Institutional Ownership Western Asset Inflation Linked Opportunities & Income Fund (WIW)
This table provides information about the institutional ownership of Western Asset Inflation Linked Opportunities & Income Fund (WIW). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,353,622
shares
|
$62.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
1,967,769
shares
|
$16.7 Million
1.15% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
1,927,128
shares
|
$16.4 Million
1.37% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,923,671
shares
|
$16.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,467,929
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
987,088
shares
|
$8.38 Million
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
May 15, 2025 Q1 2025 |
966,856
shares
|
$8.21 Million
6.97% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
831,076
shares
|
$7.06 Million
0.05% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
738,097
shares
|
$6.27 Million
0.06% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
689,907
shares
|
$5.86 Million
0.0% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
530,374
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2025
Added 19.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
514,658
shares
|
$4.37 Million
0.01% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
497,819
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
356,674
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
302,850
shares
|
$2.57 Million
0.86% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
266,752
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
263,946
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
230,533
shares
|
$1.96 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
214,693
shares
|
$1.82 Million
1.37% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
205,966
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
174,116
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
166,278
shares
|
$1.41 Million
0.39% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
166,249
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
160,702
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 72.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
159,670
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 4.3%
|