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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$139K - $152K
|
17.3K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
84.9KNew |
$685K - $749K
|
84.9K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
34.4KNew |
$278K - $304K
|
34.4K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3K- 15.14% |
$24.2K - $26.5K
|
16.8K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
37.3KNew |
$301K - $329K
|
37.3K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$3.23K - $3.53K
|
400
$3.42K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
37.8KNew |
$305K - $333K
|
37.8K
$323K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
16.2KNew |
$131K - $143K
|
16.2K
$138K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
100+ 0.93% |
$807 - $882
|
10.9K
$93.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$4.09K - $4.47K
|
507
$4.33K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.04K- 38.33% |
$8.38K - $9.16K
|
1.67K
$14.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
17.1KNew |
$138K - $151K
|
17.1K
$146K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15KNew |
$123K - $135K
|
15K
$128K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
11.5KNew |
$94.4K - $104K
|
11.5K
$98.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.77K- 29.81% |
$47.5K - $52.2K
|
13.6K
$116K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
850New |
$7K - $7.69K
|
850
$7.27K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.9K- 26.86% |
$23.9K - $26.2K
|
7.9K
$67.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
30KNew |
$247K - $272K
|
30K
$257K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
2.5K+ 16.67% |
$20.6K - $22.6K
|
17.5K
$150K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-600- 2.85% |
$4.94K - $5.43K
|
20.4K
$175K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$83.5K - $91.8K
|
10.1K
$86.7K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.08% |
$142 - $149
|
20.2K
$173K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
190K+ 217.18% |
$1.68M - $1.77M
|
278K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.1K- 2.27% |
$18.6K - $19.6K
|
90.5K
$773K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-3K- 15.0% |
$26.6K - $28K
|
17K
$145K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-19- 0.08% |
$168 - $177
|
22.6K
$193K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-1.5K- 2.11% |
$13.3K - $14K
|
69.9K
$598K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.17% |
$44.9 - $48.4
|
3K
$25.7K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12KNew |
$108K - $116K
|
12K
$103K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.8KNew |
$160K - $172K
|
17.8K
$152K
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-377K- 70.76% |
$3.38M - $3.64M
|
156K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10KNew |
$89.7K - $96.7K
|
10K
$85.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 2.72% |
$197 - $213
|
832
$7.11K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
16+ 0.95% |
$144 - $155
|
1.69K
$14.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.17% |
$44.9 - $48.4
|
3K
$25.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
64.2KNew |
$579K - $631K
|
64.2K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$93.9K - $102K
|
10.4K
$89K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
89.4K+ 277.07% |
$807K - $880K
|
122K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$143K - $156K
|
15.9K
$136K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.5KNew |
$13.5K - $14.8K
|
1.5K
$12.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-1K- 28.57% |
$9.02K - $9.84K
|
2.5K
$21.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
27.7KNew |
$249K - $272K
|
27.7K
$236K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
93+ 6.19% |
$832 - $1.01K
|
1.6K
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$13.4K - $16.3K
|
1.5K
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.7K- 42.0% |
$77.8K - $94.5K
|
12K
$103K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$8.95K - $10.9K
|
1K
$8.55K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1K+ 1.45% |
$8.95K - $10.9K
|
69.9K
$597K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.4KNew |
$228K - $276K
|
25.4K
$217K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.73K- 14.28% |
$42.4K - $51.4K
|
28.4K
$243K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.4K- 48.51% |
$102K - $124K
|
12.1K
$103K
|
|