Vault-13

BLACKROCK LTD DURATION INCOM BLW

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

81 institutional holders -4 vs Q3 2025
11,642,96611.6m shares reported held*
$160.0mreported value*
9 new 28 added 25 reduced 14 sold out net sold ≈ $2.1m (-278.4k 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 ≈ $13.74.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 73Q1 23: 72Q2 23: 72Q3 23: 75Q4 23: 87Q1 24: 81Q2 24: 80Q3 24: 78Q4 24: 77Q1 25: 78Q2 25: 78Q3 25: 85Q4 25: 8181Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202271
Q4 202273
Q1 202372
Q2 202372
Q3 202375
Q4 202387
Q1 202481
Q2 202480
Q3 202478
Q4 202477
Q1 202578
Q2 202578
Q3 202585
Q4 202581

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 24: 33 bought or addedQ1 24: 39 cut or sold outQ2 24: 30 bought or addedQ2 24: 36 cut or sold outQ2 24Q3 24: 34 bought or addedQ3 24: 30 cut or sold outQ4 24: 33 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 19 cut or sold outQ2 25: 33 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 31 cut or sold outQ4 25: 37 bought or addedQ4 25: 39 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243339
Q2 20243036
Q3 20243430
Q4 20243327
Q1 20254019
Q2 20253324
Q3 20254531
Q4 20253739

Biggest buyers

Lido Advisors, LLC New +69,578+69.6k
MORGAN STANLEY Added +55,856+55.9k
UBS Group AG Added +48,276+48.3k
Integrated Wealth Concepts LLC New +40,451+40.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +36,255+36.3k
Fiera Capital Corp Added +34,480+34.5k
RAYMOND JAMES FINANCIAL INC Added +33,876+33.9k
Venture Visionary Partners LLC Added +25,530+25.5k
WOLVERINE ASSET MANAGEMENT LLC New +24,634+24.6k
JANE STREET GROUP, LLC New +24,350+24.4k

Biggest sellers

GraniteShares Advisors LLC Sold out -217,573-217.6k
Gridiron Partners, LLC Sold out -128,005-128.0k
GUGGENHEIM CAPITAL LLC Reduced -81,951-82.0k
OBSIDIAN CIO, LLC Sold out -71,928-71.9k
Blue Zone Wealth Advisors, LLC Reduced -60,492-60.5k
WELLS FARGO & COMPANY/MN Reduced -22,555-22.6k
Consolidated Portfolio Review Corp Sold out -21,764-21.8k
Invesco Ltd. Reduced -18,763-18.8k
CURA WEALTH ADVISORS, LLC Sold out -17,208-17.2k
NewEdge Wealth, LLC Reduced -17,024-17.0k

