Blackrock Limited Duration Income Trust

BLW • NYSE

Blackrock Limited Duration Income Trust is a publicly traded company on NYSE. As of Q3 2025, 72 institutional investors hold shares in this company, with total holdings valued at $155.6M. MORGAN STANLEY is the largest holder with a position valued at $63.5M.

Websiteblackrock.com

Overview

Overview of institutional ownership in BLW as of Q3 2025

All Institutions

Institutions: 72
Value Held: $155.6M
Shares Held: 11.2M
Avg Position: $2.2M
Median Position: $311.9K

Hedge Funds

Hedge Funds: 2
Value Held: $441.8K
Shares Held: 31.3K
Avg Position: $220.9K
Median Position: $220.9K

Biggest Investors

Institutions with the largest positions in BLW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$63.5M 0.00% of portfolio	0.00% 4.5M shares	Q4 2022 Held for 2y 11m	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$14.1M 0.00% of portfolio	0.00% 1.0M shares	Q4 2022 Held for 2y 11m	$488.50B
G GUGGENHEIM CAPITAL LLC Institution	-	$11.2M 0.08% of portfolio	0.00% 797.1K shares	Q4 2022 Held for 2y 11m	$13.4B
UBS Group AG Institution	Sergio P. Ermotti CEO	$9.1M 0.00% of portfolio	0.00% 649.2K shares	Q4 2022 Held for 2y 11m	$511.54B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$4.7M 0.00% of portfolio	0.00% 337.4K shares	Q4 2022 Held for 2y 11m	$633.08B
B Blue Zone Wealth Advisors, LLC RIA/Wealth	Bryan James Lee CIO	$4.7M 0.93% of portfolio	0.00% 333.2K shares	Q4 2022 Held for 2y 11m	$500.9M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$4.2M 0.00% of portfolio	0.00% 301.1K shares	Q4 2022 Held for 2y 11m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$3.5M 0.00% of portfolio	0.00% 249.8K shares	Q4 2024 Held for 11 months	$310.43B
Venture Visionary Partners LLC RIA/Wealth	Craig Douglas Findley CEO	$3.4M 0.12% of portfolio	0.00% 242.3K shares	Q2 2022 Held for 3y 5m	$2.9B
G GraniteShares Advisors LLC Institution	William John Grant Rhind CEO	$3.0M 1.76% of portfolio	0.00% 217.6K shares	Q4 2023 Held for 1y 11m	$172.8M

Net Capital Flow

Institutional buying and selling activity for BLW in Q3 2025

Traded: −$1.3M
Buyers: 41
Sellers: 27
Total Bought: +$7.1M
Total Sold: −$8.4M
Avg Position: $1.9M

Biggest Buyers

Institution	Net Bought	Current Position
N NewEdge Wealth, LLC Institution	+$2.0M +141.6K shares	$2.0M 141.6K shares
NBC SECURITIES, INC. RIA/Wealth	+$1.0M +6.1K shares	$1.0M 74.9K shares
UBS Group AG Institution	+$739.5K +52.8K shares	$9.1M 649.2K shares
B Blue Zone Wealth Advisors, LLC RIA/Wealth	+$332.2K +23.7K shares	$4.7M 333.2K shares
BANK OF AMERICA CORP /DE/ Institution	+$304.5K +21.7K shares	$4.2M 301.1K shares
G GraniteShares Advisors LLC Institution	+$268.2K +19.2K shares	$3.0M 217.6K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$223.5K +110.0 shares	$223.5K 16.0K shares
AMERIPRISE FINANCIAL INC Institution	+$202.0K +14.4K shares	$393.5K 28.1K shares
U U.S. Capital Wealth Advisors, LLC RIA/Wealth	+$201.4K +14.4K shares	$201.4K 14.4K shares
IHT Wealth Management, LLC RIA/Wealth	+$193.5K +13.8K shares	$193.5K 13.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Venture Visionary Partners LLC RIA/Wealth	−$4.2M −297.6K shares	$3.4M 242.3K shares
CURA WEALTH ADVISORS, LLC RIA/Wealth	−$1.1M −78.0K shares	$240.9K 17.2K shares
Round Rock Advisors, LLC RIA/Wealth	−$501.2K −35.3K shares	Sold Off 0 shares
G GUGGENHEIM CAPITAL LLC Institution	−$394.1K −28.2K shares	$11.2M 797.1K shares
MORGAN STANLEY RIA/Wealth	−$388.0K −27.7K shares	$63.5M 4.5M shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$282.2K −19.9K shares	Sold Off 0 shares
BTG Pactual Asset Management US LLC Hedge Fund•Multi-Strategy	−$241.8K −17.1K shares	$291.8K 20.6K shares
S STIFEL FINANCIAL CORP Long Only Manager	−$176.7K −12.5K shares	Sold Off 0 shares
Capital Investment Advisory Services, LLC RIA/Wealth	−$157.9K −11.1K shares	Sold Off 0 shares
LEUCADIA NATIONAL CORP Institution	−$154.3K −11.0K shares	$1.9M 134.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BLW in Q3 2025

