Purchases and Sales Made in Q1 2023 in Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW) during Q1 2023. The information is specifically focused on institutions that hold shares of BLACKROCK Ltd DURATION INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
195K+ 4.92% |
$2.44M - $2.74M
|
4.15M
$59M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
136K+ 21.89% |
$1.7M - $1.92M
|
757K
$10.8M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
124KNew |
$1.56M - $1.75M
|
124K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
65.7KNew |
$822K - $926K
|
65.7K
$935K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40K+ 22.31% |
$500K - $563K
|
219K
$3.12M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.5K+ 4.66% |
$294K - $331K
|
527K
$7.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.7K+ 28.95% |
$172K - $193K
|
61.1K
$869K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 3.48% |
$145K - $163K
|
344K
$4.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.5KNew |
$143K - $161K
|
11.5K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.9KNew |
$137K - $154K
|
10.9K
$156K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.95KNew |
$125K - $140K
|
9.95K
$142K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.99K+ 9.24% |
$100K - $113K
|
94.5K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.75K+ 42.15% |
$59.5K - $67K
|
16K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.65K+ 5.86% |
$58.2K - $65.5K
|
83.9K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.47KNew |
$56K - $63.1K
|
4.47K
$63.7K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 5.51% |
$36.1K - $40.7K
|
55.2K
$786K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.06K+ 4.73% |
$25.8K - $29K
|
45.6K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.53K+ 9.24% |
$19.1K - $21.5K
|
18K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.49K+ 59.6% |
$18.7K - $21K
|
3.99K
$56.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.41K+ 0.49% |
$17.7K - $19.9K
|
290K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 1.99% |
$14.4K - $16.2K
|
59.1K
$840K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
666New |
$8.34K - $9.39K
|
666
$9.48K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
421+ 3.74% |
$5.27K - $5.94K
|
11.7K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
287+ 2.21% |
$3.59K - $4.05K
|
13.3K
$189K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
245+ 171.33% |
$3.07K - $3.45K
|
388
$5.52K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
237+ 11.21% |
$2.97K - $3.34K
|
2.35K
$33.5K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
151New |
$1.89K - $2.13K
|
151
$2.15K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 1.43% |
$300 - $338
|
1.71K
$24.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 2.14% |
$125 - $141
|
478
$6.8K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6+ 0.05% |
$75.1 - $84.6
|
12K
$171K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-300- 1.09% |
$3.76K - $4.23K
|
27.3K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-323- 0.76% |
$4.04K - $4.55K
|
42.1K
$599K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-489- 2.45% |
$6.12K - $6.89K
|
19.5K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-622- 2.17% |
$7.79K - $8.77K
|
28K
$398K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-700- 3.93% |
$8.76K - $9.87K
|
17.1K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-823- 0.76% |
$10.3K - $11.6K
|
107K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-896- 3.94% |
$11.2K - $12.6K
|
21.9K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.47K- 3.06% |
$18.5K - $20.8K
|
46.7K
$664K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.36K- 1.91% |
$29.6K - $33.3K
|
121K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.23K- 35.68% |
$40.5K - $45.6K
|
5.83K
$82.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 1.49% |
$43.8K - $49.3K
|
231K
$3.29M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.21K- 4.14% |
$52.7K - $59.4K
|
97.4K
$1.39M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.75K- 29.65% |
$59.5K - $67K
|
11.3K
$160K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.84K- 2.18% |
$60.6K - $68.3K
|
217K
$3.09M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.85K- 7.96% |
$73.2K - $82.5K
|
67.7K
$963K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.99K- 37.23% |
$75K - $84.4K
|
10.1K
$144K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-7.91K- 1.1% |
$99K - $112K
|
712K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.61K- 99.99% |
$108K - $121K
|
1
$14.2
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-15K- 37.69% |
$188K - $212K
|
24.8K
$353K
|