Patriot Financial Group Insurance Agency, LLC Western Asset Inflation Linked Opportunities & Income Fund Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$11.78 - $13.39 $2,945 - $3,347	-250 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$11.2 - $12.41 $2,800 - $3,102	250 New	250 $3,000

Others Institutions Holding WIW

# of Institutions

104

Shares Held

25.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

7.35M
Shares

$64.9 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.97M
Shares

$17.4 Million
1.15% of portfolio
1607 Capital Partners, LLC Richmond, VA

1.93M
Shares

$17 Million
1.37% of portfolio
Allspring Global Investments Holdings, LLC

1.82M
Shares

$16 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.47M
Shares

$12.9 Million
0.0% of portfolio

View Full List

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...

More about WIW

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