Purchases and Sales Made in Q1 2023 in Western Asset Inflation Linked Income Fund (WIA)
This table provides information about the institutional ownership of Western Asset Inflation Linked Income Fund (WIA) during Q1 2023. The information is specifically focused on institutions that hold shares of WESTERN ASSET INFLATION-LINKED INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
221K+ 3.73% |
$1.88M - $2.01M
|
6.13M
$48.9M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
29.5K+ 21.36% |
$251K - $270K
|
168K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24K+ 39.79% |
$204K - $219K
|
84.2K
$671K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19.6KNew |
$167K - $179K
|
19.6K
$156K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.4K+ 2.44% |
$122K - $131K
|
604K
$4.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
11.2KNew |
$95.3K - $102K
|
11.2K
$89.3K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.42K+ 2.96% |
$63.1K - $67.7K
|
258K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.49K+ 1.82% |
$55.2K - $59.2K
|
363K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
6.43K+ 13.59% |
$54.7K - $58.7K
|
53.8K
$428K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.7K+ 3.67% |
$23K - $24.7K
|
76.3K
$608K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.23K+ 2.69% |
$18.9K - $20.3K
|
84.8K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.6KNew |
$13.6K - $14.6K
|
1.6K
$12.8K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.49K+ 13.09% |
$12.6K - $13.6K
|
12.8K
$102K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
615+ 72.35% |
$5.23K - $5.61K
|
1.47K
$11.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
285+ 0.69% |
$2.43K - $2.6K
|
41.7K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
248+ 1.13% |
$2.11K - $2.26K
|
22.3K
$178K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
169+ 0.63% |
$1.44K - $1.54K
|
26.9K
$214K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
49+ 2.9% |
$417 - $447
|
1.74K
$13.9K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
17+ 1.9% |
$145 - $155
|
913
$7.28K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6- 1.06% |
$51.1 - $54.8
|
560
$4.46K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-456- 9.44% |
$3.88K - $4.16K
|
4.38K
$34.9K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-866Closed |
$7.37K - $7.91K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.31K- 6.23% |
$11.2K - $12K
|
19.8K
$157K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 4.67% |
$11.2K - $12K
|
26.9K
$214K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.32K- 7.5% |
$11.2K - $12.1K
|
16.3K
$130K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.93KClosed |
$16.4K - $17.6K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.64K- 1.97% |
$31K - $33.3K
|
182K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4.51K- 31.64% |
$38.4K - $41.2K
|
9.75K
$77.7K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.4K- 20.77% |
$46K - $49.3K
|
20.6K
$164K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.74K- 37.84% |
$57.4K - $61.6K
|
11.1K
$88.3K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.5K- 4.95% |
$98K - $105K
|
221K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.7K- 3.9% |
$117K - $125K
|
338K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-21.5K- 99.41% |
$183K - $196K
|
128
$1.02K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-24.4K- 24.8% |
$207K - $223K
|
73.9K
$589K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30K- 12.97% |
$255K - $274K
|
201K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.2K- 45.01% |
$317K - $340K
|
45.5K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.7K- 10.16% |
$338K - $362K
|
351K
$2.8M
|