Latest Institutional Transactions on Western Asset Inflation Linked Opportunities & Income Fund (WIW)
This table provides information on the latest institutional transactions involving Western Asset Inflation Linked Opportunities & Income Fund (WIW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
54.8K+ 26.19% |
$462K - $485K
|
264K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
10.8KNew |
$90.7K - $95.2K
|
10.8K
$92.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
24.6KNew |
$207K - $217K
|
24.6K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-946- 16.41% |
$7.97K - $8.36K
|
4.82K
$41.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22K- 12.73% |
$185K - $194K
|
151K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2K+ 7.43% |
$16.8K - $17.7K
|
28.9K
$247K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23.1KNew |
$195K - $204K
|
23.1K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
148K+ 40.68% |
$1.24M - $1.31M
|
511K
$4.37M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.7K+ 784.0% |
$39.6K - $41.6K
|
5.3K
$45.3K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.2K+ 6.82% |
$77.5K - $81.3K
|
144K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
61+ 0.17% |
$514 - $539
|
35.8K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Grace & White Inc
|
SELL
|
- |
-7.1K- 3.75% |
$59.8K - $62.8K
|
182K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-480K- 15.74% |
$4.04M - $4.24M
|
2.57M
$22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.83K+ 5.44% |
$65.9K - $69.2K
|
152K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
31.4K+ 15.74% |
$265K - $278K
|
231K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
75New |
$632 - $663
|
75
$641
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.74KNew |
$14.6K - $15.4K
|
1.74K
$14.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.39K- 4.94% |
$28.6K - $30K
|
65.3K
$558K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.21K+ 7.87% |
$18.6K - $19.5K
|
30.3K
$259K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.93K- 1.74% |
$24.7K - $25.9K
|
165K
$1.42M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$26.7K - $27.7K
|
3.2K
$27.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60New |
$501 - $520
|
60
$513
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-311- 2.86% |
$2.6K - $2.69K
|
10.5K
$90.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12K- 10.96% |
$101K - $104K
|
97.9K
$837K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.7K+ 2.27% |
$265K - $274K
|
1.43M
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 150000.0% |
$12.5K - $13K
|
1.5K
$12.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
180+ 1.34% |
$1.5K - $1.56K
|
13.6K
$116K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50.5K- 77.1% |
$422K - $437K
|
15K
$128K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.5KNew |
$45.9K - $47.6K
|
5.5K
$47K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$8.35 - $8.66
|
1
$8.55
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
11.5KNew |
$96.3K - $99.9K
|
11.5K
$98.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.67K- 42.61% |
$72.4K - $75.1K
|
11.7K
$99.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84New |
$701 - $727
|
84
$718
|
|
|
Jul 22, 2024
Q2 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
SELL
|
- |
-28.8K- 2.2% |
$240K - $249K
|
1.28M
$11M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.95K- 8.09% |
$16.3K - $16.9K
|
22.1K
$189K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.83K+ 5.73% |
$15.3K - $15.8K
|
33.7K
$288K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
332New |
$2.77K - $2.88K
|
332
$2.84K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13K- 69.33% |
$9.53K - $9.93K
|
500
$4.28K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.1KNew |
$178K - $186K
|
21.1K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185New |
$1.56K - $1.63K
|
185
$1.58K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
426+ 4.04% |
$3.59K - $3.74K
|
11K
$93.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
515+ 3.28% |
$4.34K - $4.53K
|
16.2K
$139K
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
10.7KNew |
$90.2K - $94K
|
10.7K
$91.5K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 1.21% |
$21K - $21.9K
|
208K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
$371 - $387
|
44
$376
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
2.36KNew |
$19.9K - $20.8K
|
2.36K
$20.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.9KNew |
$91.9K - $95.8K
|
10.9K
$93.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-21.3K- 28.35% |
$172K - $188K
|
53.8K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.7K+ 230.64% |
$143K - $156K
|
25.4K
$217K
|
|