New Positions: 10
New Value: $3.7M
Exited Positions: 7
Exited Value: $1.3M

New Positions

Institution	Position Value
N NewEdge Wealth, LLC Institution	$2.0M 141.6K shares
NBC SECURITIES, INC. RIA/Wealth	$1.0M 74.9K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$223.5K 16.0K shares
U U.S. Capital Wealth Advisors, LLC RIA/Wealth	$201.4K 14.4K shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	$150.0K 10.7K shares
Gridiron Partners, LLC Long Only Manager	$83.7K 128.0K shares
Sontag Advisory, LLC RIA/Wealth	$31.5K 2.3K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$12.5K 895.0 shares
Farther Finance Advisors, LLC RIA/Wealth	$11.9K 848.0 shares
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth	$4.2K 300.0 shares

Exited Positions

Institution	Previous Position
Round Rock Advisors, LLC RIA/Wealth	$501.2K 35.3K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$282.2K 19.9K shares
S STIFEL FINANCIAL CORP Long Only Manager	$176.7K 12.5K shares
Capital Investment Advisory Services, LLC RIA/Wealth	$157.9K 11.1K shares
W WMG Financial Advisors, LLC RIA/Wealth	$150.0K 10.6K shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	$40.6K 2.9K shares
MONTAG A & ASSOCIATES INC RIA/Wealth	$20.0K 1.4K shares

Options Activity

Institutions with the largest Call and Put options positions in BLW as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BLW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GraniteShares Advisors LLC Institution	William John Grant Rhind CEO	1.76% $3.0M	0.00% 217.6K shares	Q4 2023 Held for 1y 11m	$172.8M
B Blue Zone Wealth Advisors, LLC RIA/Wealth	Bryan James Lee CIO	0.93% $4.7M	0.00% 333.2K shares	Q4 2022 Held for 2y 11m	$500.9M
Smith Asset Management Co., LLC RIA/Wealth	Benjamin Shannon Smith President	0.64% $748.9K	0.00% 53.5K shares	Q4 2024 Held for 11 months	$117.4M
Peregrine Asset Advisers, Inc. RIA/Wealth	Daniel Stewart Botti President	0.26% $825.1K	0.00% 58.9K shares	Q3 2023 Held for 2y 2m	$313.8M
Verity Asset Management, Inc. RIA/Wealth	Sean Jennings Mcgill President	0.26% $779.5K	0.00% 55.7K shares	Q4 2023 Held for 1y 11m	$304.9M
V Virtus Investment Advisers, Inc. Institution	Chetram Persaud President	0.20% $712.7K	0.00% 50.9K shares	Q1 2025 Held for 8 months	$348.7M
Pointe Capital Management LLC RIA/Wealth	Jeffrey Charles Huebner Managing Partner	0.18% $360.7K	0.00% 25.8K shares	Q1 2023 Held for 2y 8m	$204.5M
Ethos Financial Group, LLC RIA/Wealth	Steven Joseph Toto President	0.15% $1.9M	0.00% 132.7K shares	Q1 2025 Held for 8 months	$1.2B
Fountainhead AM, LLC RIA/Wealth	Joseph Halpern CCO	0.13% $1.0M	0.00% 71.9K shares	Q4 2024 Held for 11 months	$761.7M
Venture Visionary Partners LLC RIA/Wealth	Craig Douglas Findley CEO	0.12% $3.4M	0.00% 242.3K shares	Q2 2022 Held for 3y 5m	$2.9B