BlackRock Limited Duration Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 4.59 M | $63.11 M | 1.23% | 11.91% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 981.70 K | $13.49 M | -2.25% | 2.55% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 715.19 K | $9.83 M | -10.28% | 1.85% |
| UBS GROUP AG | 01/29/2026 | 697.44 K | $9.58 M | 7.44% | 1.81% |
| COHEN & STEERS, INC. | 02/13/2026 | 371.80 K | $5.11 M | 0.00% | 0.96% |
| INVESCO LTD. | 02/19/2026 | 318.68 K | $4.38 M | -5.56% | 0.83% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 308.20 K | $4.23 M | 2.36% | 0.80% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 283.72 K | $3.90 M | 13.56% | 0.74% |
| BLUE ZONE WEALTH ADVISORS, LLC | 01/21/2026 | 272.70 K | $3.75 M | -18.16% | 0.71% |
| VENTURE VISIONARY PARTNERS LLC | 02/13/2026 | 267.79 K | $3.68 M | 10.54% | 0.69% |
| ROYAL BANK OF CANADA | 02/17/2026 | 175.97 K | $2.42 M | 10.36% | 0.46% |
| LPL FINANCIAL LLC | 02/11/2026 | 161.74 K | $2.22 M | -2.20% | 0.42% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 158.07 K | $2.17 M | -2.86% | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 157.18 K | $2.16 M | 2.75% | 0.41% |
| FIERA CAPITAL CORP | 02/11/2026 | 153.45 K | $2.11 M | 28.98% | 0.40% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 141.60 K | $1.95 M | -4.33% | 0.37% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 138.73 K | $1.91 M | 0.25% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 134.43 K | $1.85 M | 5.94% | 0.35% |
| JEFFERIES FINANCIAL GROUP INC. | 02/09/2026 | 129.52 K | $1.78 M | -3.47% | 0.34% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 124.57 K | $1.71 M | -12.02% | 0.32% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 120.09 K | $1.65 M | -9.47% | 0.31% |
| NBC SECURITIES, INC. | 01/29/2026 | 78.99 K | $1.09 M | 5.47% | 0.20% |
| LIDO ADVISORS, LLC | 02/10/2026 | 69.58 K | $956.00 K | 100.00% | 0.18% |
| VERITY ASSET MANAGEMENT, INC. | 01/30/2026 | 58.85 K | $808.54 K | 5.68% | 0.15% |
| PEREGRINE ASSET ADVISERS, INC. | 02/02/2026 | 58.52 K | $804.07 K | -0.70% | 0.15% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 54.49 K | $748.75 K | 1.88% | 0.14% |
| WEALTH ALLIANCE | 02/13/2026 | 51.86 K | $712.53 K | -6.53% | 0.13% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 51.69 K | $710.26 K | -24.05% | 0.13% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 46.76 K | $642.41 K | -0.32% | 0.12% |
| COMERICA BANK | 01/29/2026 | 42.68 K | $586.41 K | -7.63% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 40.85 K | $561.00 K | 5.61% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 40.45 K | $555.79 K | 100.00% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 37.92 K | $520.95 K | 66.37% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 36.26 K | $498.14 K | 100.00% | 0.09% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 35.88 K | $492.94 K | -29.53% | 0.09% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 34.15 K | $469.22 K | 31.85% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 32.70 K | $449.37 K | 290.92% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 30.15 K | $414.00 K | -19.62% | 0.08% |
| JACKSON HOLE CAPITAL PARTNERS, LLC | 01/30/2026 | 27.69 K | $380.43 K | 9.58% | 0.07% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 02/13/2026 | 27.30 K | $375.10 K | -0.73% | 0.07% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 27.10 K | $372.39 K | -3.58% | 0.07% |
| POINTE CAPITAL MANAGEMENT LLC | 02/17/2026 | 25.77 K | $354.01 K | 0.00% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 24.63 K | $338.47 K | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 24.35 K | $334.57 K | 100.00% | 0.06% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 21.44 K | $294.55 K | -15.84% | 0.06% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 02/17/2026 | 20.58 K | $291.80 K | 0.00% | 0.05% |
| WATERFRONT WEALTH INC. | 01/27/2026 | 20.30 K | $279.56 K | -5.70% | 0.05% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 16.37 K | $224.86 K | 18.39% | 0.04% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 16.27 K | $223.53 K | 1.92% | 0.04% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 15.69 K | $215.63 K | 0.71% | 0.04% |
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BlackRock Limited Duration Income Trust institutional Ownership - FAQ's
During the previous two years, 134 institutional investors and hedge funds held shares of BlackRock Limited Duration Income Trust. The most heavily invested institutionals were:
UBS Group AG: 639,223
Blue Zone Wealth Advisors, LLC: 173,341
ENVESTNET ASSET MANAGEMENT INC: 165,533
Capital Investment Advisors, LLC: 123,773
Ethos Financial Group, LLC: 120,088
WOLVERINE ASSET MANAGEMENT LLC: 94,077
30.13% of BlackRock Limited Duration Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 14.57 M shares in the last 24 months. This purchase volume represents approximately $194.28 M in transactions.