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 Q4 2025

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 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,593,2294.6m $63.1m $63.1m 0.00% Added +55.9k +55,856
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 981,696981.7k $13.5m $13.5m 0.00% Reduced -22.6k -22,555
3 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 715,193715.2k $9.8m $9.8m 0.07% Reduced -82.0k -81,951
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 697,442697.4k $9.6m $9.6m 0.00% Added +48.3k +48,276
5 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 371,801371.8k $5.1m $5.1m 0.01% Unchanged
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 318,678318.7k $4.4m $4.4m 0.00% Reduced -18.8k -18,763
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 308,204308.2k $4.2m $4.2m 0.00% Added +7.1k +7,114
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 283,719283.7k $3.9m $3.9m 0.00% Added +33.9k +33,876
9 Blue Zone Wealth Advisors, LLC 0.72% of their portfolio LOS ANGELES, CA 272,696272.7k $3.7m $3.7m 0.72% Reduced -60.5k -60,492
10 Venture Visionary Partners LLC 0.12% of their portfolio Sylvania, OH 267,792267.8k $3.7m $3.7m 0.12% Added +25.5k +25,530
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 175,971176.0k $2.4m $2.4m 0.00% Added +16.5k +16,523
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 161,738161.7k $2.2m $2.2m 0.00% Reduced -3.6k -3,640
13 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 158,067158.1k $2.2m $2.2m 0.03% Reduced -4.7k -4,654
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 157,180157.2k $2.2m $2.2m 0.00% Added +4.2k +4,210
15 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 153,453153.5k $2.1m $2.1m 0.01% Added +34.5k +34,480
16 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 141,599141.6k $1.9m $1.9m 0.03% Reduced -6.4k -6,411
17 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 138,730138.7k $1.9m $1.9m 0.00% Added +342 +342
18 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 134,425134.4k $1.8m $1.8m 0.00% Added +7.5k +7,537
19 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 129,524129.5k $1.8m $1.8m 0.01% Reduced -4.7k -4,662
20 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 124,574124.6k $1.7m $1.7m 0.02% Reduced -17.0k -17,024
21 Ethos Financial Group, LLC 0.12% of their portfolio KING OF PRUSSIA, PA 120,088120.1k $1.7m $1.7m 0.12% Reduced -12.6k -12,562
22 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 78,99079.0k $1.1m $1.1m 0.08% Added +4.1k +4,099
23 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 69,57869.6k $956.0k $956.0k 0.00% New
24 Verity Asset Management, Inc. 0.35% of their portfolio DURHAM, NC 58,84658.8k $808.5k $808.5k 0.35% Added +3.2k +3,165
25 Peregrine Asset Advisers, Inc. 0.23% of their portfolio Portland, OR 58,52058.5k $804.1k $804.1k 0.23% Reduced -413 -413
26 Smith Asset Management Co., LLC 0.62% of their portfolio Chiefland, FL 54,49454.5k $748.7k $748.7k 0.62% Added +1.0k +1,003
27 WEALTH ALLIANCE, LLC 0.07% of their portfolio MELLVILLE, NY 51,85851.9k $712.5k $712.5k 0.07% Reduced -3.6k -3,624
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,69351.7k $710.3k $710.3k 0.00% Reduced -16.4k -16,373
29 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 46,75546.8k $642.4k $642.4k 0.00% Reduced -150 -150
30 COMERICA BANK 0.00% of their portfolio DALLAS, TX 42,67942.7k $586.4k $586.4k 0.00% Reduced -3.5k -3,527
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 40,84540.8k $561.0k $561.0k 0.00% Added +2.2k +2,169
32 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 40,45140.5k $555.8k $555.8k 0.01% New
33 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 37,91537.9k $520.9k $520.9k 0.00% Added +15.1k +15,125
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,25536.3k $498.1k $498.1k 0.00% New
35 Virtus Investment Advisers, LLC 0.13% of their portfolio HARTFORD, CT 35,87635.9k $492.9k $492.9k 0.13% Reduced -15.0k -15,030
36 SHUFRO ROSE & CO LLC 0.03% of their portfolio NEW YORK, NY 34,15034.1k $469.2k $469.2k 0.03% Added +8.2k +8,250
37 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 32,70432.7k $449.4k $449.4k 0.00% Added +24.3k +24,338
38 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,14530.1k $414.0k $414.0k 0.00% Reduced -7.4k -7,358
39 Jackson Hole Capital Partners, LLC 0.07% of their portfolio TULSA, OK 27,68827.7k $380.4k $380.4k 0.07% Added +2.4k +2,421
