Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
303K+ 4.59% |
$2.37M - $2.57M
|
6.91M
$55.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
87.5KNew |
$684K - $742K
|
87.5K
$705K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.7K+ 16.52% |
$420K - $455K
|
379K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
47.5K+ 36566.15% |
$372K - $403K
|
47.7K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
41.7KNew |
$326K - $354K
|
41.7K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38K+ 9.95% |
$297K - $322K
|
420K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.1K+ 30.03% |
$267K - $289K
|
148K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.8K+ 13.32% |
$217K - $235K
|
236K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
27.3KNew |
$213K - $231K
|
27.3K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
13.4KNew |
$105K - $114K
|
13.4K
$108K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.1K+ 9.2% |
$63.3K - $68.7K
|
96.1K
$775K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.17K+ 21.54% |
$56.1K - $60.8K
|
40.5K
$326K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
6.05K+ 7.35% |
$47.3K - $51.3K
|
88.4K
$712K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.25K+ 29.57% |
$41K - $44.5K
|
23K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.99KNew |
$15.6K - $16.9K
|
1.99K
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21K+ 2.79% |
$9.48K - $10.3K
|
44.7K
$360K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
866New |
$6.77K - $7.34K
|
866
$6.98K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
688+ 3.0% |
$5.38K - $5.83K
|
23.6K
$190K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434New |
$3.39K - $3.68K
|
434
$3.5K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
376New |
$2.94K - $3.19K
|
376
$3.03K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
182+ 0.48% |
$1.42K - $1.54K
|
37.8K
$304K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-145- 6.98% |
$1.13K - $1.23K
|
1.93K
$15.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-180- 0.1% |
$1.41K - $1.53K
|
181K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-245- 32.36% |
$1.92K - $2.08K
|
512
$4.13K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-617- 66.27% |
$4.82K - $5.23K
|
314
$2.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 7.79% |
$7.82K - $8.48K
|
11.8K
$95.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 1.0% |
$7.82K - $8.48K
|
99.4K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.08K- 6.02% |
$8.43K - $9.14K
|
16.8K
$136K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.4K- 0.56% |
$10.9K - $11.8K
|
247K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4.23K- 74.36% |
$33.1K - $35.9K
|
1.46K
$11.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-4.56K- 5.54% |
$35.7K - $38.7K
|
77.8K
$627K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.6K- 3.51% |
$51.6K - $56K
|
181K
$1.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-7KClosed |
$54.7K - $59.4K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.29K- 15.35% |
$64.8K - $70.3K
|
45.7K
$369K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 39.79% |
$109K - $118K
|
21.1K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-29.7K- 14.31% |
$232K - $252K
|
178K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-68.8K- 47.9% |
$538K - $583K
|
74.8K
$603K
|