Who owns BlackRock Ltd. Duration Income Trust?

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Analyze quarterly positions in BlackRock Ltd. Duration Income Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of BlackRock Ltd. Duration Income Trust stock

Who bought or sold BlackRock Ltd. Duration Income Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wells Fargo & Company 982k $14M -2% Dec 2025
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Guggenheim Capital, LLC Managers 715k $9.8M -10% Dec 2025
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UBS Group 697k $9.6M 7% Dec 2025
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Cohen & Steers Capital Management 372k $5.1M 0% Dec 2025
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Invesco 319k $4.4M -6% Dec 2025
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Raymond James Financial 284k $3.9M 14% Dec 2025
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Blue Zone Wealth Advisors 273k $3.7M -18% Dec 2025
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Venture Visionary Partners 268k $3.7M 11% Dec 2025
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LPL Financial 162k $2.2M -2% Dec 2025
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Royal Bank of Canada 159k $2.2M 0% Sep 2025
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Principal Securities 158k $2.2M -3% Dec 2025
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Envestnet Asset Management 157k $2.2M 3% Dec 2025
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Fiera Capital Corporation 154k $2.1M 29% Dec 2025
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Capital Investment Advisors 142k $1.9M -4% Dec 2025
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Baird Financial 139k $1.9M 0% Dec 2025
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Advisor Group Holdings 134k $1.8M 6% Dec 2025
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Leucadia National Corporation 130k $1.8M -3% Dec 2025
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NewEdge Wealth 125k $1.7M -12% Dec 2025
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Ethos Financial Group 120k $1.7M -9% Dec 2025
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Nbc Securities 79k $1.1M 5% Dec 2025
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Lido Advisors 70k $956k 100% Dec 2025
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Verity Asset Management 59k $809k 6% Dec 2025
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Peregrine Asset Advisers 59k $804k -1% Dec 2025
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Smith Asset Management 55k $749k 2% Dec 2025
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Wealth Alliance 52k $713k -7% Dec 2025
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Cetera Investment Advisers 52k $710k -24% Dec 2025
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Virtus Investment Advisers 51k $713k 5% Sep 2025
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Goss Wealth Management 47k $642k 0% Dec 2025
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Brian McDonald 43k $586k -8% Dec 2025
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Janney Montgomery Scott 41k $561k 6% Dec 2025
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Integrated Wealth Concepts 41k $556k 100% Dec 2025
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Kestra Advisory Services 38k $521k 66% Dec 2025
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Susquehanna International 36k $498k 100% Dec 2025
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Shufro Rose & Co 34k $469k 32% Dec 2025
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Rockefeller Capital Management 33k $449k 291% Dec 2025
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Cambridge Investment Research Advisors 30k $414k -20% Dec 2025
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Jackson Hole Capital Partners 28k $380k 10% Dec 2025
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Orleans Capital Management Corp 27k $375k -1% Dec 2025
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Ameriprise Financial 27k $372k -4% Dec 2025
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Pointe Capital Management 26k $354k 0% Dec 2025
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Wolverine Asset Management 25k $339k 100% Dec 2025
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Jane Street 24k $335k 100% Dec 2025
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Beacon Pointe Advisors 21k $295k -16% Dec 2025
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BTG Pactual Asset Management US 21k $292k 0% Dec 2025
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Waterfront Wealth 20k $280k -6% Dec 2025
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IHT Wealth Management 16k $225k 18% Dec 2025
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Mml Investors Services 16k $224k 2% Dec 2025
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MAI Wealth Advisors 16k $216k 1% Dec 2025
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 15k $212k 0% Dec 2025
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Prospera Financial Services 15k $210k 1% Dec 2025
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U.S. Capital Wealth Advisors 15k $205k 4% Dec 2025
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Pathstone Holdings 15k $204k 2% Dec 2025
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Fortitude Advisory Group 15k $204k 0% Dec 2025
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Concurrent Investment Advisors 13k $179k 1% Dec 2025
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Delta Financial Advisors 13k $175k 100% Dec 2025
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ProVise Management Group 13k $174k -8% Dec 2025
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Samalin Investment Counsel 12k $167k 0% Dec 2025
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Moloney Securities Asset Management 11k $154k 100% Sep 2025
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Hollencrest Securities 3.5k $48k 0% Dec 2025
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IFP Advisors 2.5k $35k 2% Dec 2025
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Hanson McClain Advisors 2.1k $30k 63% Dec 2025
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Bartlett & Co. Wealth Management 1.9k $26k 0% Dec 2025
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Bogart Wealth 1.6k $22k 0% Dec 2025
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Steward Partners Investment Advisory 1.5k $21k -6% Dec 2025
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Crews Bank & Trust 1.4k $19k 0% Dec 2025
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Ronald Blue Trust 1.3k $18k 0% Dec 2025
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CoreCap Advisors 1.3k $18k -45% Dec 2025
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Farther Finance Advisors 848.00 $12k 0% Dec 2025
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Jones Financial Companies, L.L 714.00 $9.8k 100% Dec 2025
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Bnp Paribas Arbitrage, Snc 553.00 $7.6k -38% Dec 2025
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Moisand Fitzgerald Tamayo 500.00 $6.9k 0% Dec 2025
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North Star Investment Management 500.00 $6.9k 0% Dec 2025
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Highline Wealth Partners 300.00 $4.1k 0% Dec 2025
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Harbour Investments 190.00 $2.6k 0% Dec 2025
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Hoey Investments 171.00 $2.4k 0% Dec 2025
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Milestone Group 55.00 $756.002500 100% Dec 2025
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CWM 27.00 $0 0% Dec 2025
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Lloyd Advisory Services 1.00 $8.000000 100% Dec 2025
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Who sold out of BlackRock Ltd. Duration Income Trust?

Fund or Company Name Date Sold Shares Held Valued At
GraniteShares Advisors Sep 2025 218k $3.0M
Gridiron Partners Sep 2025 128k $84k
Fountainhead AM Sep 2025 72k $1.0M
Consolidated Portfolio Review Corp Sep 2025 22k $305k
Commonwealth Equity Services Sep 2025 14k $189k
Readystate Asset Management Sep 2025 11k $150k
Papamarkou Wellner Asset Management Sep 2025 10k $140k
Newbridge Financial Services Group Sep 2025 2.5k $35k
Sontag Advisory Sep 2025 2.3k $32k
Missouri Trust & Investment Sep 2025 1.2k $17k
Parallel Advisors Sep 2025 1.0k $14k
Geneos Wealth Management Sep 2025 371.00 $5.2k
Advisory Services Network Sep 2025 59.00 $830.000200