Institutional Ownership Western Asset Inflation Linked Income Fund (WIA)
This table provides information about the institutional ownership of Western Asset Inflation Linked Income Fund (WIA). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $91.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
7,649,348
shares
|
$62.1 Million
2.12% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
448,033
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
323,113
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
278,387
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
241,044
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
225,149
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
207,322
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
176,161
shares
|
$1.43 Million
0.75% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
159,057
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
Added 33.98%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
149,257
shares
|
$1.21 Million
0.37% of portfolio
|
Q3 2024
Reduced 22.39%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
138,950
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 65.38%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
106,468
shares
|
$864,520
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
102,199
shares
|
$829,855
0.3% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
75,010
shares
|
$609,081
0.01% of portfolio
|
Q3 2024
Reduced 48.8%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
74,959
shares
|
$608,667
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
73,394
shares
|
$595,959
0.0% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
73,126
shares
|
$593,783
0.17% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
61,666
shares
|
$500,727
0.4% of portfolio
|
Q2 2024
Added 19.36%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
53,284
shares
|
$432,666
0.05% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
53,254
shares
|
$432,422
0.22% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
46,694
shares
|
$379,155
0.09% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
44,345
shares
|
$360,081
0.06% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
41,825
shares
|
$339,618
0.34% of portfolio
|
Q2 2022
Added 98.09%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
39,544
shares
|
$321,097
0.03% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,548
shares
|
$272,409
0.0% of portfolio
|
Q3 2024
New holding
|