Purchases and Sales Made in Q4 2023 in Blackrock LTD Duration Income Trust (BLW)
This table provides information about the institutional ownership of Blackrock LTD Duration Income Trust (BLW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
125KNew |
$1.55M - $1.75M
|
125K
$1.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
107KNew |
$1.33M - $1.5M
|
107K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
73.8K+ 64.54% |
$914K - $1.03M
|
188K
$2.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
53.4KNew |
$661K - $747K
|
53.4K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.3K+ 1.15% |
$622K - $703K
|
4.41M
$62.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
45.3KNew |
$561K - $634K
|
45.3K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 40.05% |
$483K - $545K
|
136K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
27.4KNew |
$339K - $383K
|
27.4K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.3KNew |
$313K - $354K
|
25.3K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
19.9KNew |
$246K - $278K
|
19.9K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
18.3KNew |
$227K - $256K
|
18.3K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.1KNew |
$187K - $211K
|
15.1K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.8KNew |
$171K - $193K
|
13.8K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.7K+ 29.25% |
$169K - $191K
|
60.3K
$853K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 3.06% |
$151K - $171K
|
412K
$5.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10KNew |
$124K - $140K
|
10K
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.36KNew |
$116K - $131K
|
9.36K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.06K+ 4.54% |
$62.6K - $70.7K
|
116K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.72K+ 10.22% |
$46.1K - $52K
|
40.2K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.06K+ 214.81% |
$37.9K - $42.8K
|
4.49K
$63.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.35KNew |
$29.1K - $32.9K
|
2.35K
$33.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.2KNew |
$27.3K - $30.8K
|
2.2K
$31.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.15K+ 0.58% |
$26.6K - $30.1K
|
375K
$5.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.18K+ 2.6% |
$14.5K - $16.4K
|
46.4K
$656K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.05K+ 7.85% |
$13K - $14.7K
|
14.5K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$12.6K - $14.2K
|
1.02K
$14.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
700+ 2.7% |
$8.67K - $9.79K
|
26.7K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
686+ 1.75% |
$8.49K - $9.59K
|
40K
$565K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
685New |
$8.48K - $9.58K
|
685
$9.69K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
$6.19K - $6.99K
|
500
$7.08K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$3.1K - $3.5K
|
500
$7.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 0.05% |
$792 - $895
|
136K
$1.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
59+ 2.81% |
$730 - $825
|
2.16K
$30.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
17+ 3.43% |
$210 - $238
|
513
$7.26K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$12.4 - $14
|
11.6K
$164K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$12.4 - $14
|
11.6K
$164K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-96- 0.93% |
$1.19K - $1.34K
|
10.2K
$144K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-110- 14.47% |
$1.36K - $1.54K
|
650
$9.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-608- 2.97% |
$7.53K - $8.5K
|
19.8K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-708- 1.29% |
$8.77K - $9.9K
|
54.1K
$766K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-875- 1.36% |
$10.8K - $12.2K
|
63.3K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-918- 7.88% |
$11.4K - $12.8K
|
10.7K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.02K- 4.66% |
$12.6K - $14.3K
|
20.9K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.3K- 10.81% |
$16K - $18.1K
|
10.7K
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.63K- 1.8% |
$20.1K - $22.7K
|
88.7K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.7K- 10.38% |
$21K - $23.7K
|
14.6K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.71K- 9.97% |
$21.1K - $23.9K
|
15.4K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.79K- 2.18% |
$22.1K - $25K
|
80.3K
$1.14M
|