BLACKROCK LTD DURAT INC TR (BLW) Institutional Ownership Changes & 13F Activity
BLACKROCK LTD DURAT INC TR (BLW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Sit Investment Associates Inc, Landscape Capital Management, L.L.C., Guggenheim Capital Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +38,921 | +23.5% | 204,454 | $2.55M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +26,459 | — | 26,459 | $330.47K | Q2 2026 | Sep 09, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,180 | -14.8% | 18,257 | $228.03K | Q2 2026 | Aug 18, 2026 |
| Almitas Capital Llc | Buy | +23,822 | — | 23,822 | $297.54K | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +453 | +0.4% | 129,856 | $1.62M | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +384,488 | — | 384,488 | $4.80M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -76,487 | -30.0% | 178,861 | $2.23M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +51,402 | — | 51,402 | $642.01K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +31,296 | — | 31,296 | $390.88K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -30,747 | -22.8% | 104,390 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +20,328 | — | 20,328 | $253.90K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -19,509 | -61.7% | 12,120 | $151.38K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -19,274 | -56.7% | 14,747 | $184.19K | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Buy | +19,100 | — | 19,100 | $238.56K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -19,044 | -1.9% | 1,007,843 | $12.59M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -18,758 | -6.2% | 284,146 | $3.55M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +10,029 | +5.5% | 191,191 | $2.39M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -9,951 | -48.8% | 10,460 | $130.64K | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management Llc | Sell | -6,579 | -25.7% | 19,063 | $238.10K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +2,580 | +16.3% | 18,393 | $229.72K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -84,212 | -2.0% | 4,083,624 | $51.00M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -33,092 | -5.2% | 606,131 | $7.57M | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +676 | +122.2% | 1,229 | $15.35K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -666 | -2.0% | 32,600 | $407.18K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +264,494 | +1058.0% | 289,494 | $3.62M | Q2 2026 | Aug 12, 2026 |
| Landscape Capital Management, L.L.C. | Buy | +147,340 | — | 147,340 | $1.84M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Sell | -108,032 | -17.2% | 520,486 | $6.50M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +41,629 | — | 41,629 | $519.94K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -12,169 | -8.1% | 138,427 | $1.73M | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +10,498 | — | 10,498 | $131.29K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about BLW activity
Which institutional owners are buying BLW?
Institutional owners buying BLW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BLW activity?
"Buy" means an investor increased their reported position in BLW compared to the prior reporting period. This reflects growing exposure to BLACKROCK LTD DURAT INC TR (BLW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BLW increasing?
Institutional interest in BLW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related BLW Institutional Insights
- BLW Overview
- BLW 13F Institutional Holders
- BLW Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BLW Insider Trading & SEC Form 4 Activity
- BLW Articles
- Top Institutional Investor Stock Rankings