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Get Institutions for : 
Blackrock Limited Duration Income Trust (BLW)  
$13.77 0.03 (0.22%) as of 4:30 Mon 5/13


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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  : 
0.75 (5.76%)  




 
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
188,233
 1.66%
 
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 1514 - 2023-12-31 4,413,620 $61,702,000 50,254
   WELLS FARGO & CO/MN 1415 - 2024-03-31 860,188 $12,068,000 -2,537
   GUGGENHEIM CAPITAL LLC 360 - 2023-12-31 602,835 $8,428,000 -2,343
   UBS Group AG 1598 - 2023-12-31 570,640 $7,978,000 -22,898
   Blue Zone Wealth Advisors LLC 14 - 2024-03-31 427,010 $5,991,000 14,917
   INVESCO LTD 2150 - 2023-12-31 374,598 $5,237,000 2,151
   COHEN & STEERS INC 135 - 2023-12-31 371,801 $5,198,000 0
   Waterfront Wealth Inc. 18 - 2023-12-31 316,143 $4,420,000 -2,066
   Bramshill Investments LLC 22 - 2023-12-31 275,935 $3,858,000 -265,053
   BANK OF AMERICA CORP /DE/ 3053 - 2023-12-31 268,738 $3,757,000 2,293
   ROYAL BANK OF CANADA 2288 - 2023-12-31 203,394 $2,843,000 -6,175
   Capital Investment Advisors LLC 163 - 2024-03-31 188,878 $2,650,000 -3,693
   LEUCADIA NATIONAL CORP -- Notable Guru -- 349 - 2023-12-31 188,233 $2,631,000 73,832
   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
   Arete Wealth Advisors LLC 147 - 2023-12-31 135,761 $1,898,000 64
   PRINCIPAL SECURITIES INC. 302 - 2024-03-31 125,036 $1,754,000 -175
   SHAKER FINANCIAL SERVICES, LLC 55 - 2023-12-31 123,586 $1,728,000 -27,174
   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. 990 - 2023-12-31 116,357 $1,627,000 5,055
   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
   FourThought Financial Partners LLC 108 - 2023-12-31 88,725 $1,240,000 -1,627
   PEREGRINE ASSET ADVISERS, INC. 70 - 2024-03-31 63,272 $888,000 0
   Goss Wealth Management LLC 1014 - 2023-12-31 60,310 $838,000 13,650
   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
   Greytown Advisors Inc. 37 - 2023-12-31 51,381 $718,000 -3,594
   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
   RAYMOND JAMES & ASSOCIATES 2873 - 2024-03-31 45,198 $634,000 1,625
   COMMONWEALTH EQUITY SERVICES LLC. 2679 - 2024-03-31 41,275 $579,000 1,314
   FINANCIAL NETWORK 1780 - 2023-12-31 40,155 $561,000 3,722
   COMERICA BANK 1876 - 2023-12-31 33,963 $475,000 -2,243
   Virtus ETF Advisers LLC 152 - 2023-12-31 33,405 $467,000 -12,661
   NBC SECURITIES INC. 468 - 2024-03-31 31,820 $446,000 -143
   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 1719 - 2023-12-31 25,292 $354,000 25,292
   STIFEL FINANCIAL CORP 2855 - 2023-12-31 20,909 $292,000 -1,021
   US BANCORP 1834 - 2024-03-31 19,900 $279,000 0
   Cetera Investment Advisers 1818 - 2023-12-31 19,843 $277,000 -608
   LM Advisors LLC 167 - 2023-12-31 18,327 $256,000 0
   NOMURA HOLDINGS INC 873 *New 2023-12-31 15,082 $211,000 15,082
   Beacon Pointe Advisors LLC 1174 - 2023-12-31 15,063 $211,000 0
   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
   AMERIPRISE FINANCIAL INC 3642 - 2023-12-31 14,638 $205,000 -1,695
   PROVISE MANAGEMENT GROUP LLC 284 - 2024-03-31 14,608 $205,000 -800
   Atria Wealth Solutions Inc. 1763 - 2023-12-31 14,200 $199,000 -1,820
   Pathstone Holdings LLC 2065 - 2023-12-31 13,794 $193,000 0
   PATHSTONE FAMILY OFFICE, LLC 1536 *New 2023-09-30 13,686 $176,000 13,686
   Venture Visionary Partners LLC 483 - 2023-12-31 11,574 $162,000 2
   MML INVESTORS SERVICES LLC 2342 - 2023-12-31 10,735 $150,000 -918
   Altus Wealth Group LLC 134 - 2024-03-31 10,631 $149,000 -65
   RAYMOND JAMES TRUST CO 1211 - 2024-03-31 10,265 $144,000 0
   Samalin Investment Counsel LLC 260 - 2023-12-31 10,174 $142,000 -96
   ENVESTNET ASSET MANAGEMENT INC 3873 *New 2023-12-31 10,032 $140,000 10,032
   Steward Partners Investment Advisory LLC 1866 - 2023-12-31 4,486 $63,000 3,061
   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 222 - 2023-12-31 3,300 $46,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2220 *New 2023-12-31 2,203 $31,000 2,203
   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
   BAYSTATE WEALTH MANAGEMENT LLC 649 *New 2023-12-31 1,016 $14,000 1,016
   Raleigh Capital Management Inc. 607 - 2023-12-31 650 $9,000 -110
   FinTrust Capital Advisors LLC 861 - 2024-03-31 535 $8,000 0
   Anchor Investment Management LLC 790 - 2023-12-31 500 $7,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 919 - 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
   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
   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
   ELEQUIN CAPITAL LP 468 *Closed 2023-12-31 0 $0 -1,389
   OPTIMUM INVESTMENT ADVISORS 664 *Closed 2024-03-31 0 $0 -1,000
   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
  93 Records found
  1    
  Page 1 of 1
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