Purchases and Sales Made in Q4 2021 in Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
125K+ 3.84% |
$2.05M - $2.17M
|
3.38M
$47.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.9K+ 24.95% |
$1.41M - $1.49M
|
430K
$6.08M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.3KNew |
$873K - $924K
|
53.3K
$754K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.1K+ 11.85% |
$591K - $625K
|
341K
$4.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
25K+ 3.88% |
$409K - $433K
|
669K
$9.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.4KNew |
$383K - $405K
|
23.4K
$331K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.1KNew |
$346K - $366K
|
21.1K
$299K
|
|
|
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
BUY
|
- |
20.1K+ 112.51% |
$330K - $349K
|
38K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.9K+ 11.97% |
$310K - $328K
|
177K
$2.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.3K+ 148.61% |
$299K - $316K
|
30.5K
$432K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
16.5KNew |
$270K - $286K
|
16.5K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$246K - $260K
|
15K
$212K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11.6KNew |
$191K - $202K
|
11.6K
$165K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.66KNew |
$142K - $150K
|
8.66K
$122K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
7.77K+ 8.26% |
$127K - $135K
|
102K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.72K+ 7.03% |
$93.7K - $99.1K
|
87.1K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 25.92% |
$70.4K - $74.5K
|
20.9K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.24K+ 5.18% |
$69.4K - $73.4K
|
86.1K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.17K+ 5.78% |
$68.3K - $72.2K
|
76.3K
$1.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.15KNew |
$51.6K - $54.6K
|
3.15K
$44.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.49K+ 5.08% |
$40.8K - $43.1K
|
51.5K
$729K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.96K+ 2.87% |
$32.2K - $34K
|
70.5K
$997K
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.74K+ 4.15% |
$28.6K - $30.2K
|
43.8K
$619K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 3.43% |
$23.3K - $24.6K
|
42.8K
$605K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$21.3K - $22.5K
|
1.3K
$18.4K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$16.4K - $17.3K
|
1K
$14.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
380+ 0.84% |
$6.22K - $6.59K
|
45.6K
$646K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
361+ 106.18% |
$5.91K - $6.26K
|
701
$9.92K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
200+ 7.41% |
$3.28K - $3.47K
|
2.9K
$41K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
169+ 2.25% |
$2.77K - $2.93K
|
7.69K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
161+ 0.48% |
$2.64K - $2.79K
|
34K
$481K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
126+ 1.17% |
$2.06K - $2.18K
|
10.9K
$154K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
62+ 1.17% |
$1.02K - $1.07K
|
5.38K
$76.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.05% |
$115 - $121
|
13.1K
$186K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.66% |
$115 - $121
|
429
$6.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-72- 0.35% |
$1.18K - $1.25K
|
20.4K
$288K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-123- 0.23% |
$2.01K - $2.13K
|
54.1K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-150Closed |
$2.46K - $2.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-205- 1.89% |
$3.36K - $3.55K
|
10.7K
$151K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-227Closed |
$3.72K - $3.93K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-570- 1.55% |
$9.34K - $9.88K
|
36.1K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-587- 4.34% |
$9.62K - $10.2K
|
12.9K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-706- 2.83% |
$11.6K - $12.2K
|
24.2K
$343K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-784- 82.53% |
$12.8K - $13.6K
|
166
$2.35K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-968- 4.06% |
$15.9K - $16.8K
|
22.9K
$324K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 3.72% |
$17.1K - $18.1K
|
27K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.25K- 3.84% |
$20.4K - $21.6K
|
31.3K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.31K- 9.07% |
$21.5K - $22.7K
|
13.1K
$186K
|
|
|
Jul 28, 2022
Q4 2021
|
Capital Financial Services, LLC
|
SELL
|
- |
-1.6K- 3.08% |
$26.2K - $27.7K
|
50.4K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.6K- 5.91% |
$26.3K - $27.8K
|
25.5K
$361K
|