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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Wells Fargo & Company/Mn, Guggenheim Capital Llc, Cohen & Steers, Inc., and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-42,897-100.0%0$0.00Q4 2025Aug 26, 2026
Walsh & Associates, LlcBuy+11,000—11,000$151.14KQ4 2025May 14, 2026
Maimon Wealth Management Ltd.Buy+10,000—10,000$137.40KQ4 2025May 07, 2026
Smith Asset Management Co., LlcBuy+54,494—54,494$748.75KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+283,719—283,719$3.90MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+46,755—46,755$642.41KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+21,437—21,437$294.55KQ4 2025Feb 18, 2026
Guggenheim Capital LlcBuy+715,193—715,193$9.83MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+308,204—308,204$4.23MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+175,971—175,971$2.42MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+134,425—134,425$1.85MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+51,693—51,693$710.26KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+36,255—36,255$498.14KQ4 2025Feb 17, 2026
Virtus Investment Advisers, LlcBuy+35,876—35,876$492.94KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+32,704—32,704$449.37KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+27,102—27,102$372.39KQ4 2025Feb 17, 2026
Pointe Capital Management LlcBuy+25,765—25,765$354.01KQ4 2025Feb 17, 2026
Btg Pactual Asset Management Us LlcBuy+20,578—20,578$291.80KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+16,366—16,366$224.86KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+714—714$9.81KQ4 2025Feb 17, 2026
Morgan StanleyBuy+4,593,229—4,593,229$63.11MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+981,696—981,696$13.49MQ4 2025Feb 13, 2026
Cohen & Steers, Inc.Buy+371,801—371,801$5.11MQ4 2025Feb 13, 2026
Venture Visionary Partners LlcBuy+267,792—267,792$3.68MQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+138,730—138,730$1.91MQ4 2025Feb 13, 2026
Wealth Alliance, LlcBuy+51,858—51,858$712.53KQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+40,451—40,451$555.79KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+37,915—37,915$520.95KQ4 2025Feb 13, 2026
Orleans Capital Management Corp/LaBuy+27,300—27,300$375.10KQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+16,269—16,269$223.53KQ4 2025Feb 13, 2026
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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.

BLW Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet