m $2.9m 0.09% Reduced -4.6k -4,604
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 213,144213.1k $2.7m $2.7m 0.00% Reduced -5.9k -5,925
13 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 211,100211.1k $2.7m $2.7m 0.00% Reduced -6.4k -6,365
14 Arete Wealth Advisors, LLC 0.15% of their portfolio CHICAGO, IL 135,641135.6k $1.7m $1.7m 0.15% Added +11.3k +11,256
15 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 121,237121.2k $1.6m $1.6m 0.00% Unchanged
16 Shaker Financial Services, LLC 0.68% of their portfolio Arlington, VA 120,680120.7k $1.6m $1.6m 0.68% New
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 105,070105.1k $1.4m $1.4m 0.00% Reduced -2.0k -1,980
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 102,873102.9k $1.3m $1.3m 0.00% Added +5.5k +5,453
19 Jefferies Financial Group Inc. 0.03% of their portfolio NEW YORK, NY 92,85292.9k $1.2m $1.2m 0.03% Added +27.2k +27,177
20 FourThought Financial Partners, LLC 0.15% of their portfolio VENICE, FL 90,43890.4k $1.2m $1.2m 0.15% Reduced -4.0k -4,019
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 84,37184.4k $1.1m $1.1m 0.00% Added +432 +432
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 77,01377.0k $992.0k $992.0k 0.00% Added +9.3k +9,348
23 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 60,02460.0k $773.1k $773.1k 0.01% Added +974 +974
24 Greytown Advisors Inc. 0.39% of their portfolio MIAMI, FL 54,97555.0k $708.1k $708.1k 0.39% Unchanged
25 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 54,19554.2k $698.0k $698.0k 0.00% Reduced -6.9k -6,886
26 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 53,88553.9k $694.0k $694.0k 0.00% Reduced -1.3k -1,335
27 WEALTH ALLIANCE, LLC 0.10% of their portfolio MELLVILLE, NY 51,20051.2k $659.5k $659.5k 0.10% Added +4.5k +4,529
28 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 45,61545.6k $588.0k $588.0k 0.00% Unchanged
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 42,16242.2k $543.0k $543.0k 0.00% Added +101 +101
30 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 33,02333.0k $425.3k $425.3k 0.00% New
31 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 31,05631.1k $400.0k $400.0k 0.00% Added +13.0k +13,031
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,84726.8k $345.8k $345.8k 0.00% Reduced -462 -462
33 Pointe Capital Management LLC 0.24% of their portfolio GROSSE POINTE FARMS, MI 24,66524.7k $317.7k $317.7k 0.24% Reduced -150 -150
34 VIRTUS ADVISERS, LLC 0.18% of their portfolio HARTFORD, CT 23,90823.9k $307.9k $307.9k 0.18% Reduced -4.1k -4,095
35 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,29521.3k $274.3k $274.3k 0.00% Reduced -562 -562
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,49219.5k $251.1k $251.1k 0.00% First filing
37 Oxbow Advisors, LLC 0.04% of their portfolio Austin, TX 17,53317.5k $225.8k $225.8k 0.04% Added +955 +955
38 ProVise Management Group, LLC 0.02% of their portfolio CLEARWATER, FL 17,11517.1k $220.4k $220.4k 0.02% Unchanged
39 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 16,02016.0k $206.3k $206.3k 0.00% Unchanged
40 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,21514.2k $183.0k $183.0k 0.00% Added +125 +125
41 Veritable, L.P. 0.00% of their portfolio Newtown Square, PA 13,48613.5k $173.7k $173.7k 0.00% Added +199 +199
42 Carmichael Hill & Associates, Inc. 0.08% of their portfolio GAITHERSBURG, MD 12,91712.9k $166.4k $166.4k 0.08% Unchanged
43 Fortitude Advisory Group L.L.C. 0.12% of their portfolio GIG HARBOR, WA 12,32912.3k $158.8k $158.8k 0.12% Unchanged
44 Altus Wealth Group LLC 0.09% of their portfolio COLORADO SPRINGS, CO 11,96812.0k $154.1k $154.1k 0.09% Reduced -39 -39
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,69311.7k $151.0k $151.0k 0.00% Added +24 +24
46 Venture Visionary Partners LLC 0.01% of their portfolio Sylvania, OH 11,51211.5k $148.3k $148.3k 0.01% Added +60 +60
47 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 10,26510.3k $132.0k $132.0k 0.00% Unchanged
48 Samalin Investment Counsel, LLC 0.07% of their portfolio CHAPPAQUA, NY 10,07010.1k $129.7k $129.7k 0.07% Reduced -27 -27
49 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 8,4508.4k $108.8k $108.8k 0.00% New
50 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,5117.5k $97.0k $97.0k 0.00% Reduced -2.4k -2,439
51 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,1224.1k $57.2k $57.2k 0.00% Added +2.4k +2,414
52 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,9904.0k $51.4k $51.4k 0.00% Unchanged
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,6883.7k $47.5k $47.5k 0.00% Reduced -2.1k -2,139
54 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 3,5003.5k $45.1k $45.1k 0.00% Unchanged
55 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 3,4923.5k $45.0k $45.0k 0.00% New
56 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.02% of their portfolio FLINT, MI 3,3003.3k $42.5k $42.5k 0.02% Added +1.3k +1,300
57 Bartlett & Co. LLC 0.00% of their portfolio CINCINNATI, OH 1,9001.9k $24.0k $24.0k 0.00% Unchanged
58 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 1,9001.9k $24.5k $24.5k 0.00% Unchanged
59 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,6181.6k $20.8k $20.8k 0.00% Unchanged
60 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 1,5001.5k $19.3k $19.3k 0.00% Reduced -3.0k -2,974
61 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 1,4101.4k $18.2k $18.2k 0.00% Unchanged
62 OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio Chicago, IL 1,0001.0k $12.9k $12.9k 0.01% Reduced -2.7k -2,700
63 Raleigh Capital Management Inc. 0.00% of their portfolio CARY, NC 760760 $9.8k $9.8k 0.00% Unchanged
64 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 615615 $7.9k $7.9k 0.00% New
65 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 500500 $6.4k $6.4k 0.00% Unchanged
66 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 500500 $6.4k $6.4k 0.00% Unchanged
67 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 500500 $6.4k $6.4k 0.00% Unchanged
68 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 489489 $6.3k $6.3k 0.00% Added +11 +11
69 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 171171 $2.2k $2.2k 0.00% Unchanged
70 WR Wealth Planners, LLC 0.00% of their portfolio COLUMBIA, MO 154154 $2.0k $2.0k 0.00% Added +3 +3
71 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 120120 $1.5k $1.5k 0.00% Unchanged
72 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged