Institutional Ownership Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,200
shares
|
$200,504
0.0% of portfolio
|
Q4 2023
Reduced 11.36%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
13,743
shares
|
$194,051
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,686
shares
|
$193,246
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
13,575
shares
|
$191,679
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,457
shares
|
$190,012
0.0% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
13,177
shares
|
$186,059
0.0% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
12,298
shares
|
$173,647
0.0% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
11,574
shares
|
$163,424
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
11,359
shares
|
$160,389
0.07% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,265
shares
|
$144,941
0.0% of portfolio
|
Q4 2022
Reduced 20.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,136
shares
|
$86,640
0.0% of portfolio
|
Q1 2024
Reduced 38.3%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
3,500
shares
|
$49,420
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
3,492
shares
|
$49,307
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,300
shares
|
$46,596
0.01% of portfolio
|
Q2 2023
Added 65.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,203
shares
|
$45,226
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,661
shares
|
$37,573
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,246
shares
|
$31,713
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,995
shares
|
$28,169
0.0% of portfolio
|
Q3 2024
Added 41.49%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,900
shares
|
$26,828
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,900
shares
|
$26,828
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,696
shares
|
$23,947
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,618
shares
|
$22,846
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,219
shares
|
$17,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,176
shares
|
$16,605
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,016
shares
|
$14,345
0.0% of portfolio
|
Q4 2023
New holding
|