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 ≈ $12.60.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 71 |
| Q4 2022 | 73 |
| Q1 2023 | 72 |
| Q2 2023 | 72 |
| Q3 2023 | 75 |
| Q4 2023 | 87 |
| Q1 2024 | 81 |
| Q2 2024 | 80 |
| Q3 2024 | 78 |
| Q4 2024 | 77 |
| Q1 2025 | 78 |
| Q2 2025 | 78 |
| Q3 2025 | 85 |
| Q4 2025 | 81 |
| Q1 2026 | 82 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 30 | 36 |
| Q3 2024 | 34 | 30 |
| Q4 2024 | 33 | 27 |
| Q1 2025 | 40 | 19 |
| Q2 2025 | 33 | 24 |
| Q3 2025 | 45 | 31 |
| Q4 2025 | 37 | 39 |
| Q1 2026 | 41 | 28 |
Biggest buyers
| Shaker Financial Services, LLC | New | +112.8k |
| WOLVERINE ASSET MANAGEMENT LLC | Added | +69.4k |
| WELLS FARGO & COMPANY/MN | Added | +45.2k |
| XTX Topco Ltd | New | +34.0k |
| Venture Visionary Partners LLC | Added | +33.1k |
| SIT INVESTMENT ASSOCIATES INC | New | +25.0k |
| CENTRAL TRUST Co | New | +23.0k |
| RAYMOND JAMES FINANCIAL INC | Added | +19.2k |
| Marin Bay Wealth Advisors, LLC | New | +16.2k |
| FIFTH THIRD BANCORP | New | +14.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -425.4k |
| NewEdge Wealth, LLC | Sold out | -124.6k |
| Blue Zone Wealth Advisors, LLC | Reduced | -99.4k |
| GUGGENHEIM CAPITAL LLC | Reduced | -86.7k |
| Verity Asset Management, Inc. | Sold out | -58.8k |
| UBS Group AG | Reduced | -58.2k |
| BANK OF AMERICA CORP /DE/ | Reduced | -52.9k |
| LANARK FINANCIAL, INC. | Reduced | -43.2k |
| Integrated Wealth Concepts LLC | Sold out | -40.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -36.3k |
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 2026
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 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 4.2m $52.5m | Reduced -425.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.0m $12.9m | Added +45.2k |
| UBS Group AG 0.00% of their portfolio | 639.2k $8.0m | Reduced -58.2k |
| GUGGENHEIM CAPITAL LLC 0.06% of their portfolio | 628.5k $7.9m | Reduced -86.7k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 371.8k $4.7m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 325.9k $4.1m | Added +7.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 302.9k $3.8m | Added +19.2k |
| Venture Visionary Partners LLC 0.13% of their portfolio | 300.9k $3.8m | Added +33.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 255.3k $3.2m | Reduced -52.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 181.2k $2.3m | Added +5.2k |
| Blue Zone Wealth Advisors, LLC 0.44% of their portfolio | 173.3k $2.2m | Reduced -99.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 165.5k $2.1m | Added +8.4k |
| PRINCIPAL SECURITIES, INC. 0.03% of their portfolio | 157.7k $2.0m | Reduced -387 |
| Baird Financial Group, Inc. 0.00% of their portfolio | 150.6k $1.9m | Added +11.9k |
| Fiera Capital Corp 0.01% of their portfolio | 146.4k $1.8m | Reduced -7.0k |
| LPL Financial LLC 0.00% of their portfolio | 136.1k $1.7m | Reduced -25.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 135.1k $1.7m | Added +712 |
| Jefferies Financial Group Inc. 0.02% of their portfolio | 129.4k $1.6m | Reduced -121 |
| Capital Investment Advisors, LLC 0.02% of their portfolio | 123.8k $1.6m | Reduced -17.8k |
| Ethos Financial Group, LLC 0.12% of their portfolio | 120.1k $1.7m | Unchanged |
| Shaker Financial Services, LLC 0.49% of their portfolio | 112.8k $1.4m | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 94.1k $1.2m | Added +69.4k |
| Lido Advisors, LLC 0.00% of their portfolio | 70.0k $881.9k | Added +467 |
| Peregrine Asset Advisers, Inc. 0.20% of their portfolio | 58.5k $736.8k | Unchanged |
| Smith Asset Management Co., LLC 0.59% of their portfolio | 55.1k $693.3k | Added +571 |
| WEALTH ALLIANCE, LLC 0.07% of their portfolio | 53.9k $678.7k | Added +2.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 52.5k $661.2k | Added +822 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 48.4k $608.9k | Added +10.5k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 41.7k $525.0k | Added +850 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 41.6k $524.1k | Reduced -5.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 40.2k $506.0k | Added +13.1k |
