Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
135K+ 1.89% |
$1.08M - $1.11M
|
7.28M
$60.6M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
60.6K+ 94.7% |
$485K - $498K
|
125K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
47.2KNew |
$377K - $388K
|
47.2K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
38KNew |
$304K - $312K
|
38K
$316K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.4K+ 65.11% |
$251K - $258K
|
79.6K
$662K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.7K+ 11.7% |
$181K - $186K
|
216K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
18.1K+ 42.57% |
$144K - $148K
|
60.5K
$503K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
15.7K+ 7.78% |
$126K - $129K
|
218K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.4K+ 3.1% |
$108K - $111K
|
447K
$3.72M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.27K+ 174.83% |
$66.2K - $68K
|
13K
$108K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.6K+ 3.64% |
$52.8K - $54.2K
|
188K
$1.56M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.35K+ 26.15% |
$42.8K - $44K
|
25.8K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.33K+ 10.7% |
$42.7K - $43.8K
|
55.2K
$459K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.96K+ 2.48% |
$31.7K - $32.6K
|
164K
$1.36M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.65K+ 1.19% |
$29.2K - $30K
|
311K
$2.59M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.48K+ 24.92% |
$27.9K - $28.6K
|
17.5K
$145K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 15.42% |
$19.2K - $19.7K
|
18K
$149K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.82K+ 1.95% |
$14.5K - $14.9K
|
95K
$791K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
420New |
$3.36K - $3.45K
|
420
$3.49K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
171+ 32.63% |
$1.37K - $1.41K
|
695
$5.78K
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
154+ 1.23% |
$1.23K - $1.27K
|
12.7K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
147+ 67.74% |
$1.18K - $1.21K
|
364
$3.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 9.45% |
$2.4K - $2.47K
|
2.88K
$23.9K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-328- 2.46% |
$2.62K - $2.7K
|
13K
$108K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-629- 1.62% |
$5.03K - $5.17K
|
38.1K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-800- 1.41% |
$6.4K - $6.58K
|
56K
$466K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-866- 50.0% |
$6.93K - $7.12K
|
866
$7.21K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-904- 2.63% |
$7.23K - $7.43K
|
33.4K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.02K- 15.56% |
$16.2K - $16.6K
|
11K
$91.2K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.05K- 4.42% |
$16.4K - $16.9K
|
44.3K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.61K- 1.7% |
$52.9K - $54.4K
|
382K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.88K- 3.14% |
$63K - $64.8K
|
243K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9.28K- 13.85% |
$74.2K - $76.3K
|
57.7K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.2K- 6.66% |
$177K - $182K
|
311K
$2.59M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.2K- 6.66% |
$177K - $182K
|
311K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-30.6K- 22.11% |
$245K - $251K
|
108K
$897K
|