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
Morgan Stanley 4.6M $65M 100% Jun 2025
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Wells Fargo & Company 1.0M $14M 0% Sep 2025
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Guggenheim Capital, LLC Managers 797k $11M -3% Sep 2025
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UBS Group 649k $9.1M 9% Sep 2025
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Cohen & Steers Capital Management 372k $5.2M 0% Sep 2025
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Invesco 337k $4.7M 3% Sep 2025
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Blue Zone Wealth Advisors 333k $4.7M 8% Sep 2025
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Raymond James Financial 250k $3.5M 3% Sep 2025
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Venture Visionary Partners 242k $3.4M -55% Sep 2025
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GraniteShares Advisors 218k $3.0M 10% Sep 2025
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LPL Financial 165k $2.3M -1% Sep 2025
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Principal Securities 163k $2.3M -5% Sep 2025
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Royal Bank of Canada 159k $2.2M 0% Sep 2025
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Envestnet Asset Management 153k $2.1M 5% Sep 2025
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Capital Investment Advisors 148k $2.1M -4% Sep 2025
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NewEdge Wealth 142k $2.0M 100% Sep 2025
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Baird Financial 138k $1.9M 6% Sep 2025
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Leucadia National Corporation 134k $1.9M -8% Sep 2025
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Ethos Financial Group 133k $1.9M -3% Sep 2025
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Gridiron Partners 128k $84k 100% Sep 2025
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Advisor Group Holdings 127k $1.8M 11% Sep 2025
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Fiera Capital Corporation 119k $1.7M 6% Sep 2025
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Nbc Securities 75k $1.0M 9% Sep 2025
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Fountainhead AM 72k $1.0M 3% Sep 2025
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Cetera Investment Advisers 68k $953k 0% Sep 2025
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Peregrine Asset Advisers 59k $825k 0% Sep 2025
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Verity Asset Management 56k $780k 2% Sep 2025
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Wealth Alliance 56k $777k 0% Sep 2025
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Smith Asset Management 54k $749k 2% Sep 2025
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Virtus Investment Advisers 51k $713k 5% Sep 2025
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Goss Wealth Management 47k $657k 3% Sep 2025
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Brian McDonald 46k $647k -11% Sep 2025
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Janney Montgomery Scott 39k $541k 48% Sep 2025
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Cambridge Investment Research Advisors 38k $525k -15% Sep 2025
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Ameriprise Financial 28k $394k 106% Sep 2025
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Orleans Capital Management Corp 28k $385k -32% Sep 2025
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Shufro Rose & Co 26k $366k 0% Sep 2025
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Pointe Capital Management 26k $361k -3% Sep 2025
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Beacon Pointe Advisors 26k $357k 20% Sep 2025
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Jackson Hole Capital Partners 25k $354k 62% Sep 2025
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Kestra Advisory Services 23k $319k -17% Sep 2025
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Consolidated Portfolio Review Corp 22k $305k 1% Sep 2025
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Waterfront Wealth 22k $297k -20% Sep 2025
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BTG Pactual Asset Management US 21k $292k -45% Sep 2025
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Mml Investors Services 16k $224k 1% Sep 2025
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MAI Wealth Advisors 16k $218k 1% Sep 2025
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 15k $216k 0% Sep 2025
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Prospera Financial Services 15k $213k 3% Sep 2025
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Fortitude Advisory Group 15k $208k 0% Sep 2025
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Pathstone Holdings 15k $203k 2% Sep 2025
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U.S. Capital Wealth Advisors 14k $201k 100% Sep 2025
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IHT Wealth Management 14k $194k 100% Sep 2025
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ProVise Management Group 14k $194k 0% Sep 2025
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Commonwealth Equity Services 14k $189k -65% Sep 2025
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Concurrent Investment Advisors 13k $180k -28% Sep 2025
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Samalin Investment Counsel 12k $170k 100% Sep 2025
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Moloney Securities Asset Management 11k $154k 100% Sep 2025
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Readystate Asset Management 11k $150k 100% Sep 2025
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Papamarkou Wellner Asset Management 10k $140k 100% Sep 2025
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Rockefeller Capital Management 8.4k $117k 100% Sep 2025
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Hollencrest Securities 3.5k $49k 0% Sep 2025
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Oliver Lagore Vanvalin Investment Group 3.3k $47k 100% Jun 2025
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IFP Advisors 2.5k $35k 2% Sep 2025
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Newbridge Financial Services Group 2.5k $35k -17% Sep 2025
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CoreCap Advisors 2.4k $33k 1% Sep 2025
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Sontag Advisory 2.3k $32k 100% Sep 2025
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Bartlett & Co. Wealth Management 1.9k $27k 0% Sep 2025
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Steward Partners Investment Advisory 1.6k $23k 100% Sep 2025
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Bogart Wealth 1.6k $23k 0% Sep 2025
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Crews Bank & Trust 1.4k $19k 0% Sep 2025
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Hanson McClain Advisors 1.3k $19k 1% Sep 2025
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Ronald Blue Trust 1.3k $18k 0% Sep 2025
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Missouri Trust & Investment 1.2k $17k 0% Sep 2025
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Parallel Advisors 1.0k $14k 100% Sep 2025
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Bnp Paribas Arbitrage, Snc 895.00 $13k 100% Sep 2025
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Farther Finance Advisors 848.00 $12k 100% Sep 2025
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North Star Investment Management 500.00 $7.0k 0% Sep 2025
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Moisand Fitzgerald Tamayo 500.00 $7.0k 0% Sep 2025
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Geneos Wealth Management 371.00 $5.2k -63% Sep 2025
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Highline Wealth Partners 300.00 $4.2k 100% Sep 2025
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Harbour Investments 190.00 $2.7k 0% Sep 2025
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Hoey Investments 171.00 $2.4k 0% Sep 2025
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Advisory Services Network 59.00 $830.000200 100% Sep 2025
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CWM 27.00 $0 100% Sep 2025
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Who sold out of BlackRock Ltd. Duration Income Trust?

Fund or Company Name Date Sold Shares Held Valued At
Round Rock Advisors Jun 2025 35k $501k
Us Bancorp Jun 2025 20k $282k
Stifel Financial Jun 2025 13k $177k
Atria Wealth Solutions Mar 2025 12k $165k
Capital Investment Advisory Services Jun 2025 11k $158k
WMG Financial Advisors Jun 2025 11k $150k
Pnc Financial Services Jun 2025 2.9k $41k
A. Montag and Associates Jun 2025 1.4k $20k