| LANARK FINANCIAL, INC. 0.03% of their portfolio | 35.8k $450.6k | Reduced -43.2k |
| Jackson Hole Capital Partners, LLC 0.07% of their portfolio | 34.6k $435.2k | Added +6.9k |
| SHUFRO ROSE & CO LLC 0.03% of their portfolio | 34.1k $429.9k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 34.0k $428.3k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 33.3k $418.8k | Added +562 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 31.6k $398.2k | Added +7.3k |
| Virtus Investment Advisers, LLC 0.11% of their portfolio | 30.9k $389.5k | Reduced -4.9k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 27.8k $350.0k | Reduced -2.3k |
| ORLEANS CAPITAL MANAGEMENT CORP/LA 0.23% of their portfolio | 27.3k $343.7k | Unchanged |
| BTG Pactual Asset Management US LLC 0.03% of their portfolio | 27.2k $342.8k | Added +6.7k |
| Pointe Capital Management LLC 0.16% of their portfolio | 25.6k $322.8k | Reduced -123 |
| SIT INVESTMENT ASSOCIATES INC 0.01% of their portfolio | 25.0k $315.0k | New |
| CENTRAL TRUST Co 0.01% of their portfolio | 23.0k $289.6k | New |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 21.4k $269.9k | Unchanged |
| IHT Wealth Management, LLC 0.01% of their portfolio | 20.4k $257.0k | Added +4.0k |
| Waterfront Wealth Inc. 0.05% of their portfolio | 20.0k $251.2k | Reduced -340 |
| Prospera Financial Services Inc 0.00% of their portfolio | 16.9k $213.3k | Added +1.7k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 16.8k $212.0k | Added +567 |
| Marin Bay Wealth Advisors, LLC 0.12% of their portfolio | 16.2k $204.0k | New |
| MAI Capital Management 0.00% of their portfolio | 15.8k $199.1k | Added +120 |
| Annex Advisory Services, LLC 0.00% of their portfolio | 15.4k $194.0k | Unchanged |
| Pathstone Holdings, LLC 0.00% of their portfolio | 15.2k $191.9k | Added +370 |
| Fortitude Advisory Group L.L.C. 0.08% of their portfolio | 14.9k $187.0k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 14.1k $177.0k | New |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 13.0k $163.3k | Reduced -68 |
| Samalin Investment Counsel, LLC 0.06% of their portfolio | 12.4k $156.7k | Added +275 |
| ProVise Management Group, LLC 0.01% of their portfolio | 12.3k $155.1k | Reduced -350 |
| Walsh & Associates, LLC 0.14% of their portfolio | 11.0k $138.5k | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 10.2k $128.0k | New |
| Shay Capital LLC 0.02% of their portfolio | 10.0k $125.9k | New |
| MAIMON WEALTH MANAGEMENT LTD. 0.11% of their portfolio | 10.0k $121.6k | Unchanged |
| Leonteq Securities AG 0.00% of their portfolio | 6.0k $75.4k | New |
| HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio | 3.5k $44.1k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 2.6k $32.8k | Added +58 |
| Allworth Financial LP 0.00% of their portfolio | 2.2k $27.2k | Added +16 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 1.9k $24.2k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 1.7k $21.1k | Added +1.6k |
| Bogart Wealth, LLC 0.00% of their portfolio | 1.6k $20.4k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.5k $19.2k | Unchanged |
| Crews Bank & Trust 0.00% of their portfolio | 1.4k $17.0k | Unchanged |
| Blue Trust, Inc. 0.00% of their portfolio | 1.3k $16.5k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 848 $10.7k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 553 $7.0k | Unchanged |
| North Star Investment Management Corp. 0.00% of their portfolio | 500 $6.3k | Unchanged |
| Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio | 500 $6.3k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 300 $3.8k | Unchanged |
| Osbon Capital Management LLC 0.00% of their portfolio | 260 $3.3k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 190 $2.4k | Unchanged |
| HOEY INVESTMENTS, INC 0.00% of their portfolio | 171 $2.2k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 59 $746 | New |
| Clear Street Group Inc. 0.00% of their portfolio | 1 $13 | New |