Latest Institutional Purchases of Western Asset Inflation Linked Opportunities & Income Fund (WIW)
This list provides information on the latest institutional transactions involving Western Asset Inflation Linked Opportunities & Income Fund (WIW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.5KNew |
$45.9K - $47.6K
|
5.5K
$47K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$26.7K - $27.7K
|
3.2K
$27.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.83K+ 5.73% |
$15.3K - $15.8K
|
33.7K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 150000.0% |
$12.5K - $13K
|
1.5K
$12.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
332New |
$2.77K - $2.88K
|
332
$2.84K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
180+ 1.34% |
$1.5K - $1.56K
|
13.6K
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84New |
$701 - $727
|
84
$718
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60New |
$501 - $520
|
60
$513
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$8.35 - $8.66
|
1
$8.55
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.1KNew |
$178K - $186K
|
21.1K
$181K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.9KNew |
$91.9K - $95.8K
|
10.9K
$93.2K
|
|
|
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 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
2.36KNew |
$19.9K - $20.8K
|
2.36K
$20.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
515+ 3.28% |
$4.34K - $4.53K
|
16.2K
$139K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
426+ 4.04% |
$3.59K - $3.74K
|
11K
$93.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185New |
$1.56K - $1.63K
|
185
$1.58K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
44New |
$371 - $387
|
44
$376
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
84.9KNew |
$685K - $749K
|
84.9K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
37.8KNew |
$305K - $333K
|
37.8K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
37.3KNew |
$301K - $329K
|
37.3K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
34.4KNew |
$278K - $304K
|
34.4K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.7K+ 230.64% |
$143K - $156K
|
25.4K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$139K - $152K
|
17.3K
$148K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
17.1KNew |
$138K - $151K
|
17.1K
$146K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
16.2KNew |
$131K - $143K
|
16.2K
$138K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$4.09K - $4.47K
|
507
$4.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
400New |
$3.23K - $3.53K
|
400
$3.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
100+ 0.93% |
$807 - $882
|
10.9K
$93.2K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
30KNew |
$247K - $272K
|
30K
$257K
|
|
|
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 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$83.5K - $91.8K
|
10.1K
$86.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
2.5K+ 16.67% |
$20.6K - $22.6K
|
17.5K
$150K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
850New |
$7K - $7.69K
|
850
$7.27K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
190K+ 217.18% |
$1.68M - $1.77M
|
278K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.08% |
$142 - $149
|
20.2K
$173K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.8KNew |
$160K - $172K
|
17.8K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12KNew |
$108K - $116K
|
12K
$103K
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
89.4K+ 277.07% |
$807K - $880K
|
122K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
64.2KNew |
$579K - $631K
|
64.2K
$549K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
27.7KNew |
$249K - $272K
|
27.7K
$236K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$143K - $156K
|
15.9K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$93.9K - $102K
|
10.4K
$89K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.5KNew |
$13.5K - $14.8K
|
1.5K
$12.8K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.4KNew |
$228K - $276K
|
25.4K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$13.4K - $16.3K
|
1.5K
$12.8K
|
|