Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
240K+ 3.47% |
$1.82M - $1.98M
|
7.15M
$57.6M
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
72.6K+ 82.97% |
$551K - $599K
|
160K
$1.29M
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
49.8KNew |
$379K - $411K
|
49.8K
$402K
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
46.4KNew |
$353K - $383K
|
46.4K
$374K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
34.2K+ 2344.93% |
$260K - $282K
|
35.7K
$288K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 8.4% |
$196K - $213K
|
333K
$2.68M
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
24.5K+ 13.81% |
$187K - $202K
|
202K
$1.63M
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
18.8KNew |
$143K - $155K
|
18.8K
$151K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.5K+ 3.22% |
$103K - $111K
|
433K
$3.49M
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$87.4K - $94.9K
|
11.5K
$92.7K
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
10.7K+ 45.3% |
$81.3K - $88.3K
|
34.3K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.4KNew |
$78.9K - $85.6K
|
10.4K
$83.7K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2KNew |
$77.4K - $84K
|
10.2K
$82.1K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.1K+ 9.47% |
$69.2K - $75.1K
|
105K
$848K
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.86K+ 5.5% |
$36.9K - $40.1K
|
93.2K
$751K
|
|
Feb 14, 2024
Q4 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
4K+ 8.39% |
$30.4K - $33K
|
51.7K
$416K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.49K+ 7.8% |
$26.5K - $28.8K
|
48.2K
$388K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.31K+ 1.34% |
$25.1K - $27.3K
|
251K
$2.02M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.1K+ 131.25% |
$16K - $17.3K
|
3.7K
$29.8K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 12.68% |
$11.4K - $12.4K
|
13.3K
$107K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
866+ 100.0% |
$6.58K - $7.14K
|
1.73K
$14K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
113+ 5.85% |
$859 - $932
|
2.05K
$16.5K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 2.34% |
$91.2 - $99
|
524
$4.22K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-159- 42.29% |
$1.21K - $1.31K
|
217
$1.75K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235- 11.81% |
$1.79K - $1.94K
|
1.76K
$14.1K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-644- 3.05% |
$4.89K - $5.31K
|
20.5K
$165K
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.7K- 2.19% |
$12.9K - $14K
|
76.1K
$613K
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.6K- 22.87% |
$19.8K - $21.5K
|
8.78K
$70.7K
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.98K- 7.15% |
$22.7K - $24.6K
|
38.8K
$312K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.31K- 7.23% |
$25.1K - $27.3K
|
42.4K
$342K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.84K- 22.84% |
$29.2K - $31.7K
|
13K
$105K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.16K- 7.15% |
$39.2K - $42.5K
|
67K
$540K
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-6.36K- 23.32% |
$48.3K - $52.4K
|
20.9K
$168K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9K- 39.17% |
$68.4K - $74.3K
|
14K
$113K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.28K- 6.29% |
$70.6K - $76.6K
|
138K
$1.12M
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-10.8K- 14.48% |
$82.3K - $89.4K
|
64K
$516K
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-22.2K- 58.8% |
$169K - $183K
|
15.6K
$125K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42.4K- 17.96% |
$322K - $350K
|
194K
$1.56M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-42.6K- 42.83% |
$323K - $351K
|
56.8K
$458K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.8K- 12.09% |
$348K - $378K
|
333K
$2.68M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-260K- 40.07% |
$1.98M - $2.15M
|
389K
$3.14M
|