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BLACKROCK LIMITED DURATION INCORPORATED TR COM SHS
BLACKROCK LIMITED DURATION INCORPORATED TR COM SHS. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 45 Institutional holders with a total value of $108,529,758.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,528,292 26,424,000 24.35%
2 UBS AG 974,599 16,851,000 15.53%
3 Invesco Ltd. 960,686 16,610,000 15.30%
4 GUGGENHEIM CAPITAL LLC 436,339 7,543,000 6.95%
5 Saba Capital Management, L.P. 401,776 6,947,000 6.40%
6 Highmount Capital, LLC 270,700 4,680,000 4.31%
7 Advisors Asset Management, Inc. 235,102 4,065,000 3.75%
8 Capital Investment Advisors, LLC 230,086 3,978,000 3.67%
9 BANK OF AMERICA CORP /DE/ 168,085 2,906,000 2.68%
10 Shaker Financial Services, LLC 135,511 2,343,000 2.16%
11 WELLS FARGO & COMPANY/MN 119,717 2,069,000 1.91%
12 RAYMOND JAMES & ASSOCIATES 102,004 1,764,000 1.63%
13 LPL Financial LLC 94,172 1,628,000 1.50%
14 COHEN & STEERS, INC. 84,723 1,465,000 1.35%
15 Raymond James Financial Services Advisors, Inc. 80,820 1,397,000 1.29%
16 SG Americas Securities, LLC 61,458 1,063,000 0.98%
17 Wills Financial Group, Inc. 51,761 895,000 0.82%
18 IMA Advisory Services, Inc. 45,134 780,000 0.72%
19 ProVise Management Group, LLC 38,741 670,000 0.62%
20 Commonwealth Equity Services, Inc 27,881 482,000 0.44%
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,528 441,000 0.41%
22 ENVESTNET ASSET MANAGEMENT INC 24,338 421,000 0.39%
23 ROYAL BANK OF CANADA 21,296 368,000 0.34%
24 Investors Capital Advisory Services 21,251 367,000 0.34%
25 CABOT WEALTH MANAGEMENT INC 20,050 347,000 0.32%
26 JANE STREET GROUP, LLC 14,806 256,000 0.24%
27 Kamunting Street Capital Management, L.P. 14,060 243,000 0.22%
28 WealthTrust Axiom LLC 13,050 225,000 0.21%
29 Yellowstone Partners, LLC 12,622 218,000 0.20%
30 AMERICAN INTERNATIONAL GROUP, INC. 10,475 181,113 0.17%
31 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,472 181,000 0.17%
32 WBH ADVISORY INC 10,275 177,000 0.16%
33 WFG Advisors, LP 6,152 106,000 0.10%
34 Regal Investment Advisors LLC 5,186 90,000 0.08%
35 CITIGROUP INC 4,868 84,000 0.08%
36 US BANCORP \DE\ 4,399 76,000 0.07%
37 CITY HOLDING CO 3,000 51,000 0.05%
38 MSI Financial Services Inc 2,408 42,000 0.04%
39 PNC FINANCIAL SERVICES GROUP, INC. 1,500 26,000 0.02%
40 Creative Planning 1,460 25,000 0.02%
41 Avior Wealth Management, LLC 1,000 17,000 0.02%
42 Evercore Wealth Management, LLC 800 14,000 0.01%
43 First City Capital Management, Inc. 500 8,645 0.01%
44 Lehman Financial Resources, Inc. 200 3,000 0.00%
45 NEW ENGLAND SECURITIES CORP /MA/ 125 2,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.