BlackRock Limited Duration Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 4.17 M | $52.47 M | -9.26% | 10.85% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.03 M | $12.93 M | 4.60% | 2.67% |
| UBS GROUP AG | 05/05/2026 | 639.22 K | $8.05 M | -8.35% | 1.66% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 628.52 K | $7.91 M | -12.12% | 1.64% |
| COHEN & STEERS, INC. | 05/15/2026 | 371.80 K | $4.68 M | 0.00% | 0.97% |
| INVESCO LTD. | 05/12/2026 | 325.90 K | $4.10 M | 2.27% | 0.85% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 302.90 K | $3.81 M | 6.76% | 0.79% |
| VENTURE VISIONARY PARTNERS LLC | 05/14/2026 | 300.92 K | $3.79 M | 12.37% | 0.78% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 255.35 K | $3.21 M | -17.15% | 0.66% |
| ROYAL BANK OF CANADA | 05/15/2026 | 181.16 K | $2.28 M | 2.95% | 0.47% |
| BLUE ZONE WEALTH ADVISORS, LLC | 04/16/2026 | 173.34 K | $2.18 M | -36.43% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 165.53 K | $2.08 M | 5.31% | 0.43% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 157.68 K | $1.99 M | -0.24% | 0.41% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 150.60 K | $1.90 M | 8.55% | 0.39% |
| FIERA CAPITAL CORP | 05/12/2026 | 146.44 K | $1.84 M | -4.57% | 0.38% |
| LPL FINANCIAL LLC | 05/06/2026 | 136.13 K | $1.71 M | -15.83% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 135.14 K | $1.70 M | 0.53% | 0.35% |
| JEFFERIES FINANCIAL GROUP INC. | 05/08/2026 | 129.40 K | $1.63 M | -0.09% | 0.34% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 123.77 K | $1.56 M | -12.59% | 0.32% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 120.09 K | $1.65 M | 0.00% | 0.31% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 112.76 K | $1.42 M | 100.00% | 0.29% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 94.08 K | $1.18 M | 281.90% | 0.24% |
| LIDO ADVISORS, LLC | 05/13/2026 | 70.05 K | $881.87 K | 0.67% | 0.18% |
| PEREGRINE ASSET ADVISERS, INC. | 04/24/2026 | 58.52 K | $736.77 K | 0.00% | 0.15% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 55.07 K | $693.27 K | 1.05% | 0.14% |
| WEALTH ALLIANCE | 05/14/2026 | 53.91 K | $678.70 K | 3.95% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 52.52 K | $661.17 K | 1.59% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 48.37 K | $608.94 K | 27.57% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 41.70 K | $525.00 K | 2.08% | 0.11% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 41.63 K | $524.10 K | -10.96% | 0.11% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 40.19 K | $506.01 K | 48.30% | 0.10% |
| NBC SECURITIES, INC. | 04/14/2026 | 35.79 K | $450.58 K | -54.69% | 0.09% |
| JACKSON HOLE CAPITAL PARTNERS, LLC | 05/08/2026 | 34.57 K | $435.24 K | 24.86% | 0.09% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 34.15 K | $429.95 K | 0.00% | 0.09% |
| XTX TOPCO LTD | 05/15/2026 | 34.02 K | $428.32 K | 100.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 33.27 K | $418.83 K | 1.72% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 31.63 K | $398.21 K | 29.89% | 0.08% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 30.93 K | $389.46 K | -13.78% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 27.82 K | $350.00 K | -7.72% | 0.07% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 05/14/2026 | 27.30 K | $343.71 K | 0.00% | 0.07% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 05/14/2026 | 27.23 K | $342.83 K | 32.33% | 0.07% |
| POINTE CAPITAL MANAGEMENT LLC | 05/15/2026 | 25.64 K | $322.83 K | -0.48% | 0.07% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 25.00 K | $315.00 K | 100.00% | 0.07% |
| CENTRAL TRUST CO | 04/17/2026 | 23.00 K | $289.57 K | 100.00% | 0.06% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 21.44 K | $269.90 K | 0.00% | 0.06% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 20.41 K | $256.98 K | 24.72% | 0.05% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 19.96 K | $251.23 K | -1.68% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 16.94 K | $213.31 K | 10.83% | 0.04% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 16.84 K | $211.97 K | 3.49% | 0.04% |
| 05/12/2026 | 16.20 K | $203.96 K | 100.00% | 0.04% |
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BlackRock Limited Duration Income Trust institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of BlackRock Limited Duration Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 4.17 M
WELLS FARGO & COMPANY/MN: 1.03 M
UBS Group AG: 639,223
GUGGENHEIM CAPITAL LLC: 628,518
COHEN & STEERS, INC.: 371,801
Invesco Ltd.: 325,899
28.60% of BlackRock Limited Duration Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 13.99 M shares in the last 24 months. This purchase volume represents approximately $186.50 M in transactions.