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 53 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 $93.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
7,743,070
shares
|
$64.3 Million
2.24% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
445,314
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
281,181
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Added 102.36%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
241,044
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
234,420
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Cf Capital LLC
Cohasset, MA |
Feb 14, 2025 Q4 2024 |
220,000
shares
|
$1.83 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
199,676
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
177,627
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
176,161
shares
|
$1.46 Million
0.75% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
159,057
shares
|
$1.32 Million
0.62% of portfolio
|
Q3 2024
Added 33.98%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
140,673
shares
|
$1.17 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
123,438
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 61.8%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
107,468
shares
|
$891,984
0.3% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
106,468
shares
|
$883,684
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
84,813
shares
|
$703,947
0.0% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
73,891
shares
|
$613,295
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Feb 14, 2025 Q4 2024 |
61,666
shares
|
$511,827
0.34% of portfolio
|
Q2 2024
Added 19.36%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
60,359
shares
|
$500,979
0.15% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
53,254
shares
|
$442,008
0.22% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
46,694
shares
|
$387,560
0.09% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
46,396
shares
|
$385,086
0.05% of portfolio
|
Q4 2024
Added 44.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
44,345
shares
|
$368,063
0.05% of portfolio
|
Q1 2024
Reduced 4.42%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
41,825
shares
|
$347,147
0.34% of portfolio
|
Q2 2022
Added 98.09%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
38,573
shares
|
$320,155
0.03% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,548
shares
|
$278,448
0.0% of portfolio
|
Q3 2024
New holding
|