BlackRock Ltd. Durat Inc. TRBLW
13F holders, Q4 2024 (December 31)76holders −1
4new positions
4sold out
$14.13avg. 13F price*
At the end of Q4 2024, 76 institutions reported holding BlackRock Ltd. Durat Inc. TR (BLW) in their 13F filings, down 1 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($65.0M), Wells Fargo & Company ($13.1M) and Guggenheim Capital LLC ($9.4M).
- Company
- BlackRock Ltd. Durat Inc. TR
- CUSIP
- 09249W101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $937K |
| Exits | 4 | $257K |
All 13F filers, Q3 2024 → Q4 2024: 370,635 shares bought and 125,961 shares sold, net +244,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Morgan Stanley | 0.00% | Reduce -0.8% | 4,600,399 | $65.0M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 924,949 | $13.1M |
| Guggenheim Capital LLC | 0.08% | Add +28.4% | 666,783 | $9.4M |
| UBS Group AG | 0.00% | Add +4.1% | 576,443 | $8.1M |
| Cohen & Steers, Inc. | 0.01% | No change | 371,801 | $5.3M |
| Invesco Ltd. | 0.00% | Add +10.4% | 342,804 | $4.8M |
| Raymond James Financial Inc. | 0.00% | — | 276,133 | $3.9M |
| Blue Zone Wealth Advisors, LLC | 1.05% | Add +0.0% | 258,302 | $3.6M |
| Bank of America Corp. | 0.00% | Add +1.0% | 252,312 | $3.6M |
| Principal Securities, Inc. | 0.07% | Reduce -0.5% | 212,931 | $3.0M |
| Jefferies Financial Group Inc. | 0.03% | Add +0.5% | 182,793 | $2.6M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -2.5% | 178,007 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 176,515 | $2.5M |
| GraniteShares Advisors LLC | 1.56% | Add +4.4% | 174,747 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 128,248 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +8.8% | 126,277 | $1.8M |
| Fiera Capital Corp | 0.01% | Reduce -1.7% | 114,590 | $1.6M |
| LPL Financial LLC | 0.00% | Add +5.1% | 114,391 | $1.6M |
| Cura Wealth Advisors, LLC | 0.63% | — | 100,238 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +28.3% | 86,022 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.31% | Reduce -7.0% | 58,864 | $832K |
| Cetera Investment Advisers | 0.00% | Add +12.6% | 58,311 | $824K |
| Wealth Alliance, LLC | 0.10% | Reduce -3.4% | 57,648 | $815K |
| Verity Asset Management, Inc. | 0.43% | Reduce -1.8% | 54,198 | $766K |
| Smith Asset Management Co., LLC | 0.72% | — | 52,671 | $744K |
| Virtus Advisers, LLC | 0.30% | Add +18.7% | 51,320 | $725K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 46,560 | $658K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.5% | 45,798 | $647K |
| BTG Pactual Asset Management US LLC | 0.08% | Reduce -0.7% | 43,030 | $615K |
| Orleans Capital Management Corp. | 0.32% | Reduce -2.4% | 40,500 | $579K |
| Comerica Bank | 0.00% | Add +13.5% | 38,876 | $549K |
| Waterfront Wealth Inc. | 0.13% | Reduce -25.9% | 38,546 | $545K |
| Obsidian Cio, LLC | 0.10% | New | 37,462 | $529K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.7% | 36,736 | $519K |
| Consolidated Portfolio Review Corp | 0.06% | Add +1.1% | 27,726 | $392K |
| Pointe Capital Management LLC | 0.22% | Reduce -0.4% | 26,565 | $375K |
| Shufro Rose & Co. LLC | 0.03% | No change | 25,900 | $366K |
| US Bancorp \de | 0.00% | No change | 19,900 | $281K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.3% | 18,668 | $264K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.4% | 17,603 | $249K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 15,982 | $226K |
| MML Investors Services, LLC | 0.00% | Add +3.1% | 15,482 | $219K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.0% | 15,484 | $219K |
| Annex Advisory Services, LLC | 0.01% | No change | 15,407 | $218K |
| MAI Capital Management | 0.00% | New | 15,268 | $216K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 14,853 | $210K |
| ProVise Management Group, LLC | 0.02% | Add +4.0% | 14,293 | $202K |
| Prospera Financial Services Inc | 0.00% | Add +14.2% | 14,047 | $199K |
| Pathstone Holdings, LLC | 0.00% | Add +3.3% | 13,614 | $192K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 13,457 | $190K |
| Round Rock Advisors LLC | 0.04% | New | 13,454 | $190K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -17.6% | 11,700 | $165K |
| Samalin Investment Counsel, LLC | 0.07% | Add +2.2% | 11,608 | $164K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.0% | 11,573 | $164K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.7% | 11,380 | $161K |
| WMG Financial Advisors, LLC | 0.06% | Reduce -22.1% | 10,575 | $149K |
| Papamarkou Wellner Asset Management inc. | 0.10% | — | 10,000 | $141K |
| CoreCap Advisors, LLC | 0.00% | Reduce -24.2% | 4,652 | $66K |
| Hollencrest Capital Management | 0.00% | No change | 3,500 | $49K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,492 | $49K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 3,300 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.4% | 2,726 | $39K |
| IFP Advisors, Inc | 0.00% | Add +2.1% | 2,340 | $33K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,900 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 1,618 | $23K |
| Montag A & Associates Inc. | 0.00% | Reduce -29.3% | 1,410 | $20K |
| Allworth Financial LP | 0.00% | Add +132.4% | 1,278 | $18K |
| Blue Trust, Inc. | 0.00% | Add +4.8% | 1,278 | $18K |
| Missouri Trust & Investment Co | 0.01% | No change | 1,176 | $17K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,000 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 500 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $7K |
| Harbour Investments, Inc. | 0.00% | Add +58.3% | 190 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 171 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 142 | $2K |
| Lanark Financial, Inc. | 0.04% | — | 27 | $391 |
"% of holder's portfolio" is BLW's weight in each manager's 13F, not the share of BlackRock Ltd. Durat Inc. TR the manager owns.