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