Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Blackrock Limited Duration Income Trust (BLW)  
$13.67 0.04 (0.29%) as of 4:30 Thu 5/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    9
Total shares held : 
 11,362,226  
% of shares held : 
 30.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 13,331  
% of shares held change : 
   0.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.73  
Last Quarter's Ending Price : 
 $13.98  
Last Quarter's Average Price : 
 $13.02  
Change from last quarter's     
avg. price to the last closing  : 
0.65 (4.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 293,822
 2.59%
 
Increased Positions :
19
 234,297
 2.06%
 
Unchanged Positions :
25
 713,955
 6.28%
 
Decreased Positions :
28
-499,184
-4.39%
 
Closed Positions :
3
-15,604
-0.14%
 
Guru Positions :
1
179,623
 1.58%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1531 - 2024-03-31 4,537,487 $63,661,000 123,867
   WELLS FARGO & CO/MN 1415 - 2024-03-31 860,188 $12,068,000 -2,537
   UBS Group AG 1757 - 2024-03-31 577,292 $8,099,000 6,652
   GUGGENHEIM CAPITAL LLC 410 - 2024-03-31 536,588 $7,528,000 -66,247
   Blue Zone Wealth Advisors LLC 14 - 2024-03-31 427,010 $5,991,000 14,917
   COHEN & STEERS INC 134 - 2024-03-31 371,801 $5,216,000 0
   INVESCO LTD 2291 - 2024-03-31 286,683 $4,022,000 -87,915
   Waterfront Wealth Inc. 22 - 2024-03-31 267,194 $3,594,000 -48,949
   BANK OF AMERICA CORP /DE/ 3218 - 2024-03-31 253,539 $3,557,000 -15,199
   ROYAL BANK OF CANADA 2285 - 2024-03-31 200,165 $2,809,000 -3,229
   Capital Investment Advisors LLC 163 - 2024-03-31 188,878 $2,650,000 -3,693
   LPL FINANCIAL CORP 2287 - 2024-03-31 182,853 $2,565,000 46,434
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1508 - 2024-03-31 181,341 $2,544,000 -1,335
   LEUCADIA NATIONAL CORP -- Notable Guru -- 302 - 2024-03-31 179,623 $2,520,000 -8,610
   Arete Wealth Advisors LLC 146 - 2024-03-31 125,821 $1,765,000 -9,940
   PRINCIPAL SECURITIES INC. 302 - 2024-03-31 125,036 $1,754,000 -175
   GraniteShares Advisors LLC 31 - 2024-03-31 122,695 $1,721,000 15,610
   FIERA SCEPTRE INC. 300 - 2024-03-31 120,854 $1,696,000 0
   Baird Financial Group Inc. 1002 - 2024-03-31 119,984 $1,683,000 3,627
   Advisor Group Holdings Inc. 2011 - 2024-03-31 97,711 $1,371,000 -9,167
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1552 - 2024-03-31 92,213 $1,294,000 11,918
   SHAKER FINANCIAL SERVICES, LLC 81 - 2024-03-31 71,216 $999,000 -52,370
   PEREGRINE ASSET ADVISERS, INC. 70 - 2024-03-31 63,272 $888,000 0
   Wealth Alliance 197 - 2024-03-31 53,450 $750,000 -662
   Verity Asset Management Inc. 54 *New 2023-12-31 53,412 $747,000 53,412
   Goss Wealth Management LLC 1144 - 2024-03-31 51,160 $718,000 -9,150
   JANE STREET GROUP LLC 3470 *New 2024-03-31 50,838 $713,000 50,838
   Capital Financial Services LLC 38 - 2022-12-31 50,583 $661,000 -500
   JANNEY MONTGOMERY SCOTT LLC 1761 - 2024-03-31 46,797 $657,000 445
   Cetera Investment Advisers 2382 - 2024-03-31 46,614 $654,000 26,771
   RAYMOND JAMES & ASSOCIATES 2873 - 2024-03-31 45,198 $634,000 1,625
   Greytown Advisors Inc. 36 - 2024-03-31 45,131 $633,000 -6,250
   COMMONWEALTH EQUITY SERVICES LLC. 2679 - 2024-03-31 41,275 $579,000 1,314
   Virtus ETF Advisers LLC 161 - 2024-03-31 40,923 $574,000 7,518
   COMERICA BANK 1875 - 2024-03-31 34,650 $486,000 687
   NBC SECURITIES INC. 468 - 2024-03-31 31,820 $446,000 -143
   FINANCIAL NETWORK 2086 - 2024-03-31 27,816 $390,000 -12,339
   Pointe Capital Management LLC 105 - 2024-03-31 26,665 $374,000 0
   Rockport Wealth LLC 106 - 2024-03-31 26,665 $374,000 0
   Consolidated Portfolio Review Corp 186 - 2024-03-31 25,703 $361,000 -1,663
   PFG Investments LLC 663 *New 2024-03-31 25,703 $361,000 25,703
   Kestra Advisory Services LLC 1896 - 2024-03-31 24,320 $341,000 -972
   US BANCORP 1834 - 2024-03-31 19,900 $279,000 0
   STIFEL FINANCIAL CORP 2945 - 2024-03-31 19,606 $275,000 -1,303
   LM Advisors LLC 185 - 2024-03-31 16,827 $236,000 -1,500
   HRT FINANCIAL LLC 1615 *New 2024-03-31 15,657 $219,000 15,657
   Beacon Pointe Advisors LLC 1206 - 2024-03-31 15,395 $216,000 332
   Carmichael Hill & Associates Inc. 160 - 2024-03-31 14,980 $210,000 492
   Fortitude Advisory Group L.L.C. 190 - 2024-03-31 14,853 $208,000 2,149
   PROVISE MANAGEMENT GROUP LLC 284 - 2024-03-31 14,608 $205,000 -800
   Atria Wealth Solutions Inc. 1812 - 2024-03-31 14,200 $199,000 0
   Pathstone Holdings LLC 2141 - 2024-03-31 13,900 $195,000 106
   MML INVESTORS SERVICES LLC 2354 - 2024-03-31 12,915 $181,000 2,180
   AMERIPRISE FINANCIAL INC 3625 - 2024-03-31 12,598 $181,000 -2,040
   ENVESTNET ASSET MANAGEMENT INC 3932 - 2024-03-31 12,634 $177,000 2,602
   PATHSTONE FAMILY OFFICE, LLC 1536 *New 2023-09-30 13,686 $176,000 13,686
   VIRTU FINANCIAL LLC 823 *New 2024-03-31 11,753 $165,000 11,753
   Venture Visionary Partners LLC 519 - 2024-03-31 11,574 $162,000 0
   Altus Wealth Group LLC 134 - 2024-03-31 10,631 $149,000 -65
   Samalin Investment Counsel LLC 266 - 2024-03-31 10,387 $146,000 213
   RAYMOND JAMES TRUST CO 1211 - 2024-03-31 10,265 $144,000 0
   PNC FINANCIAL SERVICES GROUP INC 2988 - 2024-03-31 3,539 $50,000 -451
   HOLLENCREST SECURITIES LLC 493 - 2024-03-31 3,500 $49,000 0
   CULLEN FROST BANKERS INC 668 - 2024-03-31 3,492 $49,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 242 - 2024-03-31 3,300 $46,000 0
   IFP Advisors Inc 1727 - 2023-12-31 2,159 $30,000 59
   BARTLETT & CO. WEALTH MANAGEMENT LLC 768 - 2024-03-31 1,900 $27,000 0
   BARTLETT & CO. LLC 807 - 2023-12-31 1,900 $26,000 0
   Bogart Wealth LLC 487 - 2024-03-31 1,618 $23,000 0
   MONTAG A & ASSOCIATES INC 691 - 2024-03-31 1,410 $20,000 0
   Steward Partners Investment Advisory LLC 2505 - 2024-03-31 1,425 $20,000 -3,061
   BAYSTATE WEALTH MANAGEMENT LLC 649 *New 2023-12-31 1,016 $14,000 1,016
   TOWER RESEARCH CAPITAL LLC 3391 *New 2024-03-31 958 $13,000 958
   Missouri Trust & Investment Co 286 *New 2024-03-31 918 $13,000 918
   Raleigh Capital Management Inc. 536 - 2024-03-31 750 $11,000 100
   FMR LLC 4160 *New 2024-03-31 629 $9,000 629
   FinTrust Capital Advisors LLC 861 - 2024-03-31 535 $8,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 919 - 2024-03-31 500 $7,000 0
   Anchor Investment Management LLC 829 - 2024-03-31 500 $7,000 0
   HANSON MCCLAIN, INC. 2272 - 2024-03-31 524 $7,000 11
   Moisand Fitzgerald Tamayo LLC 360 - 2024-03-31 500 $7,000 0
   HARBOUR INVESTMENTS INC. 2663 - 2023-12-31 120 $2,000 0
   HOEY INVESTMENTS INC 288 - 2024-03-31 171 $2,000 0
   NOMURA HOLDINGS INC 1062 *Closed 2024-03-31 0 $0 -15,082
   PROEQUITIES INC. 4810 - 2024-03-31 0 $0 0
   Fortis Group Advisors LLC 503 *Closed 2024-03-31 0 $0 -500
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 873 *Closed 2024-03-31 0 $0 -45,328
   GRADIENT INVESTMENTS LLC 1599 *New 2024-03-31 27 $0 27
   FourThought Financial Partners LLC 341 *Closed 2024-03-31 0 $0 -88,725
   Bramshill Investments LLC 143 *Closed 2024-03-31 0 $0 -275,935
   VERITABLE LP 607 *Closed 2023-09-30 0 $0 -13,486
   Oakworth Capital Inc. 693 *Closed 2024-03-31 0 $0 -685
   ADVISORY SERVICES NETWORK, LLC 3407 *Closed 2024-03-31 0 $0 -2,352
   OPTIMUM INVESTMENT ADVISORS 664 *Closed 2024-03-31 0 $0 -1,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3566 *Closed 2024-03-31 0 $0 -2,203
   J P MORGAN CHASE & CO 6303 *Closed 2024-03-31 0 $0 -9,361
   CWM LLC 4587 *Closed 2024-03-31 0 $0 -2,000
   GPS Wealth Strategies Group LLC 1297 *Closed 2024-03-31 0 $0 -1,500
   Clear Point Advisors Inc. 519 - 2024-03-31 0 $0 0
  99 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us