Purchases and Sales Made in Q2 2023 in Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 16.35% |
$1.54M - $1.64M
|
881K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
121KNew |
$1.5M - $1.6M
|
121K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.1K+ 7.99% |
$525K - $558K
|
569K
$8.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.7K+ 16.41% |
$482K - $512K
|
274K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33KNew |
$411K - $438K
|
33K
$467K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
33K+ 9.6% |
$411K - $437K
|
377K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.4K+ 0.71% |
$367K - $390K
|
4.18M
$59.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
27.2K+ 41.38% |
$339K - $360K
|
92.9K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13K+ 72.29% |
$162K - $173K
|
31.1K
$439K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 9.05% |
$140K - $149K
|
136K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.35K+ 13.82% |
$116K - $124K
|
77K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.45KNew |
$105K - $112K
|
8.45K
$120K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.36K+ 2.54% |
$91.7K - $97.5K
|
297K
$4.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.45K+ 5.6% |
$67.9K - $72.3K
|
103K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.75K+ 42.15% |
$59.2K - $62.9K
|
16K
$227K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.53K+ 9.7% |
$56.4K - $60K
|
51.2K
$724K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.49KNew |
$43.5K - $46.3K
|
3.49K
$49.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.3K+ 65.0% |
$16.2K - $17.2K
|
3.3K
$46.7K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
974+ 1.65% |
$12.1K - $12.9K
|
60K
$849K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
955+ 5.76% |
$11.9K - $12.7K
|
17.5K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
615New |
$7.66K - $8.15K
|
615
$8.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
432+ 0.51% |
$5.38K - $5.72K
|
84.4K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
353+ 20.67% |
$4.4K - $4.68K
|
2.06K
$29.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
199+ 1.5% |
$2.48K - $2.64K
|
13.5K
$191K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
154New |
$1.92K - $2.04K
|
154
$2.18K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 0.89% |
$1.56K - $1.66K
|
14.2K
$201K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
101+ 0.24% |
$1.26K - $1.34K
|
42.2K
$597K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
60+ 0.52% |
$748 - $795
|
11.5K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.21% |
$299 - $318
|
11.7K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12+ 0.06% |
$150 - $159
|
19.5K
$276K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 2.3% |
$137 - $146
|
489
$6.92K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-27- 0.27% |
$336 - $358
|
10.1K
$142K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-39- 0.32% |
$486 - $517
|
12K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-150- 0.6% |
$1.87K - $1.99K
|
24.7K
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-462- 1.69% |
$5.76K - $6.12K
|
26.8K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-562- 2.57% |
$7K - $7.45K
|
21.3K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.34K- 2.42% |
$16.6K - $17.7K
|
53.9K
$762K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.98K- 1.85% |
$24.7K - $26.2K
|
105K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 36.71% |
$26.7K - $28.3K
|
3.69K
$52.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2.44K- 24.51% |
$30.4K - $32.3K
|
7.51K
$106K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.55K- 0.36% |
$31.8K - $33.8K
|
709K
$10M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.7K- 72.97% |
$33.6K - $35.8K
|
1K
$14.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.97K- 66.47% |
$37.1K - $39.4K
|
1.5K
$21.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.02K- 4.25% |
$50.1K - $53.3K
|
90.4K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-4.1K- 14.62% |
$51K - $54.3K
|
23.9K
$338K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.6K- 1.99% |
$57.4K - $61K
|
226K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.93K- 2.7% |
$73.8K - $78.5K
|
213K
$3.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.37K- 2.93% |
$79.3K - $84.3K
|
211K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.89K- 11.27% |
$85.8K - $91.2K
|
54.2K
$767K
|