Mutual Advisors, LLC Western Asset Inflation Linked Income Fund Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$11.9 - $13.15 $131,209 - $144,991	-11,026 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$9.29 - $12.66 $51,317 - $69,933	-5,524 Reduced 33.38%	11,026 $116,000
Q4 2019 Feb 11, 2020	BUY	$11.62 - $12.15 $192,311 - $201,082	16,550 New	16,550 $201,000

Others Institutions Holding WIA

# of Institutions

53

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

7.65M
Shares

$62.3 Million
2.12% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

448K
Shares

$3.65 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

323K
Shares

$2.63 Million
0.0% of portfolio
Morgan Stanley New York, NY

278K
Shares

$2.27 Million
0.0% of portfolio
Fiera Capital Corp Montreal, A8

242K
Shares

$1.98 Million
0.01% of portfolio

About WESTERN ASSET INFLATION-LINKED INCOME FUND

Ticker WIA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Western Asset/Claymore Inflation-Linked Securities & Income Fund is a closed-ended fixed income mutual fund launched by Guggenheim Partners, LLC. The fund is co-managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Company Pte. Ltd. It invest...

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