Samalin Investment Counsel, LLC
Position in BLW — BLACKROCK Ltd DURATION INCOME TRUST
CIK 1544366
CHAPPAQUA, NY
Position in BLW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$159,147
+$2,465 QoQ
Shares Held
12,742
+2.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#16
of 32 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Samalin Investment Counsel, LLC holds $43,823,687 across 57 Asset Management names. BLW ranks #53 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQH |
abrdn Healthcare Investors
|
154,616 | $3,398,459 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
|
206,445 | $2,774,620 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
147,347 | $2,721,499 | |
| 4 | UTG |
Reaves Utility Income Fund
|
49,883 | $2,031,235 | |
| 5 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
64,791 | $1,793,414 | |
| 6 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
174,324 | $1,767,645 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
65,105 | $1,663,432 | |
| 8 | GAM |
General American Investors Co Inc
|
25,234 | $1,608,667 |
All Filings in BLW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,147 | 12,742 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $156,682 | 12,445 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $167,215 | 12,170 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $170,282 | 12,163 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $167,742 | 11,863 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $164,021 | 11,608 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $164,478 | 11,359 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $155,207 | 11,118 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $145,729 | 10,387 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $142,232 | 10,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $132,277 | 10,270 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $129,701 | 10,070 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $132,371 | 10,097 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $210,230 | 16,085 | Shares | Sole | 2023-02-10 | |
| 2020-12-31 | $81,653 | 5,129 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $74,506 | 5,065 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||