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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-600- 2.85% |
$4.94K - $5.43K
|
20.4K
$180K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$83.5K - $91.8K
|
10.1K
$89.4K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.08% |
$142 - $149
|
20.2K
$178K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
190K+ 217.18% |
$1.68M - $1.77M
|
278K
$2.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.1K- 2.27% |
$18.6K - $19.6K
|
90.5K
$798K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-3K- 15.0% |
$26.6K - $28K
|
17K
$150K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-19- 0.08% |
$168 - $177
|
22.6K
$199K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-1.5K- 2.11% |
$13.3K - $14K
|
69.9K
$617K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.17% |
$44.9 - $48.4
|
3K
$26.5K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12KNew |
$108K - $116K
|
12K
$106K
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-377K- 70.76% |
$3.38M - $3.64M
|
156K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10KNew |
$89.7K - $96.7K
|
10K
$88.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 2.72% |
$197 - $213
|
832
$7.34K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
16+ 0.95% |
$144 - $155
|
1.69K
$14.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.17% |
$44.9 - $48.4
|
3K
$26.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$93.9K - $102K
|
10.4K
$91.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
64.2KNew |
$579K - $631K
|
64.2K
$566K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
89.4K+ 277.07% |
$807K - $880K
|
122K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.5KNew |
$13.5K - $14.8K
|
1.5K
$13.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-1K- 28.57% |
$9.02K - $9.84K
|
2.5K
$22.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
27.7KNew |
$249K - $272K
|
27.7K
$244K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
93+ 6.19% |
$832 - $1.01K
|
1.6K
$14.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$13.4K - $16.3K
|
1.5K
$13.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.7K- 42.0% |
$77.8K - $94.5K
|
12K
$106K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$8.95K - $10.9K
|
1K
$8.82K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.4KNew |
$228K - $276K
|
25.4K
$224K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1K+ 1.45% |
$8.95K - $10.9K
|
69.9K
$616K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.73K- 14.28% |
$42.4K - $51.4K
|
28.4K
$251K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.4K- 48.51% |
$102K - $124K
|
12.1K
$107K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-16K- 19.88% |
$143K - $174K
|
64.5K
$569K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-431KClosed |
$4.36M - $5.13M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.6KNew |
$594K - $698K
|
58.6K
$517K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-840- 75.61% |
$8.5K - $10K
|
271
$2.39K
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-22.7KClosed |
$230K - $270K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
36.1KNew |
$365K - $430K
|
36.1K
$318K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
140New |
$1.42K - $1.67K
|
140
$1.23K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-621Closed |
$6.28K - $7.39K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 0.44% |
$830 - $976
|
18.8K
$166K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-14.8KClosed |
$150K - $176K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-20- 4.26% |
$236 - $268
|
449
$3.96K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-215Closed |
$2.53K - $2.88K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-74.4KClosed |
$876K - $996K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-684Closed |
$8.06K - $9.16K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.6KClosed |
$160K - $182K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250Closed |
$2.95K - $3.35K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-127KClosed |
$1.5M - $1.7M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.8KNew |
$139K - $159K
|
11.8K
$104K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.5KClosed |
$53K - $60.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.5KClosed |
$57.8K - $62.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-45.2KClosed |
$580K - $628K
|
0
$0
|
|