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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
35.1KNew |
$288K - $312K
|
35.1K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.04K+ 6.74% |
$16.8K - $18.1K
|
32.3K
$285K
|
|
| Q3 2024 | |||||||
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
9.66K+ 30.02% |
$81.3K - $85.4K
|
41.8K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
48.6KNew |
$409K - $429K
|
48.6K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
20.8KNew |
$175K - $184K
|
20.8K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-14.3K- 54.3% |
$120K - $126K
|
12K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
195+ 1.19% |
$1.64K - $1.72K
|
16.6K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
66+ 1.08% |
$556 - $583
|
6.17K
$54.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
10.8KNew |
$90.7K - $95.2K
|
10.8K
$95K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
24.6KNew |
$207K - $217K
|
24.6K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2K+ 7.43% |
$16.8K - $17.7K
|
28.9K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.7K+ 784.0% |
$39.6K - $41.6K
|
5.3K
$46.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.83K+ 5.44% |
$65.9K - $69.2K
|
152K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
75New |
$632 - $663
|
75
$662
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.74KNew |
$14.6K - $15.4K
|
1.74K
$15.3K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$26.7K - $27.7K
|
3.2K
$28.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60New |
$501 - $520
|
60
$529
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-311- 2.86% |
$2.6K - $2.69K
|
10.5K
$93K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.7K+ 2.27% |
$265K - $274K
|
1.43M
$12.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50.5K- 77.1% |
$422K - $437K
|
15K
$132K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.5KNew |
$45.9K - $47.6K
|
5.5K
$48.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
11.5KNew |
$96.3K - $99.9K
|
11.5K
$102K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.67K- 42.61% |
$72.4K - $75.1K
|
11.7K
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$8.35 - $8.66
|
1
$8.82
|
|
|
Jul 22, 2024
Q2 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
SELL
|
- |
-28.8K- 2.2% |
$240K - $249K
|
1.28M
$11.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.95K- 8.09% |
$16.3K - $16.9K
|
22.1K
$195K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
332New |
$2.77K - $2.88K
|
332
$2.93K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13K- 69.33% |
$9.53K - $9.93K
|
500
$4.41K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185New |
$1.56K - $1.63K
|
185
$1.63K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
515+ 3.28% |
$4.34K - $4.53K
|
16.2K
$143K
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
10.7KNew |
$90.2K - $94K
|
10.7K
$94.3K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 1.21% |
$21K - $21.9K
|
208K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
$371 - $387
|
44
$388
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
2.36KNew |
$19.9K - $20.8K
|
2.36K
$20.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.9KNew |
$91.9K - $95.8K
|
10.9K
$96.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$139K - $152K
|
17.3K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-21.3K- 28.35% |
$172K - $188K
|
53.8K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
84.9KNew |
$685K - $749K
|
84.9K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
34.4KNew |
$278K - $304K
|
34.4K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
37.3KNew |
$301K - $329K
|
37.3K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$3.23K - $3.53K
|
400
$3.53K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
37.8KNew |
$305K - $333K
|
37.8K
$333K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
16.2KNew |
$131K - $143K
|
16.2K
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$4.09K - $4.47K
|
507
$4.47K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
17.1KNew |
$138K - $151K
|
17.1K
$151K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.04K- 38.33% |
$8.38K - $9.16K
|
1.67K
$14.7K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
11.5KNew |
$94.4K - $104K
|
11.5K
$101K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.77K- 29.81% |
$47.5K - $52.2K
|
13.6K
$120K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
30KNew |
$247K - $272K
|
30K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
2.5K+ 16.67% |
$20.6K - $22.6K
|
17.5K
$154K
|
|