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Disclosery

BLW BLACKROCK LTD DURATION INCOM

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COM SHS (fund), issuer CIK 1233681

77 managers (77 13F filers) reported a position in BLW shares at 2024-12-31, 10,920,944 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
77
13F filers
77
New
4
Added
29
Reduced
23
Sold out
4
Shares held by filers
10,920,944

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,600,399$65M<0.01%-36,90413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN924,949$13.1M<0.01%+24,75413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC666,783$9.42M0.08%+147,37013F-HRTimelineGroup
UBS Group AGin group UBS Group AG576,443$8.15M<0.01%+22,70813F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.371,801$5.25M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.342,804$4.84M<0.01%+32,20013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC276,133$3.9M<0.01%13F-HR/ATimelineGroup
Blue Zone Wealth Advisors, LLC258,302$3.65M1.05%+2613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/252,312$3.57M<0.01%+2,49413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC212,931$3.01M0.07%-97013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.182,793$2.58M0.03%+93513F-HR/ATimelineGroup
Capital Investment Advisors, LLC178,007$2.52M0.05%-4,51213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,515$2.49M<0.01%-12,84213F-HRTimelineGroup
GraniteShares Advisors LLC174,747$2.47M1.56%+7,37313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,248$1.81M<0.01%+6,86813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.126,277$1.78M<0.01%+10,18213F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp114,590$1.62M0.01%-1,93913F-HRTimelineGroup
LPL Financial LLC114,391$1.62M<0.01%+5,58213F-HRTimeline
CURA WEALTH ADVISORS, LLC100,238$1.42M0.63%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,022$1.22M<0.01%+18,97213F-HR/ATimelineGroup
Peregrine Asset Advisers, Inc.58,864$832K0.31%-4,40813F-HRTimeline
Cetera Investment Advisers58,311$824K<0.01%+6,53613F-HRTimeline
WEALTH ALLIANCE, LLC57,648$815K0.1%-2,02013F-HRTimeline
Verity Asset Management, Inc.54,198$766K0.43%-97913F-HRTimeline
Smith Asset Management Co., LLC52,671$744K0.72%13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…51,320$725K0.3%+8,09413F-HRTimelineGroup
NewEdge Advisors, LLC46,560$658K<0.01%+7013F-HRTimeline
Cambridge Investment Research Advisors,…45,798$647K<0.01%-10,38713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …43,030$615K0.08%-28113F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA40,500$579K0.32%-1,00013F-HRTimeline
COMERICA BANK38,876$549K<0.01%+4,61713F-HR/ATimeline
Waterfront Wealth Inc.38,546$545K0.13%-13,46013F-HRTimeline
OBSIDIAN CIO, LLC37,462$529K0.1%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,736$519K<0.01%-3,49613F-HRTimeline
Consolidated Portfolio Review Corp27,726$392K0.06%+29113F-HRTimeline
Pointe Capital Management LLC26,565$375K0.22%-10013F-HR/ATimeline
SHUFRO ROSE & CO LLC25,900$366K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,900$281K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC18,668$264K<0.01%-2,15513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,603$249K<0.01%-1,40213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,982$226K<0.01%+36213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,482$219K<0.01%+47013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,484$219K0.01%+45013F-HRTimelineGroup
Annex Advisory Services, LLC15,407$218K0.01%013F-HRTimeline
MAI Capital Management15,268$216K<0.01%new13F-HRTimeline
Fortitude Advisory Group L.L.C.14,853$210K0.13%013F-HRTimeline
ProVise Management Group, LLC14,293$202K0.02%+55013F-HRTimeline
Prospera Financial Services Inc14,047$199K<0.01%+1,74913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,614$192K<0.01%+43713F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,457$190K<0.01%013F-HRTimeline
Round Rock Advisors LLC13,454$190K0.04%new13F-HRTimeline
Atria Wealth Solutions, Inc.11,700$165K<0.01%-2,50013F-HRTimeline
Samalin Investment Counsel, LLC11,608$164K0.07%+24913F-HRTimeline
Venture Visionary Partners LLC11,573$164K0.01%-113F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,380$161K<0.01%-3,73813F-HRTimelineGroup
WMG Financial Advisors, LLC10,575$149K0.06%-3,00013F-HRTimeline
Papamarkou Wellner Asset Management inc.10,000$141K0.1%13F-HRTimeline
CoreCap Advisors, LLC4,652$65.7K<0.01%-1,48413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$49.5K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,492$49.3K<0.01%013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,300$46.6K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,726$38.5K<0.01%+6513F-HRTimelineGroup
IFP Advisors, Inc2,340$33.1K<0.01%+4813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$26.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,618$22.9K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,410$19.9K<0.01%-58513F-HRTimeline
Allworth Financial LP1,278$18.2K<0.01%+72813F-HRTimeline
Blue Trust, Inc.1,278$18.1K<0.01%+5913F-HR/ATimeline
Missouri Trust & Investment Co1,176$16.6K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,000$14.1K0.01%013F-HRTimeline
North Star Investment Management Corp.500$7.07K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$7.07K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.190$2.69K<0.01%+7013F-HRTimeline
HOEY INVESTMENTS, INC171$2.42K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC142$2.01K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.27$3910.04%-28,56413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.