Purchases and Sales Made in Q1 2025 in Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW) during Q1 2025. 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 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
458K+ 3956.62% |
$6.39M - $6.58M
|
469K
$6.59M
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
158KNew |
$2.21M - $2.27M
|
158K
$2.22M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
94K+ 14.1% |
$1.31M - $1.35M
|
761K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
64.9KNew |
$905K - $933K
|
64.9K
$910K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.1K+ 6.93% |
$895K - $922K
|
989K
$13.9M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
61.5K+ 227844.44% |
$858K - $885K
|
61.5K
$863K
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
53KNew |
$739K - $762K
|
53K
$744K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.7K+ 68.19% |
$623K - $642K
|
110K
$1.55M
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
43.3K+ 16.77% |
$604K - $623K
|
302K
$4.23M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.2K+ 35.14% |
$561K - $578K
|
155K
$2.17M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
31.3K+ 83.46% |
$436K - $450K
|
68.7K
$964K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
31K+ 5.37% |
$432K - $445K
|
607K
$8.52M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
20.4K+ 151.46% |
$284K - $293K
|
33.8K
$475K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 9.52% |
$170K - $176K
|
140K
$1.97M
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
11.3K+ 6.45% |
$157K - $162K
|
186K
$2.61M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 4.43% |
$156K - $161K
|
263K
$3.7M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.48K+ 21.82% |
$118K - $122K
|
47.4K
$664K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.07K+ 43.22% |
$113K - $116K
|
26.7K
$375K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.9K+ 58.73% |
$110K - $114K
|
21.4K
$300K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.93K+ 1.53% |
$26.9K - $27.7K
|
128K
$1.8M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.46K+ 2.51% |
$20.4K - $21K
|
59.8K
$839K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.35KNew |
$18.8K - $19.4K
|
1.35K
$18.9K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.2K+ 6.84% |
$16.8K - $17.3K
|
18.8K
$264K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.07K+ 7.64% |
$15K - $15.4K
|
15.1K
$212K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
991New |
$13.8K - $14.3K
|
991
$13.9K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
632New |
$8.82K - $9.09K
|
632
$8.87K
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
479+ 0.88% |
$6.68K - $6.89K
|
54.7K
$767K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
462+ 4.06% |
$6.44K - $6.64K
|
11.8K
$166K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
255+ 2.2% |
$3.56K - $3.67K
|
11.9K
$166K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
245+ 0.88% |
$3.42K - $3.52K
|
28K
$392K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
219+ 1.61% |
$3.06K - $3.15K
|
13.8K
$194K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
151+ 0.98% |
$2.11K - $2.17K
|
15.6K
$219K
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
106+ 0.18% |
$1.48K - $1.52K
|
59K
$827K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
102+ 0.67% |
$1.42K - $1.47K
|
15.4K
$216K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
94+ 0.61% |
$1.31K - $1.35K
|
15.6K
$219K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 2.42% |
$921 - $949
|
2.79K
$39.2K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 2.09% |
$684 - $705
|
2.39K
$33.5K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 2.43% |
$432 - $446
|
1.31K
$18.4K
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
28+ 2.38% |
$391 - $403
|
1.2K
$16.9K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
14+ 1.1% |
$195 - $201
|
1.29K
$18.1K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 0.21% |
$1.4K - $1.44K
|
46.5K
$652K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-475- 3.32% |
$6.63K - $6.83K
|
13.8K
$194K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-609- 1.66% |
$8.5K - $8.76K
|
36.1K
$507K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-992- 2.17% |
$13.8K - $14.3K
|
44.8K
$629K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.33K- 28.5% |
$18.5K - $19.1K
|
3.33K
$46.7K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.04K- 5.27% |
$42.4K - $43.7K
|
54.6K
$766K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.52K- 22.04% |
$49.1K - $50.7K
|
12.5K
$175K
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5K- 4.99% |
$69.8K - $71.9K
|
95.2K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-5.4K- 12.55% |
$75.3K - $77.7K
|
37.6K
$528K
|