Purchases and Sales Made in Q4 2022 in Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
318K+ 8.76% |
$3.74M - $4.31M
|
3.95M
$55.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
192K+ 36.27% |
$2.25M - $2.59M
|
719K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
86.5KNew |
$1.02M - $1.17M
|
86.5K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
71.5K+ 16.56% |
$841K - $968K
|
503K
$7.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.5K+ 12.8% |
$829K - $954K
|
621K
$8.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
23.7K+ 8.95% |
$279K - $321K
|
289K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20.8K+ 75.77% |
$244K - $281K
|
48.1K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.8KNew |
$221K - $254K
|
18.8K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16.9KNew |
$199K - $228K
|
16.9K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5KNew |
$194K - $223K
|
16.5K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
16.1KNew |
$189K - $218K
|
16.1K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13KNew |
$153K - $176K
|
13K
$184K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.42K+ 12.93% |
$99K - $114K
|
73.5K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.65K+ 5.69% |
$78.2K - $90K
|
124K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.04K+ 3.49% |
$71K - $81.7K
|
179K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.67K+ 20.34% |
$54.9K - $63.1K
|
27.6K
$391K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.68K+ 3.76% |
$43.3K - $49.8K
|
102K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.5KNew |
$41.2K - $47.4K
|
3.5K
$49.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 1.0% |
$38.5K - $44.4K
|
332K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.69K+ 3.51% |
$31.6K - $36.4K
|
79.3K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.13KNew |
$25.1K - $28.8K
|
2.13K
$30.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.12KNew |
$24.9K - $28.6K
|
2.12K
$29.9K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2KNew |
$23.5K - $27.1K
|
2K
$28.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$17.6K - $20.3K
|
1.5K
$21.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$15.3K - $17.6K
|
1.3K
$18.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.27K+ 10.9% |
$14.9K - $17.2K
|
12.9K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
991New |
$11.7K - $13.4K
|
991
$14K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$9.41K - $10.8K
|
800
$11.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
548+ 1.17% |
$6.44K - $7.41K
|
47.4K
$670K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 15.15% |
$1.18K - $1.35K
|
760
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89+ 164.81% |
$1.05K - $1.2K
|
143
$2.02K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
11+ 2.41% |
$129 - $149
|
468
$6.62K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 2.08% |
$35.3 - $40.6
|
147
$2.08K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-250- 0.57% |
$2.94K - $3.38K
|
43.6K
$616K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-356- 2.46% |
$4.19K - $4.82K
|
14.1K
$199K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-500- 0.98% |
$5.88K - $6.77K
|
50.6K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-654- 1.18% |
$7.69K - $8.85K
|
55K
$778K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 4.25% |
$11.9K - $13.7K
|
22.8K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.18K- 87.31% |
$13.8K - $15.9K
|
171
$2.42K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.49K- 6.94% |
$17.5K - $20.1K
|
20K
$283K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.53K- 11.32% |
$18K - $20.7K
|
12K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.54K- 2.59% |
$18.1K - $20.9K
|
57.9K
$819K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.02K- 54.52% |
$23.7K - $27.3K
|
1.68K
$23.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.65K- 20.5% |
$31.1K - $35.8K
|
10.3K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-2.93K- 6.84% |
$34.4K - $39.6K
|
39.8K
$564K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.42K- 7.46% |
$40.2K - $46.2K
|
42.4K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-4.04K- 12.37% |
$47.5K - $54.7K
|
28.6K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.64K- 20.65% |
$54.5K - $62.7K
|
17.8K
$252K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.75K- 29.65% |
$55.9K - $64.3K
|
11.3K
$159K
|