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 101 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,384,863
shares
|
$65.1 Million
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
1,957,890
shares
|
$17.3 Million
1.39% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
1,949,219
shares
|
$17.2 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
1,819,653
shares
|
$16 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,491,330
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Aug 14, 2025 Q2 2025 |
995,797
shares
|
$8.78 Million
5.68% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
994,948
shares
|
$8.78 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
845,457
shares
|
$7.46 Million
0.06% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
807,090
shares
|
$7.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
713,059
shares
|
$6.29 Million
0.0% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
533,886
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
497,533
shares
|
$4.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
462,748
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Added 29.74%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
300,938
shares
|
$2.65 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
260,743
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
257,700
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
245,397
shares
|
$2.16 Million
0.48% of portfolio
|
Q2 2025
Added 47.58%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
230,000
shares
|
$2.03 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
214,693
shares
|
$1.89 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
206,211
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
203,176
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 26.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
184,419
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
180,877
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 39.05%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
166,249
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
156,450
shares
|
$1.38 Million
0.19% of portfolio
|
Q1 2025
New holding
|