Latest Institutional Purchases of Blackrock LTD Duration Income Trust (BLW)
This list provides information on the latest institutional transactions involving Blackrock LTD Duration Income Trust (BLW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
19.9KNew |
$246K - $278K
|
19.9K
$283K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.1KNew |
$187K - $211K
|
15.1K
$215K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.36KNew |
$116K - $131K
|
9.36K
$133K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.35KNew |
$29.1K - $32.9K
|
2.35K
$33.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$12.6K - $14.2K
|
1.02K
$14.5K
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
700+ 2.7% |
$8.67K - $9.79K
|
26.7K
$379K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
685New |
$8.48K - $9.58K
|
685
$9.75K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
$6.19K - $6.99K
|
500
$7.12K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$3.1K - $3.5K
|
500
$7.12K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.7KNew |
$174K - $182K
|
13.7K
$195K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.39KNew |
$17.7K - $18.5K
|
1.39K
$19.8K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
535New |
$6.81K - $7.11K
|
535
$7.61K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.45KNew |
$105K - $112K
|
8.45K
$120K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.49KNew |
$43.5K - $46.3K
|
3.49K
$49.7K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.3K+ 65.0% |
$16.2K - $17.2K
|
3.3K
$47K
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
955+ 5.76% |
$11.9K - $12.7K
|
17.5K
$249K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
615New |
$7.66K - $8.15K
|
615
$8.75K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
199+ 1.5% |
$2.48K - $2.64K
|
13.5K
$192K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 0.89% |
$1.56K - $1.66K
|
14.2K
$202K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12+ 0.06% |
$150 - $159
|
19.5K
$277K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.9KNew |
$137K - $154K
|
10.9K
$156K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.8KNew |
$221K - $254K
|
18.8K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16.9KNew |
$199K - $228K
|
16.9K
$240K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.5KNew |
$41.2K - $47.4K
|
3.5K
$49.8K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$17.6K - $20.3K
|
1.5K
$21.3K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
991New |
$11.7K - $13.4K
|
991
$14.1K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$9.41K - $10.8K
|
800
$11.4K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
5.34K+ 6.34% |
$64.6K - $74.5K
|
89.6K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.12KNew |
$49.9K - $57.5K
|
4.12K
$58.6K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
1.57K+ 9.83% |
$19.1K - $22.7K
|
17.5K
$249K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
599New |
$7.28K - $8.69K
|
599
$8.52K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
78+ 0.58% |
$948 - $1.13K
|
13.5K
$192K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 2.17% |
$36.5 - $43.5
|
141
$2.01K
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.1KNew |
$192K - $232K
|
14.1K
$200K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.9KNew |
$25.9K - $31.3K
|
1.9K
$27K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.62KNew |
$22.1K - $26.6K
|
1.62K
$23K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
700New |
$9.56K - $11.5K
|
700
$9.96K
|
|
Q4 2021 | |||||||
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$16.4K - $17.3K
|
1K
$14.2K
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.2KNew |
$53.7K - $56.3K
|
3.2K
$45.6K
|
|
Q2 2021 | |||||||
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
500New |
$8.28K - $8.62K
|
500
$7.12K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120New |
$1.99K - $2.07K
|
120
$1.71K
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
18.6KNew |
$260K - $285K
|
18.6K
$265K
|
|
Q1 2020 | |||||||
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.9KNew |
$18.2K - $31.7K
|
1.9K
$27K
|
|
Q3 2019 | |||||||
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$7.49K - $7.88K
|
500
$7.12K
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
78+ 1.73% |
$1.02K - $1.17K
|
4.59K
$65.4K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
18.2KNew |
$270K - $275K
|
18.2K
$259K
|
|
Q1 2018 | |||||||
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11.2KNew |
$168K - $181K
|
11.2K
$160K
|
|
Q2 2010 | |||||||
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
265New |
N/A
|
265
$3.77K
|