Purchases and Sales Made in Q2 2022 in Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
327KNew |
$3.98M - $4.74M
|
327K
$4.63M
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
146K+ 36.43% |
$1.78M - $2.12M
|
548K
$7.77M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130K+ 36.23% |
$1.58M - $1.89M
|
490K
$6.94M
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
126K+ 65.46% |
$1.53M - $1.82M
|
318K
$4.5M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
97.9K+ 16.57% |
$1.19M - $1.42M
|
689K
$9.76M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 2.07% |
$294K - $351K
|
1.2M
$16.9M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
21.9K+ 22.93% |
$266K - $317K
|
117K
$1.66M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21K+ 21.6% |
$255K - $305K
|
118K
$1.68M
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
17K+ 8.55% |
$206K - $246K
|
215K
$3.05M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.8K+ 3.12% |
$180K - $214K
|
489K
$6.92M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 0.41% |
$165K - $197K
|
3.31M
$46.9M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 0.41% |
$165K - $197K
|
3.31M
$46.9M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11.4K+ 15.69% |
$139K - $166K
|
84.3K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.78K+ 8.5% |
$94.6K - $113K
|
99.3K
$1.41M
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.51K+ 71.49% |
$54.8K - $65.4K
|
10.8K
$153K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.67KNew |
$44.6K - $53.2K
|
3.67K
$52K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.57K+ 28.19% |
$43.4K - $51.8K
|
16.2K
$230K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.97K+ 67.04% |
$36.2K - $43.1K
|
7.41K
$105K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 1.14% |
$34.5K - $41.1K
|
251K
$3.55M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.06K+ 3.51% |
$25K - $29.8K
|
60.6K
$858K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.89K+ 7.45% |
$22.9K - $27.3K
|
27.2K
$385K
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
1.57K+ 9.83% |
$19.1K - $22.7K
|
17.5K
$248K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$15.8K - $18.9K
|
1.3K
$18.4K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26KNew |
$15.3K - $18.2K
|
1.26K
$17.8K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
903+ 2.06% |
$11K - $13.1K
|
44.8K
$634K
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
879+ 6.95% |
$10.7K - $12.7K
|
13.5K
$192K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
633+ 0.81% |
$7.7K - $9.18K
|
79.1K
$1.12M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
599New |
$7.28K - $8.69K
|
599
$8.49K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131+ 0.41% |
$1.59K - $1.9K
|
32.2K
$456K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
78+ 0.58% |
$948 - $1.13K
|
13.5K
$191K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18+ 0.09% |
$219 - $261
|
20.3K
$288K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
10+ 2.29% |
$122 - $145
|
447
$6.33K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 2.17% |
$36.5 - $43.5
|
141
$2K
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-168Closed |
$2.04K - $2.44K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-197- 0.3% |
$2.4K - $2.86K
|
65.7K
$931K
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-350- 11.11% |
$4.26K - $5.08K
|
2.8K
$39.7K
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-500- 0.99% |
$6.08K - $7.25K
|
50.2K
$712K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-551- 0.81% |
$6.7K - $7.99K
|
67.6K
$958K
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-692- 0.68% |
$8.41K - $10K
|
101K
$1.43M
|
|
Aug 12, 2022
Q2 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.93K- 4.77% |
$23.5K - $28K
|
38.6K
$547K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.1KClosed |
$25.5K - $30.5K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.31K- 4.99% |
$28.1K - $33.5K
|
44.1K
$624K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.67KClosed |
$44.6K - $53.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.73K- 13.37% |
$45.3K - $54K
|
24.1K
$342K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.66K- 2.53% |
$56.7K - $67.6K
|
180K
$2.55M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.45KClosed |
$66.2K - $79K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.98K- 33.88% |
$72.8K - $86.8K
|
11.7K
$165K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.99K- 11.46% |
$72.9K - $86.9K
|
46.3K
$656K
|