40 ORLEANS CAPITAL MANAGEMENT CORP/LA 0.23% of their portfolio MANDEVILLE, LA 27,30027.3k $375.1k $375.1k 0.23% Reduced -200 -200
41 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 27,10227.1k $372.4k $372.4k 0.00% Reduced -1.0k -1,006
42 Pointe Capital Management LLC 0.18% of their portfolio GROSSE POINTE FARMS, MI 25,76525.8k $354.0k $354.0k 0.18% Unchanged
43 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 24,63424.6k $338.5k $338.5k 0.00% New
44 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,35024.4k $334.6k $334.6k 0.00% New
45 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 21,43721.4k $294.6k $294.6k 0.00% Reduced -4.0k -4,035
46 BTG Pactual Asset Management US LLC 0.03% of their portfolio NEW YORK, NY 20,57820.6k $291.8k $291.8k 0.03% Unchanged
47 Waterfront Wealth Inc. 0.05% of their portfolio OVERLAND PARK, KS 20,29520.3k $279.6k $279.6k 0.05% Reduced -1.2k -1,227
48 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 16,36616.4k $224.9k $224.9k 0.01% Added +2.5k +2,542
49 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,26916.3k $223.5k $223.5k 0.00% Added +307 +307
50 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 15,69315.7k $215.6k $215.6k 0.00% Added +111 +111
51 Annex Advisory Services, LLC 0.00% of their portfolio BROOKFIELD, WI 15,40715.4k $211.7k $211.7k 0.00% Unchanged
52 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 15,28115.3k $210.1k $210.1k 0.00% Added +110 +110
53 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 14,89114.9k $204.6k $204.6k 0.01% Added +505 +505
54 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 14,87514.9k $204.4k $204.4k 0.00% Added +355 +355
55 Fortitude Advisory Group L.L.C. 0.09% of their portfolio GIG HARBOR, WA 14,85314.9k $204.1k $204.1k 0.09% Unchanged
56 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 13,03913.0k $179.2k $179.2k 0.00% Added +177 +177
57 DELTA FINANCIAL ADVISORS LLC 0.05% of their portfolio Metairie, LA 12,70012.7k $174.5k $174.5k 0.05% New
58 ProVise Management Group, LLC 0.01% of their portfolio CLEARWATER, FL 12,66812.7k $174.1k $174.1k 0.01% Reduced -1.1k -1,150
59 Samalin Investment Counsel, LLC 0.06% of their portfolio CHAPPAQUA, NY 12,17012.2k $167.2k $167.2k 0.06% Added +7 +7
60 Walsh & Associates, LLC 0.15% of their portfolio SARASOTA, FL 11,00011.0k $151.1k $151.1k 0.15% First filing
61 MAIMON WEALTH MANAGEMENT LTD. 0.13% of their portfolio RA'ANANA, L3 10,00010.0k $137.4k $137.4k 0.13% First filing
62 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 3,5003.5k $48.1k $48.1k 0.00% Unchanged
63 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,5442.5k $35.0k $35.0k 0.00% Added +54 +54
64 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,1462.1k $29.5k $29.5k 0.00% Added +826 +826
65 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 1,9001.9k $26.1k $26.1k 0.00% Unchanged
66 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,6181.6k $22.2k $22.2k 0.00% Unchanged
67 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5261.5k $21.0k $21.0k 0.00% Reduced -100 -100
68 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 1,3501.4k $18.5k $18.5k 0.00% Unchanged
69 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,3091.3k $18.0k $18.0k 0.00% Unchanged
70 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,3001.3k $17.9k $17.9k 0.00% Reduced -1.1k -1,076
71 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 848848 $11.7k $11.7k 0.00% Unchanged
72 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 714714 $9.8k $9.8k 0.00% New
73 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 553553 $7.6k $7.6k 0.00% Reduced -342 -342
74 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 500500 $6.9k $6.9k 0.00% Unchanged
75 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 500500 $6.9k $6.9k 0.00% Unchanged
76 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 300300 $4.1k $4.1k 0.00% Unchanged
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 190190 $2.6k $2.6k 0.00% Unchanged
78 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 171171 $2.4k $2.4k 0.00% Unchanged
79 BOK Financial Private Wealth, Inc. 0.00% of their portfolio DENVER, CO 5555 $756 $756 0.00% New
80 CWM, LLC 0.00% of their portfolio OMAHA, NE 2727 $0 $0 0.00% Unchanged
81 Lloyd Advisory Services, LLC. 0.00% of their portfolio SUWANEE, GA 11 $8 $8 0.00% New