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 55 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $96.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
7,805,355
shares
|
$65.4 Million
2.7% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
454,390
shares
|
$3.81 Million
0.01% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
427,825
shares
|
$3.59 Million
0.03% of portfolio
|
Q1 2025
Added 52.15%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
241,044
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Cf Capital LLC
Cohasset, MA |
May 14, 2025 Q1 2025 |
238,928
shares
|
$2 Million
2.01% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
214,689
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
196,419
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
179,091
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
178,140
shares
|
$1.49 Million
0.86% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
159,057
shares
|
$1.33 Million
0.75% of portfolio
|
Q3 2024
Added 33.98%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
135,973
shares
|
$1.14 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
110,043
shares
|
$922,160
0.02% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
107,145
shares
|
$897,875
0.29% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
105,772
shares
|
$886,369
0.0% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
90,810
shares
|
$760,987
0.0% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
74,524
shares
|
$624,511
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
59,359
shares
|
$497,428
0.16% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
May 15, 2025 Q1 2025 |
59,332
shares
|
$497,202
0.41% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
54,764
shares
|
$458,922
0.07% of portfolio
|
Q1 2025
Added 18.04%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
53,254
shares
|
$446,268
0.24% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
46,694
shares
|
$391,295
0.09% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
44,345
shares
|
$371,611
0.05% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
41,825
shares
|
$350,493
0.34% of portfolio
|
Q2 2022
Added 98.09%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
38,573
shares
|
$323,241
0.03% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
36,432
shares
|
$305,300
0.0% of portfolio
|
Q1 2025
Added 19.53%
|