Ballew Advisors, Inc Western Asset Inflation Linked Opportunities & Income Fund Transaction History

Ballew Advisors, Inc

$141 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 12, 2019	SELL	$10.05 - $10.86 $8,040 - $8,688	-800 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	$10.84 - $11.16 $8,672 - $8,928	800 New	800 $8,000

Others Institutions Holding WIW

# of Institutions

99

Shares Held

25.9M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

7.4M
Shares

$65.7 Million
0.0% of portfolio
Allspring Global Investments Holdings, LLC

3.05M
Shares

$27.1 Million
0.04% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.09M
Shares

$18.6 Million
0.92% of portfolio
Penserra Capital Management LLC Orinda, CA

1.43M
Shares

$12.7 Million
0.15% of portfolio
Beach Point Capital Management LP Santa Monica, CA

1.28M
Shares

$11.4 Million
6.01% of portfolio

About WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND

Ticker WIW
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. It is managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Comp...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballew Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ballew Advisors, Inc with notifications on news.