BlackRock Limited Duration Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 4.08 M | $51.00 M | -2.02% | 10.63% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.01 M | $12.59 M | -1.85% | 2.62% |
| UBS GROUP AG | 08/13/2026 | 606.13 K | $7.57 M | -5.18% | 1.58% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 520.49 K | $6.50 M | -17.19% | 1.35% |
| INVESCO LTD. | 08/14/2026 | 384.49 K | $4.80 M | 17.98% | 1.00% |
| COHEN & STEERS, INC. | 08/14/2026 | 371.80 K | $4.64 M | 0.00% | 0.97% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 301.45 K | $3.77 M | 167.33% | 0.78% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 289.49 K | $3.62 M | 1,057.98% | 0.75% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 284.15 K | $3.55 M | -6.19% | 0.74% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 279.34 K | $3.49 M | -7.17% | 0.73% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 204.45 K | $2.55 M | 23.51% | 0.53% |
| ROYAL BANK OF CANADA | 08/14/2026 | 191.19 K | $2.39 M | 5.54% | 0.50% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 182.22 K | $2.28 M | 15.56% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 178.86 K | $2.23 M | -29.95% | 0.47% |
| LPL FINANCIAL LLC | 08/07/2026 | 171.53 K | $2.14 M | 26.01% | 0.45% |
| BLUE ZONE WEALTH ADVISORS, LLC | 07/14/2026 | 162.94 K | $2.04 M | -6.00% | 0.42% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 156.40 K | $1.99 M | 683.75% | 0.41% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 156.21 K | $1.95 M | 66.05% | 0.41% |
| FIERA CAPITAL CORP | 08/07/2026 | 151.57 K | $1.89 M | 3.51% | 0.39% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 147.34 K | $1.84 M | 100.00% | 0.38% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 138.43 K | $1.73 M | -8.08% | 0.36% |
| JEFFERIES FINANCIAL GROUP INC. | 08/17/2026 | 129.86 K | $1.62 M | 0.35% | 0.34% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 120.91 K | $1.51 M | -2.31% | 0.31% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 111.24 K | $1.39 M | -7.37% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 104.39 K | $1.30 M | -22.75% | 0.27% |
| LIDO ADVISORS, LLC | 08/07/2026 | 98.52 K | $1.23 M | 40.65% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 67.46 K | $842.53 K | 39.47% | 0.18% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 62.94 K | $786.13 K | 100.00% | 0.16% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 60.42 K | $754.69 K | 15.06% | 0.16% |
| PEREGRINE ASSET ADVISERS, INC. | 08/10/2026 | 57.52 K | $718.43 K | -1.71% | 0.15% |
| WEALTH ALLIANCE | 08/11/2026 | 54.65 K | $682.55 K | 1.37% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 53.41 K | $667.00 K | 28.10% | 0.14% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 53.35 K | $666.39 K | -3.11% | 0.14% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 51.40 K | $642.01 K | 100.00% | 0.13% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 41.63 K | $519.94 K | 0.00% | 0.11% |
| NBC SECURITIES, INC. | 07/21/2026 | 41.03 K | $512.43 K | 14.64% | 0.11% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 34.15 K | $426.53 K | 0.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 32.60 K | $407.18 K | -2.00% | 0.08% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 31.30 K | $390.88 K | -22.13% | 0.08% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 28.37 K | $354.28 K | -8.30% | 0.07% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 08/12/2026 | 27.30 K | $340.98 K | 0.00% | 0.07% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 08/14/2026 | 27.23 K | $340.10 K | 0.00% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 26.46 K | $330.47 K | 100.00% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 26.02 K | $325.00 K | -6.48% | 0.07% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 23.82 K | $297.54 K | 100.00% | 0.06% |
| IMC-CHICAGO, LLC | 08/06/2026 | 23.72 K | $296.20 K | 100.00% | 0.06% |
| MAREX GROUP PLC | 08/14/2026 | 20.33 K | $253.90 K | 100.00% | 0.05% |
| NOMURA HOLDINGS INC | 08/14/2026 | 19.10 K | $238.56 K | 100.00% | 0.05% |
| POINTE CAPITAL MANAGEMENT LLC | 08/14/2026 | 19.06 K | $238.10 K | -25.66% | 0.05% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 18.39 K | $229.72 K | 16.32% | 0.05% |
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BlackRock Limited Duration Income Trust institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of BlackRock Limited Duration Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 4.08 M
WELLS FARGO & COMPANY/MN: 1.01 M
UBS Group AG: 606,131
GUGGENHEIM CAPITAL LLC: 520,486
Invesco Ltd.: 384,488
COHEN & STEERS, INC.: 371,801
30.38% of BlackRock Limited Duration Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 14.76 M shares in the last 24 months. This purchase volume represents approximately $196.69 M in transactions.