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 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.45KNew |
$105K - $112K
|
8.45K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
615New |
$7.66K - $8.15K
|
615
$8.63K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
199+ 1.5% |
$2.48K - $2.64K
|
13.5K
$189K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.3K+ 65.0% |
$16.2K - $17.2K
|
3.3K
$46.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
955+ 5.76% |
$11.9K - $12.7K
|
17.5K
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.49KNew |
$43.5K - $46.3K
|
3.49K
$49K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.7K- 72.97% |
$33.6K - $35.8K
|
1K
$14K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.97K- 66.47% |
$37.1K - $39.4K
|
1.5K
$21.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-138K- 27.11% |
$1.73M - $1.95M
|
372K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.9KNew |
$137K - $154K
|
10.9K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.61K- 99.99% |
$108K - $121K
|
1
$14
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
991New |
$11.7K - $13.4K
|
991
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16.9KNew |
$199K - $228K
|
16.9K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.8KNew |
$221K - $254K
|
18.8K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.18K- 87.31% |
$13.8K - $15.9K
|
171
$2.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$17.6K - $20.3K
|
1.5K
$21.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.5KNew |
$41.2K - $47.4K
|
3.5K
$49.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.65K- 20.5% |
$31.1K - $35.8K
|
10.3K
$144K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-500- 0.98% |
$5.88K - $6.77K
|
50.6K
$710K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$9.41K - $10.8K
|
800
$11.2K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
5.34K+ 6.34% |
$64.6K - $74.5K
|
89.6K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.12KNew |
$49.9K - $57.5K
|
4.12K
$57.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-56.7K- 56.94% |
$686K - $791K
|
42.9K
$602K
|
|
|
Oct 18, 2022
Q3 2022
|
Triad Investment Management
|
SELL
|
- |
-17.4K- 60.13% |
$210K - $242K
|
11.5K
$162K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 2.17% |
$36.5 - $43.5
|
141
$1.98K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
599New |
$7.28K - $8.69K
|
599
$8.41K
|
|
|
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
$189K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.4KClosed |
$188K - $224K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-38KClosed |
$462K - $551K
|
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
$290K
|
|
|
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
$246K
|
|
|
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
$198K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.9KNew |
$25.9K - $31.3K
|
1.9K
$26.7K
|
|
|
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
$22.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
700New |
$9.56K - $11.5K
|
700
$9.83K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.65K- 91.38% |
$36.2K - $43.6K
|
250
$3.51K
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$16.4K - $17.3K
|
1K
$14K
|
|
|
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
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-48.9KClosed |
$800K - $847K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.29KClosed |
$37.4K - $39.6K
|
0
$0
|
|