Purchases and Sales Made in Q3 2023 in Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 4.46% |
$2.37M - $2.47M
|
4.36M
$62.1M
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
64.1KNew |
$817K - $853K
|
64.1K
$913K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57.4K+ 106.55% |
$731K - $763K
|
111K
$1.58M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38K+ 11.36% |
$484K - $505K
|
372K
$5.3M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.8K+ 35.06% |
$469K - $490K
|
142K
$2.02M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
36.2KNew |
$461K - $481K
|
36.2K
$515K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
36.2K+ 6.36% |
$460K - $481K
|
605K
$8.61M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34KNew |
$433K - $452K
|
34K
$484K
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
30.1K+ 24.93% |
$383K - $400K
|
151K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.5K+ 3.35% |
$376K - $393K
|
910K
$13M
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 6.17% |
$296K - $309K
|
400K
$5.69M
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
22.2K+ 92.68% |
$282K - $294K
|
46.1K
$656K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21.5K+ 23.21% |
$274K - $286K
|
114K
$1.63M
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
20.9K+ 7.03% |
$266K - $278K
|
318K
$4.53M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.1KNew |
$192K - $200K
|
15.1K
$214K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.7KNew |
$174K - $182K
|
13.7K
$195K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.38K+ 17.31% |
$68.4K - $71.5K
|
36.4K
$518K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.07K+ 6.58% |
$64.5K - $67.4K
|
82.1K
$1.17M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.62K+ 7.07% |
$46.1K - $48.1K
|
54.8K
$780K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.39KNew |
$17.7K - $18.5K
|
1.39K
$19.8K
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.3K+ 5.27% |
$16.5K - $17.3K
|
26K
$369K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
635+ 2.98% |
$8.08K - $8.44K
|
21.9K
$312K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
535New |
$6.81K - $7.11K
|
535
$7.61K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
517+ 4.0% |
$6.58K - $6.87K
|
13.4K
$191K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
375+ 3.04% |
$4.77K - $4.98K
|
12.7K
$181K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250New |
$3.18K - $3.32K
|
250
$3.56K
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
200+ 1.99% |
$2.55K - $2.66K
|
10.3K
$146K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
60+ 0.52% |
$764 - $797
|
11.6K
$165K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
56+ 0.04% |
$713 - $744
|
136K
$1.93M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 1.89% |
$496 - $518
|
2.1K
$29.9K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
24+ 0.2% |
$306 - $319
|
12K
$171K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.43% |
$89.1 - $93
|
496
$7.06K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40- 0.34% |
$509 - $532
|
11.7K
$166K
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-86- 0.1% |
$1.09K - $1.14K
|
90.4K
$1.29M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-154Closed |
$1.96K - $2.05K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-383- 0.32% |
$4.88K - $5.09K
|
121K
$1.72M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-438- 0.96% |
$5.58K - $5.82K
|
45.2K
$643K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.26K- 61.36% |
$28.8K - $30.1K
|
1.43K
$20.3K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.89K- 6.85% |
$36.8K - $38.4K
|
39.3K
$559K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.42K- 1.51% |
$43.6K - $45.5K
|
223K
$3.17M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-3.51K- 46.74% |
$44.7K - $46.7K
|
4K
$56.9K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.58K- 1.68% |
$45.5K - $47.5K
|
210K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.47K- 5.31% |
$69.6K - $72.7K
|
97.4K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.4K- 23.82% |
$81.4K - $85K
|
20.5K
$291K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.84K- 3.24% |
$87.1K - $90.9K
|
204K
$2.91M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.26K- 15.25% |
$105K - $110K
|
45.9K
$654K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.4K- 22.26% |
$170K - $178K
|
46.7K
$664K
|