Latest Institutional Transactions on Blackrock LTD Duration Income Trust (BLW)
This table provides information on the latest institutional transactions involving Blackrock LTD Duration Income Trust (BLW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
599New |
$7.28K - $8.69K
|
599
$8.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.5KClosed |
$201K - $239K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
78+ 0.58% |
$948 - $1.13K
|
13.5K
$186K
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-38KClosed |
$462K - $551K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.4KClosed |
$188K - $224K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-134K- 86.61% |
$1.62M - $1.94M
|
20.6K
$285K
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-11.6KClosed |
$141K - $168K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
1.57K+ 9.83% |
$19.1K - $22.7K
|
17.5K
$242K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.78KClosed |
$94.7K - $113K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.1KNew |
$192K - $232K
|
14.1K
$195K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.9KNew |
$25.9K - $31.3K
|
1.9K
$26.3K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.9KClosed |
$285K - $344K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-21.1KClosed |
$289K - $348K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.4KClosed |
$156K - $188K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.87KClosed |
$25.5K - $30.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-8.66KClosed |
$118K - $142K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.62KNew |
$22.1K - $26.6K
|
1.62K
$22.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
700New |
$9.56K - $11.5K
|
700
$9.67K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.65K- 91.38% |
$36.2K - $43.6K
|
250
$3.46K
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$16.4K - $17.3K
|
1K
$13.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150Closed |
$2.46K - $2.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-205- 1.89% |
$3.36K - $3.55K
|
10.7K
$147K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-48.9KClosed |
$800K - $847K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10.5K- 50.0% |
$172K - $182K
|
10.5K
$145K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.29KClosed |
$37.4K - $39.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.91KClosed |
$31.3K - $33.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.7KClosed |
$44.2K - $46.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-8.22KClosed |
$135K - $142K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-227Closed |
$3.72K - $3.93K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-81.3KClosed |
$1.33M - $1.41M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-523- 0.37% |
$8.76K - $9.19K
|
142K
$1.96M
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-30Closed |
$503 - $527
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.2KNew |
$53.7K - $56.3K
|
3.2K
$44.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-45.5KClosed |
$763K - $801K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-34.4KClosed |
$576K - $605K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3.5KClosed |
$58.6K - $61.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
500New |
$8.28K - $8.62K
|
500
$6.91K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-6.1KClosed |
$101K - $105K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5KClosed |
$164K - $176K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-145KClosed |
$2.26M - $2.43M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-318KClosed |
$4.96M - $5.33M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4KClosed |
$62.4K - $67K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.94KClosed |
$30.2K - $32.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-150KClosed |
$2.34M - $2.51M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-51KClosed |
$795K - $854K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.5KClosed |
$319K - $343K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-52.9KClosed |
$754K - $844K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$174K - $195K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.49KClosed |
$21.3K - $23.8K
|
0
$0
|
|